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NRDS · NASDAQ · Internet Content & Information

NerdWallet

Connects consumers and SMBs with financial products through content, tools, and marketplaces.

$9.66

After-hours close−0.25 (−2.52%)

At close$9.91(+2.11%)

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Profile

NerdWallet, Inc.NRDSCommunication Services

Runs a personal-finance guidance platform for consumers and SMBs, monetizing editorial content, comparison tools, marketplaces, referrals, lead generation, and selected brokerage or advisory services. Revenue is concentrated in the United States, with one operating segment and a newer Consumer/SMB reporting view.

Runs a digital finance-guidance platform organized around Consumer and SMB user groups. Consumer spans insurance, credit cards, loans, banking, investing, and other emerging verticals, while SMB covers small-business loans, cards, and related financial products.

Monetization comes from referral fees, lead generation, partner arrangements, and brokerage or advisory services through regulated subsidiaries. The platform pairs editorial content, product data, user-specific insights, comparison tools, and marketplaces to move high-intent users toward third-party providers.

Operates in the United States, Canada, and the United Kingdom, but revenue is concentrated in the United States. The business is reported as one operating segment and depends on financial-provider demand, search traffic, and compliance inside its regulated service lines.

Company facts

CEOTim Chen

ListedNov 4, 2021

ExchangeNASDAQ

HeadquartersSan Mateo, CA

CountryUnited States

Employees650

CIK0001625278

ISINUS64082B1026

Key statistics

Market cap$720.7M

EPS (ttm)$0.8900

P/E (ttm)11.12

ROE18.1%

P/B1.98

P/S0.8381

Dividend yield—

Beta0.95vs XLC 1.07

Year to date −23.4% · Average volume (30d) 690.4K

Analysts

Price target, next 12 months$13.00+31.3%Median of 6 analysts · vs the Aug 28 close

ConsensusBuy4 of 6 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $9.90

High$15.00+51.5%

Median$13.00+31.3%

Low$12.00+21.2%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
May 11, 2026	Truist Financial	Target			$16	$15
May 11, 2026	Oppenheimer	Reiterate		Outperform	$18	$12
May 8, 2026	Keybanc	Reiterate		Overweight	$14	$13
Mar 13, 2026	Morgan Stanley	Downgrade	Equal Weight	Underweight

Earnings

EPS

Estimate$0.35

ReportedDue Nov 5, 2026

Revenue

Estimate$251.9M

ReportedDue Nov 5, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	$0.09	$0.07	−25.1%	$195.3M	$197.3M	+1.0%	+12.10%
May 6, 2026Q1 FY26	$0.25	$0.29	+16.0%	$227.6M	$222.2M	−2.4%	−12.77%
Feb 25, 2026Q4 FY25	$0.17	$0.19	+11.8%	$211.3M	$225.4M	+6.7%	+7.27%
Nov 6, 2025Q3 FY25	$0.20	$0.34	+70.0%	$211.4M	$215.1M	+1.8%	+13.86%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$209.2M	$186.9M	$215.1M	$225.4M	$222.2M	$197.3M
Gross profit	$191.0M	$170.3M	$199.8M	$211.8M	$208.6M	$183.9M
Operating income	$700.0K	$10.7M	$34.4M	$19.4M	$28.5M	$7.0M
Net income	$200.0K	$8.2M	$26.3M	$14.0M	$20.4M	$4.3M
Diluted EPS	$0.00	$0.11	$0.34	$0.19	$0.29	$0.07
Gross margin	91.3%	91.1%	92.9%	94.0%	93.9%	93.2%
Operating margin	0.3%	5.7%	16.0%	8.6%	12.8%	3.5%

Fiscal years (4-quarter sums)FY21 $379.6M · FY22 $538.9M · FY23 $599.4M · FY24 $687.6M · FY25 $836.6M

Revenue by product · Q2 FY26

Consumer$175.2M · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $62.0M · Total debt $5.1M · Total assets $418.0M · Shareholders' equity $325.8M

Dividends

No dividends on record.

Ownership

Institutions 38.21%27.81M sharesInsiders 7.98%5.81M sharesOther 53.81%39.18M shares

Shares outstanding 72.80M · Float 68.64M · 94.3% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Topline Capital Management, LLC · other: See Explanation in Footnotes	3.29M	4.52%	Form 4	Jun 30, 2026
BlackRock, Inc.	2.58M	3.54%	13F	Aug 7, 2026
Arrowstreet Capital, Limited Partnership	1.77M	2.43%	13F	Aug 13, 2026
Dimensional Fund Advisors LP	1.43M	1.97%	13F	Aug 11, 2026
Vanguard Capital Management LLC	1.37M	1.88%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 30, 2026	Topline Capital Partners, LP	10 percent owner	−454,872	$9.27
Jun 29, 2026	Topline Capital Partners, LP	10 percent owner	−587,835	$9.22
Jun 26, 2026	Topline Capital Partners, LP	10 percent owner	−919,153	$8.95
Jun 30, 2026	Topline Capital Management, LLC	other: See Explanation in Footnotes	−454,872	$9.27
Jun 29, 2026	Topline Capital Management, LLC	other: See Explanation in Footnotes	−587,835	$9.22