Strategic Education Inc. (NASDAQ:STRA – Get Free Report)’s share price was up 7.2% during trading on Wednesday following a dividend announcement from the company. The stock traded as high as $82.72 and last traded at $84.19. Approximately 7,460 shares were traded during mid-day trading, a decline of 97% from the average session volume of 282,077 shares. The stock had previously closed at $78.55.
The newly announced dividend which will be paid on Monday, September 14th. Stockholders of record on Friday, September 4th will be issued a $0.60 dividend. The ex-dividend date is Friday, September 4th. This represents a $2.40 annualized dividend and a dividend yield of 2.8%. Strategic Education’s dividend payout ratio (DPR) is currently 40.00%.
Analyst Ratings Changes
Several research analysts recently commented on the stock. Barrington Research set a $105.00 target price on shares of Strategic Education in a research note on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Strategic Education in a research report on Friday, July 17th. BMO Capital Markets raised their price target on shares of Strategic Education from $86.00 to $91.00 and gave the stock an “outperform” rating in a report on Monday, July 6th. Zacks Research cut shares of Strategic Education from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 2nd. Finally, Truist Financial upped their price objective on shares of Strategic Education from $80.00 to $90.00 and gave the company a “hold” rating in a research note on Thursday. Two analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Strategic Education has a consensus rating of “Hold” and a consensus target price of $95.33.
Strategic Education Stock Performance
The stock has a market capitalization of $1.92 billion, a P/E ratio of 14.18, a price-to-earnings-growth ratio of 0.81 and a beta of 0.50. The stock has a 50-day moving average price of $78.94 and a two-hundred day moving average price of $80.17.
Strategic Education (NASDAQ:STRA – Get Free Report) last announced its earnings results on Wednesday, July 29th. The health services provider reported $1.76 EPS for the quarter, missing analysts’ consensus estimates of $1.80 by ($0.04). Strategic Education had a net margin of 10.46% and a return on equity of 8.98%. The business had revenue of $321.60 million for the quarter, compared to the consensus estimate of $327.55 million. During the same quarter in the prior year, the company earned $1.54 EPS. Strategic Education’s revenue was up 4.9% compared to the same quarter last year. Equities analysts anticipate that Strategic Education Inc. will post 7.2 earnings per share for the current fiscal year.
Key Headlines Impacting Strategic Education
Here are the key news stories impacting Strategic Education this week:
- Positive Sentiment: Strategic Education declared a quarterly dividend of $0.60 per share, equivalent to $2.40 annually and an estimated 2.7% yield. The dividend supports shareholder returns and may improve investor sentiment. Strategic Education Sets New 12-Month High After Dividend Announcement
- Positive Sentiment: Truist Financial raised its price target for STRA from $80 to $90 while maintaining a “hold” rating. The revised target implies moderate additional upside, although the unchanged rating signals limited conviction in a stronger near-term rally. Benzinga analyst price target update
- Positive Sentiment: Second-quarter revenue increased approximately 4.9% year over year, while earnings rose to $1.76 per share from $1.54 a year earlier. Growth was supported by the Education Technology Services segment and higher U.S. higher-education revenue per student. Strategic Education Reports Second Quarter 2026 Results
- Neutral Sentiment: The shares recently reached a new 12-month high following the dividend announcement, potentially reflecting optimism about the company’s operating momentum and shareholder-return policy. However, the elevated level may also increase the risk of profit-taking after earnings.
- Negative Sentiment: Second-quarter adjusted earnings of $1.76 per share fell short of consensus estimates of approximately $1.79–$1.80, and reported revenue of $321.6 million also missed the $327.6 million estimate. The shortfalls likely explain the stock’s decreased performance as investors focus on execution relative to expectations. Strategic Education Q2 Earnings Lag Estimates
Insider Buying and Selling
In other Strategic Education news, insider Christa Hokenson sold 2,000 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 65,195 shares in the company, valued at approximately $5,215,600. This represents a 2.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 3.60% of the company’s stock.
Institutional Investors Weigh In On Strategic Education
A number of large investors have recently modified their holdings of STRA. Bastion Asset Management Inc. raised its stake in Strategic Education by 409.3% in the fourth quarter. Bastion Asset Management Inc. now owns 71,209 shares of the health services provider’s stock worth $5,644,000 after buying an additional 57,228 shares in the last quarter. Teacher Retirement System of Texas boosted its position in Strategic Education by 302.6% during the 4th quarter. Teacher Retirement System of Texas now owns 63,667 shares of the health services provider’s stock valued at $5,106,000 after acquiring an additional 47,853 shares in the last quarter. Y Intercept Hong Kong Ltd boosted its position in Strategic Education by 568.8% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 36,765 shares of the health services provider’s stock valued at $3,050,000 after acquiring an additional 31,268 shares in the last quarter. SG Americas Securities LLC grew its holdings in shares of Strategic Education by 438.8% during the 4th quarter. SG Americas Securities LLC now owns 61,531 shares of the health services provider’s stock worth $4,935,000 after acquiring an additional 50,110 shares during the period. Finally, Ellsworth Advisors LLC purchased a new position in shares of Strategic Education during the 4th quarter worth approximately $6,057,000. Institutional investors own 93.27% of the company’s stock.
About Strategic Education
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.
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