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Sep 30, 2021

SLM Q3 2021 Earnings Report

Reported GAAP net income attributable to common stock of $72 million, or $0.24 per diluted share.

Key Takeaways

Sallie Mae reported a decrease in GAAP net income of 57% to $73 million. Private education loan originations increased by 10% to $2.1 billion. The board approved a $250 million increase to the share repurchase program and declared a common stock dividend for Q4 2021 of $0.11 per share.

GAAP net income of $73 million, down 57%.

Net interest income of $358 million, down 2%.

Private education loan originations of $2.1 billion, up 10%.

Total operating expenses of $141 million, up from $127 million.

Total Revenue
$358M
Previous year: $365M
-2.0%
EPS
$0.24
Previous year: $0.47
-48.9%
Net Interest Margin
5.03%
Previous year: 4.79%
+5.0%
Private Ed Loan Originations
$2.1B
Previous year: $1.9B
+10.5%
Cash and Equivalents
$2.72B
Previous year: $4.35B
-37.5%
Total Assets
$28.8B
Previous year: $30.6B
-6.0%

SLM

SLM

SLM Revenue by Segment

Forward Guidance

For 2021, the company expects full-year diluted ā€œCore Earningsā€ per common share of $3.55 - $3.60, full-year Private Education Loan originations year-over-year growth of 3% - 4%, full-year total loan portfolio net charge-offs of $195 million - $205 million, and full-year non-interest expenses of $525 million - $530 million.

Positive Outlook

  • Full-year diluted ā€œCore Earningsā€ per common share of $3.55 - $3.60.
  • Full-year Private Education Loan originations year-over-year growth of 3% - 4%.
  • Full-year total loan portfolio net charge-offs of $195 million - $205 million.
  • Full-year non-interest expenses of $525 million - $530 million.