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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, Subscription-based ModelNRC’s core offering is recurring measurement and analytics for patient and employee experience, creating predictable revenue streams and high customer switching costs. That subscription-like model supports steady topline visibility, enables cross-sell of services, and underpins durable cash flow over the medium term.
Positive Free Cash Flow TrajectoryImproved TTM free cash flow signals stronger cash generation versus the prior year, providing liquidity to fund operations, service debt, and support dividends or reinvestment. Sustained positive FCF enhances financial resilience amid margin pressure and helps absorb shocks over the next several quarters.
Governance Alignment And Board DeclassificationDeclassifying the board and clarifying bylaws improves shareholder accountability and aligns governance with common public-company norms. Stronger governance reduces agency risk, can improve strategic oversight and investor confidence, and supports better long-term capital allocation and accountability.
Bears Say
Revenue Decline And Margin CompressionA multi-year revenue decline coupled with a structural drop in operating and net margins indicates weakening pricing power or rising cost intensity. Compressed margins reduce the firm’s ability to invest, lower earnings durability, and make profits more sensitive to revenue swings over the 2–6 month horizon and beyond.
Sharply Higher Leverage And Thin Equity BaseElevated debt relative to equity materially increases refinancing, interest-rate and solvency risk. A thinner equity base limits financial flexibility for M&A or investment and amplifies volatility in returns. Higher leverage constrains strategic options and raises default and covenant sensitivity over coming periods.
Large Compensation-related Q2 2026 ExpenseThe sizable, non-deductible compensation charge will meaningfully depress 2026 earnings and lift the effective tax rate, reducing near-term profitability and cash taxes. While the acceleration removes future expense, it raises questions on compensation governance and temporarily strains reported earnings and cash metrics.

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 $11.01 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 $423.46M.
      When is National Research Corp’s upcoming earnings report date?
      National Research Corp’s upcoming earnings report date is Aug 04, 2026 which is in 52 days.
        How were National Research Corp’s earnings last quarter?
        National Research Corp released its earnings results on Apr 28, 2026. The company reported $0.141 earnings per share for the quarter, beating the consensus estimate of N/A by $0.141.
          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 22,536,695 shares outstanding.
                What happened to National Research Corp’s price movement after its last earnings report?
                National Research Corp reported an EPS of $0.141 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -1.781%.
                  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 (NRC) empowers healthcare organizations across the United States and Canada with data-driven analytics and actionable insights to enhance both patient and employee experiences. Through a comprehensive suite of subscription-based solutions, NRC supplies crucial information and analysis, addressing vital aspects such as the overall patient journey, service recovery initiatives, effective transitions of care, health risk assessments, fostering employee engagement, and enhancing reputation management and brand loyalty. Beyond these, NRC provides market intelligence to help organizations understand brand awareness, public perception, and competitive positioning. They offer advanced segmentation tools to analyze community needs, wants, and behaviors in real-time. Specialized health risk assessment tools are available to help clients pinpoint and support high-risk populations, fostering preventative care strategies and wellness initiatives. Similarly, transition management solutions assist in identifying and managing at-risk patients during care changes, aiming to reduce readmissions and ensure smooth, satisfactory transitions. NRC also offers transparency tools, empowering healthcare providers to present clear organizational information to consumers, thereby supporting informed decision-making. Furthermore, governance solutions are tailored for the leadership of non-profit hospitals and health systems, including boards of directors, executives, and physician leaders. Their clientele includes integrated health systems, post-acute care providers, and healthcare payer organizations. Established in 1981, National Research Corporation maintains its headquarters in Lincoln, Nebraska.

                    National Research (NRC) Earnings & Revenues

                    NRC Earnings Call

                    Q1 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

                    2.61%16.14%19.01%53.58%
                    19.01% Other Institutional Investors
                    53.58% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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