Education Group (TAL) (ADR) (TAL)
Provides learning services and learning-content solutions across China and overseas markets.
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Provides learning services for learners, teachers, and learning institutions alongside learning-content solutions for learners and parents. Its post-2021 business includes enrichment products, enterprise suites, and overseas expansion.
Learning services support learners, teachers, and learning institutions, while learning-content solutions serve learners and parents. The offering has expanded to enrichment learning products and enterprise product suites, extending beyond the group's original tutoring roots.
Operations are concentrated in China, with overseas-market expansion also part of the current business frame. Mainland China K–9 academic after-school tutoring ceased at the end of 2021 after regulations reshaped compulsory-education tutoring.
The NYSE-listed Cayman holding company connects to PRC operating businesses through a VIE structure. Its business is shaped by Chinese education policy and the constraints on listed-company and foreign-capital participation in compulsory-education curriculum tutoring.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Jefferies | Initiate | Rating: — | |
| Jul 31, 2026 | New Street | Target | Target: — | Target: $13.60 |
| Jan 30, 2026 | Macquarie | Target | Target: — | Target: $18 |
| Jun 27, 2025 | Citigroup | Downgrade | ||
| Apr 25, 2025 | Macquarie | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $2.87B · Total debt $405.5M · Total assets $6.77B · Shareholders' equity $4.08B
- Revenue
- $758.4M
- Operating income
- $137.2M
- Net income
- $408.0M
No dividends on record.
| Institutions | ≈ 746.76% | 504.91M ADS | |
|---|---|---|---|
| 253 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.81% | 3.25M ADS | |
| 5 holders · as of Aug 4, 2026 | |||
| Adds to | 751.57% | ||
67.61M ADS (1 ADS = 3 ordinary shares) as of Sep 20, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Feb 2024 annual report; nothing newer is on file here.
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 751.57%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 68.44% | 23.14M A ADS · 23.14M A ADS | as of Jun 30, 2026 |
UBS Asset Management Americas IncInstitution | 61.25% | 20.71M A ADS · 20.71M A ADS | as of Jun 30, 2026 |
Krane Funds Advisors LLCInstitution | 51.24% | 17.32M A ADS · 17.32M A ADS | as of Jun 30, 2026 |
Robeco Institutional Asset Management B.V.Institution | 43.61% | 14.74M A ADS · 14.74M A ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 39.63% | 13.40M A ADS · 13.40M A ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Alex Zhuangzhuang Peng | officer: See Remarks | −30,000 | $12.28 |
| Apr 27, 2026 | Alex Zhuangzhuang Peng | officer: See Remarks | −80,000 | $10.86 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Education Group (TAL) (ADR) | $11.89 | +0.55% | $7.19B | 2.4 | 13.3 | 2.2 | +31.9% |
| New Oriental (ADR) | $54.57 | −1.03% | $8.70B | 18.6 | 14.1 | 1.5 | +23.0% |
| Gaotu Techedu (ADR) | $2.27 | +2.95% | $798.0M | — | — | 0.8 | −81.1% |
| Youdao (ADR) | $14.69 | +0.96% | $1.72B | 73.1 | 50.1 | 1.9 | +9.1% |
| Median | 45.8 | 32.1 | 1.5 | +9.1% |