13,981 Shares in Strategic Education Inc. $STRA Bought by Bastion Asset Management Inc.
Bastion Asset Management Inc. recently acquired 13,981 shares of Strategic Education Inc. (NASDAQ:STRA), marking a new position valued at approximately $1.175 million and representing 0.06% ownership. Several other institutional investors, including AQR Capital Management LLC and Lightrock Netherlands B.V., also significantly increased their stakes in the company, bringing total institutional ownership to 93.27%. Strategic Education, a higher education services provider with a market capitalization of $1.76 billion, currently holds a "Moderate Buy" consensus rating from analysts with a price target of $99.33.
Strategic Education Inc stock hits 52-week low at $72.17 By Investing.com
Strategic Education Inc. (STRA) stock has reached a new 52-week low of $72.17, marking a significant decline of 27.66% over the past year. This downturn highlights market volatility and ongoing economic challenges faced by the education services provider. Investors are keenly observing the company's efforts to recover and regain market confidence amid shifting educational demands.
A Look At Strategic Education (STRA) Valuation As Profitability Concerns Persist Despite Revenue Growth
Strategic Education (STRA) is currently assessed as 21.3% undervalued, with shares trading at $81.36 against a fair value of $103.33. Despite revenue growth, particularly in its Education Technology Services segment, and strong free cash flow, the company faces profitability concerns due to declining earnings per share, subdued domestic student expansion, and regulatory pressures in Australia and New Zealand. Investors are optimistic about rewards, but lingering issues temper enthusiasm regarding future growth and valuation.
Strategic Education Inc stock hits 52-week low at $72.17
Strategic Education Inc.'s stock has fallen to a 52-week low of $72.17, reflecting a significant 27.66% decrease over the past year. This decline highlights the current market pressures and volatility affecting the education services provider. Investors are closely observing the company's future strategies to recover and rebuild market confidence.
Strategic Education Inc. $STRA Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its stake in Strategic Education Inc. (NASDAQ:STRA) by 9.6% in the third quarter, while several other institutional investors significantly increased their holdings. Strategic Education currently has a market capitalization of $1.81 billion, a P/E ratio of 16.06, and a consensus analyst rating of "Moderate Buy" with a target price of $99.33. The stock opened at $77.27, and 93.27% of its shares are owned by hedge funds and other institutional investors.
Strategic Education (NASDAQ:STRA) Stock Passes Above 200-Day Moving Average - Here's What Happened
Strategic Education (NASDAQ:STRA) recently traded above its 200-day moving average, reaching a high of $81.92 during Tuesday's trading. Analysts maintain a "Moderate Buy" consensus with a price target of $99.33, reflecting positive sentiment. The company's fundamentals include a market cap of $1.89 billion and significant institutional ownership, indicating investor confidence in the higher education services provider.
Strategic Education Inc. (NASDAQ:STRA) Sees Significant Decrease in Short Interest
Strategic Education Inc. (NASDAQ:STRA) experienced a 14.4% decrease in short interest in January, totaling 773,367 shares, which represents about 3.4% of its shares sold short. The company recently beat quarterly earnings expectations, reporting an EPS of $1.63 and revenue of $319.95 million, and it maintains a "Moderate Buy" consensus rating with an average price target of $99.33. Strategic Education also offers a quarterly dividend of $0.60, equating to a 2.8% yield, and is supported by significant institutional ownership.
Teacher Retirement System of Texas Trims Stock Holdings in Strategic Education Inc. $STRA
The Teacher Retirement System of Texas significantly reduced its stake in Strategic Education Inc. (NASDAQ:STRA) by 76.9% in the third quarter, selling over 52,000 shares. Despite this, Strategic Education reported strong Q3 earnings, beating analyst estimates and increasing revenue by 4.5% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts and offers a quarterly dividend.
Stride vs. Strategic Education: Which Education Stock to Bet on Now?
