Noteworthy Friday Option Activity: SLM, ALGM, AGO
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 15 2025
0mins
Source: NASDAQ.COM
Allegro MicroSystems Options Activity: Allegro MicroSystems Inc (ALGM) has seen significant options trading today, with 12,054 contracts representing about 1.2 million shares, notably for the $25 strike put option expiring on October 17, 2025.
Assured Guaranty Options Activity: Assured Guaranty Ltd (AGO) recorded a trading volume of 2,074 contracts, approximately 207,400 shares, primarily focused on the $75 strike put option expiring on January 16, 2026.
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Analyst Views on SLM
Wall Street analysts forecast SLM stock price to rise
11 Analyst Rating
7 Buy
2 Hold
2 Sell
Moderate Buy
Current: 24.760
Low
23.00
Averages
31.09
High
37.00
Current: 24.760
Low
23.00
Averages
31.09
High
37.00
About SLM
SLM Corporation is a holding company, which operates through various subsidiaries and is a financial brand for higher education. The Company’s primary business is to originate and service loans it makes to students and their families to finance the cost of their education. It also offers a range of deposit products insured by the Federal Deposit Insurance Corporation. Its primary private education loan product is the Smart Option Student Loan, which emphasizes in-school payment features that can produce shorter terms and reduce customers’ total finance charges. The Smart Option Student Loan generally runs for six months after the borrower separates from school but can run for up to 36 months for a small subset of graduate loans. It also offers six loan products for specific graduate programs of study. These include the Sallie Mae Law School Loan, the Sallie Mae MBA Loan, the Sallie Mae Graduate School Loan for Health Professions, the Sallie Mae Medical School Loan, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Notice of Class Action Lawsuit for SLM Corporation Securities
- Class Action Deadline: Investors must apply to be lead plaintiffs in the SLM class action by February 17, 2026, and those who purchased SLM securities between July 25 and August 14, 2025, may be entitled to compensation without any out-of-pocket costs.
- Lawsuit Allegations: The lawsuit alleges that SLM made false and misleading statements during the class period, failing to disclose a significant rise in early-stage delinquencies, which misled investors about the company's business stability and prospects.
- Law Firm Credentials: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked first in 2017 for the number of securities class action settlements, showcasing its strong reputation in the field.
- Investor Guidance: Investors are advised to choose qualified counsel with a proven track record, as many firms issuing notices may lack the necessary litigation experience and could merely act as intermediaries without actual legal representation.
See More
Helix Partners Sells Entire Stake in SLM Corporation
- Stake Sale Overview: On February 13, 2026, Helix Partners Management LP disclosed in an SEC filing the sale of its entire 200,000-share stake in SLM Corporation for approximately $5.54 million, indicating a cautious outlook on the company's future performance.
- SLM Financial Status: As of February 12, 2026, SLM shares were priced at $24.76, reflecting a 14.6% decline over the past year, and underperforming the S&P 500 by 27.5 percentage points during the same period, raising concerns about its growth potential.
- Investor Considerations: Despite SLM achieving a GAAP diluted EPS of $3.46 and a net interest margin of 5.21% in 2025, the delinquency rate rose to 4.0%, with guidance for net charge-offs in 2026 projected between $345 million and $385 million, signaling a trend of credit normalization.
- Future Outlook: Helix Partners' decision to trim its position may reflect a cautious stance on SLM's growth prospects, even as the company remains profitable and well-capitalized, prompting investors to focus on capital returns and credit metrics to assess the viability of holding the stock.
See More
Helix Partners Sells Entire Stake in SLM Corporation
- Stake Sale Details: Helix Partners Management LP reported selling its entire 200,000-share stake in SLM Corporation on February 13, 2026, for an estimated $5.54 million, indicating a reduced risk appetite towards the specialty lender.
- Company Financial Overview: As of February 12, 2026, SLM shares were priced at $24.76, reflecting a 14.6% decline over the past year, and underperforming the S&P 500 by 27.5 percentage points, raising concerns about its future growth prospects.
- Profitability and Risks: SLM achieved a GAAP diluted EPS of $3.46 in 2025 with a net interest margin of 5.21%, yet the delinquency rate increased to 4.0%, signaling a trend of credit normalization that may cap future growth potential.
- Investor Focus: Despite the management authorizing a new $500 million share repurchase program, analysts suggest that investors should prioritize capital returns and credit metrics over short-term trades, indicating a lack of confidence in SLM's future investment appeal.
