Q3 2025 Strategic Education Inc Earnings Call Transcript
Strategic Education Inc. (STRA) reported a 5% revenue increase and a 39% rise in operating income for Q3 2025 on an adjusted constant currency basis. Key drivers included a 46% revenue increase in Education Technology Services and 42% growth in Sophia Learning. Despite strong financial performance in some areas, the company faced challenges including a slight decrease in US higher education enrollment and a decline in the Australia and New Zealand segment due to regulatory restrictions on international student enrollment.
Ellsworth Advisors LLC Purchases New Position in Strategic Education Inc. $STRA
Ellsworth Advisors LLC initiated a new position in Strategic Education Inc. ($STRA) during Q4, acquiring 71,664 shares valued at approximately $6.06 million, bringing institutional ownership to about 93.27%. The company recently reported Q4 EPS of $1.74, beating estimates, but revenue of $311.46 million missed expectations. Strategic Education declared a quarterly dividend of $0.60 per share, and analysts project $4.79 EPS for the current year.
SG Americas Securities LLC Acquires 50,110 Shares of Strategic Education Inc. $STRA
SG Americas Securities LLC significantly increased its stake in Strategic Education Inc. by 438.8%, now holding 61,531 shares valued at approximately $4.94 million. The article also notes recent insider trading, with CEO Raymond McDonnell selling a large number of shares and Chairman Robert Silberman making a smaller purchase. Strategic Education reported strong Q4 EPS, declared a quarterly dividend, and holds an average analyst rating of "Moderate Buy."
How Strategic Education Inc. (STRA) Affects Rotational Strategy Timing
This article analyzes Strategic Education Inc. (STRA) using AI models to provide trading strategies. It identifies a mid-channel oscillation pattern and offers position, momentum breakout, and risk hedging strategies based on current market sentiment. The analysis includes near-term, mid-term, and long-term signal strengths with corresponding support and resistance levels.
Strategic Education Inc. $STRA Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. significantly reduced its stake in Strategic Education Inc. ($STRA) by 61.5% in Q3, selling 120,788 shares while retaining 75,669 shares valued at $6.51 million. Strategic Education reported strong Q3 EPS of $1.74, beating estimates, but missed revenue expectations, and pays a quarterly dividend of $0.60. Insider activity showed CEO Raymond McDonnell selling a portion of his shares, while Chairman Robert Silberman made a purchase, with institutional ownership at about 93.27%.
Strategic Education Inc (STRAus) Stock Price Quote Today & Current Price Chart
The article provides the stock price quote and current price chart for Strategic Education Inc (STRAus). It mentions that online trading is available through the Smart Investment App by Capital.com.
Strategic Education Inc (STRAus) Stock Price Quote Today & Current Price Chart
This article provides a stock price quote and current price chart for Strategic Education Inc (STRAus). It suggests using the Capital.com smart investment app for online trading.
Vanguard realigns reporting; subsidiaries to report STRA holdings (STRA)
The Vanguard Group has filed an amended Schedule 13G/A for Strategic Education Inc (STRA), reporting 0 shares beneficially owned due to an internal realignment on January 12, 2026. This realignment means certain Vanguard subsidiaries will now report their beneficial ownership separately, as per SEC Release No. 34-39538, and Vanguard itself is no longer deemed to hold those securities. The filing emphasizes that this is an administrative change for disaggregated reporting rather than a transfer of market position.
Zacks.com spotlighted companies such as Gold Fields, Adecoagro, Strategic Education, and ZTO Express Cayman
Zacks.com highlighted four GARP (Growth At a Reasonable Price) stocks with compelling PEG ratios: Gold Fields Limited (GFI), Adecoagro S.A. (AGRO), Strategic Education (STRA), and ZTO Express Cayman (ZTO). These companies combine value and growth characteristics, aligning with Warren Buffett's evolved investment philosophy. The article details each company's operations, Zacks Rank, Value Score, and growth rates, emphasizing the importance of the PEG ratio for identifying strong investment opportunities.
STRA SEC Filings - Strategic Education Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Strategic Education Inc. (NASDAQ: STRA) SEC filings, including annual 10-K reports, quarterly 10-Q earnings, 8-K material events, and insider trading forms. It details how the company uses these reports to disclose financial results, operational performance, and other regulatory information. The platform also offers AI-powered tools to help users interpret these complex disclosures, highlighting key metrics and segment information.
Strategic Education (STRA) Up 9.9% Since Last Earnings Report: Can It Continue?
