National Research Corporation Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
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Should l Buy NRC?
Source: seekingalpha
- Revenue and EBITDA Performance: In Q4 2025, NRC reported revenue of $35 million and adjusted EBITDA of $9 million, showing a 5% year-over-year decline but a 2% sequential increase, indicating a gradual recovery amidst challenging comparisons.
- Sustained Contract Value Growth: Total Recurring Contract Value (TRCV) reached $144.1 million, up 8% year-over-year, marking the fifth consecutive quarter of sequential TRCV growth, reflecting strong execution from the sales and customer success teams.
- Leadership Changes and Strategy: The company welcomed David Burik as the new head of strategic insights and governance in January, bringing over 30 years of healthcare consulting experience, which is expected to enhance strategic decision-making in governance and system transformation.
- Future Growth Outlook: CEO Green highlighted that the go-to-market restructuring and enablement will be key growth catalysts for 2026, anticipating further revenue and margin expansion, particularly driven by advancements in AI technology.
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Analyst Views on NRC
About NRC
National Research Corporation, doing business as NRC Health, is a provider of analytics and insights that facilitate measurement and improvement of the patient and employee experience while also increasing patient engagement and customer loyalty for healthcare organizations in the United States. Its digital solutions consist of four solution categories: Patient Experience, Consumer Experience, Employee Experience, and Market Experience, which can be implemented both collectively as an enterprise solution or individually to meet specific needs within the organization. Its Marketing solutions are subscription-based services that allow for improved tracking of awareness, perception, and consistency of healthcare brands; real-time assessment of competitive differentiators, and enhanced segmentation tools. Its Reputation solutions allow healthcare organizations to share a picture of their organization and ensure that timely and relevant content informs better consumer decision-making.
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.
Piedmont Healthcare Partners with NRC Health for Experience Management
- Strategic Partnership: Piedmont Healthcare has partnered with NRC Health to enhance the overall experience for over 4.5 million patients served annually by integrating patient experience data and strengthening caregiver engagement, thereby driving mission-driven growth for the organization.
- Patient Experience Enhancement: This collaboration will leverage NRC Health's Patient Experience, Leader Rounding, and Market Insights solutions to optimize the experiences of patients, families, and employees across 27 hospitals and 2,000 locations, further enhancing patient loyalty.
- Community Impact: In Fiscal Year 2024, Piedmont provided over $607 million in community impact, demonstrating its strong presence and commitment to local communities, serving 85% of Georgia's population.
- Industry Recognition: Piedmont has been recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2023 and 2024, and was listed by Forbes as one of the Best Large Employers in the United States in 2022, showcasing its excellence in employee satisfaction and diversity.
See More
Analyst Blog Highlights Featured Stocks Update
- Oracle's Strong Earnings: Oracle's fiscal Q3 2026 results exceeded expectations with revenues and earnings, driven by an 84% surge in cloud infrastructure revenues, reflecting robust AI workload and multicloud demand, although the negative $13.2 billion free cash flow indicates ongoing investment pressures in data center expansions.
- T-Mobile's Underperformance: T-Mobile's shares have declined 10.1% over the past six months, underperforming the industry average, primarily due to high debt and fierce competition; however, its leading postpaid customer growth and record-low churn rate provide a competitive edge, particularly with its 5G spectrum strategy.
- Gilead's Sales Growth Outlook: Gilead's stock has risen 30.6% in the last six months, bolstered by its leading HIV portfolio, with expectations for approximately 6% growth in HIV sales in 2026, further supported by the approval of a long-acting injectable treatment that is expected to enhance revenue.
- National Research's Rising Contract Value: National Research has seen its Total Recurring Contract Value rise to approximately $152 million over five consecutive quarters, despite revenue declines and competitive pressures, indicating potential for future revenue growth supported by its extensive presence in U.S. healthcare systems.
See More
U.S. Stocks Rise as NIO Reports Strong Earnings
- Quarterly Revenue Surge: NIO reported quarterly revenue of 34.65 billion yuan ($4.95 billion), reflecting a year-over-year increase of 75.9% and a sequential rise of 59.0%, surpassing the analyst consensus estimate of $4.61 billion, indicating robust market demand and sales growth potential.
- Significant Earnings Improvement: The company's adjusted earnings came in at 0.29 yuan (4 cents) per ADS, a remarkable turnaround from a loss of 3.17 yuan per ADS a year earlier, exceeding expectations for a 5-cent loss, showcasing effective cost control and enhanced profitability.
