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Navient (NAVI) to Report Q3 Earnings: Key Factors to Consider

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Navient Corporation (NAVI - Free Report) is scheduled to report third-quarter 2023 results on Oct 25, before market open. The company’s earnings are expected to have witnessed a year-over-year increase, while revenues are projected to have declined.

This Wilmington, DE-based lender’s second-quarter 2023 earnings missed the Zacks Consensus Estimate. A fall in core net interest income (NII) and total other income, and higher expenses affected the results. Nonetheless, a decline in provisions acted as a tailwind.

NAVI has a mixed earnings surprise history. Navient’s earnings outpaced estimates in one of the trailing four quarters and missed thrice, the average beat being 0.66%.

Navient Corporation Price and EPS Surprise

 

Navient Corporation Price and EPS Surprise

Navient Corporation price-eps-surprise | Navient Corporation Quote

NAVI’s activities in the to-be-reported quarter were adequate to gain analysts’ confidence. As a result, the Zacks Consensus Estimate for third-quarter earnings of 81 cents per share has moved marginally up in the past week. Further, the figure indicates an 8% rise from the year-ago quarter’s reported figure.

The consensus estimate for revenues of $210.9 million indicates a decline of 14.6% from the year-ago reported figure.

Key Factors to Note

Per the Fed’s latest data, demand for consumer loans declined in the third quarter. This is likely to have affected Navient’s NII to some extent.

Nonetheless, continuing with its efforts to curb inflation, the Fed raised interest rates by another 25 basis points in July and kept the rates unchanged at 5.25-5.5% during the September FOMC meeting. This is expected to have had a positive impact on the company’s NII. As a result, revenues in the Federal Education Loans and Consumer Lending segments are likely to have increased.

The consensus estimate for NII is pegged at $199 million, suggesting a sequential rise of 11.8%.

Also, the Zacks Consensus Estimate for asset recovery and business processing revenues of $88 million indicates a 6% rise from the prior quarter’s reported figure. This is likely to have aided the Business Processing segment’s growth.

The consensus estimate for servicing revenues is pegged at $16.67 million, indicating a 4.2% rise from the prior quarter’s reported figure.

Overall, the Zacks Consensus Estimate for total fee income of $113 million indicates a fall of 12.4% from the prior quarter’s reported figure.

Lastly, Navient’s initiatives to become a technologically advanced company and its aim to expand services outside the education industry are expected to have led to elevated expenses in the quarter under review, affecting bottom-line growth.

What Our Quantitative Model Predicts

Our proven model does not predict an earnings beat for Navient this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Earnings ESP: Earnings ESP for Navient is 0.00%.

Zacks Rank: Navient currently carries a Zacks Rank of 3.

Stocks That Warrant a Look

First Citizens BancShares, Inc. (FCNCA - Free Report) and Cullen/Frost Bankers (CFR - Free Report) are a couple of stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat in their upcoming releases.

The Earnings ESP for FCNCA is +3.85% and the stock currently carries a Zacks Rank #2. The company is slated to report third-quarter 2023 results on Oct 26.

The Zacks Consensus Estimate for FCNCA’s third-quarter earnings has moved 2.7% north over the past 30 days.

CFR currently has an Earnings ESP of +1.00% and a Zacks Rank #3. The company is scheduled to release third-quarter 2023 results on Oct 26. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CFR’s third-quarter earnings has been unchanged over the past month.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.


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Cullen/Frost Bankers, Inc. (CFR) - free report >>

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Navient Corporation (NAVI) - free report >>

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