TAL Education Group (NYSE:TAL) Upgraded at Macquarie

TAL Education Group (NYSE:TAL) was upgraded by stock analysts at Macquarie from a “neutral” rating to an “outperform” rating in a research report issued on Friday, Marketbeat reports. The brokerage currently has a $18.00 price target on the stock. Macquarie’s target price would indicate a potential upside of 41.58% from the company’s previous close.

A number of other research analysts have also weighed in on the stock. JPMorgan Chase & Co. raised shares of TAL Education Group from a “neutral” rating to an “overweight” rating and set a $16.00 price target on the stock in a research note on Thursday, October 30th. Weiss Ratings restated a “hold (c)” rating on shares of TAL Education Group in a report on Monday, December 29th. Zacks Research lowered shares of TAL Education Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Finally, Wall Street Zen downgraded TAL Education Group from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, TAL Education Group presently has an average rating of “Hold” and a consensus price target of $15.18.

TAL Education Group Trading Up 18.2%

NYSE:TAL opened at $12.71 on Friday. TAL Education Group has a 1 year low of $8.50 and a 1 year high of $15.30. The stock has a 50-day moving average price of $11.17 and a two-hundred day moving average price of $11.13. The stock has a market cap of $7.74 billion, a price-to-earnings ratio of 43.84, a PEG ratio of 0.66 and a beta of 0.06.

TAL Education Group (NYSE:TAL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.21 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.05. TAL Education Group had a return on equity of 4.71% and a net margin of 6.45%.The business had revenue of $861.35 million for the quarter, compared to analysts’ expectations of $819.03 million. Sell-side analysts forecast that TAL Education Group will post 0.2 earnings per share for the current year.

Institutional Trading of TAL Education Group

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Campbell & CO Investment Adviser LLC bought a new stake in shares of TAL Education Group during the third quarter worth approximately $693,000. Y Intercept Hong Kong Ltd lifted its holdings in TAL Education Group by 747.8% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 149,606 shares of the company’s stock worth $1,676,000 after purchasing an additional 131,960 shares during the last quarter. Myriad Asset Management US LP bought a new stake in TAL Education Group in the 3rd quarter valued at $396,000. Robeco Institutional Asset Management B.V. boosted its stake in TAL Education Group by 11.5% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 268,850 shares of the company’s stock valued at $3,011,000 after purchasing an additional 27,835 shares during the period. Finally, FengHe Fund Management Pte. Ltd. grew its holdings in TAL Education Group by 12.3% in the 3rd quarter. FengHe Fund Management Pte. Ltd. now owns 881,672 shares of the company’s stock valued at $9,875,000 after buying an additional 96,895 shares in the last quarter. Institutional investors own 37.79% of the company’s stock.

Trending Headlines about TAL Education Group

Here are the key news stories impacting TAL Education Group this week:

• Positive Sentiment: Q3 results materially beat expectations — EPS $0.25 vs. $0.04 consensus and strong YoY revenue growth to $770.2M, driving the stock rally. PR Newswire: Q3 results
• Positive Sentiment: Market reaction: multiple outlets report sharp intraday gains (nearly 10% to 18%) after the earnings “blowout,” reflecting investor repricing on the upside. MSN: Soars 18%
• Positive Sentiment: Unusually large call-option activity (8,855 calls, ~477% above average) suggests speculative bullish positioning ahead of/after the print, which can amplify intraday upside. (Report summary of options flow.)
• Neutral Sentiment: Earnings call and highlights emphasize robust revenue growth and strategic priorities (AI-driven device engagement, product monetization). Useful for understanding management’s execution but not a surprise driver by itself. Yahoo Finance: Q3 highlights
• Neutral Sentiment: Full earnings-call transcript available for deeper read; contains color on segment performance, margins, and investment cadence. Good source for investors modeling forward quarters. Seeking Alpha: Call transcript
• Negative Sentiment: Management signaled a moderation in growth rate for H2 FY2026 despite strong AI-driven device engagement — this guidance tempering is a potential headwind that could cap further gains as investors reset forward growth expectations. MSN: Moderation in H2 growth

About TAL Education Group

TAL Education Group is a leading provider of after-school tutoring services in China, specializing in K-12 academic instruction. The company offers a range of programs designed to help primary and secondary school students strengthen their core competencies in subjects such as mathematics, English, Chinese language and science. TAL leverages both in-person learning centers and digital platforms to deliver its curriculum, aiming to support student progress through interactive lessons and personalized study plans.

Founded in 2003 and headquartered in Beijing, TAL Education Group has grown into one of China’s largest private education firms.