Strategic Education (STRA)
Runs degree universities, employer learning benefits, and online course platforms for working adults.
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Sells post-secondary degree programs through Strayer, Capella, and Torrens, alongside Workforce Edge education-benefit services and Sophia online courses. U.S. higher education is the core revenue base, with ANZ policy exposure and U.S. Title IV regulation shaping the model.
Runs an education services portfolio spanning U.S. Higher Education, Australia/New Zealand, and Education Technology Services. U.S. Higher Education centers on Strayer University and Capella University, serving working adults through online and campus-based certificate and degree programs.
Extends outside the U.S. through Torrens University and smaller ANZ brands such as Think Education and Media Design School. Education Technology Services adds Workforce Edge for employer education benefits and Sophia Learning for low-cost online general-education courses.
The model depends on accredited post-secondary institutions, employer relationships, student-funding systems, and education regulation. Title IV rules, Department of Education oversight, for-profit education scrutiny, and Australia/New Zealand policy changes shape enrollment.
Company facts
Unavailable right now.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $128.8M · Total debt $106.7M · Total assets $2.07B · Shareholders' equity $1.63B
- Revenue
- $337.3M
- Operating income
- $50.5M
- Net income
- $37.2M
HistoryDividendAnnual yield
| Institutions | ≈ 99.32% | 22.06M shares | |
|---|---|---|---|
| 299 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.88% | 862.0K shares | |
| 17 holders · as of Jun 5, 2026 | |||
| Strategic holders | 8.10% | 1.80M shares | |
| 1 holder · as of Aug 17, 2026 | |||
| Adds to | 111.30% | ||
22.21M 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 largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.30%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.11% | 3.80M | as of Jun 30, 2026 |
Fenelon Opportunity Fund Inc.Strategic | 8.10% | 1.80M | filed Aug 17, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.58% | 1.46M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.56% | 1.46M | as of Jun 30, 2026 |
Burgundy Asset Management Ltd.Institution | 6.50% | 1.44M | filed Feb 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 4, 2026 | Christa Hokenson | officer: CHIEF HUMAN RESOURCES OFFICER | −2,000 | $80.00 |
| May 5, 2026 | G. Thomas Iii Waite | director | −666 | $77.68 |
| Apr 24, 2026 | Michael Thawley | director | +665 | $72.71 |
| Mar 18, 2026 | Lizette Benedi Herraiz | officer: GENERAL COUNSEL | −2,982 | $79.88 |
| Mar 13, 2026 | Lizette Benedi Herraiz | officer: GENERAL COUNSEL | −7,598 | $79.97 |
- Perdoceo Education
Direct for-profit overlap in adult online degrees
- Grand Canyon Education
University-service platform with scaled online reach
- American Public Education
Military and healthcare-focused adult postsecondary peer
- Coursera
MOOC, degree, and enterprise skills platform
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Strategic Education | $79.88 | +1.72% | $1.79B | 13.1 | 9.9 | 1.4 | +2.7% |
| Perdoceo Education | $32.57 | +0.75% | $2.03B | 11.8 | — | 2.4 | +1.8% |
| Grand Canyon Education | $150.31 | −0.16% | $3.92B | 18.2 | 14.0 | 3.4 | +6.7% |
| American Public Education | $43.25 | −0.41% | $796.7M | 17.9 | 16.9 | 1.2 | +5.5% |
| Coursera | $5.16 | −0.10% | $947.5M | — | 6.6 | 1.1 | +59.6% |
| Median | 17.9 | 14.0 | 1.8 | +6.1% |