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Stock impact report

SLM : Cheap Valuation Meets Rising Credit Risk [Seeking Alpha]

SLM Corporation (SLM) 
Last slm corporation earnings: 4/22 04:30 pm Check Earnings Report
US:NASDAQ Investor Relations: salliemae.com/about/investors
Company Research Source: Seeking Alpha
Q1 2026 EPS beat at $1.54, with management raising full-year guidance to $3.10–$3.20, supported by a 5.29% net interest margin and aggressive capital returns. Rising overdue loans (3.98% vs. 3.58% YoY) and higher provisions highlight growing credit risk, partially masked by one-time reserve releases from loan sales. SLM offers value with cyclical risk: upside if credit quality stabilizes, but further deterioration could justify the current discounted multiple. J Studios/DigitalVision via Getty Images Introduction In my view, SLM corporation is a cheaply valued, quality profit-generating stock, though the current upside depends on whether the worsening loan quality will remain managed and won‘t make this value a trap. SLM Corporation ( SLM ) takes up Show less Read more
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