First Sabrepoint Capital Acquires Stake in Adtalem Global Education
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Source: Fool
- New Investment Position: On February 13, 2026, First Sabrepoint Capital Management LP disclosed a new position by acquiring 135,000 shares of Adtalem Global Education for an estimated $13.97 million, indicating confidence in the education sector.
- Asset Allocation Shift: This acquisition represents 5.39% of First Sabrepoint's 13F reportable AUM, reflecting a concentrated investment strategy in education and consumer sectors, suggesting strong conviction in future growth.
- Performance Momentum: Adtalem recently reported quarterly revenue of $503.4 million, up 12.4% year-over-year, alongside a 34.3% increase in adjusted EPS to $2.43, showcasing robust performance in the education market.
- Long-term Investment Potential: Adtalem raised its full-year adjusted EPS guidance to $7.80 to $8.00, with free cash flow reaching $368 million, indicating financial flexibility and growth potential, especially amid ongoing healthcare workforce shortages.
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.
