Analysts Are Neutral on Top Consumer Goods Stocks: Strategic Education (STRA), Target (TGT)
Analysts have issued neutral ratings for Strategic Education (STRA) and Target (TGT), suggesting neither a bullish nor bearish outlook. BMO Capital's Jeffrey Silber maintained a Hold rating on Strategic Education with a $130.00 price target, while Kelly Bania from BMO Capital also maintained a Hold rating on Target with a $130.00 price target. Despite these hold ratings, the analyst consensus for both companies is a "Moderate Buy" with potential upsides from current levels.
Strategic Education To Go Ex-Dividend On May 22nd, 2026 With 0.6 USD Dividend Per Share
Strategic Education (NASDAQ: STRA) is set to go ex-dividend on May 22nd, 2026, with a dividend of 0.6 USD per share. Shareholders who own shares before this date will be eligible to receive the dividend. The payment date for this dividend is June 19th, 2026.
Strategic Education stock (US8630051062): ETS growth and campus trends move into focus
Strategic Education (STRA) is drawing investor attention due to strong double-digit growth in its education technology services unit, which helps offset mixed enrollment trends in traditional higher education. The company, focused on career-oriented higher education for adult learners, emphasizes online and hybrid models, employer partnerships, and aims to adapt to evolving regulatory and competitive landscapes. Key drivers include tuition from Strayer and Capella Universities, corporate partnerships, and international operations, while regulatory risk and enrollment sustainability remain critical concerns.
Marshfield reports 792,930 shares of Strategic Education (NASDAQ: STRA)
Marshfield Associates Inc. has filed an amended Schedule 13G/A, disclosing beneficial ownership of 792,930 shares of Strategic Education (NASDAQ: STRA), which represents 3.51% of the company's common stock. The filing indicates sole voting and dispositive power over these shares, classifying Marshfield as a passive investor. This amendment updates previous disclosures and clarifies Marshfield's minority stake in the education services provider.
T. Rowe Price discloses 808,470 shares in Strategic Education (STRA)
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G/A, disclosing a 3.6% passive stake in Strategic Education (STRA), amounting to 808,470 shares. The filing indicates sole voting power over 802,481 shares and sole dispositive power over all 808,470 shares. Although T. Rowe Price denies beneficial ownership, this filing provides insight into institutional investment positions in the educational services company.
Strategic Education (STRA) Q1 Earnings and Revenues Miss Estimates
Strategic Education (STRA) reported Q1 earnings of $1.42 per share and revenues of $305.93 million, missing Zacks Consensus Estimates for both. Despite the miss, the company's shares have added 4.3% since the beginning of the year, matching the S&P 500's gain. The stock currently holds a Zacks Rank #1 (Strong Buy), indicating an expectation to outperform the market in the near future.
New partnership gives workers access to 200+ SNHU online programs
Workforce Edge, a learning solution by Strategic Education, Inc. (STRA), has partnered with Southern New Hampshire University (SNHU) to offer over 200 online programs to employees of its partner organizations. This collaboration aims to provide accessible and affordable education pathways to working adults, enhancing career advancement and workforce development. The partnership strengthens Workforce Edge's offerings by including SNHU's recognized programs in various fields and certifications.
Strategic Education (DB:SQE) - Stock Analysis
This report provides a comprehensive stock analysis of Strategic Education (DB:SQE), detailing its market performance, financial health, dividend consistency, and future growth prospects. It highlights that SQE is currently undervalued, with earnings projected to grow significantly, and outlines recent dividend declarations and insider trading activities. The company provides education services and has recently been involved in acquisitions and strategic partnerships.
Does AI-Driven Efficiency Amid Softer Enrollment Change The Bull Case For Strategic Education (STRA)?
Strategic Education (STRA) reported mixed results, with AI-driven efficiencies and cost controls improving profitability despite softer U.S. enrollment. The company's investment narrative now heavily relies on margin resilience from these efficiencies and a reaffirmed dividend, while facing risks from continued enrollment declines. Forecasts project significant revenue and earnings growth by 2029, suggesting an $87.00 fair value, making AI's role critical to its future.
Vanguard Group Inc. Sells 43,444 Shares of Strategic Education Inc. $STRA
Vanguard Group Inc. reduced its stake in Strategic Education Inc. (NASDAQ:STRA) by 43,444 shares in the fourth quarter, though still retaining a significant 10.92% ownership. Despite mixed quarterly results and some insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $87.00. The company announced a quarterly dividend of $0.60 per share, yielding 3.0%.