This article discusses the recent performance of Strategic Education (STRA), which has seen a 9.9% increase since its last earnings report. Investors are anticipating the company's upcoming earnings report, with Zacks Investment Research providing consensus estimates for earnings per share and revenue.
STRATEGIC EDUCATION (STRA) Downgraded by Truist Securities | STR
Truist Securities has downgraded Strategic Education (STRA) from a "Buy" to a "Hold" rating, reducing its price target from $95.00 to $85.00. This adjustment marks a shift in analyst sentiment, despite historical "Outperform" ratings from Barrington Research and an average "Outperform" recommendation from three brokerage firms. Strategic Education provides various higher education programs through institutions like Strayer University and Capella University.
Strategic Education (NASDAQ:STRA) Downgraded to Hold Rating by Truist Financial
Truist Financial has downgraded Strategic Education (NASDAQ:STRA) from a "Buy" to a "Hold" rating, setting an $85 price target, which implies a slight upside. This move comes despite the company beating EPS estimates in its last earnings report, though revenue missed expectations. Insider selling has also been noted, with approximately 62,420 shares sold over the past 90 days.
Herraiz Lizette Benedi sells strategic education (STRA) shares for $238k
Lizette Benedi Herraiz, General Counsel at Strategic Education, Inc. (NASDAQ:STRA), sold 2,982 shares of company stock for $238,202 on March 18, 2026. This transaction was part of a pre-arranged trading plan, leaving her with 55,580 directly owned shares. Strategic Education recently reported strong Q4 2025 earnings, beating EPS and revenue forecasts, and InvestingPro analysis suggests the stock is undervalued with "GREAT" financial health.
Strategic Education (NASDAQ:STRA) General Counsel Lizette Benedi Herraiz Sells 2,982 Shares
Strategic Education's General Counsel, Lizette Benedi Herraiz, sold 2,982 shares of the company's stock for approximately $238,202, reducing her position by 5.09%. This follows a previous sale of 7,598 shares earlier in March. The company recently reported better-than-expected EPS and declared a quarterly dividend, while analysts maintain a "Buy" rating with an average price target of $99.33.
Insider Sell Alert: Lizette Herraiz Sells Shares of Strategic Ed
Lizette Herraiz, General Counsel at Strategic Education Inc (STRA), sold 2,982 shares on March 18, 2026, bringing her total ownership to 55,580 shares. This transaction is part of a trend for the company, which has seen 7 insider sells against 2 buys over the past year. Strategic Education Inc's stock is currently trading at $79.88, indicating it is modestly undervalued with a price-to-GF-Value ratio of 0.82.
Strategic Education (STRA) general counsel sells 2,982 shares under plan
Strategic Education, Inc.'s General Counsel, Lizette Benedi Herraiz, sold 2,982 shares of common stock at a weighted average price of $79.88 per share on March 18, 2026. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan. Following the sale, Herraiz directly holds 55,580 shares, which includes shares acquired through company plans.
Strategic Education to post Q1 results before an April 23 call
Strategic Education, Inc. (NASDAQ: STRA) announced its first-quarter 2026 results conference call will be held on Thursday, April 23, 2026, at 10:00 a.m. ET. A news release detailing the results will be issued before market open on the same day. Investors can access the live webcast via the company's Investor Relations section on its website.
Strategic Education, Inc. Schedules First Quarter 2026 Results Conference Call
Strategic Education, Inc. (NASDAQ: STRA) announced it will host a conference call on Thursday, April 23, 2026, at 10:00 a.m. ET to discuss its first-quarter results. A news release detailing the results will be issued before the market opens on the same day. Investors can access the live webcast or register for dial-in information via the company's Investor Relations website.
Strategic Education, Inc. Schedules First Quarter 2026 Results Conference Call
Strategic Education, Inc. (NASDAQ: STRA) announced it will host a conference call on Thursday, April 23, 2026, at 10:00 a.m. ET to discuss its first-quarter results. A news release detailing the results will be issued before market open on the same day. The call will be accessible via webcast on the company's Investor Relations website.
Affiliate Files Form 144 to Resell 2,982 STRA Shares (NASDAQ: STRA)
An affiliate of Strategic Education, Inc. (NASDAQ: STRA) has filed a Form 144 to notify the market of their intention to resell 2,982 restricted shares of Common Stock. The filing also disclosed a prior sale of 7,598 shares on March 13, 2026, for $607,586.99. Lizette Benedí Herraiz is the reporting party, with Morgan Stanley Smith Barney LLC acting as the broker-dealer for the transaction.
