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NRDS
NerdWallet, Inc.
9.35
2 x 6.81
2 x 11.96
bid
ask
+
0.10
1.08%
2 @ 05:52 AM
9.35 +0.00 (0.00%)
| Ytd | -31.00% | |
| 1y | -16.14% |
9.25
day range
9.48
7.33
52 week range
16.24
| Open | 9.25 | Prev Close | 9.25 | Low | 9.25 | High | 9.48 | Mkt Cap | 615.22M |
| Vol | 732.25K | Avg Vol | 860.56K | EPS | 0.93 | P/E | 10.05 | Forward P/E | 29.18 |
| Beta | 1.39 | Short Ratio | 2.63 | Inst. Own | 77.33% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 08-06 | 50-d Avg | 9.03 | 200-d Avg | 11.23 | 1yr Est | 17.00 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-02-18 | 2025-12 | 0.17 | N/A | N/A | N/A |
| 2025-11-06 | 2025-09 | 0.2 | 0.34 | 0.14 | 70.00% |
| 2025-08-07 | 2025-06 | 0.11 | 0.11 | N/A | N/A |
| 2025-08-07 | 2025-06 | 0.11 | N/A | N/A | N/A |
| 2025-05-06 | 2025-03 | 0 | N/A | N/A | N/A |
| 2025-05-06 | 2025-03 | 0 | N/A | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2024-10-30 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
| 2024-10-30 | Keybanc | Upgrade | Overweight | Overweight |
| 2024-10-30 | Barclays | Upgrade | Overweight | Overweight |
| 2024-08-05 | Truist Securities | Upgrade | Buy | Buy |
| 2024-08-01 | Barclays | Upgrade | Overweight | Overweight |
| 2024-08-01 | Oppenheimer | Upgrade | Outperform | Outperform |
Profile
NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers in the United States, the United Kingdom, Australia, and Canada. Its platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as through NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans. The company was founded in 2009 and is based in San Francisco, California.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2024-05-23 | CERAN JENNIFER | Director | 36.10K | Sale |
| 2023-09-11 | CHEN TIM CHAO-MING | Chief Executive Officer | 695.17K | Purchase |
| 2024-05-13 | LAUBE LYNNE MARIE | Director | 42.00K | Stock Award(Grant) |
| 2024-05-13 | MCBRIDE KENNETH THOMAS | Director | 52.90K | Stock Award(Grant) |
| 2024-12-01 | STCLAIR LAUREN | Chief Financial Officer | 313.10K | Sale |
| 2024-05-13 | TAYLOR MAURICE KEVIN | Director | 45.32K | Stock Award(Grant) |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Innovius Capital Management, LLC | 5.21M | 66.89M | 12.48% |
| 2024-09-29 | Vanguard Group Inc | 4.07M | 52.29M | 9.75% |
| 2024-09-29 | Blackrock Inc. | 2.86M | 36.73M | 6.85% |
| 2024-09-29 | T. Rowe Price Investment Management, Inc. | 2.73M | 35.00M | 6.53% |
| 2024-09-29 | FMR, LLC | 1.33M | 17.08M | 3.19% |
| 2024-09-29 | Geode Capital Management, LLC | 924.42K | 11.87M | 2.21% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Price (T.Rowe) Small-Cap Value Fund | 1.61M | 20.68M | 3.86% |
| 2024-09-29 | Vanguard Total Stock Market Index Fund | 1.36M | 17.47M | 3.26% |
| 2024-09-29 | Vanguard Small-Cap Index Fund | 1.06M | 13.65M | 2.55% |
| 2024-10-30 | iShares Russell 2000 ETF | 1.03M | 13.28M | 2.48% |
| 2024-09-29 | Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 843.18K | 10.83M | 2.02% |
| 2024-10-30 | Fidelity Advisor Stock Selector Mid Cap Fund | 725.55K | 9.32M | 1.74% |