STRA
Strategic Education, Inc.
$77.41
-3.06%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity20 buys / 4 sells
Insider Activity2B / 5S
Insider Net $-$1.0M
SEC Reports4
Recent Activity
Jun 4, 2026
Insider
Hokenson Christa sold 2,000 shares
CHIEF HUMAN RESOURCES OFFICER @ $80.00 ($160.0K)
May 5, 2026
Insider
WAITE G THOMAS III sold 666 shares
Director @ $77.68 ($51.7K)
Apr 24, 2026
Insider
Thawley Michael bought 665 shares
Director @ $72.71 ($48.4K)
Apr 24, 2026
short_interest
FTD: STRA — 10,937 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $72.19, FTD Value: $789,542.03, STRATEGIC ED INC
Apr 23, 2026
SEC
Strategic Education, Inc. (STRA) reported Q1 2026 earnings with EPS of $1.48, beating consensus of $1.49, driven by stro
8-K — Impact 7/10
Mar 20, 2026
SEC
Lizette Benedi, General Counsel of Strategic Education, Inc., sold 2,982 shares in an open-market transaction for $238,2
CLUSTER — Impact 6/10
Mar 16, 2026
SEC
Chairman Robert Silberman purchased $58,029 worth of shares in an open-market transaction, while General Counsel Lizette
CLUSTER — Impact 4/10
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
454,509 shares ($37.7M)
Price Targets
$87.00
+12.4% upside
Buy
Current $77.41
Low $80.00
Median $86.00
High $95.00
3 analysts
$80.00
$95.00
Analyst Ratings
3Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | BMO Capital | MAINTAIN | Outperform → Outperform |
| Apr 27, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| Apr 23, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
| Mar 24, 2026 | Truist Securities | DOWNGRADE | Buy → Hold |
| Jan 26, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.80 | $1.78 — $1.81 | 18% YoY | 3 |
| Next Q | $1.91 | $1.86 — $1.93 | 17% YoY | 3 |
| Current FY | $7.19 | $7.00 — $7.30 | 16% YoY | 3 |
| Next FY | $8.09 | $7.96 — $8.22 | 13% YoY | 3 |
Latest Reports
BULLISH
8-K
7/10
Strategic Education, Inc. (STRA) reported Q1 2026 earnings with EPS of $1.48, beating consensus of $1.49, driven by stro
Apr 23, 2026
BEARISH
CLUSTER
6/10
Lizette Benedi, General Counsel of Strategic Education, Inc., sold 2,982 shares in an open-market transaction for $238,2
Mar 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $307.0M | — |
| DIMENSIONAL FUND ADVISORS LP | $121.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $117.7M | — |
| BANK OF MONTREAL /CAN/ | $116.8M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $81.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Hokenson Christa | SELL | $160.0K |
| May 5, 2026 | WAITE G | SELL | $51.7K |
| Apr 24, 2026 | Thawley Michael | BUY | $48.4K |
| Apr 22, 2026 | BROGLEY RITA | A | $0.00 |
| Apr 22, 2026 | BEASON CHARLOTTE | A | $0.00 |
50 institutional holders with $1.2B total value (14,972,762 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 20 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,701,063 | $307.0M | 24.7% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,458,740 | $121.0M | 9.7% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,419,162 | $117.7M | 9.5% | — |
| 4 | BANK OF MONTREAL /CAN/ | 1,408,203 | $116.8M | 9.4% | DOUBLED +62355.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 979,762 | $81.3M | 6.5% | — |
| 6 | STATE STREET CORP | 876,348 | $72.7M | 5.9% | — |
| 7 | GOLDMAN SACHS GROUP INC | 465,839 | $38.6M | 3.1% | — |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 454,509 | $37.7M | 3.0% | ADD +30.6% |
| 9 | Nuveen, LLC | 382,761 | $31.8M | 2.6% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 355,032 | $29.5M | 2.4% | ADD +48.8% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 353,905 | $29.4M | 2.4% | — |
| 12 | MORGAN STANLEY | 310,970 | $25.8M | 2.1% | — |
| 13 | ROYAL BANK OF CANADA | 268,516 | $22.3M | 1.8% | — |