The education market is seeing a shift towards online learning, benefiting companies like Stride (LRN) and Strategic Education (STRA). Both companies offer digital and career-oriented programs, with Stride focusing on K-12 virtual schooling and career learning, while Strategic Education provides post-secondary and academic programs. The article compares their fundamentals, stock performance, and valuation to determine which offers a better investment opportunity, concluding that Stride shows stronger near-term growth and a discounted valuation despite both being Zacks Rank #3 (Hold) stocks.
Y Intercept Hong Kong Ltd Acquires 15,588 Shares of Strategic Education Inc. $STRA
Y Intercept Hong Kong Ltd significantly increased its stake in Strategic Education Inc. (NASDAQ:STRA) by 158.3% in Q3, purchasing 15,588 additional shares, bringing its total to 25,438 shares valued at $2.188 million. Strategic Education reported strong Q3 earnings of $1.63 EPS, outperforming expectations, and revenue of $319.95 million. The company, which is 93.27% owned by institutional investors, also pays a quarterly dividend of $0.60.
Strategic Education Inc. $STRA Shares Purchased by Lightrock Netherlands B.V.
Lightrock Netherlands B.V. significantly increased its stake in Strategic Education Inc. (NASDAQ:STRA) during the third quarter, acquiring 142,915 additional shares to hold a total of 234,719 shares, valued at approximately $20.19 million. This makes STRA Lightrock's fourth-largest holding. Strategic Education also reported strong Q3 earnings, beating analyst estimates with $1.63 EPS and $319.95 million in revenue, leading to a "Moderate Buy" consensus rating among analysts and a $99.33 price target.
Could STRA’s New Spanish-Language Workforce Edge Programs Reframe Its Employer-Funded Education Strategy?
Strategic Education, Inc. (STRA) has partnered with NUC University to launch Spanish-language academic programs through its Workforce Edge platform, aiming to make employer-funded education more accessible for Spanish-speaking employees. While this move strengthens STRA's investment narrative by broadening its learner base, its immediate financial impact is expected to be incremental rather than transformative. The company still faces challenges such as earnings volatility, modest revenue growth, and questions regarding sales conversion into profits, though its shares may be undervalued.
Strategic Education, Inc. Schedules Fourth Quarter 2025 Results Conference Call and Announces Date for Annual Meeting
Strategic Education, Inc. (Strategic Education) announced it will release its fourth-quarter 2025 results after market close on Thursday, February 26, 2026, followed by a conference call from Sydney, Australia at 5:00 p.m. ET on the same day. Additionally, the company will hold its 2026 Annual Meeting of Stockholders via webcast on Wednesday, April 22, 2026, with stockholders of record as of March 3, 2026, eligible to vote. Further details regarding the annual meeting will be provided in the company's proxy materials.
A Look At Strategic Education (STRA) Valuation After Analyst Optimism And Growth In Education Technology Services
Strategic Education (STRA) has gained investor attention due to an 8.7% share price increase, driven by positive analyst views on its Education Technology Services segment and growth in Sophia Learning and corporate partnerships. Despite recent gains, the stock's overall performance over 1, 3, and 5 years has been mixed. The company is considered 18.9% undervalued by Simply Wall St, with a fair value of $103.33, largely due to strong enrollment growth through corporate partnerships, although potential regulatory changes in Australia and New Zealand or higher scholarships could pose risks.
Strategic Education, Inc. Schedules Fourth Quarter 2025 Results Conference Call and Announces Date for Annual Meeting
Strategic Education, Inc. (NASDAQ: STRA) announced its fourth-quarter 2025 results conference call will be held on Thursday, February 26, 2026, after market close, available via webcast. The company also announced that its 2026 Annual Meeting of Stockholders will be conducted via webcast on Wednesday, April 22, 2026, with March 3, 2026, as the record date for stockholders entitled to vote. Further details for both events, including registration and access, are available on the company's Investor Relations website.
Strategic Education, Inc. Schedules Fourth Quarter 2025 Results Conference Call and Announces Date for Annual Meeting
Strategic Education, Inc. (NASDAQ: STRA) announced its fourth quarter 2025 results conference call will be held on Thursday, February 26, 2026, at 5:00 p.m. ET. The company also stated its 2026 Annual Meeting of Stockholders will take place via webcast on Wednesday, April 22, 2026, with March 3, 2026, as the record date for voting eligibility. Details for both events, including webcast access and registration, are available on the company's Investor Relations website.
