Nasdaq Q1 EPS Up 22% to $0.96, Revenues $1.40B, Dividend +14.8%
Nasdaq reported Q1 non-GAAP earnings of $0.96 per share, a 22% year-over-year increase, and net revenues rose 13.7% to $1.40 billion. Financial Technology revenue jumped 20% to $517 million while ARR reached $3.20 billion and the board raised the dividend 14.8% to $0.31 per share.
1. Q1 2026 Financial Results
Nasdaq posted non-GAAP earnings of $0.96 per share in Q1 2026, up 22% year over year, while net revenues climbed 13.7% to $1.40 billion.
2. Division Performance and Recurring Revenue
The Financial Technology division generated $517 million in revenue, a 20% increase, and Annualized Recurring Revenue rose 13% to $3.20 billion, underscoring stable subscription-based income streams.
3. Dividend Increase Boosts Shareholder Value
The board approved a 14.8% increase in the quarterly dividend to $0.31 per share, reflecting a commitment to enhancing shareholder returns.
4. Price Target Suggests 29.8% Upside
Loop Capital Markets set a $113 price target, implying a 29.8% upside from the prior share price, based on the company’s robust Q1 performance and growth outlook.