Analysts expect SLM Corp to report Q3 2026 revenue of $457.31 million and EPS of $0.17, while the stock currently trades at $22.26 against a $27.75 average price target. Investors are primarily focused on peak-season private education loan originations and credit performance after management narrowed its full-year net charge-off guidance to $365 million–$385 million.
Recent performance has been impacted by net interest margin (NIM) compression and elevated expenses, though management indicated that margins likely reached their low point in the prior quarter. The market is also looking for updates on strategic loan sales and the company's capital return programs, which include significant share repurchases despite ongoing shifts in federal student lending policies.