National Research (NASDAQ:NRC) Posts Quarterly Earnings Results, Beats Estimates By $0.46 EPS

National Research (NASDAQ:NRC) released its quarterly earnings data on Tuesday. The company reported $0.31 EPS for the quarter, topping the consensus estimate of ($0.15) by $0.46, Zacks reports. The business had revenue of $35.39 million for the quarter, compared to analyst estimates of $34.90 million. National Research had a net margin of 6.52% and a return on equity of 122.73%.

Here are the key takeaways from National Research’s conference call:

• TRCV increased 11% year over year to $151.9 million, with mid-teens growth in Experience and nearly 10% growth in The Governance Institute, reflecting strong bookings and broader customer demand.
• The landmark multi-solution customer implementation is underway, with the first 25 hospitals and several ambulatory sites live, revenue beginning in Q3, and full deployment expected by year-end. Management also said the pipeline is up 60% year over year, although average deal size has declined.
• Q2 revenue grew approximately 4% year over year and 2% sequentially, while adjusted EBITDA margin held at 27% as the company invested in delivery, customer success, and product development. Management expects margins to remain roughly flat in Q3 before improving in Q4 as revenue catches up with TRCV growth.
• NRC launched ambient listening with agentic AI in its rounding solution and is evaluating additional monetization opportunities, while also pursuing AI-driven efficiency in implementation and customer success. The company views its proprietary healthcare experience data as a competitive advantage and expects AI to improve differentiation, retention, and cost-to-serve over time.
• Management highlighted substantial cross-selling potential, with roughly 70% of customers using only one NRC product, and continued shareholder returns through a $0.16 quarterly dividend and the repurchase of approximately 397,000 shares during the quarter.

National Research Stock Performance

NASDAQ NRC opened at $22.34 on Wednesday. The company has a quick ratio of 0.52, a current ratio of 0.52 and a debt-to-equity ratio of 5.48. National Research has a fifty-two week low of $11.01 and a fifty-two week high of $23.25. The business has a fifty day moving average of $20.45 and a 200-day moving average of $18.33. The stock has a market cap of $508.24 million, a price-to-earnings ratio of 57.28 and a beta of 0.35.

National Research Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 25th will be issued a $0.16 dividend. This represents a $0.64 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Friday, September 25th. National Research’s payout ratio is 164.10%.

Institutional Trading of National Research

A number of large investors have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC raised its stake in National Research by 9,535.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,638 shares of the company’s stock valued at $28,000 after purchasing an additional 1,621 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in National Research by 85.6% in the 3rd quarter. Russell Investments Group Ltd. now owns 1,997 shares of the company’s stock valued at $26,000 after purchasing an additional 921 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in shares of National Research during the 2nd quarter worth about $34,000. BNP Paribas Financial Markets boosted its stake in shares of National Research by 85.4% during the 3rd quarter. BNP Paribas Financial Markets now owns 2,496 shares of the company’s stock worth $32,000 after purchasing an additional 1,150 shares during the last quarter. Finally, Quadrant Capital Group LLC grew its holdings in shares of National Research by 315.9% during the fourth quarter. Quadrant Capital Group LLC now owns 2,583 shares of the company’s stock worth $48,000 after buying an additional 1,962 shares in the last quarter. Institutional investors and hedge funds own 47.26% of the company’s stock.

Wall Street Analysts Forecast Growth

NRC has been the subject of several recent research reports. Citizens Jmp started coverage on shares of National Research in a report on Monday, June 22nd. They set a “market outperform” rating and a $23.00 target price for the company. Weiss Ratings raised shares of National Research from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, May 29th. One research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $23.00.

About National Research

National Research Corp (NASDAQ: NRC), also known as NRC Health, is a healthcare analytics and performance improvement company specializing in patient and employee experience measurement. The company’s cloud-based platform enables healthcare providers to collect real-time feedback through patient satisfaction surveys, post-discharge outreach, and employee engagement tools. NRC Health integrates clinical, operational and financial data to deliver actionable insights that support quality improvement initiatives and value-based care programs.

Since its founding in the early 1990s and headquartered in Lincoln, Nebraska, National Research has expanded beyond its regional roots to serve more than 1,600 hospitals and 12,000 care sites across the United States and Canada.