National Research Corporation (NRC)

In the past six months, NRC Health's stock has been influenced by several events. The Q4 2025 earnings report in February 2026 showed a revenue decrease, leading to a stock drop, although new sales increased and recurring revenue remained strong. A stock repurchase program of up to $60 million was authorized. The company surpassed $152 million in Total Recurring Contract Value (TRCV). Shane Harrison was appointed as Executive Vice President. National Research Corporation acquired Nobl, Inc. The company declared a quarterly cash dividend. The stock has shown stable weekly volatility of 11% over the past year.

Demand for National Research Corp.'s products and services is influenced by broader economic conditions rather than seasonal patterns. Economic downturns and inflation can reduce demand, potentially leading to client terminations. Increased costs in 2022 for labor and services, with continued inflation expected in 2023, could decrease margins and profitability due to fixed contract arrangements.

National Research Corp., operating as NRC Health, is a healthcare analytics and performance improvement company in the Healthcare sector, specifically within the Health Care Services industry. The company offers subscription-based solutions providing actionable information and analysis, including Market Experience Solutions for tracking brand awareness, Patient Experience Solutions for improving patient engagement, Employee Experience Solutions for enhancing workplace culture, Consumer Experience Solutions like the nGage platform, the AI Engine Huey, and Governance Solutions through conferences and advisory services. Additional offerings include Patient & Family Experience, Resident & Family Experience, Physician Engagement, CAHPS program, Market Insights, Healthcare Analytics, Clinical & Outcomes Analytics, Health Risk Assessments, Patient Outreach Programs, and Integrated Solutions.

National Research Corp. operates in the United States and Canada, with its headquarters in Lincoln, Nebraska. The company's revenue primarily comes from the United States, and its operational reach includes a wide network of healthcare providers across North America.

NRC Health maintains a strong brand reputation, being ranked #1 Best in KLAS for Healthcare Experience Management in three of the last four years. Events positively affecting its reputation include an expanded partnership with Lurie Children's Hospital to enhance consumer insight, a strategic partnership with Piedmont, and surpassing $152 million in Total Recurring Contract Value (TRCV).

National Research Corp. has a mixed ownership structure, including institutional, retail, and individual investors. Institutional owners hold approximately 47.26% of the stock, with major shareholders including Kayne Anderson Rudnick Investment Management Llc and BlackRock, Inc. Insiders own approximately 8.10% of the stock.