See More
SLM Corporation Class Action Lawsuit Notice
- Class Action Initiation: Investors who purchased SLM Corporation securities between July 25, 2025, and August 14, 2025, must apply by February 17, 2026, to serve as lead plaintiff in the class action lawsuit, Zappia v. SLM Corporation, No. 25-cv-18834.
- Allegations Overview: The lawsuit alleges that SLM and certain executives violated the Securities Exchange Act of 1934 by failing to disclose a significant increase in early-stage delinquencies during the class period, resulting in substantial investor losses.
- Financial Impact: A report from TD Cowen on August 14, 2025, indicated that SLM's delinquency rates rose by 49 basis points month-over-month, contradicting assurances from SLM's CFO, leading to an approximate 8% decline in SLM's stock price.
- Law Firm Credentials: Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder rights litigation, recovering over $916 million for investors in 2025 alone, and a total of $8.4 billion over the past five years, highlighting its significant impact in securities class actions.
See More
Class Action Lawsuit Filed Against SLM Corporation
- Lawsuit Background: Bragar Eagel & Squire, P.C. has initiated a class action lawsuit against SLM Corporation in New Jersey on behalf of investors who purchased SLM stock between July 25 and August 14, 2025, alleging the company failed to disclose a significant rise in early-stage delinquencies.
- Allegation Details: The lawsuit claims that SLM overstated the effectiveness of its loss mitigation and loan modification programs, leading investors to make decisions without knowledge of the true financial condition, potentially resulting in substantial economic losses.
- Market Reaction: Following the TD Cowen report, SLM's stock price fell from $32.99 to $30.32, a decline of approximately 8.1%, indicating increasing market concerns regarding the company's financial health.
- Investor Action: Investors must apply by February 17, 2026, to be appointed as lead plaintiffs in the lawsuit, highlighting the potential impact of this event on investor confidence.
See More
Multiple Companies Face Class Action Lawsuits
- SLM Corporation Lawsuit: SLM Corporation (NASDAQ:SLM) is facing allegations for failing to disclose a significant rise in early-stage delinquencies during the class period from July 25 to August 14, 2025, misleading investors about the company's business stability, with a lead plaintiff deadline of February 17, 2026.
- Klarna Group Allegations: Klarna Group plc (NYSE:KLAR) is accused of materially understating the risks associated with its loss reserves during its September 2025 IPO, leading to misleading positive statements about its business prospects, with a lead plaintiff deadline of February 20, 2026.
- agilon Health Issues: agilon health, inc. (NYSE:AGL) is under scrutiny for issuing unrealistic guidance for 2025 amid known industry headwinds, misleading investors about the financial impact of its strategic actions, with a lead plaintiff deadline of March 2, 2026.
- Fermi Inc. Lawsuit: Fermi Inc. (NASDAQ:FRMI) faces allegations of overstating tenant demand for its Project Matador and failing to disclose reliance on a single tenant's funding, misleading investors about its business outlook, with a lead plaintiff deadline of March 6, 2026.
See More
Notice of Class Action Lawsuit for SLM Corporation Securities
- Class Action Deadline: Investors must apply to be lead plaintiffs in the SLM class action by February 17, 2026, and those who purchased SLM securities between July 25 and August 14, 2025, may be entitled to compensation without any out-of-pocket costs.
- Lawsuit Allegations: The lawsuit alleges that SLM made false and misleading statements during the class period, failing to disclose a significant rise in early-stage delinquencies, which misled investors about the company's business stability and prospects.
- Law Firm Credentials: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked first in 2017 for the number of securities class action settlements, showcasing its strong reputation in the field.
- Investor Guidance: Investors are advised to choose qualified counsel with a proven track record, as many firms issuing notices may lack the necessary litigation experience and could merely act as intermediaries without actual legal representation.
See More
Helix Partners Sells Entire Stake in SLM Corporation
- Stake Sale Overview: On February 13, 2026, Helix Partners Management LP disclosed in an SEC filing the sale of its entire 200,000-share stake in SLM Corporation for approximately $5.54 million, indicating a cautious outlook on the company's future performance.
- SLM Financial Status: As of February 12, 2026, SLM shares were priced at $24.76, reflecting a 14.6% decline over the past year, and underperforming the S&P 500 by 27.5 percentage points during the same period, raising concerns about its growth potential.