Strategic Education, Inc. Schedules Fourth Quarter 2025 Results Conference Call and Announces Date for Annual Meeting
Strategic Education, Inc. (NASDAQ: STRA) announced it will issue its fourth quarter 2025 results after market close on Thursday, February 26, 2026, followed by a conference call. The company also announced its 2026 Annual Meeting of Stockholders will be held via webcast on Wednesday, April 22, 2026, with March 3, 2026, as the record date for voting. Strategic Education focuses on advancing economic mobility through higher education via education technology services, U.S. higher education institutions, and operations in Australia/New Zealand.
How Investors Are Reacting To Strategic Education (STRA) Analyst Focus On Sophia Learning And EdTech Services
Strategic Education (STRA) is gaining analyst attention due to the growth of its Education Technology Services, particularly the Sophia Learning portal, and corporate partnerships. Analysts view these segments as key growth drivers, supported by strong free cash flow used for dividends and share buybacks. However, investors should consider the risk that increasing operating expenses in the ETS segment could impact margins if revenue growth doesn't keep pace with investment.
How Investors Are Reacting To Strategic Education (STRA) Analyst Focus On Sophia Learning And EdTech Services
Strategic Education (STRA) has recently garnered analyst attention for its Education Technology Services (ETS) and corporate partnerships, particularly Sophia Learning, as key growth drivers. Analysts highlight the company’s strong free cash flow, which supports dividends and share buybacks. However, investors are also considering the potential pressure on margins from rising ETS operating expenses if revenue growth doesn't keep pace.
A Look At Strategic Education (STRA) Valuation After Fresh Wave Of Analyst Buy Ratings
Strategic Education (STRA) recently saw its shares climb 8.7% after positive analyst sentiment and Buy ratings. Analysts believe the stock is undervalued with a fair value of US$103.33, implying a 20.8% gap from its last close of US$81.79. The company's Education Technology Services segment is growing significantly, contributing to its robust free cash flow and potential for enhanced earnings per share, despite some pressure points like tighter student rules in Australia and New Zealand.
Strategic Education Insiders Added US$1.33m Of Stock To Their Holdings
Insiders at Strategic Education, Inc. (NASDAQ:STRA) have significantly increased their holdings by US$1.33 million over the past year, indicating optimism about the company's future prospects. The largest single purchase was made by Chairman Robert Silberman for US$850k at a price close to the current share price. Despite some recent insider selling, the overall trend reflects a net buying activity by insiders, who collectively own 3.7% of the company worth US$73 million.
Investors Holding Back On Strategic Education, Inc. (NASDAQ:STRA)
Strategic Education, Inc. (NASDAQ:STRA) has a low P/E ratio of 16x compared to the broader US market, despite analysts forecasting 22% earnings growth, which is higher than the market average of 16%. This suggests investors are not convinced the company can meet future growth expectations, possibly due to recent declines in earnings, even though long-term EPS growth has been strong. The low P/E might indicate underlying risks perceived by investors.
Why Is Strategic Education (STRA) Stock Rocketing Higher Today
Shares of Strategic Education (NASDAQ:STRA) jumped 8.7% after bullish consensus from Wall Street analysts became widely known. Multiple analysts issued "Buy" ratings with an average price target suggesting a significant increase. Despite this surge, the stock is still trading below its 52-week high, and investors who bought five years ago would see a decrease in their investment value.
Texas Permanent School Fund Corp Sells 13,821 Shares of Strategic Education Inc. $STRA
Texas Permanent School Fund Corp reduced its stake in Strategic Education Inc. by 44.6%, selling 13,821 shares, while other institutional investors like AQR Capital Management and JPMorgan Chase & Co. significantly increased their holdings. Strategic Education recently surpassed quarterly earnings estimates, reported revenue growth, and offers a 3.0% dividend yield, holding a "Moderate Buy" consensus rating from analysts.
