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Strategic Education Inc

Strategic Education, Inc. provides education services through campus-based and online post-secondary education, as well as programs designed to develop job-ready skills. It operates in three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Its institutions include Strayer University, Capella University, Torrens University, Think Education, and Media Design School, along with Hackbright Academy, Devmountain, and the Jack Welch Management Institute. The company also offers Workforce Edge, an education benefits administration platform, and Sophia Learning, which provides low-cost online general education courses. Founded in 1892, it is headquartered in Herndon, Virginia.

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Price · split & dividend adjusted
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United States
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Survey Finds 70% of Gen Z US Healthcare Workers Plan to Job Hunt Within a Year

About 70% of Generation Z healthcare workers in the United States expect to explore new roles over the next year, according to a survey released on Wednesday by Harris Poll, commissioned by education services company Strategic Education and Workforce Edge. The findings point to a retention challenge for U.S. healthcare employers already facing a projected shortage of nearly 500,000 workers by 2038. Yet 65% of Gen Z respondents said they ultimately hope to remain with one employer for five years or more, and nearly all said job stability was important to them. Across all age groups, 59% of healthcare workers said they expect to seek a new role over the next year. The survey, conducted online from June 12 to July 1, covered 1,514 healthcare employees and 304 employers, and found that nearly half of employers cited a lack of career growth or training as the top reason workers leave, while only about one in four employees trusted their employer to invest in their future. Employers also appear to be reassessing artificial intelligence in workforce planning, with about 79% saying AI skills would be critical for employees to remain competitive, down from 89% a year earlier.
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STRA · Demand · Neutral Strategic Education commissioned the survey via Workforce Edge, highlighting a healthcare retention challenge relevant to its education/workforce services, but no concrete company-specific development is reported.
Workforce Edge · Demand · Neutral Workforce Edge is named as co-commissioner of the survey on healthcare worker retention, but the article gives no specific business impact for it.
The Harris Poll · · Neutral Harris Poll is only mentioned as the firm that conducted the survey, with no company-specific impact.
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Strategic Education buyback completion and earnings put fair value back in focus

Strategic Education has completed a long-running share repurchase program originally announced in 2003, declared its latest dividend, and released second quarter 2026 earnings, drawing investor attention. The most followed narrative on Simply Wall St estimates the company's fair value at about $98.33, compared with a last close of $81.93, suggesting the stock is undervalued. The Education Technology Services segment saw revenue grow more than 30% in 2024, driven by the Sophia Learning portal and expanding corporate partnerships. Robust free cash flow supports continued shareholder returns through dividends and buybacks, which could enhance earnings per share. Risks include tighter Australian student visa settings and lower revenue per student from heavier scholarship use.
STRA · Capital · Positive Completed buyback, declared dividend, and earnings highlight undervaluation and shareholder returns.
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Simply Wall St·64dRead more →
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Strategic Education Q2 Revenue Rises 3% to $330 Million, Adjusted EPS Up 16%

Strategic Education Inc reported second-quarter revenue of $330 million, up approximately 3% year-over-year, with adjusted earnings per share rising 16% to $1.76. Operating income increased 9% to $53 million, or 35% excluding a $13 million one-time charge related to an Australian labor matter. The Education Technology Services division saw revenue grow 15% to $42 million, driven by a 32% increase in Sophia Learning subscribers, while US Higher Education operating income jumped 56% to $32 million on a 2% revenue gain. Australia and New Zealand revenue declined nearly 3% to $67 million, and operating income was just $1 million after the charge. Management expressed confidence in achieving 200 basis points of EBIT margin expansion for the year, even including the one-time charge.
STRA · Capital · Positive Q2 revenue and adjusted EPS rose, with operating income up 9% and management confident in margin expansion.
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Education services stocks beat Q1 revenue estimates by 1.9%

Consumer discretionary education services stocks reported strong first-quarter results, with aggregate revenues beating analyst consensus estimates by 1.9%. Bright Horizons posted revenue of $712.2 million, up 7% year on year and in line with expectations, but its stock fell 14% after reporting. Lincoln Educational led the group with revenue of $144 million, a 22.5% increase that beat estimates by 5.7%, and its stock rose 15.1%. Strategic Education was the weakest performer, with flat revenue of $305.9 million missing estimates by 1.2%, and its stock declined 5.7%. Laureate Education and Covista also beat revenue expectations, with shares up 20.7% and 8.9% respectively.
BFAM · Capital · Negative Revenue in line but stock fell 14% after reporting, indicating disappointment with earnings or guidance.
CVSA · Capital · Positive Beat revenue expectations and shares rose 8.9%.
LAUR · Capital · Positive Beat revenue expectations and shares rose 20.7%.
LINC · Capital · Positive Revenue beat estimates by 5.7% and stock rose 15.1%.
STRA · Capital · Negative Flat revenue missed estimates by 1.2% and stock declined 5.7%.
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Laureate Education Q1 revenue rises 15.4% to $272.6 million, beats estimates

Laureate Education reported first-quarter revenues of $272.6 million, a 15.4% year-on-year increase that exceeded analyst expectations by 2.2%, while also beating EPS and EBITDA estimates. The company, part of a five-stock consumer discretionary education services group that collectively beat revenue consensus by 1.9%, raised its full-year adjusted earnings per share guidance after completing approximately $105 million in share repurchases during the quarter. Among peers, Lincoln Educational posted the fastest revenue growth at 22.5% and the biggest beat, while Strategic Education saw flat revenues and the weakest performance against estimates. Laureate Education shares have risen 15.4% since the report, contrasting with an average 1.2% decline across the tracked group.
LAUR · Capital · Positive Q1 revenue beat estimates, raised FY EPS guidance, and completed $105M in buybacks
LINC · Demand · Positive Fastest revenue growth at 22.5% and biggest beat among peers
STRA · Demand · Negative Flat revenues and weakest performance against estimates
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