Strategic Education, Inc. (NASDAQ: STRA) is a Consumer Defensive company in the Education & Training Services industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 13.95 | EPS (ttm) | 6.00 | Insider Own | 5.63% | Shs Outstand | 22.73M | Perf Week | 2.85% |
| Market Cap | 1.90B | Forward P/E | 9.91 | EPS next Y | 8.45 | Insider Trans | -4.98% | Shs Float | 21.38M | Perf Month | 1.78% |
| Enterprise Value | 1.87B | PEG | 0.80 | EPS next Q | 1.95 | Inst Own | - | Short Float | 6.05% | Perf Quarter | 8.76% |
| Income | 135.00M | P/S | 1.48 | EPS this Y | 20.11% | Inst Trans | - | Short Ratio | 4.47 | Perf Half Y | -2.62% |
| Sales | 1.29B | P/B | 1.16 | EPS next Y | 17.21% | ROA | 6.50% | Short Interest | 1.29M | Perf YTD | 4.38% |
| Book/sh | 71.89 | P/C | 14.75 | EPS next 5Y | 17.44% | ROE | 8.19% | 52W High | 89.73 -6.71% | Perf Year | 11.79% |
| Cash/sh | 5.68 | P/FCF | 10.27 | EPS past 3/5Y | 40.84% 7.53% | ROIC | 7.45% | 52W Low | 69.70 20.10% | Perf 3Y | 11.54% |
| Dividend Est. | 2.40 (2.87%) | EV/EBITDA | 8.48 | Sales past 3/5Y | 5.99% 4.29% | Gross Margin | 49.06% | Volatility | 5.81% 3.90% | Perf 5Y | 15.83% |
| Dividend TTM | 2.40 (2.87%) | EV/Sales | 1.45 | EPS Y/Y TTM | 28.48% | Oper. Margin | 14.41% | ATR (14) | 3.27 | Perf 10Y | 69.59% |
| Dividend Ex-Date | Sep 04, 2026 | Quick Ratio | 1.10 | Sales Y/Y TTM | 5.41% | Profit Margin | 10.46% | RSI (14) | 56.83 | Recom | 2.72 |
| Dividend Gr. 3/5Y | 0.00% 0.00% | Current Ratio | 1.10 | EPS Q/Q | 15.79% | SMA20 | 4.10% | Beta | 0.50 | Target Price | 92.00 |
| Payout | 41.08% | Debt/Eq | 0.06 | Sales Q/Q | 4.98% | SMA50 | 5.66% | Rel Volume | 1.03 | Prev Close | 83.70 |
| Employees | 6,134 | LT Debt/Eq | 0.06 | Earnings | Nov 05 | SMA200 | 4.50% | Avg Volume | 286.54K | Price | 83.71 |
| IPO Date | Jul 25, 1996 | Option/Short | Yes / Yes | EPS/Sales Surpr. | -2.22% 0.82% | Net Debt/EBITDA | -0.08 | Volume | 296,530 | Change | 0.01% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-29-26 | Reiterated | Barrington | Outperform | $95 → $105 |
| Jul-06-26 | Reiterated | BMO Capital | Outperform | $86 → $91 |
| Apr-27-26 | Reiterated | Truist Securities | Hold | $105 → $80 |
| Apr-27-26 | Reiterated | BMO Capital | Outperform | $110 → $86 |
| Apr-23-26 | Reiterated | Barrington Research | Outperform | $95 |
| Mar-24-26 | Downgrade | Truist Securities | Buy → Hold | |
| Apr-24-25 | Reiterated | Truist Financial | Buy | $120 → $105 |
| Nov-11-24 | Reiterated | BMO Capital | Outperform | $130 → $110 |
| Oct-16-24 | Reiterated | Truist Financial | Buy | $125 → $120 |
| Apr-29-24 | Reiterated | BMO Capital | Outperform | $130 |
Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,286 | 1,268 | 1,220 | 1,133 | 1,065 | 1,132 | 1,028 | 997 | 634 | |
| Cost of Goods Sold Incl. D&A | 656 | 647 | 650 | 624 | 597 | 608 | 533 | 531 | 340 | |
| Gross Profit | 630 | 621 | 569 | 509 | 468 | 523 | 495 | 467 | 294 | |
| Selling, General and Administrative Excl. Other | 314 | 311 | 412 | 384 | 380 | 361 | 295 | 272 | 194 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 132 | 114 | 2 | 30 | 17 | 89 | 91 | 84 | 57 | |