(STRA) Movement Within Algorithmic Entry Frameworks
This article provides an algorithmic analysis of Strategic Education Inc. (NASDAQ: STRA), highlighting mixed sentiment and a mid-channel oscillation pattern. It presents three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, along with multi-timeframe signal analysis and real-time AI-generated signals for potential entry and exit points.
Strategic Education (NASDAQ:STRA) Hasn't Managed To Accelerate Its Returns
Strategic Education (NASDAQ:STRA) has not accelerated its returns, with a Return on Capital Employed (ROCE) of 10.0%, which is below the Consumer Services industry average. The company's ROCE and capital employed have remained steady over the past five years, indicating it is a mature business not reinvesting its earnings for growth. This suggests that Strategic Education is unlikely to be a multi-bagger stock without significant changes in its investment strategy and returns.
Strategic Education (STRA): Assessing Valuation as Earnings Grow but Share Price Lags
Strategic Education (STRA) has seen its share price fall over the last year despite consistent revenue and net income growth, suggesting a potential undervaluation. The company's narrative fair value is estimated at $103.33, indicating meaningful upside, driven by growth in its Education Technology Services segment and strategic partnerships. However, risks like tighter Australian student visa settings and rising operating costs could temper future earnings.
Insider Sell: Robert Grusky Sells 1,403 Shares of Strategic Education Inc (STRA)
Robert Grusky, a Director at Strategic Education Inc (STRA), sold 1,403 shares of the company on December 11, 2025, reducing his holdings to 9,946 shares. Over the past year, Grusky has sold a total of 2,897 shares with no purchases. Strategic Education Inc, trading at $80.03, appears modestly undervalued based on its GF Value of $100.20, with a price-to-GF-Value ratio of 0.8.
Should Weak Consumer Trends And A New Nursing Partnership Require Action From Strategic Education (STRA) Investors?
Strategic Education (STRA) faces pressure from weaker consumer spending affecting education-related stocks, while its Sophia Learning unit has secured a new partnership with Heritage Valley Health System School of Nursing. This highlights growing demand for flexible online nursing pathways, which could support enrollment growth despite softening consumer sentiment. Investors should consider how these contrasting factors reshape the investment narrative, alongside projected revenue and earnings growth and rising operating expenses.
How (STRA) Movements Inform Risk Allocation Models
This article analyzes Strategic Education Inc. (NASDAQ: STRA) using AI models, revealing mixed sentiment and a mid-channel oscillation pattern. It presents three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis and risk-reward ratios. The analysis highlights an exceptional short setup targeting 8.4% downside with minimal risk.
Norges Bank Purchases Shares of 95,857 Strategic Education Inc. $STRA
Norges Bank recently acquired a new position in Strategic Education Inc. (NASDAQ:STRA), purchasing 95,857 shares valued at approximately $8.16 million during the second quarter. The health services provider's stock is largely owned by institutional investors, holding 93.27% of the company. Strategic Education reported strong quarterly earnings, beating analyst estimates, and has an average analyst rating of "Moderate Buy" with a consensus price target of $99.33.
JPMorgan Chase & Co. Acquires 107,171 Shares of Strategic Education Inc. $STRA
JPMorgan Chase & Co. significantly increased its stake in Strategic Education Inc. (NASDAQ:STRA) by 120% in the second quarter, now holding 196,457 shares valued at $16.724 million. Strategic Education reported strong Q3 results, beating earnings expectations with $1.63 EPS and revenues of $319.95 million. Analyst consensus rates the stock as a "Moderate Buy" with an average target price of $99.33, and the company recently declared a quarterly dividend of $0.60.
Does Strategic Education’s Recent Rebound Signal a Mispriced Opportunity in 2025?
Strategic Education (STRA) has shown recent recovery, up 2.7% in the last week and 7.2% in the last month, despite being down year-to-date and over the past year. Analysts suggest it is undervalued, with a Discounted Cash Flow analysis pointing to a 44.5% discount to intrinsic value and its P/E ratio appearing attractive compared to its Fair Ratio. The article encourages investors to use "Narratives" on Simply Wall St to personalize their valuation outlook based on various growth and risk factors.
Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60
Strategic Education (NASDAQ:STRA) has announced a dividend of $0.60 per share, yielding 3.1%, which is above the industry average. While the company's earnings comfortably cover the dividend, past payments have shown instability, and future earnings per share growth is uncertain. Investors are advised to consider the company's earnings trajectory and dividend history when evaluating this income investment.
Strategic Education, Inc. Reports Third Quarter 2025 Results
Strategic Education, Inc. reported its third-quarter 2025 financial results, showing a 4.6% increase in revenue to $319.9 million, driven by strong performance in its Education Technology Services segment. Despite a slight decline in U.S. Higher Education enrollment and challenges in the Australia/New Zealand segment due to regulatory changes, the company saw significant growth in adjusted income from operations and adjusted EBITDA. Strategic Education (NYSE: STRA) repurchased 428,837 shares of common stock and declared a quarterly cash dividend of $0.60 per share, while maintaining its focus on expanding employer partnerships and enhancing education technology offerings.
Strategic Education, Inc. (NASDAQ:STRA) Q3 2025 Earnings Call Transcript
Strategic Education, Inc. (SEI) reported strong Q3 2025 results, with revenue rising 5% and adjusted earnings increasing by 41% year-over-year. The Education Technology and Services segment showed significant growth, contributing a third of consolidated operating income, driven by Sophia Learning and Workforce Edge. The company is also undergoing a major productivity initiative to reduce operating expenses by an estimated $100 million by the end of 2027.
Strategic Education, Inc. Reports Third Quarter 2025 Results
Strategic Education, Inc. (NASDAQ: STRA) announced its third-quarter 2025 financial results, highlighted by a 4.6% increase in revenue to $319.9 million and a 48% year-over-year rise in Education Technology Services operating income. Sophia Learning's revenue and subscribers grew by 42% year-over-year, and U.S. Higher Education's healthcare portfolio saw a 7% increase in total enrollment. The company also declared a quarterly cash dividend of $0.60 per share.
Strategic Education Inc (STRA) Q3 Earnings: Revenue Surpasses Es
Strategic Education Inc (STRA) reported a 4.6% year-over-year revenue increase to $319.9 million in Q3 2025, surpassing analyst estimates, primarily driven by a 45.6% surge in Education Technology Services revenue. While diluted EPS of $1.15 fell short of estimates, the company maintained a strong balance sheet with $182.6 million in cash and no debt. Enrollment challenges in traditional higher education segments were offset by growth in employer-affiliated enrollment and tech-driven education solutions.
Strategic Education Impresses With Strong Revenue And Earnings Beat
Strategic Education (STRA) surpassed Wall Street's third-quarter expectations with strong revenue and earnings, driven by operational gains and growth in its tech-backed Education Technology Services segment. Despite international regulatory setbacks and a lack of forward guidance, analysts maintain a bullish outlook on the company, citing its digital platform growth and strategic workplace partnerships. The company's performance highlights a shift towards tech-first and flexible education models, which are redefining global upskilling trends.
Strategic Education (STRA): Exploring Valuation Following Recent Share Price Decline
Strategic Education (STRA) has seen a 15% share price decline this year, leading investors to re-evaluate its valuation. Despite a strong three-year return, recent sentiment is cautious. The company is considered 24.1% undervalued with a fair value of $103.33, driven by growth in its Education Technology Services segment, though regulatory changes pose a risk.
Strategic Education (STRA): Evaluating Valuation as Shares Slip 5% Over the Past Month - Yahoo Finance
Strategic Education (STRA) shares have dropped 5% in the past month, despite a nearly 33% three-year return, prompting an evaluation of its current valuation. Analysts deem STRA 24.1% undervalued with a fair value of $103.33, primarily due to aggressive growth forecasts in its Education Technology Services segment, particularly Sophia Learning. However, potential headwinds like policy changes in Australia and increased growth expenses could limit near-term upside.