- Stock Price Rally: Following the earnings report, NIO shares surged 10.6% to $5.47, reflecting investor optimism regarding the company's future growth prospects and potentially attracting more institutional investor interest.
- Overall Market Performance: The U.S. stock market rose overall, with the Dow Jones index gaining around 200 points on Tuesday, indicating increased confidence in economic recovery, which may provide a favorable investment environment for NIO and other tech stocks.
See More
National Research Corporation Authorizes $60 Million Stock Repurchase Program
- Repurchase Program Initiated: National Research Corporation (NRC) has authorized a stock repurchase program of up to $60 million, set to run through March 31, 2028, aimed at enhancing shareholder value and stabilizing stock prices.
- Stock Price Reaction: Following the announcement, NRC's stock fell 1.94% in after-hours trading to $14.68, indicating a cautious initial market response to the repurchase plan.
- Contract Value Growth: NRC's total recurring contract value has exceeded $152 million, demonstrating significant progress in stabilizing revenue sources, which supports future financial performance.
- Market Environment Analysis: Amid increasing market volatility, NRC's repurchase plan not only reflects the company's confidence in its own value but may also attract more investor interest due to its potential for high dividend yields.
See More
NRC Health Authorizes $60 Million Stock Repurchase Program
- Repurchase Program Initiation: NRC Health's Board of Directors has authorized a stock repurchase program of up to $60 million, set to run through March 31, 2028, aimed at enhancing shareholder value and boosting market confidence.
- Flexible Repurchase Methods: The company plans to repurchase shares through various means, including open market and privately negotiated transactions, ensuring compliance with the Securities Exchange Act of 1934 to maintain transparency and legality in the process.
- Market Condition Considerations: The timing, manner, price, and amount of repurchases will be determined at NRC Health's discretion, influenced by various factors such as market conditions and corporate financial health, ensuring the effectiveness and flexibility of the repurchase strategy.
- Long-term Strategic Commitment: This repurchase program not only reflects NRC Health's confidence in future market performance but also demonstrates the company's strategic commitment to enhancing shareholder returns and maintaining market stability.
See More
National Research Exceeds $152 Million in Total Recurring Contract Value
- Contract Value Growth: As of March 4, National Research Corporation's total recurring contract value (TRCV) surpassed $152 million, marking a 6% increase since the end of 2025 and a 13% year-over-year rise, indicating strong performance in renewable contracts that is expected to generate stable revenue over the next 12 months.
- Financial Results Clarification: Despite the encouraging growth in TRCV, National Research emphasizes that this milestone does not represent its full financial results for the quarter ending March 31, 2026, reflecting a cautious approach to financial transparency that may influence short-term investor expectations.
- Market Strategy Effectiveness: The company anticipates an 8% growth in TRCV into 2026, suggesting that its go-to-market strategy is gaining traction, which could lay the groundwork for future revenue growth and enhance its competitive position in the industry.
- Stock Price Reaction: Following the announcement, National Research's stock price rose 0.15% in after-hours trading to $13.14 per share, reflecting market recognition of the company's future growth potential and possibly attracting more investor interest.
See More
Piedmont Healthcare Partners with NRC Health for Experience Management
- Strategic Partnership: Piedmont Healthcare has partnered with NRC Health to enhance the overall experience for over 4.5 million patients served annually by integrating patient experience data and strengthening caregiver engagement, thereby driving mission-driven growth for the organization.
- Patient Experience Enhancement: This collaboration will leverage NRC Health's Patient Experience, Leader Rounding, and Market Insights solutions to optimize the experiences of patients, families, and employees across 27 hospitals and 2,000 locations, further enhancing patient loyalty.
- Community Impact: In Fiscal Year 2024, Piedmont provided over $607 million in community impact, demonstrating its strong presence and commitment to local communities, serving 85% of Georgia's population.
- Industry Recognition: Piedmont has been recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2023 and 2024, and was listed by Forbes as one of the Best Large Employers in the United States in 2022, showcasing its excellence in employee satisfaction and diversity.
See More
Analyst Blog Highlights Featured Stocks Update
- Oracle's Strong Earnings: Oracle's fiscal Q3 2026 results exceeded expectations with revenues and earnings, driven by an 84% surge in cloud infrastructure revenues, reflecting robust AI workload and multicloud demand, although the negative $13.2 billion free cash flow indicates ongoing investment pressures in data center expansions.
