TAL

TAL Education Group

NYSE · Services-Educational Services · Inc. E9 · CIK 0001499620
$9.56 -1.65% $5.9B
High Impact Filing (8/10)
Vol
Market Cap$5.9B
Cap SizeMid Cap
Inst. Holders8 funds
Inst. Value$752.2M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$868.5K
SEC Reports1
Exchange NYSE·Sector Services-Educational Services·Inc. E9·CIK 0001499620·Prev Close $9.72

Recent Activity

Jun 3, 2026 short_volume
Short Volume: TAL — 55.5% short (0.4M / 0.6M)
Short: 354,365 | Exempt: 0 | TRF Vol: 638,614 | Short Ratio: 55.5% | Off-exchange volume (dark pool
Apr 27, 2026 Insider
WANG Edward Yi sold 4,276 shares
Director @ $10.80 ($46.2K)
Apr 27, 2026 Insider
PENG ALEX ZHUANGZHUANG sold 15,659 shares
See Remarks @ $10.80 ($169.2K)
Apr 27, 2026 Insider
PENG ALEX ZHUANGZHUANG sold 80,000 shares
See Remarks @ $10.86 ($868.5K)
Apr 23, 2026 SEC
TAL Education Group reported strong unaudited financial results for Q4 and fiscal year 2026, with revenue and net income
6-K — Impact 8/10
Inst.
NORGES BANK — NEW
4,505,740 shares ($49.2M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
381,100 shares ($4.2M)

Price Targets

Historical data — last covering-analyst action Jun 2025. No current recommendation available.
$15.66 (Jun 2025)
Current $9.56 Low $11.54 Median $16.00 High $18.67 18 analysts
$11.54 $18.67

Analyst Ratings

Historical distribution88% buy · 24 analysts · last covering-analyst action Jun 2025
7Strong Buy
14Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jun 27, 2025 Citigroup DOWNGRADE Buy → Neutral
Apr 25, 2025 Macquarie DOWNGRADE Outperform → Neutral
Apr 24, 2025 JP Morgan DOWNGRADE Overweight → Neutral
Apr 21, 2025 JP Morgan MAINTAIN Overweight → Overweight
Jan 24, 2025 UBS MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.12 ▲ +5.4% $0.11 — $0.16 77% YoY 4
Next Q $0.27 ▲ +11.1% $0.25 — $0.30 14% YoY 3
Current FY $0.85 $0.75 — $1.01 -14% YoY 13
Next FY $1.04 $0.69 — $1.23 22% YoY 15

Top Institutional Holders

FundValueMove
FMR LLC$234.5MDOUBLED
VANGUARD GROUP INC$192.8M
MORGAN STANLEY$148.8MADD
BANK OF AMERICA CORP$117.3M
NORGES BANK$49.2MNEW

