Q3 EPS Forecast for Strategic Education Lowered by Analyst

Key Points

• Analysts at Zacks Research lowered their Q3 2025 earnings estimate for Strategic Education to $1.30 per share, down from $1.34.
• Strategic Education reported a Q2 earnings beat with $1.52 EPS against an estimated $1.42, but revenues fell slightly short at $321.47 million.
• The company has declared a quarterly dividend of $0.60, set to be paid on September 15th, representing an annualized yield of 3.0%.

Strategic Education Inc. (NASDAQ:STRA - Free Report) - Stock analysts at Zacks Research reduced their Q3 2025 earnings per share (EPS) estimates for shares of Strategic Education in a report issued on Wednesday, August 13th. Zacks Research analyst R. Department now forecasts that the health services provider will earn $1.30 per share for the quarter, down from their prior forecast of $1.34. The consensus estimate for Strategic Education's current full-year earnings is $4.79 per share. Zacks Research also issued estimates for Strategic Education's Q4 2025 earnings at $1.55 EPS, Q1 2026 earnings at $1.36 EPS, FY2026 earnings at $6.57 EPS and Q2 2027 earnings at $1.93 EPS.

Strategic Education (NASDAQ:STRA - Get Free Report) last announced its earnings results on Wednesday, July 30th. The health services provider reported $1.52 EPS for the quarter, beating the consensus estimate of $1.42 by $0.10. The company had revenue of $321.47 million for the quarter, compared to analyst estimates of $322.84 million. Strategic Education had a return on equity of 7.52% and a net margin of 9.27%.The firm's revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.33 EPS.

Several other brokerages also recently commented on STRA. BMO Capital Markets lowered their price objective on Strategic Education from $98.00 to $88.00 and set an "outperform" rating for the company in a research note on Friday, August 1st. Truist Financial set a $105.00 price objective on Strategic Education in a research note on Thursday, April 24th. Wall Street Zen downgraded Strategic Education from a "buy" rating to a "hold" rating in a research report on Saturday, August 2nd. Finally, Barrington Research reaffirmed an "outperform" rating and set a $105.00 price target on shares of Strategic Education in a research report on Wednesday, July 30th. Three research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and a consensus price target of $99.33.

Strategic Education Stock Up 0.7%

NASDAQ:STRA traded up $0.56 on Thursday, hitting $79.55. The stock had a trading volume of 35,161 shares, compared to its average volume of 172,407. The company has a market cap of $1.90 billion, a PE ratio of 16.54, a P/E/G ratio of 0.92 and a beta of 0.58. Strategic Education has a 52 week low of $72.25 and a 52 week high of $104.51. The business's fifty day moving average is $80.66 and its 200 day moving average is $84.85.

Strategic Education Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Friday, September 5th will be issued a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend is Friday, September 5th. Strategic Education's dividend payout ratio (DPR) is presently 49.90%.

Hedge Funds Weigh In On Strategic Education

A number of large investors have recently made changes to their positions in the stock. Wells Fargo & Company MN boosted its stake in Strategic Education by 21.2% during the fourth quarter. Wells Fargo & Company MN now owns 39,603 shares of the health services provider's stock valued at $3,700,000 after buying an additional 6,935 shares during the period. Russell Investments Group Ltd. boosted its stake in Strategic Education by 2,526.8% during the fourth quarter. Russell Investments Group Ltd. now owns 28,317 shares of the health services provider's stock valued at $2,645,000 after buying an additional 27,239 shares during the period. Bank of Montreal Can boosted its stake in Strategic Education by 7.5% during the fourth quarter. Bank of Montreal Can now owns 3,542 shares of the health services provider's stock valued at $331,000 after buying an additional 246 shares during the period. Invesco Ltd. boosted its stake in Strategic Education by 5.5% during the fourth quarter. Invesco Ltd. now owns 152,828 shares of the health services provider's stock valued at $14,277,000 after buying an additional 7,923 shares during the period. Finally, Legal & General Group Plc boosted its stake in Strategic Education by 2.5% during the fourth quarter. Legal & General Group Plc now owns 69,688 shares of the health services provider's stock valued at $6,510,000 after buying an additional 1,674 shares during the period. 93.27% of the stock is owned by institutional investors.

Strategic Education Company Profile

Strategic Education, Inc, through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through U.S. Higher Education, Australia/New Zealand, and Education Technology Services segments. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, and public administration at physical campuses located in the eastern United States, as well as through online; non-degree web and mobile application development courses through Hackbright Academy and Devmountain; and MBA online through its Jack Welch Management Institute.