Strategic Education (STRA) Projected to Post Earnings on Thursday

Key Points

• Q1 2026 results are expected before the market opens on Thursday, April 23 (conference call 10:00 AM ET), with analysts forecasting $1.75 EPS and about $329.8 million in revenue.
• In the prior quarter STRA beat on EPS ($1.74 vs. $1.47) while revenue ($311.5M) was slightly below estimates; the shares trade near $80 with a $1.82B market cap and a quarterly dividend of $0.60 (annualized yield ~3.0%).
• Recent insider activity included the general counsel selling 7,598 shares and the chairman buying 718 shares, and analysts hold a consensus Moderate Buy rating with a $92.67 average target price.

Strategic Education (NASDAQ:STRA - Get Free Report) will likely be issuing its Q1 2026 results before the market opens on Thursday, April 23rd. Analysts expect the company to announce earnings of $1.75 per share and revenue of $329.8110 million for the quarter. Parties can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Thursday, April 23, 2026 at 10:00 AM ET.

Strategic Education (NASDAQ:STRA - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The health services provider reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.27. Strategic Education had a return on equity of 8.75% and a net margin of 9.98%.The firm had revenue of $311.46 million during the quarter, compared to analysts' expectations of $322.29 million. During the same period in the previous year, the business posted $1.27 EPS. The company's quarterly revenue was up 3.8% compared to the same quarter last year. On average, analysts expect Strategic Education to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Strategic Education Trading Up 1.3%

Strategic Education stock opened at $80.42 on Thursday. The company has a market cap of $1.82 billion, a PE ratio of 14.84, a PEG ratio of 0.76 and a beta of 0.53. Strategic Education has a 1 year low of $72.17 and a 1 year high of $93.45. The company's 50-day moving average is $80.39 and its two-hundred day moving average is $80.79.

Strategic Education Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 9th were issued a $0.60 dividend. This represents a $2.40 annualized dividend and a yield of 3.0%. The ex-dividend date was Monday, March 9th. Strategic Education's dividend payout ratio is currently 44.28%.

Insider Activity

In other news, General Counsel Lizette Benedi Herraiz sold 7,598 shares of Strategic Education stock in a transaction on Friday, March 13th. The shares were sold at an average price of $79.97, for a total transaction of $607,612.06. Following the transaction, the general counsel directly owned 58,562 shares of the company's stock, valued at $4,683,203.14. This trade represents a 11.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman Robert S. Silberman acquired 718 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was purchased at an average price of $80.82 per share, with a total value of $58,028.76. Following the transaction, the chairman owned 319,870 shares in the company, valued at $25,851,893.40. This represents a 0.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 62,420 shares of company stock valued at $4,843,218. 3.60% of the stock is owned by company insiders.

Institutional Investors Weigh In On Strategic Education

A number of hedge funds have recently modified their holdings of the business. Allworth Financial LP grew its position in shares of Strategic Education by 88.5% in the 3rd quarter. Allworth Financial LP now owns 294 shares of the health services provider's stock valued at $25,000 after purchasing an additional 138 shares during the period. Osaic Holdings Inc. raised its holdings in Strategic Education by 85.2% during the 2nd quarter. Osaic Holdings Inc. now owns 387 shares of the health services provider's stock worth $33,000 after buying an additional 178 shares during the period. Canada Pension Plan Investment Board acquired a new stake in Strategic Education during the 2nd quarter worth approximately $94,000. EverSource Wealth Advisors LLC lifted its stake in Strategic Education by 192.7% in the second quarter. EverSource Wealth Advisors LLC now owns 1,162 shares of the health services provider's stock valued at $99,000 after buying an additional 765 shares in the last quarter. Finally, Russell Investments Group Ltd. lifted its stake in Strategic Education by 1,566.7% in the third quarter. Russell Investments Group Ltd. now owns 2,050 shares of the health services provider's stock valued at $176,000 after buying an additional 1,927 shares in the last quarter. Institutional investors and hedge funds own 93.27% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on STRA shares. Truist Financial lowered shares of Strategic Education from a "buy" rating to a "hold" rating and lowered their target price for the stock from $95.00 to $85.00 in a report on Tuesday, March 24th. Weiss Ratings restated a "hold (c)" rating on shares of Strategic Education in a research report on Thursday, January 22nd. Wall Street Zen cut Strategic Education from a "strong-buy" rating to a "buy" rating in a research note on Saturday, March 28th. Zacks Research upgraded Strategic Education from a "hold" rating to a "strong-buy" rating in a report on Monday, March 2nd. Finally, Barrington Research reissued an "outperform" rating and issued a $105.00 target price on shares of Strategic Education in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, Strategic Education currently has a consensus rating of "Moderate Buy" and a consensus target price of $92.67.

Strategic Education Company Profile

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.

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