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Mar 31, 2024

SLM Q1 2024 Earnings Report

Sallie Mae's financial performance in Q1 2024 reflected a solid start with strong results and strategic execution.

Key Takeaways

Sallie Mae reported a strong start to 2024 with GAAP diluted earnings per common share of $1.27. The company saw 6% growth in private education loan originations and executed a $2.1 billion loan sale. Credit performance trends were encouraging, contributing to the positive performance.

GAAP diluted earnings per common share were $1.27.

Private education loan originations grew by 6% year-over-year.

The company completed a $2.1 billion sale of private education loans.

Net charge-offs totaled $83 million, representing 2.1% of average loans in repayment (annualized).

Total Revenue
$387M
Previous year: $405M
-4.5%
EPS
$1.27
Previous year: $0.47
+170.2%
Net Interest Margin
5.49%
Previous year: 5.7%
-3.7%

SLM

SLM

SLM Revenue by Segment

Forward Guidance

For the full year 2024, the Company expects diluted earnings per common share between $2.60 and $2.70, private education loan originations year-over-year growth between 7% and 8%, total loan portfolio net charge-offs between $340 million and $370 million, and non-interest expenses between $635 million and $655 million.

Positive Outlook

  • Diluted Earnings Per Common Share: $2.60 - $2.70
  • Private Education Loan Originations Year-over-Year Growth: 7% - 8%

Challenges Ahead

  • Total Loan Portfolio Net Charge-Offs: $340 million - $370 million
  • Non-Interest Expenses: $635 million - $655 million