Q3 Earnings Reaction: Recent chatter on X about Sallie Mae (SLM) has centered on its third-quarter 2025 earnings, which reported a net income of $132 million but missed revenue and EPS expectations. Despite the miss, the stock saw a 5% surge post-earnings, sparking varied opinions among users. Some highlight optimism around a 42.2% year-on-year sales increase to $546 million.
Dividend Announcement Buzz: Another focal point on X is Sallie Mae’s declaration of Q4 2025 dividends for both common and preferred stock. Posts reflect interest in the company’s stability, with a $0.13 per share dividend on common stock drawing attention. Discussions suggest a mix of curiosity and cautious optimism about future growth.
Broader Sentiment on Student Loans: Beyond financials, X conversations often touch on broader frustrations with Sallie Mae’s role in student loans, with some users criticizing high interest rates and debt burdens. These emotional takes contrast with more analytical posts about stock performance. The dialogue remains heated around the ethics of student lending practices.
Note: This discussion summary was generated from an AI condensation of post data.
Sallie Mae Insider Trading Activity
Sallie Mae insiders have traded $SLM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SLM stock by insiders over the last 6 months:
- KERRI A. PALMER (EVP, Chief Operational Officer) sold 55,000 shares for an estimated $1,771,401
- MUNISH PAHWA (EVP & Chief Risk Officer) sold 10,000 shares for an estimated $340,820
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sallie Mae Hedge Fund Activity
We have seen 205 institutional investors add shares of Sallie Mae stock to their portfolio, and 211 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARROW HANLEY MEWHINNEY & STRAUSS LLC added 5,422,551 shares (+62.5%) to their portfolio in Q2 2025, for an estimated $177,805,447
- IMPACTIVE CAPITAL LP removed 3,014,633 shares (-27.3%) from their portfolio in Q2 2025, for an estimated $98,849,816
- ROYAL LONDON ASSET MANAGEMENT LTD added 2,397,252 shares (+200.7%) to their portfolio in Q2 2025, for an estimated $78,605,893
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,358,553 shares (+39.6%) to their portfolio in Q2 2025, for an estimated $77,336,952
- FIRST TRUST ADVISORS LP added 2,117,479 shares (+153.4%) to their portfolio in Q2 2025, for an estimated $69,432,136
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,953,383 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $64,051,428
- MILLENNIUM MANAGEMENT LLC removed 1,805,731 shares (-68.6%) from their portfolio in Q2 2025, for an estimated $59,209,919
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Sallie Mae Analyst Ratings
Wall Street analysts have issued reports on $SLM in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/24/2025
- RBC Capital issued a "Outperform" rating on 10/24/2025
- Morgan Stanley issued a "Overweight" rating on 10/24/2025
- Jefferies issued a "Buy" rating on 10/17/2025
- Barclays issued a "Overweight" rating on 07/25/2025
To track analyst ratings and price targets for Sallie Mae, check out Quiver Quantitative's $SLM forecast page.
Sallie Mae Price Targets
Multiple analysts have issued price targets for $SLM recently. We have seen 9 analysts offer price targets for $SLM in the last 6 months, with a median target of $33.0.
Here are some recent targets:
- Donald Fandetti from Wells Fargo set a target price of $33.0 on 10/24/2025
- Jeffery Harte from Morgan Stanley set a target price of $36.0 on 10/24/2025
- Jon G. Arfstrom from RBC Capital set a target price of $32.0 on 10/24/2025
- John Hecht from Jefferies set a target price of $31.0 on 10/17/2025
- Richard Shane from JP Morgan set a target price of $29.0 on 10/07/2025
- Terry Ma from Barclays set a target price of $35.0 on 10/06/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $31.0 on 10/01/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