| 14 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 182,004 | $15.1M | 1.2% | — |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 163,600 | $13.6M | 1.1% | TRIM -56.7% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 148,751 | $12.3M | 1.0% | — |
| 17 | D. E. Shaw & Co., Inc. | 141,553 | $11.7M | 0.9% | TRIM -39.9% |
| 18 | MARSHALL WACE, LLP | 141,051 | $11.7M | 0.9% | DOUBLED +1773.7% |
| 19 | CITADEL ADVISORS LLC | 127,331 | $10.6M | 0.9% | TRIM -35.6% |
| 20 | BARCLAYS PLC | 123,912 | $10.3M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 348,022 | 454,509 | +30.6% | $37.7M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 377,498 | 163,600 | -56.7% | $13.6M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 7,528 | 141,051 | +1773.7% | $11.7M | 2026-Q1 |
| ExodusPoint Capital Management, LP | NEW | — | 122,426 | — | $10.2M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 153,818 | 109,018 | -29.1% | $9.0M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 63,667 | 91,844 | +44.3% | $7.6M | 2026-Q1 |
| Trexquant Investment LP | ADD | 49,863 | 83,069 | +66.6% | $6.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 45,446 | 82,238 | +81.0% | $6.8M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 8,266 | 46,380 | +461.1% | $3.8M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 9,556 | 45,758 | +378.8% | $3.8M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 22,054 | 39,754 | +80.3% | $3.3M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 40,175 | 25,529 | -36.5% | $2.1M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 12,857 | 24,667 | +91.9% | $2.0M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 11,315 | 21,531 | +90.3% | $1.8M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 12,343 | 16,783 | +36.0% | $1.4M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 109 | 15,168 | +13815.6% | $1.3M | 2026-Q1 |
| Horizon Investments, LLC | ADD | 7,766 | 14,443 | +86.0% | $1.2M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 208 | 12,425 | +5873.6% | $1.0M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 1,982 | 11,065 | +458.3% | $918.0K | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | ADD | 3,456 | 6,151 | +78.0% | $510.3K | 2026-Q1 |
| Amundi | ADD | 3,818 | 4,891 | +28.1% | $405.7K | 2026-Q1 |
| Vident Advisory, LLC | NEAR_EXIT | 28,385 | 3,976 | -86.0% | $329.9K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 291 | 365 | +25.4% | $30.3K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 19,262 | 79,221 | +311.3% | $6.6K | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 2,350 | 1,467,702 | +62355.4% | $117.7M | 2025-Q4 |
16 unique insiders with 29 transactions. Net insider value: -$1.0M ($106.4K bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Hokenson Christa | CHIEF HUMAN RESOURCES OFFICER | SELL | 2,000 | $80.00 | $160.0K |
| May 5, 2026 | WAITE G THOMAS III | Director | SELL | 666 | $77.68 | $51.7K |
| Apr 24, 2026 | Thawley Michael | Director | BUY | 665 | $72.71 | $48.4K |
| Apr 22, 2026 | BROGLEY RITA D | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | BEASON CHARLOTTE F | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | Slocum William J | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | WAITE G THOMAS III | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | McRobbie Michael A. | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | GRUSKY ROBERT R | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | Cappelli Gregory William | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | DINH VIET D | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | Sasse Benjamin E | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | Thawley Michael | Director | AWARD | 1,436 | — | — |
| Mar 18, 2026 | HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | SELL | 2,982 | $79.88 | $238.2K |