Strategic Education (STRA) Stock Review 2026: Risks Amid Stagnant Growth - News and Statistics
Strategic Education (STRA) faces significant challenges, including stagnant domestic student growth and declining earnings per share despite revenue increases over the past five years. Analysts project that free cash flow margin will remain unchanged, and while the forward price-to-earnings multiple appears reasonable, underlying business fundamentals present considerable risk. Investors are advised to consider more stable opportunities in other sectors.
What Strategic Education (STRA)'s Analyst Upgrades and Earnings Revisions Mean For Shareholders
Analysts have recently upgraded their earnings forecasts for Strategic Education (STRA) and assigned the stock a Zacks Rank #1 (Strong Buy), indicating increased confidence in its financial prospects. This improvement is linked to the company's strong 2025 financial results, showing higher revenue and net income, suggesting operating leverage and cost discipline are contributing factors. While the upgraded outlook provides a near-term catalyst, investors are advised to consider potential risks such as regulatory shifts and pricing constraints that could impact revenue per student growth, particularly regarding international enrollment.
Marshfield Associates Trims Holdings in Strategic Education Inc. $STRA
Marshfield Associates reduced its stake in Strategic Education Inc. (NASDAQ:STRA) by 12.4% in the third quarter, impacting its position in the company's stock. Despite missing revenue estimates, Strategic Education beat EPS forecasts and declared a $0.60 quarterly dividend. Institutional investors hold a significant portion of the stock, while analysts have an average "Buy" rating.
What Strategic Education (STRA)'s Analyst Upgrades and Earnings Revisions Mean For Shareholders
Recent analyst upgrades and increased earnings forecasts for Strategic Education (STRA) have led to a Zacks Rank #1 (Strong Buy) rating, driven by improved underlying business trends and a strong 2025 financial performance. While this signals higher confidence in the company's financial outlook, investors should remain aware of potential risks such as regulatory shifts and policy changes in Australia and New Zealand that could impact international enrollment growth. The company aims for $1.4 billion revenue and $164.9 million earnings by 2028, with a fair value estimate of $103.33, indicating a 30% upside.
Strategic education chairman Silberman buys $58k in STRA stock
Strategic Education, Inc. Chairman Robert S. Silberman recently purchased 718 shares of STRA stock for approximately $58,028. This move aligns with the company's aggressive share buyback strategy and comes after a strong Q4 2025 earnings report where EPS and revenue surpassed analyst expectations. The company currently appears undervalued based on its P/E ratio and InvestingPro Fair Value analysis.
Zacks.com featured highlights include Strategic Education, Seanergy Maritime Holdings, DaVita and FirstEnergy
This Zacks.com article highlights four stocks—Strategic Education (STRA), Seanergy Maritime Holdings (SHIP), DaVita (DVA), and FirstEnergy (FE)—that are trading near their 52-week highs and are expected to continue their upward momentum. The analysis, based on momentum investing principles, details the reasons for projected growth for each company, including strategic acquisitions, expanding services, capital programs, and strong financial outlooks. Investors are encouraged to consider these stocks as potential top gainers despite their current high prices.
Strategic Education (NASDAQ:STRA) General Counsel Sells $607,612.06 in Stock
Strategic Education (NASDAQ:STRA) General Counsel Lizette Benedi Herraiz sold 7,598 shares of the company's stock for $607,612.06 on March 13th, reducing her position by 11.48%. The company recently reported Q4 EPS of $1.74, beating estimates, and declared a quarterly dividend of $0.60. Analysts currently hold a consensus Buy rating on STRA with an average price target of $99.33.
Strategic Education (NASDAQ:STRA) Chairman Purchases $58,028.76 in Stock
Strategic Education (NASDAQ:STRA) Chairman Robert Silberman recently purchased 718 shares of the company's stock for $58,028.76, increasing his total holdings to 319,870 shares. The company has announced a quarterly dividend of $0.60 per share, yielding 3.0% annually. Strategic Education also exceeded quarterly EPS estimates with $1.74 but missed on revenue at $311.46 million.
Strategic Education (STRA) general counsel sells 7,598 shares
Strategic Education, Inc.'s general counsel, Lizette Benedi Herraiz, reported selling a total of 7,598 shares of common stock through open-market transactions on March 13, 2026. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan adopted in December 2025. Following these transactions, she directly owns 58,562 shares of the company's common stock.
