Citizens Jmp Has Pessimistic Opinion of NRC FY2026 Earnings

Key Points

• Citizens Jmp lowered its FY2026 EPS estimate for National Research to $0.97 from $0.98, while maintaining a “Market Outperform” rating and a $27 price target.
• National Research exceeded quarterly expectations, reporting $0.21 EPS versus $0.18 expected and revenue of $38.4 million versus the $35.8 million consensus estimate.
• Analyst sentiment remains cautious overall: the stock has a consensus “Hold” rating and a $27 target price. The company also declared a quarterly dividend of $0.16 per share, representing a 2.7% yield.

National Research Corporation (NASDAQ:NRC - Free Report) - Stock analysts at Citizens Jmp cut their FY2026 earnings per share estimates for National Research in a report released on Thursday, October 29th. Citizens Jmp analyst C. Davides now forecasts that the company will earn $0.97 per share for the year, down from their previous estimate of $0.98. Citizens Jmp currently has a "Market Outperform" rating and a $27.00 target price on the stock. The consensus estimate for National Research's current full-year earnings is $0.97 per share. Citizens Jmp also issued estimates for National Research's Q4 2026 earnings at $0.24 EPS, Q1 2027 earnings at $0.23 EPS and FY2027 earnings at $1.06 EPS.

National Research (NASDAQ:NRC - Get Free Report) last issued its quarterly earnings results on Tuesday, October 27th. The company reported $0.21 EPS for the quarter, topping analysts' consensus estimates of $0.18 by $0.03. The business had revenue of $38.40 million for the quarter, compared to analyst estimates of $35.80 million. National Research had a return on equity of 171.97% and a net margin of 4.48%.

Several other research firms have also commented on NRC. Weiss Ratings raised shares of National Research from a "sell (d+)" rating to a "hold (c-)" rating in a report on Wednesday. Zacks Research raised shares of National Research to a "hold" rating in a research note on Monday, October 5th. Finally, Wall Street Zen lowered shares of National Research from a "buy" rating to a "hold" rating in a research report on Saturday, August 15th. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, National Research currently has a consensus rating of "Hold" and a consensus target price of $27.00.

National Research Price Performance

NRC stock opened at $23.83 on Monday. The firm has a fifty day moving average price of $21.22 and a two-hundred day moving average price of $19.20. National Research has a 1-year low of $11.73 and a 1-year high of $24.40. The firm has a market cap of $542.13 million, a price-to-earnings ratio of 85.11 and a beta of 0.22. The company has a debt-to-equity ratio of 13.13, a current ratio of 0.65 and a quick ratio of 0.65.

National Research Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 8th. Investors of record on Tuesday, December 29th will be given a dividend of $0.16 per share. The ex-dividend date is Tuesday, December 29th. This represents a $0.64 annualized dividend and a dividend yield of 2.7%. National Research's dividend payout ratio (DPR) is currently 228.57%.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of NRC. Farmers & Merchants Investments Inc. boosted its stake in National Research by 51.7% during the third quarter. Farmers & Merchants Investments Inc. now owns 501,731 shares of the company's stock valued at $10,632,000 after buying an additional 171,082 shares in the last quarter. Bank of New York Mellon Corp lifted its position in National Research by 4.0% in the first quarter. Bank of New York Mellon Corp now owns 250,707 shares of the company's stock worth $4,257,000 after buying an additional 9,730 shares during the last quarter. Heartland Advisors Inc. boosted its stake in National Research by 374.3% during the 1st quarter. Heartland Advisors Inc. now owns 237,147 shares of the company's stock worth $4,027,000 after purchasing an additional 187,147 shares during the last quarter. Bank of America Corp DE increased its stake in shares of National Research by 3.0% during the first quarter. Bank of America Corp DE now owns 112,468 shares of the company's stock worth $1,910,000 after acquiring an additional 3,323 shares during the period. Finally, Fifth Third Bancorp bought a new position in shares of National Research during the first quarter valued at approximately $1,531,000. Institutional investors and hedge funds own 47.26% of the company's stock.

About National Research

National Research Corporation, formerly traded on the Nasdaq under the symbol NRC, provides research, analytics and performance-improvement services to the health care industry. Through its NRC Health business, the company helps hospitals, health systems and other care organizations understand and improve patient, consumer and employee experiences.

Its offerings have included patient and employee surveys, market research, reputation management, loyalty and engagement programs, benchmarking, and software tools that turn feedback and other data into operational insights.

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