| Mar 13, 2026 | SILBERMAN ROBERT S | CHAIRMAN | BUY | 718 | $80.82 | $58.0K |
| Mar 13, 2026 | HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | SELL | 2,686 | $79.54 | $213.6K |
| Mar 2, 2026 | JACKSON DANIEL WAYNE | CHIEF FINANCIAL OFFICER | SELL | 5,675 | $81.73 | $463.8K |
| Feb 26, 2026 | Darmon Tal | CHIEF ACCOUNTING OFFICER | AWARD | 4,607 | — | — |
| Feb 26, 2026 | SILBERMAN ROBERT S | CHAIRMAN | AWARD | 52,646 | — | — |
| Feb 26, 2026 | HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | AWARD | 13,162 | — | — |
| Feb 26, 2026 | JACKSON DANIEL WAYNE | CHIEF FINANCIAL OFFICER | AWARD | 26,323 | — | — |
| Feb 26, 2026 | MCDONNELL RAYMOND KARL | CHIEF EXECUTIVE OFFICER | AWARD | 52,646 | — | — |
| Feb 26, 2026 | Hokenson Christa | CHIEF HUMAN RESOURCES OFFICER | AWARD | 13,162 | — | — |
| Feb 24, 2026 | Hokenson Christa | CHIEF HUMAN RESOURCES OFFICER | TAX W/H | 6,722 | $74.91 | $503.5K |
| Feb 24, 2026 | HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | TAX W/H | 8,724 | $74.91 | $653.5K |
| Feb 24, 2026 | Darmon Tal | CHIEF ACCOUNTING OFFICER | TAX W/H | 4,784 | $74.91 | $358.4K |
| Feb 24, 2026 | SILBERMAN ROBERT S | CHAIRMAN | TAX W/H | 28,260 | $74.91 | $2.1M |
| Feb 24, 2026 | JACKSON DANIEL WAYNE | CHIEF FINANCIAL OFFICER | TAX W/H | 17,363 | $74.91 | $1.3M |
| Feb 24, 2026 | MCDONNELL RAYMOND KARL | CHIEF EXECUTIVE OFFICER | TAX W/H | 28,293 | $74.91 | $2.1M |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 1 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH
8-K
7/10
Strategic Education, Inc. (STRA) reported Q1 2026 earnings with EPS of $1.48, beating consensus of $
Apr 23, 2026
BEARISH
CLUSTER
6/10
Lizette Benedi, General Counsel of Strategic Education, Inc., sold 2,982 shares in an open-market tr
Mar 20, 2026
MIXED
CLUSTER
4/10
Chairman Robert Silberman purchased $58,029 worth of shares in an open-market transaction, while Gen
Mar 16, 2026
NEUTRAL
DEFA14A
3/10
Strategic Education, Inc. (STRA) filed a definitive proxy statement (DEFA14A) for its 2026 Annual Me
Mar 11, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 3 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$87.00 mean target
+12.4% upside
Buy (2.00)
$80.00 Low
$95.00 High
| Metric | Value |
|---|---|
| Current Price | $77.41 |
| Target Low | $80.00 |
| Target Mean | $87.00 |
| Target Median | $86.00 |
| Target High | $95.00 |
| # Analysts | 3 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.80 | $1.78 | $1.81 | 18.4% | +0.0% | 2↑ 0↓ | $0.3B | 1.9% | 3 |
| Next Q 2026-09-30 |
$1.91 | $1.86 | $1.93 | 17.0% | +0.0% | 1↑ 0↓ | $0.3B | 1.8% | 3 |
| Current FY 2026-12-31 |
$7.19 | $7.00 | $7.30 | 16.3% | +0.0% | 1↑ 0↓ | $1.3B | 1.7% | 3 |
| Next FY 2027-12-31 |
$8.09 | $7.96 | $8.22 | 12.6% | +0.0% | 1↑ 0↓ | $1.3B | 4.0% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.800 | |
| 7d ago | $1.800 | |
| 30d ago | $1.800 | |
| 60d ago | $1.747 | +0.053 |
| 90d ago | $1.747 | +0.053 |
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Apr 27, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 23, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Mar 24, 2026 | Truist Securities | DOWNGRADE | Buy | Hold |
| Jan 26, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Dec 18, 2025 | Barrington Research | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 24, 2026
short_interest
FTD: STRA — 10,937 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $72.19, FTD Value: $789,542.03, STRATEGIC ED INC
Apr 23, 2026
earnings_calendar
STRA Q1 2026 Earnings Scheduled — 2026-04-23
Mar 2, 2026
short_interest
FTD: STRA — 27,545 shares ($2.3M) failed to deliver
Settlement: 20260302, Price: $82.28, FTD Value: $2,266,402.6, STRATEGIC ED INC
Feb 26, 2026
earnings_calendar
STRA Q4 2025 Earnings After Market Close — 2026-02-26