Systematic Financial Management LP Grows Stock Holdings in Strategic Education Inc. $STRA

Posted by Francis Steltz on Jul 25th, 2026

Systematic Financial Management LP increased its stake in Strategic Education Inc. (NASDAQ:STRA – Free Report) by 25.8% during the 1st quarter, HoldingsChannel reports. The firm owned 44,260 shares of the health services provider’s stock after buying an additional 9,065 shares during the period. Systematic Financial Management LP’s holdings in Strategic Education were worth $3,672,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in STRA. Sei Investments Co. grew its position in Strategic Education by 91.9% in the 1st quarter. Sei Investments Co. now owns 24,667 shares of the health services provider’s stock worth $2,046,000 after purchasing an additional 11,810 shares during the period. Walleye Capital LLC bought a new position in shares of Strategic Education during the 1st quarter valued at $865,000. First Trust Advisors LP lifted its holdings in shares of Strategic Education by 23.0% during the 1st quarter. First Trust Advisors LP now owns 42,492 shares of the health services provider’s stock valued at $3,525,000 after buying an additional 7,946 shares during the period. Summit Global Investments boosted its stake in shares of Strategic Education by 4.4% in the 1st quarter. Summit Global Investments now owns 7,475 shares of the health services provider’s stock worth $620,000 after buying an additional 313 shares during the last quarter. Finally, Meeder Asset Management Inc. purchased a new position in shares of Strategic Education in the 1st quarter worth $78,000. Hedge funds and other institutional investors own 93.27% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on STRA. Zacks Research cut Strategic Education from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 2nd. Wall Street Zen cut Strategic Education from a “buy” rating to a “hold” rating in a research report on Wednesday, June 24th. Weiss Ratings restated a “hold (c)” rating on shares of Strategic Education in a research note on Friday, July 17th. BMO Capital Markets upped their price target on shares of Strategic Education from $86.00 to $91.00 and gave the company an “outperform” rating in a research report on Monday, July 6th. Finally, Barrington Research lowered their price objective on shares of Strategic Education from $105.00 to $95.00 and set an “outperform” rating on the stock in a research note on Thursday, April 23rd. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $88.67.

Read Our Latest Research Report on Strategic Education

Insider Transactions at Strategic Education

In related news, insider Christa Hokenson sold 2,000 shares of the stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $80.00, for a total value of $160,000.00. Following the completion of the sale, the insider directly owned 65,195 shares of the company’s stock, valued at approximately $5,215,600. This represents a 2.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 3.60% of the company’s stock.

Strategic Education Stock Up 0.9%

Shares of STRA opened at $75.64 on Friday. The business has a 50-day simple moving average of $78.68 and a two-hundred day simple moving average of $80.21. The stock has a market cap of $1.71 billion, a price-to-earnings ratio of 13.36, a PEG ratio of 0.69 and a beta of 0.50. Strategic Education Inc. has a 52 week low of $69.70 and a 52 week high of $87.38.

Strategic Education (NASDAQ:STRA – Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The health services provider reported $1.42 earnings per share for the quarter, missing analysts’ consensus estimates of $1.51 by ($0.09). The company had revenue of $305.93 million for the quarter, compared to analysts’ expectations of $329.81 million. Strategic Education had a net margin of 10.21% and a return on equity of 8.78%. The firm’s quarterly revenue was up .8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.30 earnings per share. On average, equities analysts anticipate that Strategic Education Inc. will post 7.2 earnings per share for the current fiscal year.

Strategic Education Profile

(Free Report)

Strategic Education, Inc is a publicly traded higher education services holding company headquartered in Herndon, Virginia. Through its primary operating subsidiaries, Strayer University and Capella University, the company delivers degree programs and professional development opportunities to working adults. Its offerings span undergraduate and graduate degrees, certificates, continuing education, and workforce training in fields such as business, technology, health services, education, and public administration.

Strayer University, with a network of physical campuses across the United States complemented by an online platform, provides associate’s through doctoral degrees designed to accommodate non-traditional students.