Assessing Strategic Education (STRA) Valuation As Analyst Earnings Upgrades Draw Fresh Investor Attention
Strategic Education (STRA) is drawing fresh investor attention due to recent analyst earnings upgrades, with projections for the upcoming quarter and full year revised higher. The company's fair value is estimated at $103.33 against a current close of $80.76, suggesting it is undervalued by 21.8%. Growth is driven by its Education Technology Services segment and strategic partnerships, though risks include corporate partnership resilience and international student enrollment caps.
[144] Strategic Education, Inc. SEC Filing
This article details a Form 144 SEC filing by Strategic Education, Inc. (STRA), indicating a proposed sale of securities. The filing shows that 7,598 shares of common stock, acquired as restricted stock, are to be sold through Morgan Stanley Smith Barney LLC on NASDAQ, with an approximate sale date of March 13, 2026. The article provides structured information about the filer, issuer, and the securities transaction.
Zacks Research Issues Positive Outlook for STRA Earnings
Zacks Research has issued a "Strong-Buy" rating for Strategic Education (NASDAQ:STRA) and raised its earnings estimates for 2026-2028, with Q1 2026 EPS now projected at $1.46. The company recently beat quarterly EPS expectations with $1.74 but missed revenue estimates, while declaring a $0.60 quarterly dividend. Despite significant insider selling, institutional ownership remains high, and the stock trades at a market cap of approximately $1.8 billion with a P/E near 14.6.
Does Strategic Education (STRA) Offer Value After Recent Share Price Softness?
This article analyzes whether Strategic Education (STRA) stock offers value after a recent price softness. Using discounted cash flow (DCF) analysis and price-to-earnings (P/E) ratios, Simply Wall St concludes that STRA appears significantly undervalued. The DCF model suggests an intrinsic value of $241.30 per share, implying a 67.3% undervaluation compared to its current price of US$78.87, while the P/E ratio of 14.01x is also below its calculated Fair Ratio of 22.61x.
Strategic Education Inc. $STRA Shares Purchased by Victory Capital Management Inc.
Victory Capital Management Inc. increased its holdings in Strategic Education (NASDAQ:STRA) by 15.0% during the third quarter, acquiring an additional 15,579 shares and bringing their total stake to 119,538 shares valued at $10.28 million. The company reported strong Q4 earnings, with $1.74 EPS beating consensus estimates, though revenue was slightly below expectations. Insider selling by the CEO and CFO was noted, while several analysts maintained or upgraded their ratings on the stock.
Does Strategic Education (STRA) Offer Value After Recent Share Price Softness?
Strategic Education (STRA) has shown modest returns recently, with its share price at US$78.87. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 67.3%, with an estimated intrinsic value of $241.30 per share. Furthermore, its P/E ratio of 14.01x is lower than its Fair Ratio of 22.61x, also indicating undervaluation.
Strategic Education, Inc. Publishes 2025 Annual Report and Letter to Shareholders
Strategic Education, Inc. (NASDAQ: STRA) has announced the publication of its 2025 Annual Report and Letter to Shareholders, now available on its investor relations website. The company also confirmed that its 2026 Annual Meeting of Stockholders will be held via webcast on Wednesday, April 22, 2026, at 8:00 a.m. ET. Stockholders recorded as of March 3, 2026, are eligible to vote at the meeting.
Strategic Education (NASDAQ:STRA) Upgraded at Zacks Research
Zacks Research has upgraded Strategic Education (NASDAQ:STRA) from a "hold" to a "strong-buy" rating, with a consensus target price of $99.33. The company recently reported Q4 earnings per share of $1.74, beating estimates, though revenue of $311.46 million missed expectations. Noteworthy insider selling includes the CEO and CFO reducing their stakes, while institutional investors hold approximately 93.3% of the stock.
AI And Employer Programs Steer Strategic Education Toward Higher Margin Growth
Strategic Education, Inc. reported record results in its Education Technology Services segment, driven by AI productivity gains and employer-affiliated programs, particularly in healthcare. This shift toward technology-enabled offerings suggests a move away from traditional enrollment cycles to long-term contracts and productivity tools, potentially influencing the company's earnings mix and risk profile. Investors should monitor employer partnerships and AI's contribution to revenue and margins, as execution and customer retention in this segment become increasingly important.
CFO at Strategic Education (STRA) sells 13,000 shares under plan
Strategic Education, Inc.'s CFO, Daniel Wayne Jackson, sold a total of 13,000 shares of common stock on March 2, 2026, through three open-market transactions. These sales, executed under a pre-arranged Rule 10b5-1 trading plan adopted in September 2025, were priced between $81.73 and $83.75 per share. Following these transactions, Jackson directly holds 100,096 shares of the company's common stock.
