Strategic Education, Inc. logo

Strategic Education, Inc.

STRA

NASDAQConsumer DefensiveEducation & Training Services

Previous close

$83.42

+$1.04 · +1.26%

Aug 21, 4:00 PM ET

STRA company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

88

Deep Value

Momentum

51

Neutral

Sentiment

71

Bullish

Risk resilience

78

Moderate Risk

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Company profile

Company website

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.

Industry
Education & Training Services
Sector
Consumer Defensive
Headquarters
US
CEO
Karl McDonnell
Listed since
Jul 25, 1996
Employees
6,134

Market position

Day range

Current $83.42

52-week range

Current $83.42

Open
$82.81
Previous close
$82.38
Volume
239.86K
0.82× average
Average volume
291.68K
Average daily volume
Market cap
1.9B USD
Beta
0.5
Market reference 1
50-day average
$79.9852
+4.29% above average
200-day average
$80.1878
+4.03% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.75B USD
P/E (TTM)
13.56×
P/B (TTM)
1.09×
P/S (TTM)
1.47×
EV / EBITDA
7.74×
Earnings yield
7.12%
Free cash flow yield
8.65%
Dividend yield
2.88%

Profitability & efficiency

Gross margin
49.06%
Operating margin
14.41%
Net margin
10.46%
Return on equity
7.69%
Return on assets
6.21%
Return on invested capital
7.62%

Financial health

Debt / equity
0.07×
Current ratio
1.27×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends53%36%18%-0%Gross margin, FY2021: 46.25%Gross margin, FY2022: 43.94%Gross margin, FY2023: 44.93%Gross margin, FY2024: 46.68%Gross margin, FY2025: 48.97%Operating margin, FY2021: 6.53%Operating margin, FY2022: 6.64%Operating margin, FY2023: 8.41%Operating margin, FY2024: 12.76%Operating margin, FY2025: 15.47%Net margin, FY2021: 4.87%Net margin, FY2022: 4.38%Net margin, FY2023: 6.16%Net margin, FY2024: 9.24%Net margin, FY2025: 9.98%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 46.25%. Gross margin FY2022 43.94%. Gross margin FY2023 44.93%. Gross margin FY2024 46.68%. Gross margin FY2025 48.97%. Operating margin FY2021 6.53%. Operating margin FY2022 6.64%. Operating margin FY2023 8.41%. Operating margin FY2024 12.76%. Operating margin FY2025 15.47%. Net margin FY2021 4.87%. Net margin FY2022 4.38%. Net margin FY2023 6.16%. Net margin FY2024 9.24%. Net margin FY2025 9.98%.