- Investor Considerations: Despite SLM achieving a GAAP diluted EPS of $3.46 and a net interest margin of 5.21% in 2025, the delinquency rate rose to 4.0%, with guidance for net charge-offs in 2026 projected between $345 million and $385 million, signaling a trend of credit normalization.
- Future Outlook: Helix Partners' decision to trim its position may reflect a cautious stance on SLM's growth prospects, even as the company remains profitable and well-capitalized, prompting investors to focus on capital returns and credit metrics to assess the viability of holding the stock.
See More
Helix Partners Sells Entire Stake in SLM Corporation
- Stake Sale Details: Helix Partners Management LP reported selling its entire 200,000-share stake in SLM Corporation on February 13, 2026, for an estimated $5.54 million, indicating a reduced risk appetite towards the specialty lender.
- Company Financial Overview: As of February 12, 2026, SLM shares were priced at $24.76, reflecting a 14.6% decline over the past year, and underperforming the S&P 500 by 27.5 percentage points, raising concerns about its future growth prospects.
- Profitability and Risks: SLM achieved a GAAP diluted EPS of $3.46 in 2025 with a net interest margin of 5.21%, yet the delinquency rate increased to 4.0%, signaling a trend of credit normalization that may cap future growth potential.
- Investor Focus: Despite the management authorizing a new $500 million share repurchase program, analysts suggest that investors should prioritize capital returns and credit metrics over short-term trades, indicating a lack of confidence in SLM's future investment appeal.
See More
SLM Corporation Class Action Lawsuit Notice
- Class Action Initiation: Investors who purchased SLM Corporation securities between July 25, 2025, and August 14, 2025, must apply by February 17, 2026, to serve as lead plaintiff in the class action lawsuit, Zappia v. SLM Corporation, No. 25-cv-18834.
- Allegations Overview: The lawsuit alleges that SLM and certain executives violated the Securities Exchange Act of 1934 by failing to disclose a significant increase in early-stage delinquencies during the class period, resulting in substantial investor losses.
- Financial Impact: A report from TD Cowen on August 14, 2025, indicated that SLM's delinquency rates rose by 49 basis points month-over-month, contradicting assurances from SLM's CFO, leading to an approximate 8% decline in SLM's stock price.
- Law Firm Credentials: Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder rights litigation, recovering over $916 million for investors in 2025 alone, and a total of $8.4 billion over the past five years, highlighting its significant impact in securities class actions.
See More
Class Action Lawsuit Filed Against SLM Corporation
- Lawsuit Background: Bragar Eagel & Squire, P.C. has initiated a class action lawsuit against SLM Corporation in New Jersey on behalf of investors who purchased SLM stock between July 25 and August 14, 2025, alleging the company failed to disclose a significant rise in early-stage delinquencies.
- Allegation Details: The lawsuit claims that SLM overstated the effectiveness of its loss mitigation and loan modification programs, leading investors to make decisions without knowledge of the true financial condition, potentially resulting in substantial economic losses.
- Market Reaction: Following the TD Cowen report, SLM's stock price fell from $32.99 to $30.32, a decline of approximately 8.1%, indicating increasing market concerns regarding the company's financial health.
- Investor Action: Investors must apply by February 17, 2026, to be appointed as lead plaintiffs in the lawsuit, highlighting the potential impact of this event on investor confidence.
See More
Multiple Companies Face Class Action Lawsuits
- SLM Corporation Lawsuit: SLM Corporation (NASDAQ:SLM) is facing allegations for failing to disclose a significant rise in early-stage delinquencies during the class period from July 25 to August 14, 2025, misleading investors about the company's business stability, with a lead plaintiff deadline of February 17, 2026.
- Klarna Group Allegations: Klarna Group plc (NYSE:KLAR) is accused of materially understating the risks associated with its loss reserves during its September 2025 IPO, leading to misleading positive statements about its business prospects, with a lead plaintiff deadline of February 20, 2026.
- agilon Health Issues: agilon health, inc. (NYSE:AGL) is under scrutiny for issuing unrealistic guidance for 2025 amid known industry headwinds, misleading investors about the financial impact of its strategic actions, with a lead plaintiff deadline of March 2, 2026.
- Fermi Inc. Lawsuit: Fermi Inc. (NASDAQ:FRMI) faces allegations of overstating tenant demand for its Project Matador and failing to disclose reliance on a single tenant's funding, misleading investors about its business outlook, with a lead plaintiff deadline of March 6, 2026.
See More
