Recent developments include Q3 2026 earnings call transcripts and highlights, reporting $38.4 million in revenue for the quarter. The company has communicated about dividend payments and operational challenges such as elevated costs and client attrition.

• NRC Health reported third quarter 2026 revenue of $38.4 million [N3].
• Q3 2026 earnings call transcripts and highlights discussed operational performance and challenges [N1][N2].
• The company issued an ex-dividend reminder for September 25, 2026 [N4].
• Q2 2026 earnings rose year-over-year driven by total revenue cycle value (TRCV) growth despite an 8% stock price decline [N5].
• Cash dividends were announced and paid during 2026 [N7].
• Q1 2026 earnings fell year-over-year due to elevated operating costs [N8].

NRC Health benefits from a leadership team with extensive healthcare industry experience and a history of innovation in healthcare data services. The company has demonstrated revenue generation with recent quarterly revenues of $38.4 million and maintains active dividend payments, indicating operational cash flow. Its focus on healthcare improvement and data-driven solutions aligns with ongoing industry trends toward quality and efficiency in healthcare delivery.

The company has reported client attrition impacting earnings, elevated operating costs affecting profitability, and a current ratio below 1.0 indicating potential liquidity constraints. These factors, combined with competitive pressures in healthcare services and data analytics, present challenges to sustained growth and profitability. The stock has experienced volatility in response to earnings announcements and operational developments.

NRC Health's moat is derived from its specialized healthcare data and service offerings, supported by a leadership team with deep healthcare industry experience and a board with strong healthcare and technology backgrounds. The company's longstanding presence since 1981 and its integration of healthcare insights position it to serve healthcare providers with tailored solutions. However, the company faces competitive pressures and client retention challenges that may affect its market position.

• Client Attrition: High client attrition has negatively impacted earnings, as noted in Q4 2025 results, posing a risk to revenue stability.
• Elevated Operating Costs: Increased operating costs have contributed to year-over-year earnings declines, affecting profitability margins.
• Liquidity Constraints: The current ratio of 0.64 as of September 30, 2026, indicates current liabilities exceed current assets, which may constrain operational flexibility.
• Competitive Healthcare Market: The healthcare services and data analytics market is competitive, requiring continuous innovation and client retention efforts.

• NATIONAL RESEARCH CORP, also known as NRC Health, is a publicly traded company on NASDAQ under the ticker NRC [S1].
• The company was founded in 1981 and is headquartered in Lincoln, Nebraska [S1].
• NRC Health provides healthcare-related services and solutions, with leadership experienced in healthcare and technology sectors [S1].
• The company has a board of directors with extensive healthcare and business expertise, including a CEO appointed in June 2025 with prior leadership roles in healthcare organizations [S1].
• As of September 30, 2026, NRC Health reported cash and cash equivalents of $3.63 million and current assets of $26.71 million, with current liabilities of $41.85 million, resulting in a current ratio of 0.64 and a cash ratio of 0.09 [S2].
• The company reported net income of $4.7 million and basic earnings per share of $0.22 for the quarter ended September 30, 2026 [S2].
• The latest available annual revenue figure from 2018 was approximately $119.7 million [S2].
• Recent quarterly revenue reported was $38.4 million for Q3 2026 [N3].
• Recent earnings calls and highlights indicate fluctuations in earnings and operational costs, with Q1 2026 earnings falling year-over-year due to elevated operating costs [N8].
• The company has paid cash dividends, with reminders and announcements in 2026 [N4, N7].
• Recent news coverage includes detailed earnings call transcripts and highlights for Q2 and Q3 2026, discussing earnings trends, client attrition, and cost control measures [N1, N2, N5, N6].
• The company experienced client attrition impacting Q4 2025 earnings, with a notable stock price reaction [N1, N2].
• Leadership changes include appointment of a new CFO in September 2025 and a CEO in June 2025 [S1].
• The company operates in the healthcare sector with a focus on healthcare improvement and data-driven solutions [S1].