Summit Global Investments Acquires New Holdings in Strategic Education Inc. $STRA

Summit Global Investments bought a new stake in Strategic Education Inc. (NASDAQ:STRA) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 7,780 shares of the health services provider’s stock, valued at approximately $596,000.

Several other hedge funds also recently bought and sold shares of STRA. Allworth Financial LP grew its holdings in shares of Strategic Education by 88.5% in the 3rd quarter. Allworth Financial LP now owns 294 shares of the health services provider’s stock valued at $25,000 after buying an additional 138 shares during the period. Axiom Investment Management LLC acquired a new stake in Strategic Education during the 1st quarter worth $25,000. Hantz Financial Services Inc. lifted its holdings in Strategic Education by 154.2% during the fourth quarter. Hantz Financial Services Inc. now owns 333 shares of the health services provider’s stock worth $27,000 after acquiring an additional 202 shares in the last quarter. Osaic Holdings Inc. lifted its holdings in Strategic Education by 85.2% during the second quarter. Osaic Holdings Inc. now owns 387 shares of the health services provider’s stock worth $33,000 after acquiring an additional 178 shares in the last quarter. Finally, Sankala Group LLC acquired a new position in Strategic Education in the fourth quarter valued at about $37,000. 93.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Christa Hokenson sold 2,000 shares of the company’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $80.00, for a total transaction of $160,000.00. Following the sale, the insider owned 65,195 shares in the company, valued at approximately $5,215,600. This represents a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 3.60% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Zacks Research downgraded Strategic Education from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 2nd. Barrington Research set a $105.00 price objective on Strategic Education in a report on Wednesday, July 29th. Truist Financial increased their target price on Strategic Education from $80.00 to $90.00 and gave the stock a “hold” rating in a research note on Thursday, July 30th. BMO Capital Markets raised their target price on shares of Strategic Education from $86.00 to $91.00 and gave the stock an “outperform” rating in a report on Monday, July 6th. Finally, Wall Street Zen raised shares of Strategic Education from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Strategic Education currently has a consensus rating of “Hold” and an average price target of $95.33.

Strategic Education Trading Up 0.3%

Shares of STRA opened at $82.33 on Friday. The stock has a market capitalization of $1.83 billion, a price-to-earnings ratio of 13.72, a PEG ratio of 0.76 and a beta of 0.49. Strategic Education Inc. has a 12 month low of $69.70 and a 12 month high of $89.73. The firm has a fifty day simple moving average of $79.74 and a 200 day simple moving average of $80.03.

Strategic Education (NASDAQ:STRA) last issued its quarterly earnings results on Wednesday, July 29th. The health services provider reported $1.76 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.80 by ($0.04). Strategic Education had a net margin of 10.46% and a return on equity of 8.98%. The business had revenue of $321.60 million during the quarter, compared to analyst estimates of $327.55 million. During the same quarter in the previous year, the firm posted $1.54 earnings per share. The firm’s quarterly revenue was up 4.9% on a year-over-year basis. As a group, research analysts predict that Strategic Education Inc. will post 7.23 earnings per share for the current fiscal year.

Strategic Education Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Friday, September 4th will be given a $0.60 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.9%. Strategic Education’s payout ratio is currently 40.00%.

Strategic Education News Roundup

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

• Positive Sentiment: Zacks increased its EPS forecasts for Strategic Education’s Q3 2026 to $1.89 from $1.85, Q4 2026 to $2.04 from $2.01, FY2026 to $7.11 from $7.05, FY2027 to $8.20 from $8.05, and FY2028 to $9.84 from $9.65. The firm also raised estimates for Q3 2027, Q4 2027, Q1 2028 and Q2 2028, suggesting stronger anticipated earnings growth over the next several years. Strategic Education analyst estimates
• Neutral Sentiment: Zacks projects EPS of $7.11 for FY2026, below the broader consensus estimate of $7.21, despite the upward revision. Its Hold rating indicates that analysts see balanced upside and downside rather than a clear catalyst for a stronger revaluation. Strategic Education consensus estimates
• Negative Sentiment: The company’s most recent reported quarter included an EPS and revenue miss, with earnings of $1.76 per share versus the $1.80 consensus and revenue of $321.6 million versus estimates of $327.55 million. That recent execution shortfall remains a risk even as longer-term forecasts improve.

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.