Pulling SEC filings + quote and writing the call…

Strategic Education, Inc.
Next earnings Jul 28, 2026 · consensus $1.84 EPS, $334M rev
Last earnings -13.7% on 2026-04-23
Conservative balance sheet (liabilities/equity 0.24x).
Sources: SEC EDGAR (CIK 0001013934, latest 10-Q filed 2026-04-23) · EODHD · as of 6/26/2026, 4:55:18 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Middling fundamentals offset by an attractive price (~28% below fair value) — worth a look on the value angle.
Strategic Education, Inc. shows $1.27B in FY2025 revenue (+4.0% YoY), a 10.0% net margin, and 7.7% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.13B | $1.07B | $1.13B | $1.22B | $1.27B |
| Gross profit | — | — | — | — | — |
| Operating income | $73.9M | $70.8M | $95.3M | $156M | $174M |
| Net income | $55.1M | $46.7M | $69.8M | $113M | $127M |
| Diluted EPS | $2.28 | $1.94 | $2.91 | $4.67 | $5.41 |
| Net margin | 4.9% | 4.4% | 6.2% | 9.2% | 10.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1049 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 1 open-market buy · 2 sales
| 2026-06-04 | Hokenson Christa CHIEF HUMAN RESOURCES OFFICER | Sell | 2.00K @ $80.00 | $160K |
| 2026-05-05 | WAITE G THOMAS III Director | Sell | 666.00 @ $77.68 | $51.7K |
| 2026-04-24 | Thawley Michael Director | Buy | 665.00 @ $72.71 | $48.4K |
| 2026-04-22 | Thawley Michael Director | Award | 1.44K | |
| 2026-04-22 | Slocum William J Director | Award | 1.44K | |
| 2026-04-22 | WAITE G THOMAS III Director | Award | 1.44K | |
| 2026-04-22 | Sasse Benjamin E Director | Award | 1.44K | |
| 2026-04-22 | Sasse Benjamin E Director | Award | 957.00 @ $83.62 | $80.0K |
| 2026-04-22 | McRobbie Michael A. Director | Award | 1.44K | |
| 2026-04-22 | GRUSKY ROBERT R Director | Award | 1.44K |