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SLM Corp

NEW
NAS:SLM (USA)  
$ 26.51 +0.74 (+2.87%) 04:00 PM EST
7.41
P/B:
2.24
Market Cap:
$ 4.98B
Enterprise V:
$ 6.49B
Volume:
1.70M
Avg Vol (2M):
2.52M
Trade In:
Volume:
1.70M
Avg Vol (2M):
2.52M

SLM Number of Guru Trades

To

SLM Volume of Guru Trades

To

Gurus Latest Trades with NAS:SLM

No Available Data

NAS:SLM is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Glenn Greenberg
2026-06-30
13,381,145
7.120
7.56%
Reduce -1.5%
HOTCHKIS & WILEY
2026-06-30
7,216,318
3.840
0.55%
Add 11.26%
Barrow, Hanley, Mewhinney & Strauss
2026-06-30
6,520,274
3.470
0.51%
Add 24.65%
Total 3

SLM Corp Insider Transactions

No Available Data

Guru Commentaries on NAS:SLM

2026 Q1
What the manager wrote

SLM is the largest originator of private student loans in the U.S. The stock has declined due to concerns around AI-driven displacement of white-collar jobs and its impact on delinquencies. We established our position at an average price of $18.95 per share, or about 7x and 4x our 2026 and 2028 EPS estimates, respectively. It is inherently difficult to predict the influence AI will have on employment this early in the adoption curve, but over time, we expect workers to adapt and reskill to match the evolving job market. Nearly 90% of SLM’s loans are cosigned, typically by a parent or grandparent, mitigating credit risk. We also see an opportunity for significant growth in graduate student lending as the federal government exits the market following provisions in the One Big Beautiful Bill Act.

2026 Q1
1Q2026global
What the manager wrote

SLM Corp. had a volatile quarter: shares faced pressure in February on modest increases in early-stage delinquencies and labor market softening, but rebounded in March after the company priced its first student-loan ABS transaction of the year and announced a $200 million accelerated share repurchase.

News about NAS:SLM

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