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STRA Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
81.340
Open
81.340
VWAP
79.79
Vol
269.69K
Mkt Cap
1.81B
Low
78.485
Amount
21.52M
EV/EBITDA(TTM)
6.90
Total Shares
22.73M
EV
1.72B
EV/OCF(TTM)
8.68
P/S(TTM)
1.52
Strategic Education, Inc. is an education services company. It provides access to education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills. It operates through its subsidiaries, Capella University and Strayer University, both accredited post-secondary institutions of higher education located in the United States, and Torrens University, an accredited post-secondary institution of higher education located in Australia. Its segments include U.S. Higher Education (USHE), Australia/New Zealand, and Education Technology Services. The USHE segment provides certificate and degree programs to working adults, primarily through Capella University and Strayer University. The Education Technology Services segment develops and maintains relationships with employers to build employee education benefits programs. The Australia/New Zealand segment includes Torrens University, Think Education, and Media Design School.
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Events Timeline

(ET)
2026-02-26
16:40:00
Company Reports Q4 Revenue of $323.2M
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2025-11-17 (ET)
2025-11-17
09:08:51
Bleecker Street's Short Position on Perdoceo Education Claims Fraud
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link
2025-11-06 (ET)
2025-11-06
06:48:22
Strategic Education announces revised Q3 EPS of $1.64, surpassing consensus estimate of $1.30.
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2025-10-30 (ET)
2025-10-30
10:07:02
Strategic Education and LearnLaunch Unveil Signal Labs by Strategic Education, Inc.
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News

seekingalpha
8.0
02-27seekingalpha
Strategic Education Declares Quarterly Dividend
  • Quarterly Dividend Declaration: Strategic Education (STRA) has declared a quarterly dividend of $0.60 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
  • Dividend Yield: The forward yield of 3.06% reflects the company's attractiveness in the current market environment, potentially drawing more investor interest towards its stock.
  • Payment Schedule: The dividend is payable on March 16, with a record date of March 9 and an ex-dividend date also on March 9, providing shareholders with a clear timeline for investment decisions.
  • Future Savings Plan: Strategic Education outlines an additional $70 million in AI-driven expense savings through 2027, further enhancing its financial health and supporting future growth strategies.
seekingalpha
9.5
02-27seekingalpha
Strategic Education, Inc. Q4 2025 Earnings Highlights
  • Significant Revenue Growth: Strategic Education, Inc. reported a 4% year-over-year revenue increase in Q4 2025, reflecting strong financial performance with a 35% rise in operating income and an expansion of operating margin to 16.9%, showcasing effective strategies in cost control and revenue enhancement.
  • AI-Driven Cost Savings: The company achieved approximately $30 million in expense reductions through AI initiatives, which not only funded new growth opportunities but also boosted operating margins, with plans to generate at least an additional $70 million in savings by 2027, enhancing financial flexibility.
  • Strong Education Technology Services: The Education Technology Services (ETS) segment surpassed $150 million in annual revenue, with operating income increasing by 38% to $59 million and an operating margin of 40%, indicating robust competitiveness and growth potential in this sector.
  • Ongoing Shareholder Returns: At year-end, the company held $153 million in cash and marketable securities with no debt, returning approximately $58 million in dividends and nearly $140 million in share repurchases, demonstrating a commitment to shareholders and sound financial management.
seekingalpha
9.5
02-26seekingalpha
Strategic Education Q4 Earnings Exceed Expectations
  • Earnings Beat: Strategic Education reported a Q4 non-GAAP EPS of $1.66, surpassing expectations by $0.25, indicating robust profitability growth that strengthens investor confidence in future performance.
  • Significant Revenue Growth: The company achieved Q4 revenue of $323 million, exceeding forecasts by $710,000, reflecting sustained demand in the education market and effective market strategies, which are expected to drive future business expansion.
  • Attractive Valuation: Despite delivering double-digit returns, Strategic Education maintains an EBITDA multiple of 7x, suggesting its stock price is relatively reasonable, potentially attracting more value investors and enhancing market competitiveness.
  • Increased Investor Confidence: Following the earnings release, market confidence in Strategic Education has significantly improved, likely drawing more institutional investor interest and driving further stock price appreciation.
CNBC
7.0
02-26CNBC
Columbia University Student Detained by Federal Agents
  • Immigration Enforcement Escalation: A Columbia University student was detained by federal agents early Thursday, marking the latest sign of the Trump administration's nationwide crackdown on immigration, which could raise significant concerns regarding campus safety and student rights.
  • Controversial Law Enforcement Procedures: Acting President Claire Shipman stated that federal agents misrepresented their intentions to gain entry into a university-owned residential building under the pretense of searching for a 'missing person', raising questions about the transparency and legality of such enforcement actions.
  • Campus Safety Policies: Shipman emphasized that all law enforcement agents are required to possess a judicial warrant or subpoena to enter non-public areas of the campus, a policy designed to protect student privacy and safety while ensuring that law enforcement actions comply with regulations.
  • Tense Government-University Relations: Columbia has faced scrutiny from the Education Department for failing to meet federal anti-discrimination laws and was required to pay $200 million to restore federal funding, a series of events that may further strain the relationship between the university and the Trump administration.
seekingalpha
9.5
02-25seekingalpha
Strategic Education Set to Release FY Earnings Results
  • Earnings Announcement Preview: Strategic Education (STRA) is set to announce its FY earnings on February 26th after market close, with consensus EPS estimates at $1.41, reflecting a significant 71% year-over-year decline, while revenue is projected at $1.27 billion, indicating a modest 4.1% growth, showcasing the company's resilience in revenue generation.
  • Historical Performance: Over the past two years, STRA has consistently beaten EPS and revenue estimates 100% of the time, demonstrating strong financial management and market forecasting capabilities, which enhances investor confidence in its future performance.
  • Return on Investment Analysis: According to Seeking Alpha's Quant Rating, Strategic Education maintains double-digit returns with an EBITDA multiple of 7x, highlighting its competitiveness and profitability within the industry, thereby attracting increased investor interest.
  • Financial Transparency: Strategic Education provides comprehensive financial information and a dividend scorecard, further enhancing its transparency and trust among investors, which may facilitate future capital inflows.
CNBC
8.0
02-19CNBC
Trump Administration Increases Pressure on Student Loan Repayment
  • Loan Default Risk: The U.S. Department of Education warns that over 1,800 higher education institutions have student loan default rates exceeding 25%, which could jeopardize their eligibility for federal student aid programs, thereby impacting their financial stability and enrollment appeal.
  • Policy Implementation Requirements: The Education Department mandates that colleges prioritize reducing student delinquency rates not only through financial aid offices but also at the institutional leadership level, prompting schools to adopt more proactive measures in student loan management.
  • Borrower Dilemma Intensifies: Last year, approximately 10 million borrowers were nearing default, with the Education Department revealing that over 600,000 federal student loan holders face a backlog in applications for affordable repayment plans, highlighting delays in policy execution and the pressures on borrowers.
  • Household Financial Impact: Research indicates that a median U.S. household of four earning $81,000 could see its monthly bills surge from $36 to $440 due to legislative changes, reflecting the potential negative economic impact of these policy shifts on family finances.
Wall Street analysts forecast STRA stock price to rise
3 Analyst Rating
Wall Street analysts forecast STRA stock price to rise
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
85.00
Averages
95.00
High
105.00
Current: 0.000
sliders
Low
85.00
Averages
95.00
High
105.00
Truist
Jasper Bibb
Buy
downgrade
$105 -> $95
AI Analysis
2026-03-02
Reason
Truist
Jasper Bibb
Price Target
$105 -> $95
AI Analysis
2026-03-02
downgrade
Buy
Reason
Truist analyst Jasper Bibb lowered the firm's price target on Strategic Education to $95 from $105 and keeps a Buy rating on the shares. The company reported a mixed Q4 where US enrollment declined more steeply than forecast, but EBITDA beat on a combination of cost cutting and AI-driven efficiencies, the analyst tells investors in a research note.
Morgan Stanley
Terence Flynn
Overweight
maintain
$120 -> $125
2025-12-12
Reason
Morgan Stanley
Terence Flynn
Price Target
$120 -> $125
2025-12-12
maintain
Overweight
Reason
Morgan Stanley analyst Terence Flynn raised the firm's price target on Structure Therapeutics to $125 from $120 and keeps an Overweight rating on the shares. The firm expects many of the policy overhangs that dominated the biopharma conversation this year to wane in 2026, bringing the focus back to fundamentals, the analyst tells investors in a 2026 outlook note for the group.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for STRA
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Valuation Metrics