Strategic Education CFO Sells 13,000 Shares
Strategic Education's Chief Financial Officer, Daniel Wayne Jackson, sold 13,000 shares of common stock on March 2, 2026, as part of a Rule 10b5-1 Trading Plan. The sale totaled $1,070,747 and occurred at weighted average prices between $81.73 and $83.75. Following this transaction, Jackson directly holds 100,096 shares in the company.
Strategic Education (STRA) Is Up 9.8% After AI-Driven Profitability Jump And Capital Returns Update - Has The Bull Case Changed?
Strategic Education (STRA) reported strong Q4 2025 results, with significant earnings per share growth driven by AI-enabled productivity gains and its Education Technology Services segment. The company completed a substantial share repurchase program and continues regular dividend payments, signaling robust free cash flow and commitment to capital returns. While AI improvements enhance profitability, the reliance on employer-affiliated enrollment remains a key risk for the company.
[144] Strategic Education, Inc. SEC Filing
Strategic Education, Inc. (STRA) has filed a Form 144 with the SEC, indicating a proposed sale of 13,000 shares of common stock with an aggregate market value of $1,070,729.10. The shares were acquired as restricted stock on February 24, 2026. The filing has a neutral impact and sentiment according to Rhea-AI.
Vanguard Group Inc. Sells 17,180 Shares of Strategic Education Inc. $STRA
Vanguard Group Inc. decreased its stake in Strategic Education Inc. (NASDAQ:STRA) by 0.7%, selling 17,180 shares. Despite this, Vanguard still holds a significant 10.91% of the company's stock, valued at approximately $224.3 million. The article also notes mixed Q4 results for Strategic Education, with an EPS beat but a revenue miss, alongside an announcement of AI-driven expense savings and a quarterly dividend.
Strategic Education (STRA) Margin Improvement Challenges Slowing Growth Narrative
Strategic Education (STRA) reported FY 2025 results with Q4 revenue of US$323.2 million and basic EPS of US$1.71, achieving a 10% net profit margin and 12.4% earnings growth for the year. While the company's five-year earnings growth rate is 21.5%, the recent 2.5% revenue growth lags the market average, leading to a debate between bullish and bearish outlooks focusing on valuation, corporate partnerships, and educational technology services. The article analyzes STRA’s financial performance, contrasting its strong historical earnings growth and current valuation discount against more moderate recent revenue and profit trends.
Strategic Education, Inc. (NASDAQ:STRA) Q4 2025 Earnings Call Transcript
Strategic Education, Inc. (STRA) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with EPS of $1.74 for the quarter and $6.21 for the full year. The company achieved significant operating margin expansion and revenue growth, driven by its Education Technology Services (ETS) segment and AI-driven productivity improvements. STRA also highlighted its strong capital allocation, including share repurchases and dividends, and projects continued performance in line with its notional model for 2026, focusing on employer-affiliated enrollment and international growth.
STRA - Strategic Education Inc Latest Stock News & Market Updates
This page provides the latest news and market updates for Strategic Education Inc. (NASDAQ: STRA), an education services company focused on higher education and workforce development. It includes details on financial results, institutional initiatives, partnerships, and earnings reports, along with specific updates on subsidiaries like Capella University and Jack Welch Management Institute. The content aims to offer investors and traders comprehensive insights into STRA's performance and strategic developments.
Strategic Education, Inc. Q4 Profit Climbs
Strategic Education, Inc. (STRA) reported a significant increase in its fourth-quarter profit, with earnings climbing to $37.90 million or $1.66 per share, up from $25.33 million or $1.05 per share in the previous year. Excluding certain items, adjusted earnings reached $39.81 million or $1.74 per share. The company also saw a 3.8% rise in revenue, totaling $323.21 million for the period.
STRA Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Strategic Education Inc (STRA), including its income statement, balance sheet, and cash flow statement. It highlights the company's financial health signals such as profitability, growth, leverage, liquidity, cash flow, and returns, noting its low bankruptcy risk but a decline in revenue and profitability in fiscal year 2025. The report also includes key financial metrics, annual and quarterly data, and ratios like Altman Z-Score and Piotroski F-Score.
Strategic Education (STRA) Q4 2025 Financial Report & Analysis - News and Statistics
Strategic Education (STRA) reported its Q4 2025 financial results, showing revenues of $323.2 million, which met forecasts, and adjusted earnings per share of $1.75, which exceeded analyst expectations. The company also saw an improvement in operating margin and free cash flow margin. Despite stable student enrollment numbers over two years, revenue growth indicates increased monetization of its student base.
