National Research CORP

Market Movers (8-K)

NASDAQ
NRC Health announced its second quarter 2026 financial and operating results, highlighting an 11% year-over-year increase in Total Recurring Contract Value (TRCV) to $151.9 million.
NASDAQ
NRC Health's stockholders approved amendments to the company's certificate of incorporation and bylaws, primarily removing supermajority voting requirements and easing director removal.
NASDAQ
NRC Health amended executive equity awards, eliminating repurchase rights and issuing cash bonuses, resulting in a significant expense recognition in Q2 2026.
Worse than expected
NASDAQ
NRC Health reported first quarter 2026 results with a 4% revenue increase to $34.8 million and a 13% rise in Total Recurring Contract Value (TRCV) to $152.1 million.
NASDAQ
National Research Corporation officially rebrands to NRC Health and implements a declassified board structure.
NASDAQ
NRC Health reported a significant decline in GAAP net income and revenue for both the fourth quarter and full-year 2025, despite an 8% year-over-year increase in Total Recurring Contract Value (TRCV).
Worse than expected

Quarterly Earnings (10-Q)

NASDAQ
NRC Health reported a 4% increase in Q1 2026 revenue to $34.8 million, but operating income fell 35% to $5.6 million due to increased expenses.
Worse than expected
NASDAQ
NRC Health reports a decline in Q3 2025 revenue and net income, while appointing Shane Harrison as its new CFO and increasing Total Recurring Contract Value.
Capital raise
Worse than expected
NASDAQ
National Research Corporation reported a significant decline in second-quarter net income and revenue, impacted by substantial executive compensation expenses, despite sequential improvements in recurring contract value.
Capital raise
Worse than expected
NASDAQ
National Research Corporation (NRC Health) announces its Q1 2025 financial results, including a decrease in revenue and the appointment of Trent Green as the new CEO effective June 1, 2025.
Worse than expected
NASDAQ
National Research Corporation's Q3 2024 results show a decrease in revenue compared to the same period last year, alongside increased investments in strategic initiatives and a recent acquisition.
Worse than expected
Capital raise
NASDAQ
National Research Corporation's second quarter 2024 results show a revenue decrease compared to the same period last year, alongside a strategic acquisition of Nobl, Inc.
Worse than expected

Annual Reports (10-K)

NASDAQ
NRC Health filed an amendment to its 2025 Annual Report to provide required director and executive compensation disclosures.
Delay expected
NASDAQ
National Research Corporation (NRC Health) reported a decrease in 2025 revenue and operating income but anticipates growth in 2026 driven by record Total Recurring Contract Value and strategic initiatives.
Capital raise
Worse than expected
NASDAQ
NRC Health's FY 2024 revenue decreased, and the company is undergoing a leadership transition with a new CEO appointed effective June 1, 2025.
Worse than expected
NASDAQ
National Research Corporation's 10-K filing for the fiscal year ended December 31, 2023, outlines the company's financial results, operational strategies, and potential risks.
Worse than expected
Capital raise

Insider Trading (Form 4)

NASDAQ
NRC Health Director Donald Berwick was granted restricted stock units valued at $150,000, vesting in 2027.
NASDAQ
NRC Health Director Parul Bhandari was granted restricted stock units valued at $150,000, vesting in 2027.
NASDAQ
NRC Health Director Stephen H. Lockhart was granted restricted stock units valued at $150,000, vesting in 2027.
NASDAQ
NRC Health Director John N. Nunnelly was granted restricted stock units valued at $150,000, vesting in 2027.
NASDAQ
NRC Health Director Penny Ann Wheeler was granted restricted stock units valued at $150,000, vesting in 2027.
NASDAQ
National Research Corp Executive Vice President Jason Russell Rau was granted 60,000 restricted shares vesting over three years.

Proxy Statements (Def-14A)

NASDAQ
NRC Health announces its 2026 Annual Meeting, featuring board declassification and proposals to remove supermajority voting requirements.
NASDAQ
National Research Corporation (NRC Health) is set to hold its Annual Meeting of Shareholders on May 7, 2025, featuring proposals including the election of directors, ratification of the accounting firm, executive compensation approval, and the approval of a new Omnibus Incentive Plan.
Worse than expected
NASDAQ
National Research Corporation's proxy statement details the agenda for the upcoming annual shareholder meeting, including director elections, auditor ratification, and an advisory vote on executive compensation.
Worse than expected

Schedule 13D - Activist Investments

NASDAQ
Reporting persons disclose updated beneficial ownership stakes in NRC Health following recent open market share sales.
NASDAQ
Michael D. Hays, founder of National Research Corporation, has relinquished his right to reacquire 582,688 shares, reducing his deemed beneficial ownership below 5%.
NASDAQ
An amended Schedule 13D filing reveals a significant restructuring of beneficial ownership in National Research Corporation, consolidating a substantial stake under the Common Property Trust as part of Michael D. Hays's family estate planning.

Schedule 13G - Passive Investments

NASDAQ
Kayne Anderson Rudnick Investment Management, LLC, along with Virtus Investment Advisers, LLC and Virtus Equity Trust, have disclosed a combined beneficial ownership of 12.92% in National Research Corp common stock.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, disclosing a continued passive beneficial ownership of 4.4% in National Research Corp's common stock as of March 31, 2025.
NASDAQ
BlackRock, Inc. has filed a Schedule 13G, reporting a 5.1% beneficial ownership stake in National Research Corp as of December 31, 2024, held for ordinary course investment purposes.