Top MBA Ranking Puts Focus On Strategic Education Valuation Gap
The Jack Welch Management Institute (JWMI) at Strayer University has been ranked #8 among U.S. online MBA programs and #30 globally by CEO Magazine for the 10th consecutive year. This recognition highlights a key asset for Strategic Education (NasdaqGS:STRA) and provides third-party validation of its education brands, which investors may consider for long-term business views, especially given the stock's current valuation of being 9% below analyst targets and 67.2% below Simply Wall St's estimated fair value. While the ranking doesn't guarantee future enrollment or earnings, it underscores the consistent strength of a flagship program within the company's portfolio.
Insider Sell: WAITE G THOMAS III Sells 666 Shares of Strategic E
WAITE G THOMAS III, a Director at Strategic Education Inc (STRA), recently sold 666 shares of the company, bringing his total holdings to 16,696 shares. Over the past year, he has sold 1,366 shares with no purchases. Strategic Education Inc appears modestly undervalued with a price-to-GF-Value ratio of 0.8, even as its P/E ratio is lower than both the industry median and its historical median.
Strategic Education (STRA) director sells 666 shares in open market
Strategic Education, Inc. director G. Thomas Waite III sold 666 shares of common stock at $77.68 per share in an open-market transaction. Following this sale, Waite III directly holds 16,696 shares. The transaction, reported via a Form 4 SEC filing, has a neutral filing impact and a negative sentiment.
Top MBA Ranking Puts Focus On Strategic Education Valuation Gap
Strategic Education's Jack Welch Management Institute (JWMI) at Strayer University was highly ranked in CEO Magazine for its online MBA programs, marking its 10th consecutive year in the U.S. top 10. This recognition offers valuable third-party validation for investors, highlighting the brand strength and student appeal of a key asset within the company, even as the stock shows mixed returns. While not directly impacting immediate financial results, it provides context for long-term views on the company's educational brands and potential for sustained earnings.
Jack Welch's online MBA ranks No. 8 in the U.S., top 10 for 10 straight years
The Jack Welch Management Institute (JWMI) at Strayer University has been ranked #8 among U.S. online MBA programs and #30 globally by CEO Magazine. This marks the fourteenth year JWMI has appeared on the global list and its tenth consecutive year in the top 10 for online MBA programs. The ranking highlights JWMI's commitment to providing a high-quality educational experience and producing strong leaders.
Why Strategic Education (STRA) Is Up 6.4% After Q1 Buybacks, Dividend And Soft Enrollment News
Strategic Education reported modest year-on-year growth in sales and earnings in Q1 2026, alongside completing a US$955.15 million share repurchase program and declaring a US$0.60 per share dividend. Despite facing soft enrollment and regulatory pressures, and a weaker-than-expected earnings report, the company's stock rose 6.4%. Large institutional investors hold significant stakes, and the company projects $1.4 billion revenue and $216.0 million earnings by 2029.
Zacks Industry Outlook Highlights McGraw Hill, Strategic Education, Lincoln Educational Services and American Public Education
The Zacks Schools industry is experiencing a positive trend in 2026, driven by a strong demand for applied and career-oriented education, especially across healthcare, skilled trades, cybersecurity, and IT. Key players like McGraw Hill, Strategic Education, Lincoln Educational Services, and American Public Education are benefiting from technology adoption and industry consolidation. However, the sector faces challenges from a shrinking traditional student base, affordability concerns, and increased regulatory scrutiny, alongside rising operating costs.
Vanguard owns 1.15M shares of Strategic Education (STRA) in Schedule 13G
Vanguard Capital Management has filed a Schedule 13G, reporting a 5.10% passive ownership stake in Strategic Education Inc. (STRA), totaling 1,153,664 shares. The filing indicates Vanguard's sole dispositive power over all these shares and sole voting power over 173,902 shares, as of March 31, 2026. This disclosure signifies Vanguard as a significant institutional holder, though its 13G status suggests a passive investment rather than activist intentions.
Vanguard Portfolio Management (STRA) discloses 1.43M shares (6.33%)
Vanguard Portfolio Management has disclosed a 6.33% passive stake in Strategic Education Inc. (STRA), totaling 1,432,353 shares as of March 31, 2026. The Schedule 13G filing indicates that Vanguard exercises dispositive power over these shares, with sole voting power for 13,191 shares, and the holdings include those for Vanguard funds and managed accounts. The filing was certified by Ashley Grim on April 29, 2026.
STRA SEC Filings - Strategic Education Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Strategic Education Inc. (STRA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, and 8-K material event reports. It highlights recent filings such as a director's stock sale, CFO's stock purchase, and the company's Q3 2025 financial results. The article also details significant ownership stakes reported by Marshfield Associates and Bank of Montreal.
