Zacks Research Issues Negative Outlook for STRA Earnings

Strategic Education Inc. (NASDAQ:STRA) – Equities researchers at Zacks Research decreased their Q4 2027 earnings per share estimates for shares of Strategic Education in a report released on Wednesday, June 3rd. Zacks Research analyst Team now expects that the health services provider will earn $2.30 per share for the quarter, down from their previous forecast of $2.31. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Strategic Education’s current full-year earnings is $7.20 per share. Zacks Research also issued estimates for Strategic Education’s FY2028 earnings at $9.65 EPS.

Strategic Education (NASDAQ:STRA) last announced its earnings results on Thursday, April 23rd. The health services provider reported $1.42 earnings per share for the quarter, missing the consensus estimate of $1.51 by ($0.09). Strategic Education had a return on equity of 8.78% and a net margin of 10.21%.The business had revenue of $305.93 million for the quarter, compared to analyst estimates of $329.81 million. During the same period in the previous year, the company earned $1.30 earnings per share. The company’s quarterly revenue was up .8% compared to the same quarter last year.

STRA has been the subject of several other reports. Barrington Research reduced their price objective on Strategic Education from $105.00 to $95.00 and set an “outperform” rating for the company in a research note on Thursday, April 23rd. Weiss Ratings reissued a “hold (c)” rating on shares of Strategic Education in a research note on Tuesday, April 21st. Truist Financial reduced their price objective on Strategic Education from $85.00 to $80.00 and set a “hold” rating for the company in a research note on Monday, April 27th. Wall Street Zen raised Strategic Education from a “hold” rating to a “buy” rating in a research note on Sunday, May 31st. Finally, BMO Capital Markets reduced their price objective on Strategic Education from $95.00 to $86.00 and set an “outperform” rating for the company in a research note on Monday, April 27th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $87.00.

Strategic Education Stock Performance

NASDAQ STRA opened at $80.54 on Friday. The business has a fifty day moving average price of $80.08 and a 200 day moving average price of $80.41. Strategic Education has a one year low of $69.70 and a one year high of $91.15. The company has a market cap of $1.82 billion, a P/E ratio of 14.23, a P/E/G ratio of 0.73 and a beta of 0.51.

Strategic Education Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Friday, May 22nd were issued a $0.60 dividend. This represents a $2.40 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, May 22nd. Strategic Education’s dividend payout ratio is presently 42.40%.

Insider Buying and Selling at Strategic Education

In related news, Chairman Robert S. Silberman bought 718 shares of the company’s stock in a transaction on Friday, March 13th. The stock was bought at an average cost of $80.82 per share, for a total transaction of $58,028.76. Following the acquisition, the chairman directly owned 319,870 shares in the company, valued at $25,851,893.40. This represents a 0.22% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Lizette Benedi Herraiz sold 2,982 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.88, for a total value of $238,202.16. Following the completion of the sale, the general counsel owned 55,580 shares of the company’s stock, valued at approximately $4,439,730.40. The trade was a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.60% of the stock is owned by company insiders.

Institutional Trading of Strategic Education

Several large investors have recently added to or reduced their stakes in STRA. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of Strategic Education by 3.1% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,195 shares of the health services provider’s stock worth $1,360,000 after purchasing an additional 487 shares during the period. Jane Street Group LLC grew its holdings in shares of Strategic Education by 40.2% during the 1st quarter. Jane Street Group LLC now owns 43,433 shares of the health services provider’s stock worth $3,647,000 after purchasing an additional 12,444 shares during the period. EverSource Wealth Advisors LLC grew its holdings in shares of Strategic Education by 192.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,162 shares of the health services provider’s stock worth $99,000 after purchasing an additional 765 shares during the period. First Trust Advisors LP grew its holdings in shares of Strategic Education by 20.0% during the 2nd quarter. First Trust Advisors LP now owns 24,657 shares of the health services provider’s stock worth $2,099,000 after purchasing an additional 4,118 shares during the period. Finally, Jump Financial LLC purchased a new position in shares of Strategic Education during the 2nd quarter worth $246,000. 93.27% of the stock is currently owned by hedge funds and other institutional investors.

About Strategic Education

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.