Q2 Earnings Outperformers: Strategic Education (NASDAQ:STRA) And The Rest Of The Education Services Stocks
This article reviews the Q2 earnings performance of several education services stocks, highlighting Strategic Education (STRA) and Grand Canyon Education (LOPE) among others. It discusses their revenue performance against analyst expectations, stock movements, and provides financial data for each company. The article also includes a brief market update on inflation, interest rates, and recent market performance.
Sophia Learning Announces Partnership with EoS Fitness, Offering Employees at the National Gym Chain Access to Online College-Level Gen Ed Courses
Sophia Learning has partnered with EoS Fitness to provide college-level general education courses to EoS's 8,000+ employees. This collaboration offers accessible and flexible online learning opportunities designed to support employee development and retention. EoS Fitness will cover full Sophia access for the first 100 employees, allowing them to advance their education and career goals at their own pace.
Earnings call transcript: Strategic Education beats EPS forecast in Q2 2025
Strategic Education (NASDAQ: STRA) surpassed Q2 2025 EPS estimates with $1.54, beating the forecast of $1.43, though revenue slightly missed expectations at $321.5 million. The company's stock experienced a pre-market decline despite a strong operating income increase of 12% and a focus on domestic Australian market growth. Strategic Education reaffirmed its long-term enrollment normalization projections and highlighted the strong performance of its Education Technology Services (ETS) segment.
3 Reasons STRA is Risky and 1 Stock to Buy Instead
Strategic Education's shares have fallen by 11.4% in the last six months, contrasting sharply with the S&P 500's 6.9% gain. The article highlights three key concerns: weak growth in domestic student numbers suggesting soft demand, a declining earnings per share (EPS) trend despite revenue growth, and an historically mediocre return on invested capital (ROIC) indicating inefficient growth initiatives. Consequently, the article advises caution with STRA and suggests looking into suggested high-quality digital advertising stocks instead.
Workforce Edge and Best Buy work to Administer Expanded Employee Education Program
Workforce Edge, a platform by Strategic Education, Inc., announced a partnership with Best Buy to manage and expand its employee education program, Degrees@Work. This collaboration will streamline access to no-debt, no-cost college degree options and other educational benefits for Best Buy's thousands of employees through a centralized portal. This move builds on Best Buy's long-standing commitment to employee education and Strategic Education's expertise in workforce upskilling.
Education stocks rally, with Trump seen as benefiting for-profit colleges
Education stocks rallied on Wednesday due to expectations that a Trump administration would ease regulatory pressure on for-profit colleges. BMO analyst Jeffrey Silber believes the risk of revised gainful-employment rules could be removed, positively impacting these stocks.
Claflin University Joins Workforce Edge to Empower Employees with Education Opportunities
Claflin University has partnered with Workforce Edge to offer its academic programs to employees within the Workforce Edge network, aiming to enhance job skills and promote economic mobility. This collaboration allows employees to access various degree options, including nursing, criminal justice, psychology, MBA, and other master's programs. The partnership is designed to remove barriers to education through employer-backed learning opportunities and expand Claflin's focus on workforce development by attracting employed individuals seeking further education.
Strategic Education, Inc. Reports First Quarter 2024 Results
Strategic Education, Inc. announced strong financial results for the first quarter of 2024, with revenue increasing by 13.1% to $290.3 million and net income reaching $29.7 million. Key drivers of growth included the U.S. Higher Education segment, employer-affiliated enrollment, and increased Sophia Learning subscriptions, alongside a return to total enrollment growth in the Australia/New Zealand segment. The company also declared a quarterly cash dividend of $0.60 per share of common stock.
Strayer University Names Dr. Antoinette ‘Toni’ Farmer-Thompson President
Strayer University has appointed Dr. Antoinette ‘Toni’ Farmer-Thompson as its next president, making her the first Black woman to hold the position. Dr. Farmer-Thompson previously served as provost and chief academic officer at Strayer since 2021 and has an extensive background in higher education leadership. Her appointment is celebrated by the Board of Trustees and Strategic Education, Inc. leadership for her innovative approach and dedication to student success.
