TAL Education Group (NYSE:TAL) Upgraded to “Outperform” at Macquarie

Macquarie upgraded shares of TAL Education Group (NYSE:TAL) from a neutral rating to an outperform rating in a research note published on Friday, Marketbeat.com reports. They currently have $18.00 price target on the stock.

TAL has been the subject of several other research reports. JPMorgan Chase & Co. raised shares of TAL Education Group from a “neutral” rating to an “overweight” rating and set a $16.00 price target for the company in a research report on Thursday, October 30th. Zacks Research downgraded shares of TAL Education Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Wall Street Zen cut TAL Education Group from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of TAL Education Group in a report on Monday, December 29th. Two research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $15.18.

TAL Education Group Trading Down 0.1%

Shares of TAL Education Group stock opened at $12.69 on Friday. The business’s 50-day moving average price is $11.21 and its 200-day moving average price is $11.14. The firm has a market capitalization of $7.73 billion, a PE ratio of 26.44, a price-to-earnings-growth ratio of 0.78 and a beta of 0.06. TAL Education Group has a 12 month low of $8.50 and a 12 month high of $15.30.

TAL Education Group (NYSE:TAL) last issued its earnings results on Thursday, October 30th. The company reported $0.21 EPS for the quarter, topping analysts’ consensus estimates of $0.16 by $0.05. The company had revenue of $861.35 million for the quarter, compared to analysts’ expectations of $819.03 million. TAL Education Group had a net margin of 9.89% and a return on equity of 7.76%. As a group, analysts predict that TAL Education Group will post 0.2 earnings per share for the current fiscal year.

Institutional Trading of TAL Education Group

A number of institutional investors and hedge funds have recently bought and sold shares of TAL. Prudential PLC boosted its holdings in TAL Education Group by 6.0% during the 2nd quarter. Prudential PLC now owns 231,037 shares of the company’s stock valued at $2,361,000 after acquiring an additional 13,081 shares during the period. PNC Financial Services Group Inc. lifted its position in shares of TAL Education Group by 19.4% during the second quarter. PNC Financial Services Group Inc. now owns 13,983 shares of the company’s stock worth $143,000 after purchasing an additional 2,268 shares during the last quarter. KBC Group NV lifted its position in shares of TAL Education Group by 606.2% during the second quarter. KBC Group NV now owns 143,623 shares of the company’s stock worth $1,468,000 after purchasing an additional 123,286 shares during the last quarter. Aviva PLC boosted its stake in shares of TAL Education Group by 3.9% during the second quarter. Aviva PLC now owns 298,838 shares of the company’s stock valued at $3,054,000 after purchasing an additional 11,307 shares during the period. Finally, Beck Bode LLC grew its holdings in shares of TAL Education Group by 15.2% in the second quarter. Beck Bode LLC now owns 524,560 shares of the company’s stock worth $5,361,000 after purchasing an additional 69,087 shares during the last quarter. 37.79% of the stock is currently owned by institutional investors.

Trending Headlines about TAL Education Group

Here are the key news stories impacting TAL Education Group this week:

• Positive Sentiment: Q3 blowout: TAL reported $0.25 EPS vs. $0.04 expected and wide y/y revenue growth (net revenues US$770.2M vs US$606.4M a year ago), which triggered large positive market moves and upbeat call/takeaway coverage. PR Newswire: Q3 Results
• Positive Sentiment: Analyst upgrade: Macquarie moved TAL from Neutral to Outperform and set an $18 price target (~40% upside from current levels), adding institutional momentum that could support further upside. The Fly: Macquarie Upgrade
• Positive Sentiment: Options activity: Unusually large call buying (8,855 calls, ~477% above average) suggests short-term bullish positioning by some traders, which can amplify moves on further positive catalysts.
• Neutral Sentiment: Earnings commentary & highlights: Management and analysts emphasized robust revenue growth and strategic adoption of AI-driven device engagement; read the earnings highlights and full call transcript for detail on product adoption and monetization plans. Yahoo: Q3 Highlights
• Negative Sentiment: Guidance caution: Management signaled moderation in growth rate for H2 FY2026 despite strong AI-device engagement, which could temper investor enthusiasm if margins or growth guidance slip. MSN: Moderation in H2 Growth

About TAL Education Group

TAL Education Group is a leading provider of after-school tutoring services in China, specializing in K-12 academic instruction. The company offers a range of programs designed to help primary and secondary school students strengthen their core competencies in subjects such as mathematics, English, Chinese language and science. TAL leverages both in-person learning centers and digital platforms to deliver its curriculum, aiming to support student progress through interactive lessons and personalized study plans.

Founded in 2003 and headquartered in Beijing, TAL Education Group has grown into one of China’s largest private education firms.