Latest revenue
$305.9M
as of 2026-03-31
Latest net income
$32.8M
as of 2026-03-31
Net margin
10.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.78B
- Enterprise value
- $1.78B
- P/E (trailing)
- 14.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.1%
- 52-wk high
- $93.45
- 52-wk low
- $69.70
- Beta
- —
- Shares out
- 22.6M
5-year trend
What this company does
Table of Contents Item 1. Business Overview Strategic Education, Inc. (“SEI,” “we,” “us,” “our,” or “the Company”) is an education services company that provides access to high-quality education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills for high-demand markets. We operate primarily through our wholly-owned subsidiaries, Capella University and Strayer University, both accredited post-secondary institutions of higher education located in the United States, and Torrens University, an accredited post-secondary institution of higher education located in Australia. Our operations also include the Education…
AI summary unavailable — showing raw filing excerpt
Generated from STRA's filing dated 2026-02-27
Key risks
Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. You should carefully consider the following risk factors and all other information contained in this Annual Report on Form 10-K or in the documents incorporated by reference herein before making an investment decision. The occurrence of any of the following risks could materially harm our business, adversely affect the market price of our common stock and could cause you to suffer a partial or complete loss of your investment. Additional risks not presently known to us or that we currently deem immaterial may also materially harm our business and operations. See “Cautionary Notice Regarding Forward-Looking…
AI summary unavailable — showing raw filing excerpt
Generated from STRA's filing dated 2026-02-27
Profitability
Operating margin
13.7%
7.7%Net margin
10.0%
8.1%Return on equity
7.7%
13.5%Return on assets
6.2%
13.0%Leverage
Debt / equity
0.24×
2.3%Long-term debt / equity
0.00×
100.0%Debt / assets
19.2%
1.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $305.9M | +0.8% | $32.8M | +10.3% | 10.7% |
Q4 2025 2025-12-31 | $323.2M | +3.8% | $37.9M | +49.6% | 11.7% |
Q3 2025 2025-09-30 | $319.9M | +4.6% | $26.6M | -4.0% | 8.3% |
Q2 2025 2025-06-30 | $321.5M | +2.9% | $32.3M | +8.1% | 10.1% |
Q1 2025 2025-03-31 | $303.6M | +4.6% | $29.7M | +0.1% | 9.8% |
Q4 2024 2024-12-31 | $311.5M | — | $25.3M | — | 8.1% |
Q3 2024 2024-09-30 | $306.0M | +7.0% | $27.7M | +50.3% | 9.1% |
Q2 2024 2024-06-30 | $312.3M | +8.5% | $29.9M | +145.0% | 9.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Educational Services · SIC 8200
Your notes
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Insider activity
Insider buying
$261.2K
Insider selling
$5.1M
Net activity
−$4.8M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns STRA
Institutional value
$1.02B
Total shares held
12.6M
Distinct holders
167
-94 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.7M | $307.0M | +147.3K (+4.1%) | Added |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $121.0M | +7.3K (+0.5%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $117.7M | — | New |
| 4 | BANK OF MONTREAL /CAN/ | 1.4M | $116.8M | -59.5K (-4.1%) | Trimmed |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 979.8K | $81.3M | — | New |
| 6 | Nuveen, LLC | 382.8K | $31.8M | +62.0K (+19.3%) | Added |
| 7 | Bank of New York Mellon Corp | 223.3K | $18.5M | -7.0K (-3.0%) | Trimmed |
| 8 | Triodos Investment Management BV | 220.0K | $18.2M | +0 (+0.0%) | No change |
| 9 | Public Sector Pension Investment Board | 182.0K | $15.1M | -22.8K (-11.1%) | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 163.6K | $13.6M | -213.9K (-56.7%) | Trimmed |
| 11 | VANGUARD FIDUCIARY TRUST CO | 148.8K | $12.3M | — | New |
| 12 | Lightrock Netherlands B.V. | 140.4K | $11.6M | -103.9K (-42.5%) | Trimmed |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 127.4K | $10.6M | -2.1K (-1.6%) | Trimmed |
| 14 | UBS Group AG | 95.3K | $7.9M | +17.9K (+23.1%) | Added |
| 15 | TEACHER RETIREMENT SYSTEM OF TEXAS | 91.8K | $7.6M | +28.2K (+44.3%) | Added |
| 16 | Invesco Ltd. | 91.4K | $7.6M | +12.1K (+15.2%) | Added |
| 17 | JANE STREET GROUP, LLC | 88.8K | $7.4M | +56.8K (+177.1%) | Added |
| 18 | Ellsworth Advisors, LLC | 72.7K | $6.0M | +996 (+1.4%) | Added |
| 19 | RHUMBLINE ADVISERS | 71.9K | $6.0M | +4.3K (+6.4%) | Added |
| 20 | Creative Planning | 60.1K | $5.0M | +33.1K (+122.5%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once STRA's latest filing finishes processing.