Q3 EPS Forecast for Strategic Education Lifted by Analyst

Strategic Education Inc. (NASDAQ:STRA) – Equities research analysts at Zacks Research lifted their Q3 2026 earnings estimates for Strategic Education in a report issued on Wednesday, August 12th. Zacks Research analyst Team now anticipates that the health services provider will post earnings of $1.89 per share for the quarter, up from their previous estimate of $1.85. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Strategic Education’s current full-year earnings is $7.21 per share. Zacks Research also issued estimates for Strategic Education’s Q4 2026 earnings at $2.04 EPS, FY2026 earnings at $7.11 EPS, Q1 2027 earnings at $1.66 EPS, Q3 2027 earnings at $2.16 EPS, Q4 2027 earnings at $2.35 EPS, FY2027 earnings at $8.20 EPS, Q1 2028 earnings at $2.22 EPS, Q2 2028 earnings at $2.47 EPS and FY2028 earnings at $9.84 EPS.

Strategic Education (NASDAQ:STRA) last released its quarterly earnings data on Wednesday, July 29th. The health services provider reported $1.76 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.80 by ($0.04). Strategic Education had a return on equity of 8.98% and a net margin of 10.46%.The company had revenue of $321.60 million for the quarter, compared to the consensus estimate of $327.55 million. During the same period last year, the company earned $1.54 EPS. Strategic Education’s revenue for the quarter was up 4.9% compared to the same quarter last year.

STRA has been the subject of several other research reports. Barrington Research set a $105.00 price target on shares of Strategic Education in a research report on Wednesday, July 29th. Wall Street Zen raised shares of Strategic Education from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategic Education in a report on Friday, July 17th. Truist Financial upped their target price on shares of Strategic Education from $80.00 to $90.00 and gave the stock a “hold” rating in a report on Thursday, July 30th. Finally, BMO Capital Markets boosted their price objective on Strategic Education from $86.00 to $91.00 and gave the stock an “outperform” rating in a report on Monday, July 6th. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $95.33.

Strategic Education Stock Performance

Shares of NASDAQ:STRA opened at $80.02 on Thursday. Strategic Education has a 52-week low of $69.70 and a 52-week high of $89.73. The business’s 50 day simple moving average is $79.70 and its two-hundred day simple moving average is $80.04. The firm has a market cap of $1.78 billion, a P/E ratio of 13.34, a PEG ratio of 0.74 and a beta of 0.49.

Strategic Education Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Friday, September 4th will be issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date is Friday, September 4th. Strategic Education’s dividend payout ratio (DPR) is 40.00%.

Insider Buying and Selling

In other Strategic Education news, insider Christa Hokenson sold 2,000 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $80.00, for a total value of $160,000.00. Following the transaction, the insider directly owned 65,195 shares in the company, valued at $5,215,600. The trade was a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 3.60% of the company’s stock.

Hedge Funds Weigh In On Strategic Education

Institutional investors have recently bought and sold shares of the company. BlackRock Inc. bought a new stake in shares of Strategic Education in the second quarter valued at $291,189,000. Bank of Montreal Can lifted its holdings in Strategic Education by 62,355.4% during the fourth quarter. Bank of Montreal Can now owns 1,467,702 shares of the health services provider’s stock valued at $117,710,000 after purchasing an additional 1,465,352 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in Strategic Education by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,458,740 shares of the health services provider’s stock worth $121,017,000 after purchasing an additional 7,346 shares during the period. State Street Corp increased its stake in shares of Strategic Education by 0.8% in the fourth quarter. State Street Corp now owns 881,089 shares of the health services provider’s stock worth $70,663,000 after purchasing an additional 6,737 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in shares of Strategic Education by 0.3% in the fourth quarter. Geode Capital Management LLC now owns 609,040 shares of the health services provider’s stock valued at $48,853,000 after purchasing an additional 1,579 shares during the period. Hedge funds and other institutional investors own 93.27% of the company’s stock.

About Strategic Education

Strategic Education, Inc is a publicly traded higher education services holding company headquartered in Herndon, Virginia. Through its primary operating subsidiaries, Strayer University and Capella University, the company delivers degree programs and professional development opportunities to working adults. Its offerings span undergraduate and graduate degrees, certificates, continuing education, and workforce training in fields such as business, technology, health services, education, and public administration.

Strayer University, with a network of physical campuses across the United States complemented by an online platform, provides associate’s through doctoral degrees designed to accommodate non-traditional students.