Strategic Education Inc (STRA) Shares Surge 3.3% -- What GF Scor
Strategic Education Inc (STRA) shares recently rose 3.3%, with its current price of $75.96 significantly below its GF Value™ estimate of $97.48, suggesting it is undervalued. Despite strong fundamentals indicated by a GF Score™ of 79/100, significant insider selling activity totaling $4.8 million in the last three months raises a cautious flag for potential investors. This combination suggests a potential value opportunity but with caveats regarding growth and insider sentiment.
Strategic Education (Nasdaq:STRA) - Stock Analysis
Strategic Education (STRA) is currently trading 66.6% below its estimated fair value and analysts project strong earnings growth of 16.74% annually. Despite being undervalued according to analysts, recent updates show a decreased price target from $95 to $87 due to softer enrollment trends. The company aims to offset these with cost efficiencies and AI-driven margin support, and continues to pay a quarterly dividend of $0.60 per share, with the next ex-dividend date on May 22, 2026.
BMO Capital Markets Lowers Strategic Education (NASDAQ:STRA) Price Target to $86.00
BMO Capital Markets has reduced its price target for Strategic Education (STRA) from $95.00 to $86.00, while maintaining an "outperform" rating. This adjustment follows the company missing its Q1 earnings and revenue expectations, reporting $1.42 EPS against a $1.51 consensus and $305.9 million in revenue against $329.8 million expected. Despite the lowered price target, the stock traded up 3.6% to $76.17, and the average analyst rating remains a "Moderate Buy" with an average price target of $87.00.
Strategic Education (NASDAQ:STRA) Given New $80.00 Price Target at Truist Financial
Truist Financial has reduced its price target for Strategic Education (NASDAQ:STRA) to $80.00 from $85.00, while maintaining a "hold" rating, suggesting an 8.8% upside. This adjustment follows Strategic Education's recent quarterly earnings, which missed both EPS and revenue expectations. Analyst sentiment for STRA is currently mixed, with an average rating of "Moderate Buy" and a consensus target price of $87.67.
Teacher Retirement System of Texas Increases Stake in Strategic Education Inc. $STRA
The Teacher Retirement System of Texas significantly increased its stake in Strategic Education Inc. (NASDAQ:STRA) by 302.6% in the fourth quarter, now owning 63,667 shares valued at $5.1 million. This increase contributes to the high institutional ownership of STRA at approximately 93.3%. Despite missing Q1 earnings and revenue estimates, the company declared a quarterly dividend of $0.60 per share and aims for margin expansion through AI-driven productivity improvements.
Wall Street Zen Downgrades Strategic Education (NASDAQ:STRA) to Buy
Wall Street Zen downgraded Strategic Education (NASDAQ:STRA) from a "strong-buy" to a "buy" rating after the company's Q1 results missed expectations on both EPS and revenue. Despite the downgrade and Q1 miss, management indicated Q1 might be the low point for 2026 and aims for margin expansion through AI-driven productivity. Insider activity shows mixed signals with the CEO selling shares while the Chairman bought, and the company announced a quarterly dividend, maintaining a "Moderate Buy" consensus rating from other analysts.
Strategic Education Reports Q1 2026 Results: Full Earnings Call Transcript
Strategic Education Inc. reported a 1% year-over-year revenue decline in Q1 2026 due to slightly lower consolidated enrollment, but operating income grew by 3% thanks to reduced expenses. The Education Technology Services (ETS) division saw a significant 21% revenue increase, now contributing 46% of the company's operating income. Despite challenges in U.S. higher education and Australia/New Zealand, management expressed confidence in meeting annual EBIT and EPS targets, anticipating improved enrollment trends and revenue growth later in the year, driven by productivity enhancements.
Earnings call transcript: Strategic Education Q1 2026 results reveal mixed performance
Strategic Education (STRA) reported mixed Q1 2026 results, meeting EPS expectations at $1.41 but missing revenue projections with $305.9 million against an expected $313.8 million, leading to a pre-market stock decline of 9.33%. Despite a consolidated revenue decline and enrollment decrease, the company saw strong growth in its Education Technology Services division (21% revenue increase) and repurchased 493,000 shares for $40 million. Management anticipates Q1 to be the revenue growth low point for 2026, with confidence in achieving full-year EBIT and EPS targets through cost management and strategic investments.
Strategic Education (NASDAQ:STRA) Director Michael Thawley Purchases 665 Shares
Strategic Education Director Michael Thawley purchased 665 shares of the company's stock for $48,352.15, increasing his total ownership to 12,154 shares. This insider buying occurred after the company reported Q1 earnings that missed analyst estimates for both EPS and revenue, leading to some stock pressure. Despite the missed earnings, the company announced a quarterly dividend of $0.60 per share and maintains a consensus "Moderate Buy" rating from analysts with an average price target of $89.33.
