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National Research Corp (NRC)
NASDAQ:NRC
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National Research (NRC) Price & Analysis

228 Followers

NRC Stock Chart & Stats

$19.49
-$0.11(-0.63%)
At close: 4:00 PM EST
$19.49
-$0.11(-0.63%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue Visibility (TRCV)Sustained TRCV growth and ~99% recurring revenue materially improve revenue visibility and predictability over a multi-quarter horizon. A growing, renewable contract base supports predictable cash flows, higher customer lifetime value, and a clearer path for revenue recognition as TRCV converts to billed revenue in 2026.
High Margin ProfitabilityRobust gross margins (~56%) and a 29% adjusted EBITDA margin indicate a scalable, service-centric model with structural profitability. These margins provide durable operating leverage potential, funding for product R&D, go‑to‑market investments, dividends and opportunistic M&A without immediate reliance on top-line expansion.
Durable Free Cash Flow GenerationConsistent positive operating and free cash flow signals the business converts revenue into liquid resources over time. Durable FCF enables ongoing capital allocation (dividends, buybacks, M&A) and supports debt servicing despite cyclical top-line dynamics, improving strategic optionality across 2–6 months and beyond.
Bears Say
Elevated LeverageA materially higher leverage ratio materially reduces financial flexibility and increases earnings sensitivity to downturns. With debt elevated relative to a much smaller equity base, the firm faces greater refinancing and interest-rate risk, constraining capital deployment and increasing downside vulnerability if revenue recovery delays.
Sustained Revenue DeclineSeveral periods of revenue shrinkage indicate structural top-line pressure that can erode operating leverage and slow reinvestment. If TRCV conversion to recognized revenue lags, management must extend margin discipline or cut investments, increasing execution risk and potentially delaying the forecasted 2026 recovery.
Weaker Cash Conversion And Margin CompressionDeclining net margins and reduced cash conversion quality signal earnings are less resilient and harder to monetize into cash. This weakens the firm's ability to service higher leverage, fund growth internally, and maintain returns, making performance more dependent on successful execution and timing of TRCV-to-revenue conversion.

National Research News

NRC FAQ

What was National Research Corp’s price range in the past 12 months?
National Research Corp lowest stock price was $10.24 and its highest was $22.79 in the past 12 months.
    What is National Research Corp’s market cap?
    National Research Corp’s market cap is $391.92M.
      When is National Research Corp’s upcoming earnings report date?
      National Research Corp’s upcoming earnings report date is Apr 28, 2026 which is tomorrow.
        How were National Research Corp’s earnings last quarter?
        National Research Corp released its earnings results on Feb 03, 2026. The company reported $0.077 earnings per share for the quarter, beating the consensus estimate of N/A by $0.077.
          Is National Research Corp overvalued?
          According to Wall Street analysts National Research Corp’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does National Research Corp pay dividends?
            National Research Corp pays a Quarterly dividend of $0.16 which represents an annual dividend yield of 2.52%. See more information on National Research Corp dividends here
              What is National Research Corp’s EPS estimate?
              National Research Corp’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does National Research Corp have?
              National Research Corp has 22,746,397 shares outstanding.
                What happened to National Research Corp’s price movement after its last earnings report?
                National Research Corp reported an EPS of $0.077 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -19.54%.
                  Which hedge fund is a major shareholder of National Research Corp?
                  Currently, no hedge funds are holding shares in NRC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    National Research Corp

                    National Research Corporation provides analytics and insights that facilitate measurement and enhancement of the patient and employee experience in the United States and Canada. Its portfolio of subscription-based solutions provides actionable information and analysis to healthcare organizations across a range of mission-critical, constituent-related elements, including patient experience, service recovery, care transitions, health risk assessments, employee engagement, reputation management, and brand loyalty. The company also offers market insights solutions that allow the tracking of awareness, perception, and consistency of healthcare brands; assessment of competitive differentiators; and enhanced segmentation tools to evaluate needs, wants, and behaviors of communities through real-time competitive assessments and enhanced segmentation tools. In addition, it provides experience solutions, such as patient and resident experience, workforce engagement, health risk assessments, transitions, and improvement tools. Further, the company offers health risk assessment solutions that enable clients to segment populations and manage care for those who are most at risk, engage individuals, enhance preventative care, and manage wellness programs; and transitions solutions, which enable organizations to identify and manage high-risk patients to reduce readmissions, enhance patient satisfaction and support safe care transitions. Additionally, it provides transparency solutions that allow healthcare organizations to share picture of their organization and ensure content informs in consumer decision-making; and governance solutions for not-for-profit hospital and health system boards of directors, executives, and physician leadership. The company serves integrated health systems, post-acute providers, and payer organizations. National Research Corporation was founded in 1981 and is headquartered in Lincoln, Nebraska.

                    National Research (NRC) Earnings & Revenues

                    NRC Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized meaningful progress across leading indicators (TRCV +8%, new sales +86%, highest retention in 7+ years), strong profitability (29% adjusted EBITDA margin) and clear product/organizational momentum (Rounding TRCV nearly doubled, AI initiatives, strategic hires). The primary negatives were a 4% full-year revenue decline and lingering impacts from elevated TRCV attrition in H2 2024 that created tough comps and pressured 2025 revenue. Management framed the revenue weakness as largely cyclical and expectant of recovery in 2026 as TRCV converts to recognized revenue. Overall, positive operational and financial fundamentals outweigh the near-term revenue drag.View all NRC earnings summaries
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                    Ownership Overview

                    43.23%15.58%18.07%15.07%
                    43.23% Insiders
                    18.07% Other Institutional Investors
                    15.07% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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