The current forward P/E ratio for Strategic Education Inc (STRA.O) is 12.66, compared to its 5-year average forward P/E of 19.68. For a more detailed relative valuation and DCF analysis to assess Strategic Education Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.68
Current PE
12.66
Overvalued PE
24.28
Undervalued PE
15.08

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.29
Current EV/EBITDA
6.31
Overvalued EV/EBITDA
10.96
Undervalued EV/EBITDA
7.62

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.68
Current PS
1.40
Overvalued PS
1.92
Undervalued PS
1.44

Financials

AI Analysis
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Whales Holding STRA

B
Burgundy Asset Management Ltd.
Holding
STRA
-0.32%
3M Return
M
Marshfield Associates, Inc.
Holding
STRA
-0.91%
3M Return

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Frequently Asked Questions

What is Strategic Education Inc (STRA) stock price today?

The current price of STRA is 79.54 USD — it has decreased -3.21

What is Strategic Education Inc (STRA)'s business?

Strategic Education, Inc. is an education services company. It provides access to education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills. It operates through its subsidiaries, Capella University and Strayer University, both accredited post-secondary institutions of higher education located in the United States, and Torrens University, an accredited post-secondary institution of higher education located in Australia. Its segments include U.S. Higher Education (USHE), Australia/New Zealand, and Education Technology Services. The USHE segment provides certificate and degree programs to working adults, primarily through Capella University and Strayer University. The Education Technology Services segment develops and maintains relationships with employers to build employee education benefits programs. The Australia/New Zealand segment includes Torrens University, Think Education, and Media Design School.

What is the price predicton of STRA Stock?

Wall Street analysts forecast STRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STRA is95.00 USD with a low forecast of 85.00 USD and a high forecast of 105.00 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.

What is Strategic Education Inc (STRA)'s revenue for the last quarter?

Strategic Education Inc revenue for the last quarter amounts to 323.21M USD, increased 3.77

What is Strategic Education Inc (STRA)'s earnings per share (EPS) for the last quarter?

Strategic Education Inc. EPS for the last quarter amounts to 1.66 USD, increased 58.10

How many employees does Strategic Education Inc (STRA). have?

Strategic Education Inc (STRA) has 3683 emplpoyees as of March 10 2026.

What is Strategic Education Inc (STRA) market cap?

Today STRA has the market capitalization of 1.81B USD.