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Dec 31, 2021

SLM Q4 2021 Earnings Report

Reported strong financial results for Q4 2021, driven by a focus on the core business and strategic imperatives.

Key Takeaways

Sallie Mae reported a GAAP net income attributable to common stock of $305 million, or $1.04 per diluted share, and a non-GAAP "Core Earnings" net income attributable to common stock of $306 million, or $1.05 per diluted share for the fourth quarter of 2021. The company also repurchased 14 million shares of common stock and paid a dividend of $0.11 per share.

GAAP net income was $306 million, down 29%.

Net interest income was $367 million, up less than 1%.

Private education loan originations were $737 million, up 18%.

The company sold $1.05 billion in private education loans.

Total Revenue
$367M
Previous year: $367M
+0.1%
EPS
$1.05
Previous year: $1.15
-8.7%
Net Interest Margin
5.13%
Previous year: 4.82%
+6.4%
Cash and Equivalents
$4.33B
Previous year: $4.46B
-2.7%
Total Assets
$29.2B
Previous year: $30.8B
-5.0%

SLM

SLM

Forward Guidance

For 2022, the company expects full-year diluted Non-GAAP ā€œCore Earningsā€ per common share of $2.80 - $3.00, full-year Private Education Loan originations year-over-year growth of 8% - 10%, full-year total loan portfolio net charge-offs of $255 million - $275 million, and full-year non-interest expenses of $555 million - $565 million.

Positive Outlook

  • Full-year diluted Non-GAAP ā€œCore Earningsā€ per common share of $2.80 - $3.00.
  • Full-year Private Education Loan originations year-over-year growth of 8% - 10%.
  • Full-year total loan portfolio net charge-offs of $255 million - $275 million.
  • Full-year non-interest expenses of $555 million - $565 million.