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Written by Jonathan Ponciano for The Motley Fool->
Act Two Investors added 670,063 shares of SLM in the first quarter; the estimated transaction value was $15.84 million based on quarterly average prices.
Meanwhile, the quarter-end SLM position value increased by $14.13 million, reflecting both trading and price changes.
The value change represented a 3.5% shift in 13F reportable assets under management.
On May 8, 2026, Act Two Investors disclosed a buy of 670,063 shares of SLM (NASDAQ:SLM), an estimated $15.84 million trade based on quarterly average pricing.
According to a Securities and Exchange Commission (SEC) filing dated May 8, 2026, Act Two Investors bought 670,063 additional shares of SLM during the first quarter. The estimated transaction value was $15.84 million based on the average unadjusted close from January through March 2026. The quarter-end value of the SLM position increased by $14.13 million, reflecting both the purchase and price movement over the period.
SLM is a leading provider of private education loans in the United States, complemented by a suite of retail banking products. The company leverages its expertise in education finance to serve students and families, offering tailored lending and deposit solutions. Its scale and focused strategy position it as a key player in the education lending sector, with competitive strengths in loan origination and servicing.
SLM shares have badly lagged the broader market over the past year, but the company’s latest results suggest the underlying business is still generating strong earnings, loan growth, and shareholder returns.In first-quarter results released April 23, Sallie Mae actually raised its full-year earnings guidance while reporting diluted EPS of $1.54, up from $1.40 a year earlier. Private education loan originations climbed 5%, and the company generated a hefty $146 million gain from loan sales while maintaining a 5.29% net interest margin. The company also repurchased 12 million shares for $259 million during the quarter, continuing an aggressive capital return strategy.There are still real risks here. Delinquencies ticked higher to 3.98% from 3.58% a year ago, while net charge-offs reached $89 million. But for long-term investors, the setup may come down to whether SLM can keep pairing double-digit loan growth with disciplined underwriting and buybacks. If it can, the stock’s nearly 30% decline over the past year may eventually look overdone, which could be exactly what Act Two Investors is betting on.
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SLM is an advertising partner of Motley Fool Money. Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, and Visa. The Motley Fool recommends T-Mobile US. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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