Mangrove Partners IM LLC Acquires New Shares in Strategic Education Inc. $STRA

Mangrove Partners IM LLC bought a new stake in Strategic Education Inc. (NASDAQ:STRA) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 9,628 shares of the health services provider’s stock, valued at approximately $828,000.

Several other institutional investors have also recently bought and sold shares of the business. Entropy Technologies LP bought a new position in shares of Strategic Education in the third quarter worth about $215,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Strategic Education by 27.0% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 332,767 shares of the health services provider’s stock valued at $28,621,000 after purchasing an additional 70,732 shares in the last quarter. Aristides Capital LLC bought a new stake in shares of Strategic Education during the 3rd quarter valued at approximately $293,000. UBS Group AG grew its holdings in shares of Strategic Education by 118.5% during the 3rd quarter. UBS Group AG now owns 81,645 shares of the health services provider’s stock valued at $7,022,000 after purchasing an additional 44,272 shares during the last quarter. Finally, BNP Paribas Financial Markets increased its position in Strategic Education by 36.7% during the 3rd quarter. BNP Paribas Financial Markets now owns 13,700 shares of the health services provider’s stock worth $1,178,000 after purchasing an additional 3,680 shares in the last quarter. Institutional investors and hedge funds own 93.27% of the company’s stock.

Analyst Ratings Changes

STRA has been the subject of several research reports. Wall Street Zen raised shares of Strategic Education from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 28th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategic Education in a research note on Thursday, January 22nd. Zacks Research upgraded shares of Strategic Education from a “hold” rating to a “strong-buy” rating in a report on Monday, March 2nd. Finally, Barrington Research reiterated an “outperform” rating and issued a $105.00 price target on shares of Strategic Education in a research note on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $99.33.

Trending Headlines about Strategic Education

Here are the key news stories impacting Strategic Education this week:

• Positive Sentiment: Zacks’ headline note says STRA “might be well poised for a surge” as its modelers raised near‑term and multi‑year earnings estimates — Zacks now projects FY2026 $6.81, FY2027 $7.88 and FY2028 $9.29 per share. Why Strategic Education (STRA) Might be Well Poised for a Surge
• Positive Sentiment: Zacks lifted several quarter-level estimates across 2026–2027 (examples): Q1‑2026 to $1.46 from $1.39, Q2‑2026 to $1.73 from $1.66, Q3‑2026 to $1.76 from $1.69, Q4‑2026 to $1.86 from $1.75; Q1‑2027 to $1.67, Q2‑2027 to $1.96, Q3‑2027 to $1.99 and Q4‑2027 to $2.26 — these consistent upward revisions support the bullish case and the Strong‑Buy rating.
• Neutral Sentiment: Recent fundamentals are mixed: STRA reported an EPS beat in its most recent quarter (helping sentiment), but revenue came in below consensus — keep an eye on top‑line traction and enrollment trends as execution risks remain.

Strategic Education Price Performance

Strategic Education stock opened at $80.76 on Friday. The business has a 50 day moving average of $81.37 and a 200-day moving average of $80.89. Strategic Education Inc. has a 1 year low of $72.17 and a 1 year high of $93.45. The company has a market capitalization of $1.84 billion, a P/E ratio of 14.90, a P/E/G ratio of 0.76 and a beta of 0.56.

Strategic Education (NASDAQ:STRA) last posted its earnings results on Thursday, February 26th. The health services provider reported $1.74 EPS for the quarter, topping the consensus estimate of $1.47 by $0.27. Strategic Education had a net margin of 9.98% and a return on equity of 8.75%. The business had revenue of $311.46 million for the quarter, compared to the consensus estimate of $322.29 million. During the same period last year, the company earned $1.27 EPS. The firm’s revenue was up 3.8% compared to the same quarter last year. Equities analysts anticipate that Strategic Education Inc. will post 4.79 EPS for the current year.

Strategic Education Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $2.40 annualized dividend and a dividend yield of 3.0%. Strategic Education’s dividend payout ratio (DPR) is presently 44.28%.

Insiders Place Their Bets

In related news, CEO Raymond Karl Mcdonnell sold 38,840 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $75.35, for a total value of $2,926,594.00. Following the completion of the sale, the chief executive officer directly owned 106,332 shares in the company, valued at $8,012,116.20. This represents a 26.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Daniel Wayne Jackson sold 13,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $82.37, for a total value of $1,070,810.00. Following the transaction, the chief financial officer directly owned 100,096 shares of the company’s stock, valued at approximately $8,244,907.52. This represents a 11.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.30% of the stock is currently owned by insiders.

Strategic Education 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.