Northland Capmk Issues Negative Estimate for APEI Earnings

Key Points

• Northland Capital Markets has lowered its Q4 2025 EPS estimate for American Public Education to $0.84 per share, down from a prior estimate of $0.87, while maintaining a "Strong-Buy" rating on the stock.
• American Public Education's latest quarterly earnings were reported at ($0.02) per share, exceeding the consensus estimate of ($0.07) by $0.05.
• Institutional investors hold 79.62% of American Public Education's shares, with notable recent increases in positions from firms like Police & Firemen's Retirement System of New Jersey and Geode Capital Management.

American Public Education, Inc. (NASDAQ:APEI - Free Report) - Stock analysts at Northland Capmk lowered their Q4 2025 EPS estimates for shares of American Public Education in a report issued on Thursday, August 7th. Northland Capmk analyst L. Horton now anticipates that the company will post earnings per share of $0.84 for the quarter, down from their previous estimate of $0.87. Northland Capmk has a "Strong-Buy" rating on the stock. The consensus estimate for American Public Education's current full-year earnings is $0.47 per share. Northland Capmk also issued estimates for American Public Education's Q3 2026 earnings at $0.46 EPS, Q4 2026 earnings at $0.97 EPS and FY2026 earnings at $2.30 EPS.

Several other equities analysts also recently weighed in on the stock. Barrington Research raised their target price on shares of American Public Education from $32.00 to $36.00 and gave the company an "outperform" rating in a report on Monday. Northland Securities began coverage on shares of American Public Education in a report on Wednesday, June 18th. They set an "outperform" rating and a $36.00 target price for the company. Truist Financial raised their target price on shares of American Public Education from $24.00 to $30.00 and gave the company a "hold" rating in a report on Wednesday, May 14th. Griffin Securities set a $37.00 price target on shares of American Public Education in a report on Thursday, August 7th. Finally, Lake Street Capital lifted their price target on shares of American Public Education from $30.00 to $35.00 and gave the stock a "buy" rating in a report on Tuesday, May 13th. One investment analyst has rated the stock with a hold rating, five have issued a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat, American Public Education currently has a consensus rating of "Buy" and a consensus price target of $35.17.

American Public Education Price Performance

NASDAQ:APEI traded up $0.41 during mid-day trading on Monday, hitting $28.99. 23,100 shares of the company's stock traded hands, compared to its average volume of 196,418. The company has a debt-to-equity ratio of 0.35, a quick ratio of 2.83 and a current ratio of 2.83. The firm's 50 day simple moving average is $29.50 and its 200 day simple moving average is $25.81. American Public Education has a 1 year low of $13.45 and a 1 year high of $32.24. The company has a market cap of $523.87 million, a PE ratio of 27.05, a price-to-earnings-growth ratio of 1.62 and a beta of 1.60.

American Public Education (NASDAQ:APEI - Get Free Report) last posted its earnings results on Wednesday, August 6th. The company reported ($0.02) earnings per share for the quarter, beating the consensus estimate of ($0.07) by $0.05. American Public Education had a net margin of 4.44% and a return on equity of 10.82%. The firm had revenue of $162.77 million during the quarter, compared to the consensus estimate of $160.88 million.

Insider Activity at American Public Education

In other news, Director 325 Capital Llc sold 214,396 shares of American Public Education stock in a transaction dated Friday, June 6th. The shares were sold at an average price of $28.04, for a total transaction of $6,011,663.84. Following the completion of the sale, the director directly owned 1,181,005 shares in the company, valued at $33,115,380.20. The trade was a 15.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders have sold 662,464 shares of company stock worth $19,014,038 in the last ninety days. Insiders own 17.54% of the company's stock.

Institutional Investors Weigh In On American Public Education

Several hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of American Public Education by 6.6% in the first quarter. Vanguard Group Inc. now owns 908,974 shares of the company's stock worth $20,288,000 after acquiring an additional 56,674 shares during the last quarter. Ameriprise Financial Inc. boosted its position in shares of American Public Education by 4.8% in the fourth quarter. Ameriprise Financial Inc. now owns 761,534 shares of the company's stock worth $16,426,000 after acquiring an additional 34,817 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of American Public Education by 9.2% in the fourth quarter. Dimensional Fund Advisors LP now owns 750,912 shares of the company's stock worth $16,197,000 after acquiring an additional 63,103 shares during the last quarter. Acadian Asset Management LLC boosted its position in shares of American Public Education by 124.8% in the second quarter. Acadian Asset Management LLC now owns 668,130 shares of the company's stock worth $20,342,000 after acquiring an additional 370,894 shares during the last quarter. Finally, American Century Companies Inc. boosted its position in shares of American Public Education by 9.1% in the second quarter. American Century Companies Inc. now owns 563,079 shares of the company's stock worth $17,151,000 after acquiring an additional 46,813 shares during the last quarter. 79.62% of the stock is owned by institutional investors and hedge funds.

About American Public Education

American Public Education, Inc, together with its subsidiaries, provides online and campus-based postsecondary education and career learning in the United States. It operates through three segments: American Public University System, Rasmussen University, and Hondros College of Nursing. The company offers 184 degree programs and 134 certificate programs in various fields of study, including nursing, national security, military studies, intelligence, homeland security, business, health science, information technology, justice studies, education, and liberal arts; and career learning opportunities in leadership, finance, human resources, and other fields of study critical to the federal government workforce.