LOPE · NASDAQ · Education & Training Services

Grand Canyon Education (LOPE)

Provides universities with technology, academic, marketing, and operational services under revenue-linked agreements.

$148.79
vs last close−1.76 (−1.17%)
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Grand Canyon Education, Inc.LOPE
Consumer Discretionary

Provides technology, academic, marketing, counseling, and back-office services to university partners. Revenue is tied to partner tuition and fee revenue, while Grand Canyon University remains the principal scale anchor in the disclosed student population.

Provides universities with integrated technology, academic, marketing, communication, counseling, and back-office services under long-term agreements.

After selling Grand Canyon University to an independent nonprofit, it stopped operating a higher-education institution. Its systems support faculty recruiting and training, admissions, financial aid, accounting, and technical support. Compensation is tied to a percentage of partner tuition and fee revenue.

University partners are the customer base, with Grand Canyon University the principal scale anchor in the disclosed year-end student population. Continuity of partner relationships, especially GCU, and Title IV treatment shape the service model.

Company facts

CEOBrian E. Mueller
ListedNov 20, 2008
ExchangeNASDAQ
HeadquartersPhoenix, AZ
CountryUnited States
Employees2,700
CIK0001434588
ISINUS38526M1062

Market cap$3.92B
EPS (ttm)$8.27
P/E (ttm)18.20
ROE31.2%
P/B5.86
P/S3.44
Dividend yieldDiv yield
Beta0.06vs XLY 0.30

Price target$185.00+22.9%Average of 18 analysts
ConsensusBuy17 of 18 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 31, 2026BarringtonTarget
Target: $215
Target: $200
Jul 6, 2026BMO CapitalReiterate
Rating: Target: $162
Rating: OutperformTarget: $185
Jun 9, 2026Truist FinancialTarget
Target: $200
Target: $100

Next report
Nov 4, 26
in 43 days
EPS estimate
$1.77
Revenue estimate
$270.1M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26Apr '26Jul '26Nov '26
Reported$2.95$2.57$1.53$1.78$3.21$2.86$1.81Pending
Estimate$2.93$2.51$1.37$1.78$3.19$2.78$1.67$1.77
Surprise+0.7%+2.4%+11.7%0.0%+0.6%+2.9%+8.4%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26Apr '26Jul '26Nov '26
Reported$292.6M$289.3M$247.5M$261.1M$308.1M$308.8M$264.0MPending
Estimate$289.6M$239.1M$240.9M$307.9M$308.1M$307.8M$261.9M$270.1M
Surprise+1.0%+21.0%+2.7%−15.2%0.0%+0.3%+0.8%
Estimate$1.77
ReportedDue Nov 4, 2026
Estimate$270.1M
ReportedDue Nov 4, 2026
View details

Debt to equity15.60%
Current ratio281.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$238.3M$292.6M$289.3M$247.5M$261.1M$308.1M$308.8M$264.0M
Net income$41.5M$81.9M$71.6M$41.5M$16.3M$86.7M$75.3M$45.9M
Net margin17.4%28.0%24.8%16.8%6.2%28.1%24.4%17.4%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$48.2M$100.0M$88.0M$51.8M$55.4M$108.1M$95.5M$58.2M
YoY growth+16.0%+2.3%+4.2%+21.2%+15.1%+8.0%+8.5%+12.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $274.5M · Total debt $104.2M · Total assets $919.2M · Shareholders' equity $669.5M

Revenue
$264.0M
Operating income
$58.2M
Net income
$45.9M
View details

No dividends on record.

Institutions≥ 96.26%25.09M shares
459 holders · as of Jun 30, 2026 · largest filers only
Insiders2.26%589.0K shares
12 holders · as of Jun 11, 2026
Other≤ 1.48%386.8K shares
remainder

26.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the 100 largest filers, so at least this.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.66%2.78Mas of Jun 30, 2026
FMR LLCInstitution
7.85%2.05Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.91%1.28Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.58%1.19Mas of Jun 30, 2026
William Blair Investment Management, LLCInstitution
3.99%1.04Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Nov 11, 2025Chevy Humphreydirector−600$166.15
View details

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