- T-Mobile's Underperformance: T-Mobile's shares have declined 10.1% over the past six months, underperforming the industry average, primarily due to high debt and fierce competition; however, its leading postpaid customer growth and record-low churn rate provide a competitive edge, particularly with its 5G spectrum strategy.
- Gilead's Sales Growth Outlook: Gilead's stock has risen 30.6% in the last six months, bolstered by its leading HIV portfolio, with expectations for approximately 6% growth in HIV sales in 2026, further supported by the approval of a long-acting injectable treatment that is expected to enhance revenue.
- National Research's Rising Contract Value: National Research has seen its Total Recurring Contract Value rise to approximately $152 million over five consecutive quarters, despite revenue declines and competitive pressures, indicating potential for future revenue growth supported by its extensive presence in U.S. healthcare systems.
See More
U.S. Stocks Rise as NIO Reports Strong Earnings
- Quarterly Revenue Surge: NIO reported quarterly revenue of 34.65 billion yuan ($4.95 billion), reflecting a year-over-year increase of 75.9% and a sequential rise of 59.0%, surpassing the analyst consensus estimate of $4.61 billion, indicating robust market demand and sales growth potential.
- Significant Earnings Improvement: The company's adjusted earnings came in at 0.29 yuan (4 cents) per ADS, a remarkable turnaround from a loss of 3.17 yuan per ADS a year earlier, exceeding expectations for a 5-cent loss, showcasing effective cost control and enhanced profitability.
- Stock Price Rally: Following the earnings report, NIO shares surged 10.6% to $5.47, reflecting investor optimism regarding the company's future growth prospects and potentially attracting more institutional investor interest.
- Overall Market Performance: The U.S. stock market rose overall, with the Dow Jones index gaining around 200 points on Tuesday, indicating increased confidence in economic recovery, which may provide a favorable investment environment for NIO and other tech stocks.
See More
National Research Corporation Authorizes $60 Million Stock Repurchase Program
- Repurchase Program Initiated: National Research Corporation (NRC) has authorized a stock repurchase program of up to $60 million, set to run through March 31, 2028, aimed at enhancing shareholder value and stabilizing stock prices.
- Stock Price Reaction: Following the announcement, NRC's stock fell 1.94% in after-hours trading to $14.68, indicating a cautious initial market response to the repurchase plan.
- Contract Value Growth: NRC's total recurring contract value has exceeded $152 million, demonstrating significant progress in stabilizing revenue sources, which supports future financial performance.
- Market Environment Analysis: Amid increasing market volatility, NRC's repurchase plan not only reflects the company's confidence in its own value but may also attract more investor interest due to its potential for high dividend yields.
See More
NRC Health Authorizes $60 Million Stock Repurchase Program
- Repurchase Program Initiation: NRC Health's Board of Directors has authorized a stock repurchase program of up to $60 million, set to run through March 31, 2028, aimed at enhancing shareholder value and boosting market confidence.
- Flexible Repurchase Methods: The company plans to repurchase shares through various means, including open market and privately negotiated transactions, ensuring compliance with the Securities Exchange Act of 1934 to maintain transparency and legality in the process.
- Market Condition Considerations: The timing, manner, price, and amount of repurchases will be determined at NRC Health's discretion, influenced by various factors such as market conditions and corporate financial health, ensuring the effectiveness and flexibility of the repurchase strategy.
- Long-term Strategic Commitment: This repurchase program not only reflects NRC Health's confidence in future market performance but also demonstrates the company's strategic commitment to enhancing shareholder returns and maintaining market stability.
See More
National Research Exceeds $152 Million in Total Recurring Contract Value
- Contract Value Growth: As of March 4, National Research Corporation's total recurring contract value (TRCV) surpassed $152 million, marking a 6% increase since the end of 2025 and a 13% year-over-year rise, indicating strong performance in renewable contracts that is expected to generate stable revenue over the next 12 months.
- Financial Results Clarification: Despite the encouraging growth in TRCV, National Research emphasizes that this milestone does not represent its full financial results for the quarter ending March 31, 2026, reflecting a cautious approach to financial transparency that may influence short-term investor expectations.
- Market Strategy Effectiveness: The company anticipates an 8% growth in TRCV into 2026, suggesting that its go-to-market strategy is gaining traction, which could lay the groundwork for future revenue growth and enhance its competitive position in the industry.
- Stock Price Reaction: Following the announcement, National Research's stock price rose 0.15% in after-hours trading to $13.14 per share, reflecting market recognition of the company's future growth potential and possibly attracting more investor interest.
See More