| Operating Income | 185 | 196 | 156 | 95 | 71 | 74 | 109 | 111 | -23 | |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -1 | -19 | 6 | 5 | -1 | 3 | 6 | 13 | 4 | |
| Net Income Before Taxes | 184 | 177 | 161 | 101 | 70 | 77 | 114 | 124 | -19 | |
| Income Taxes | 49 | 51 | 49 | 31 | 23 | 22 | 28 | 43 | -3 | |
| Consolidated Net Income | 135 | 127 | 113 | 70 | 47 | 55 | 86 | 81 | -16 | |
| Net Income From Continuing Operations | 135 | 127 | 113 | 70 | 47 | 55 | 86 | 81 | -16 | |
| Net Income | 135 | 127 | 113 | 70 | 47 | 55 | 86 | 81 | -16 | |
| EPS (Recurring) | 6.15 | 5.58 | 4.81 | 2.98 | 1.97 | 2.30 | 3.81 | 3.73 | -1.03 | |
| EPS (Basic, Before Extraordinaries) | 6.15 | 5.58 | 4.81 | 2.98 | 1.97 | 2.30 | 3.81 | 3.73 | -1.03 | |
| EPS (Diluted) | 6.00 | 5.42 | 4.67 | 2.91 | 1.94 | 2.28 | 3.77 | 3.67 | -1.03 | |
| EBITDA | 220 | 226 | 202 | 170 | 137 | 214 | 245 | 237 | 97 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 13.95 | 14.80 | 20.00 | 31.74 | 40.37 | 25.37 | 25.29 | 43.30 | — | |
| Price To Sales Ratio | 1.37 | 1.39 | 1.76 | 1.88 | 1.76 | 1.23 | 2.13 | 3.51 | 2.68 | |
| Gross Margin | 48.99 | 48.97 | 46.64 | 44.92 | 43.94 | 46.20 | 48.15 | 46.84 | 46.37 | |
| Operating Margin | 14.39 | 15.46 | 12.79 | 8.38 | 6.67 | 6.54 | 10.60 | 11.13 | -3.63 | |
| Net Margin | 10.50 | 10.02 | 9.26 | 6.18 | 4.41 | 4.86 | 8.37 | 8.12 | -2.52 | |
| Shares Outstanding | 21 | 22 | 23 | 23 | 24 | 24 | 23 | 22 | 15 | |
| Market Capitalization | 1,758 | 1,764 | 2,149 | 2,125 | 1,880 | 1,388 | 2,193 | 3,496 | 1,701 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Hokenson Christa | CHIEF HUMAN RESOURCES OFFICER | Jun 04 '26 | Sale | 80.00 | 2,000 | 160,000 | 65,195 | Jun 05 |
| WAITE G THOMAS III | Director | May 05 '26 | Sale | 77.68 | 666 | 51,735 | 16,696 | May 05 |
| Thawley Michael | Director | Apr 24 '26 | Buy | 72.71 | 665 | 48,352 | 12,154 | Apr 24 |
| HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | Mar 18 '26 | Sale | 79.88 | 2,982 | 238,202 | 55,580 | Mar 20 |
| SILBERMAN ROBERT S | CHAIRMAN | Mar 13 '26 | Buy | 80.82 | 718 | 58,029 | 319,870 | Mar 16 |
| HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | Mar 13 '26 | Sale | 79.97 | 7,598 | 607,586 | 58,562 | Mar 16 |
| JACKSON DANIEL WAYNE | CHIEF FINANCIAL OFFICER | Mar 02 '26 | Sale | 82.37 | 13,000 | 1,070,748 | 100,096 | Mar 03 |
| MCDONNELL RAYMOND KARL | CHIEF EXECUTIVE OFFICER | Feb 24 '26 | Sale | 75.35 | 38,840 | 2,926,599 | 106,332 | Feb 26 |
| GRUSKY ROBERT R | Director | Dec 11 '25 | Sale | 80.03 | 1,403 | 112,282 | 9,946 | Dec 12 |
| JACKSON DANIEL WAYNE | CHIEF FINANCIAL OFFICER | Aug 29 '25 | Buy | 81.50 | 1,900 | 154,850 | 104,136 | Sep 02 |
| WAITE G THOMAS III | Director | Aug 26 '25 | Sale | 81.69 | 700 | 57,183 | 15,926 | Aug 26 |
| GRUSKY ROBERT R | Director | Apr 25 '25 | Sale | 80.27 | 1,494 | 119,923 | 11,349 | Apr 25 |
| McRobbie Michael A. | Director | Mar 10 '25 | Buy | 81.80 | 600 | 49,080 | 6,135 | Mar 11 |
| HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | Mar 10 '25 | Sale | 82.21 | 1,452 | 119,369 | 61,716 | Mar 10 |
| Slocum William J | Director | Mar 05 '25 | Buy | 82.25 | 250 | 20,563 | 4,881 | Mar 06 |