Income trends

Revenue

1.27B USD+3.96%

Operating income

196.14M USD+26.03%

Net income

126.61M USD+12.36%
Income trends across reported periods1.39B USD901.76M USD413.14M USD−75.49M USDRevenue, FY2021: 1.13B USDRevenue, FY2022: 1.07B USDRevenue, FY2023: 1.13B USDRevenue, FY2024: 1.22B USDRevenue, FY2025: 1.27B USDOperating income, FY2021: 73.91M USDOperating income, FY2022: 70.76M USDOperating income, FY2023: 95.32M USDOperating income, FY2024: 155.63M USDOperating income, FY2025: 196.14M USDNet income, FY2021: 55.09M USDNet income, FY2022: 46.67M USDNet income, FY2023: 69.79M USDNet income, FY2024: 112.68M USDNet income, FY2025: 126.61M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 1.13B USD. Revenue FY2022 1.07B USD. Revenue FY2023 1.13B USD. Revenue FY2024 1.22B USD. Revenue FY2025 1.27B USD. Operating income FY2021 73.91M USD. Operating income FY2022 70.76M USD. Operating income FY2023 95.32M USD. Operating income FY2024 155.63M USD. Operating income FY2025 196.14M USD. Net income FY2021 55.09M USD. Net income FY2022 46.67M USD. Net income FY2023 69.79M USD. Net income FY2024 112.68M USD. Net income FY2025 126.61M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.27B USD1.22B USD1.13B USD1.07B USD1.13B USD
Cost of goods sold647.11M USD650.5M USD623.9M USD597.32M USD608.26M USD
Gross profit621.11M USD569.43M USD509.02M USD468.16M USD523.43M USD
Selling, general, and administrative310.79M USD412.16M USD384.44M USD379.82M USD361.35M USD
Operating expenses424.97M USD413.81M USD413.7M USD397.4M USD449.51M USD
Depreciation and amortization48.41M USD44.38M USD57.31M USD63.12M USD103.42M USD
Operating income196.14M USD155.63M USD95.32M USD70.76M USD73.91M USD
Net income126.61M USD112.68M USD69.79M USD46.67M USD55.09M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+21.76%
11 comparable reports
Latest EPS result
1.76
Estimate 1.8 · Miss by 2.22%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates21.641.290.93Q1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 1.27, estimate 1.37, surprise -7.30%, Miss. Q2 2025, reported Apr 24, 2025: actual 1.3, estimate 1.01, surprise +28.71%, Beat. Q3 2025, reported Jul 30, 2025: actual 1.52, estimate 1.42, surprise +7.04%, Beat. Q4 2025, reported Nov 6, 2025: actual 1.63, estimate 1.3, surprise +25.38%, Beat. Q1 2026, reported Feb 26, 2026: actual 1.74, estimate 1.41, surprise +23.40%, Beat. Q2 2026, reported Apr 23, 2026: actual 1.42, estimate 1.51, surprise -5.96%, Miss. Q3 2026, reported Jul 29, 2026: actual 1.76, estimate 1.8, surprise -2.22%, Miss. Q4 2026, reported Nov 5, 2026: actual —, estimate 1.92, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates343.45M325.76M308.07M290.38MQ1 '25MissQ2 '25MissQ3 '25BeatQ4 '25MissQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 311.46M USD, estimate 315.18M USD, surprise -1.18%, Miss. Q2 2025, reported Apr 24, 2025: actual 303.59M USD, estimate 322.84M USD, surprise -5.96%, Miss. Q3 2025, reported Jul 30, 2025: actual 321.47M USD, estimate 315.4M USD, surprise +1.93%, Beat. Q4 2025, reported Nov 6, 2025: actual 319.95M USD, estimate 322.29M USD, surprise -0.73%, Miss. Q1 2026, reported Feb 26, 2026: actual 323.21M USD, estimate 322.29M USD, surprise +0.29%, Beat. Q2 2026, reported Apr 23, 2026: actual 305.93M USD, estimate 309.77M USD, surprise -1.24%, Miss. Q3 2026, reported Jul 29, 2026: actual 330.24M USD, estimate 327.55M USD, surprise +0.82%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 326.55M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$92.00

10.29% upside
Past 12 months12-month forecastHigh $105Average $92.00Low $80.00

Recent analyst actions

4 institutions
B of A SecuritiesmaintainBuy

STRA news

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$2.40

2025 complete year0.0% since 2021

2026 partial: $1.20

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 4, 2026

$0.60

Quarterly

Record Sep 4, 2026 · Payment Sep 14, 2026

Dividend

Ex-dividend May 22, 2026

$0.60

Quarterly

Record May 22, 2026 · Payment Jun 1, 2026

Dividend

Ex-dividend Mar 9, 2026

$0.60

Quarterly

Record Mar 9, 2026 · Payment Mar 16, 2026

Dividend

Ex-dividend Dec 1, 2025

$0.60

Quarterly

Record Dec 1, 2025 · Payment Dec 8, 2025

Dividend

Ex-dividend Sep 5, 2025

$0.60

Quarterly

Record Sep 5, 2025 · Payment Sep 15, 2025

Dividend

Ex-dividend May 23, 2025

$0.60

Quarterly

Record May 23, 2025 · Payment Jun 2, 2025

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