First Beijing Investment Increases New Oriental Education Stake by 2.23 Million Shares, Valued at $496 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 01 2026
0mins
Source: Fool
- Share Increase: First Beijing Investment added 2.23 million shares of New Oriental Education during the quarter ending September 30, investing $112.15 million, which brings its total holdings to 9.35 million shares valued at $496.02 million, indicating sustained confidence in the education sector.
- Portfolio Adjustment: New Oriental now comprises 19.15% of the fund's U.S. equity portfolio, highlighting its significance as a key asset and reflecting a reassessment of the education market after recent industry challenges.
- Financial Performance: In the first fiscal quarter, New Oriental's revenue rose 6.1% year-over-year to $1.52 billion, with operating income reaching $310.8 million; despite a slight 2% decline in net income, non-GAAP operating income grew 11.3%, showcasing effective cost management.
- Market Positioning: New Oriental maintains its competitive position in the Chinese education market through a diversified portfolio of educational services and strong brand presence, demonstrating potential for sustained growth despite regulatory pressures and market changes.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like EDU with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on EDU
Wall Street analysts forecast EDU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EDU is 68.00 USD with a low forecast of 60.00 USD and a high forecast of 76.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 58.950
Low
60.00
Averages
68.00
High
76.00
Current: 58.950
Low
60.00
Averages
68.00
High
76.00
About EDU
New Oriental Education & Technology Group Inc is a holding company principally engaged in the provision of a variety of educational programs, services and products. The Company primarily operates four segments. Educational Services and Test Preparation Courses segment is mainly engaged in the provision of educational services and test preparation courses and online education services. Private Label Products and Livestreaming E-Commerce segment is mainly engaged in the sale of private label products and livestreaming e-commerce business through East Buy. Overseas Study Consulting Services segment mainly helps students through the application and admission process for overseas educational institutions, provides college, graduate and career counseling advice, and counsels and assists students with the immigration process for overseas studies, such as obtaining visas and arranging housing. Other segment is mainly engaged in educational materials and distribution and other businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
New Oriental Education Set to Release Q2 Earnings
- Earnings Announcement: New Oriental Education is set to announce its Q2 2023 earnings on January 28 before market open, with consensus EPS estimate at $0.34, reflecting a significant year-over-year increase of 54.5%, indicating strong profitability.
- Revenue Expectations: The revenue estimate for Q2 stands at $1.16 billion, representing an 11.7% year-over-year growth, showcasing New Oriental's ongoing expansion and robust market demand in the education sector.
- Historical Performance Review: Over the past two years, New Oriental has beaten EPS estimates 50% of the time and revenue estimates 88% of the time, demonstrating the company's stability and reliability in financial performance.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have experienced three upward revisions and one downward revision, reflecting market confidence and volatility regarding New Oriental's future performance.
Continue Reading
New Oriental Education Q2 Earnings Exceed Expectations
- Earnings Beat: New Oriental Education reported a Q2 non-GAAP EPS of $0.45, exceeding expectations by $0.11, indicating strong profitability and boosting market confidence in its future performance.
- Revenue Growth: The company achieved Q2 revenue of $1.19 billion, a 14.4% year-over-year increase that surpassed market expectations by $30 million, primarily driven by its new educational business initiatives, showcasing effective market expansion strategies.
- Future Outlook: New Oriental expects total net revenues for Q3 of fiscal year 2026 to range between $1.3132 billion and $1.3487 billion, reflecting a year-over-year growth of 11% to 14%, indicating optimism about future growth and solidifying its market position.
- Guidance Upgrade: The company raised its full-year revenue guidance for fiscal year 2026 to between $5.2923 billion and $5.4883 billion, representing an 8% to 12% year-over-year increase, highlighting strong growth potential across various business lines and enhancing investor confidence in its long-term prospects.
Continue Reading