Strategic education director Michael Thawley buys $48,352 stock By Investing.com
Michael Thawley, a director at Strategic Education, Inc. (NASDAQ:STRA), recently purchased 665 shares of the company's common stock for $48,352. This purchase occurred as the stock trades near its 52-week low, with InvestingPro analysis suggesting it is undervalued. Thawley also received a grant of 1,436 restricted shares, adding to his total holdings of 12,154 shares.
[Form 4] Strategic Education, Inc. Insider Trading Activity
Strategic Education, Inc. director William J. Slocum reported an acquisition of 1,436 shares of common stock as a restricted stock award. These shares will vest in three equal annual installments starting April 22, 2027. Following this transaction, Mr. Slocum directly holds 7,815 common shares, as detailed in the Form 4 filing.
[Form 4] Strategic Education, Inc. Insider Trading Activity
Strategic Education, Inc. director Robert R Grusky received an equity compensation grant of 1,436 shares of common stock at $0.00 per share, which will vest in three equal annual installments starting April 22, 2027. This brings his direct ownership to 11,382 shares, indicating a routine compensation event rather than a market purchase. The Form 4 filing details this restricted stock award and the terms of its vesting.
Restricted stock grant boosts Strategic Education (STRA) director stake
Strategic Education Director Waite G. Thomas III received a restricted stock grant of 1,436 shares, priced at $0.00, as compensation. These shares will vest in three equal annual installments starting April 22, 2027, increasing his direct holdings to 17,362 common shares. This grant aligns his compensation with shareholder equity over a multi-year period, as detailed in a Form 4 SEC filing.
Strayer NSA Win Highlights Cybersecurity Strength And Dividend Support Story
Strayer University students, part of Strategic Education Inc. (NasdaqGS:STRA), won the NSA Codebreaker Challenge, a national cybersecurity competition, showcasing the strength of their cybersecurity programs. This achievement, combined with the company's declaration of a regular quarterly dividend of US$0.60 per share, reinforces Strategic Education's commitment to career-oriented education and consistent shareholder returns. The article discusses how this win supports the company's narrative of practice-oriented education underpinning earnings that fund dividends, while also noting potential risks and areas for investors to monitor going forward.
Strategic Education, Inc. (NASDAQ:STRA) Q1 2026 Earnings Call Transcript
Strategic Education, Inc. reported its Q1 2026 earnings, missing EPS expectations with $1.41 against an anticipated $1.51. Despite a 1% revenue decline, the company achieved 3% operating income growth and margin expansion due to productivity initiatives, particularly the strong performance of its Education Technology Services division. Leadership expressed confidence in meeting full-year EBIT and EPS targets through expense management and accelerated AI implementation, while also noting challenges in international enrollment due to regulatory changes in Australia and New Zealand.
Strategic Education (NASDAQ:STRA) Reaches New 1-Year Low After Earnings Miss
Shares of Strategic Education (NASDAQ:STRA) fell to a new 52-week low after the company missed Q1 earnings and revenue expectations. Despite the miss, management expressed confidence by declaring a $0.60 quarterly dividend and set a target for a 200 basis-point margin expansion, largely driven by AI-driven productivity. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $89.33.
Strategic Education: Q1 Earnings Snapshot
Strategic Education, Inc. (STRA) reported a net income of $32.8 million in the first quarter, with adjusted earnings of $1.42 per share. The for-profit education company, based in Herndon, Virginia, also posted revenues of $305.9 million for the period. These results were generated by Automated Insights using data from Zacks Investment Research.
Strategic Education expects Q1 to be 2026 low point as it targets 200 bps margin expansion via faster AI productivity
Strategic Education anticipates that the first quarter of 2026 will mark its lowest point for the year. The company aims to achieve a 200 basis point margin expansion throughout 2026. This margin growth is expected to be driven primarily by increased productivity resulting from the accelerated integration of AI technologies.
Strategic Education Reports Q1 2026 Results: Full Earnings Call Transcript
Strategic Education Inc. (NASDAQ: STRA) reported a 1% year-over-year revenue decline in Q1 2026, primarily due to a slight decrease in consolidated enrollment, though operating income grew 3% driven by reduced adjusted operating expenses. The Education Technology Services (ETS) division significantly boosted revenue by 21% and now accounts for 46% of consolidated operating income, with strong performance from Sofia Learning and Workforce Edge. Despite challenges in U.S. higher education due to unaffiliated enrollment declines and regulatory constraints in Australia and New Zealand, management is confident in achieving its EBIT and EPS targets for the year through productivity enhancements and cost management.
Strategic Education Inc. (NASDAQ:STRA) Declares Quarterly Dividend of $0.60
Strategic Education Inc. (NASDAQ:STRA) has announced a quarterly dividend of $0.60 per share, payable on June 1st to shareholders of record by May 22nd. The company recently missed quarterly earnings and revenue estimates, causing its stock price to fall by 13.7%. Despite this, the dividend is covered by earnings, with an expected future payout ratio of 30.0%.
Strategic Education Releases Q1 2026 Financial Results
Strategic Education, Inc. (STRA) reported its Q1 2026 financial results, missing Wall Street's EPS estimates with $1.41 per share against an expected $1.52. Despite this, revenue saw a modest increase of 0.8% year-over-year to $305.9 million. The company experienced a decline in its U.S. Higher Education segment but a significant surge in Sophia Learning subscribers, indicating a shift in business unit performance.
Earnings Flash (STRA) Strategic Education, Inc. Reports Q1 Revenue $305.9M, vs. FactSet Est of $309.8M
Strategic Education, Inc. (STRA) reported Q1 revenue of $305.9 million, falling short of FactSet's estimated $309.8 million. The company's stock symbol is STRA, and the earnings flash was published by MT Newswires.
Net income rises as Strategic Education (NASDAQ: STRA) grows ETS unit
Strategic Education (NASDAQ: STRA) reported a rise in net income to $32.8 million and diluted EPS of $1.48 in Q1 2026, driven by strong growth in its Education Technology Services (ETS) segment, which saw revenue increase by 21.0% to $41.5 million. While overall revenue grew modestly by 0.8% to $305.9 million, the U.S. Higher Education segment experienced a decline. The company also demonstrated strong cash generation with $77.3 million in free cash flow and returned capital to shareholders through $40.0 million in stock buybacks and a $0.60 per share quarterly dividend.
Strategic Education, Inc. Reports First Quarter 2026 Results
Strategic Education, Inc. (NASDAQ: STRA) announced its first quarter 2026 financial results, showing an increase in consolidated revenue by 0.8% to $305.9 million. The Education Technology Services segment demonstrated strong growth with revenue up 21% year-over-year and Sophia Learning subscribers increasing by 40%. The company also declared a quarterly cash dividend of $0.60 per share of common stock.
Strategic Education: Q1 Earnings Snapshot
Strategic Education, Inc. (STRA) reported a net income of $32.8 million for its first quarter, with earnings of $1.48 per share, or $1.42 per share when adjusted for one-time items. The for-profit education company generated $305.9 million in revenue during the same period. This financial summary was generated using data from Zacks Investment Research.
Strategic Education Q1 2026 earnings preview
This article provides a Q1 2026 earnings preview for Strategic Education (NASDAQ: STRA). It is a brief placeholder indicating upcoming financial reporting.
Strategic Education faces earnings test on enrollment trends
Strategic Education Inc. is set to report its first-quarter results, with analysts expecting earnings of $1.41 per share on $313.8 million in revenue, facing pressures from declining enrollment at Strayer University. Investors will be watching enrollment trends and the continued momentum of the Education Technology Services segment, which saw significant growth in the previous quarter. The company's dual-track strategy of stabilizing traditional enrollment while scaling technology services will be key to addressing investor concerns and a recent analyst downgrade.
Hundreds of schools entered; Strayer students won top NSA cyber honors
Strayer University students achieved first place in Division II of the 2025 National Security Agency’s (NSA) Codebreaker Challenge, a national cybersecurity competition. The challenge tasked students with a real-world scenario involving defending against nation-state cyber threats, requiring advanced skills in reverse engineering, vulnerability research, cryptography, and digital forensics. This win highlights the strength of Strayer University's cybersecurity program and the technical expertise of its students and faculty.
Strategic Education Inc expected to post earnings of $1.49 a share - Earnings Preview
Strategic Education Inc. is projected to report earnings of $1.49 per share. This preview, sourced from Refinitiv, highlights the upcoming financial disclosure for the company.
Strategic Education Inc (STRA) Stock Price & 30 Year Financial Data
This article provides comprehensive 30-year financial data for Strategic Education Inc (NAS:STRA), including its stock price, market capitalization, enterprise value, and various financial ratios. It details growth rates for revenue, EPS, EBIT, EBITDA, and free cash flow over 1-year, 5-year, and 10-year periods. The data is presented through GuruFocus, an investment platform offering financial analysis tools.