Recent Insider Trades

DateInsiderTypeValue
Apr 27, 2026WANG EdwardF$46.2K
Apr 27, 2026PENG ALEXF$169.2K
Apr 27, 2026PENG ALEXSELL$868.5K
Apr 27, 2026LIU YACHAOF$204.9K
Apr 26, 2026WANG EdwardM$0.00
8 institutional holders with $752.2M total value (68,944,343 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC21,490,725$234.5M31.2%DOUBLED +104.2%
2VANGUARD GROUP INC17,671,668$192.8M25.6%
3MORGAN STANLEY13,637,220$148.8M19.8%ADD +47.0%
4BANK OF AMERICA CORP /DE/10,755,536$117.3M15.6%
5NORGES BANK4,505,740$49.2M6.5%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC497,194$5.4M0.7%NEW
7TWO SIGMA INVESTMENTS, LP381,100$4.2M0.6%DOUBLED +331.6%
8WELLS FARGO & COMPANY/MN5,160$56.3K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,505,740$49.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED88,300381,100+331.6%$4.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT2,024,7000-100.0%$0.002025-Q4
TWO SIGMA INVESTMENTS, LPNEW88,300$989.0K2025-Q3
NORGES BANKEXIT4,024,1100-100.0%$0.002025-Q3
NORGES BANKNEW4,024,110$41.1M2025-Q2
UBS Group AGTRIM5,866,3881,744,848-70.3%$17.8M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT2,144,7660-100.0%$0.002025-Q2
FMR LLCDOUBLED11,588,53423,668,363+104.2%$312.7M2025-Q1
UBS Group AGADD4,121,0775,866,388+42.4%$77.5M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW2,144,766$28.3M2025-Q1
NORGES BANKEXIT7,248,3270-100.0%$0.002025-Q1
MORGAN STANLEYADD18,657,22427,417,337+47.0%$274.7M2024-Q4
UBS Group AGADD2,571,0134,121,077+60.3%$41.3M2024-Q4
Cullen Capital Management, LLCEXIT157,3700-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW477,686$5.7M2024-Q3
3 unique insiders with 1 transactions. Net insider value: -$868.5K ($0.00 bought, $868.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 27, 2026WANG Edward YiDirectorF4,276$10.80$46.2K
Apr 27, 2026PENG ALEX ZHUANGZHUANGSee RemarksF15,659$10.80$169.2K
Apr 27, 2026PENG ALEX ZHUANGZHUANGSee RemarksSELL80,000$10.86$868.5K
Apr 27, 2026LIU YACHAOSee RemarksF18,967$10.80$204.9K
Apr 26, 2026WANG Edward YiDirectorM14,142$0.00$0.00
Apr 26, 2026WANG Edward YiDirectorM14,142$0.00$0.00
Apr 26, 2026PENG ALEX ZHUANGZHUANGSee RemarksM30,360$0.00$0.00
Apr 26, 2026LIU YACHAOSee RemarksM39,672$0.00$0.00
Apr 26, 2026PENG ALEX ZHUANGZHUANGSee RemarksM30,360$0.00$0.00
Apr 26, 2026LIU YACHAOSee RemarksM39,672$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jun 2025): 88% buy across 24 analysts — 7 strong buy, 14 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jun 2025. No current recommendation available.
$15.66 mean target (Jun 2025)
$11.54 Low $18.67 High
MetricValue
Current Price$9.56
Target Low$11.54
Target Mean$15.66
Target Median$16.00
Target High$18.67
# Analysts18
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.12 $0.11 $0.16 77.5% +5.4% $0.7B 25.8% 4
Next Q
2026-08-31
$0.27 $0.25 $0.30 14.3% +11.1% $1.1B 25.0% 3
Current FY
2027-02-28
$0.85 $0.75 $1.01 -13.7% +0.0% 8↑ 0↓ $3.7B 22.7% 13
Next FY
2028-02-29
$1.04 $0.69 $1.23 21.7% +0.0% 7↑ 0↓ $4.4B 19.0% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.124
7d ago$0.119+0.005
30d ago$0.118+0.006
60d ago$0.118+0.006
90d ago$0.059+0.065
15 analyst firms have rated this stock: 15 upgrades, 18 downgrades, 3 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 27, 2025 Citigroup DOWNGRADE Buy Neutral
Apr 25, 2025 Macquarie DOWNGRADE Outperform Neutral
Apr 24, 2025 JP Morgan DOWNGRADE Overweight Neutral
Apr 21, 2025 JP Morgan MAINTAIN Overweight Overweight
Jan 24, 2025 UBS MAINTAIN Buy Buy
Aug 5, 2024 Citigroup MAINTAIN Buy Buy
Jan 25, 2024 JP Morgan UPGRADE Neutral Overweight
Nov 7, 2023 Morgan Stanley INITIATE Overweight
Oct 16, 2023 UBS UPGRADE Neutral Buy
Jul 21, 2023 JP Morgan MAINTAIN Neutral Neutral
May 1, 2023 UBS DOWNGRADE Buy Neutral
Nov 3, 2022 UBS UPGRADE Neutral Buy
Oct 31, 2022 B of A Securities UPGRADE Market Underperform Neutral
May 2, 2022 JP Morgan UPGRADE Underweight Neutral
Mar 9, 2022 Daiwa Capital UPGRADE Neutral Buy
Mar 7, 2022 Morgan Stanley UPGRADE Underweight Overweight
Aug 30, 2021 Morgan Stanley UPGRADE Underweight Equal-Weight
Jul 27, 2021 Deutsche Bank DOWNGRADE Buy Hold
Jul 27, 2021 Daiwa Capital DOWNGRADE Buy Hold
Jul 26, 2021 B of A Securities DOWNGRADE Buy Underperform
Jul 26, 2021 Goldman Sachs DOWNGRADE Buy Neutral
Jul 23, 2021 JP Morgan DOWNGRADE Neutral Underweight
Jun 18, 2021 HSBC DOWNGRADE Buy Hold
Jun 16, 2021 Morgan Stanley DOWNGRADE Overweight Underweight
Jun 11, 2021 Citigroup DOWNGRADE Neutral Sell
Apr 27, 2021 Goldman Sachs UPGRADE Neutral Buy
Apr 23, 2021 Morgan Stanley MAINTAIN Overweight
Apr 23, 2021 Nomura DOWNGRADE Buy Neutral
Mar 23, 2021 Citigroup DOWNGRADE Buy Neutral
Jan 28, 2021 Goldman Sachs DOWNGRADE Buy Neutral
Jan 22, 2021 Credit Suisse DOWNGRADE Outperform Neutral
Jan 22, 2021 UBS MAINTAIN Buy
Jan 22, 2021 CICC UPGRADE Market Perform Outperform
Oct 23, 2020 UBS MAINTAIN Buy
Oct 23, 2020 Benchmark MAINTAIN Buy
Oct 23, 2020 JP Morgan DOWNGRADE Overweight Neutral
Sep 29, 2020 UBS MAINTAIN Buy
Sep 2, 2020 Jefferies INITIATE Buy
Apr 29, 2020 JP Morgan MAINTAIN Overweight
Apr 17, 2020 JP Morgan MAINTAIN Overweight
Mar 3, 2020 JP Morgan MAINTAIN Overweight
Mar 2, 2020 B of A Securities UPGRADE Neutral Buy
Feb 28, 2020 Deutsche Bank INITIATE Buy
Jan 22, 2020 Benchmark MAINTAIN Buy
Jan 9, 2020 Macquarie UPGRADE Neutral Outperform
Nov 1, 2019 Goldman Sachs UPGRADE Neutral Buy
Apr 26, 2019 Jefferies DOWNGRADE Buy Hold
Mar 25, 2019 Morgan Stanley UPGRADE Equal-Weight Overweight
Oct 26, 2018 Nomura MAINTAIN Neutral Neutral
Oct 15, 2018 Macquarie UPGRADE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671430088%
May 1, 202681530088%
Apr 1, 202671630088%
Mar 1, 202671630088%
Feb 1, 202671630088%
Jan 1, 202671540085%
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.

Jun 3, 2026
short_volume
Short Volume: TAL — 55.5% short (0.4M / 0.6M)
Short: 354,365 | Exempt: 0 | TRF Vol: 638,614 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: TAL — 71.4% short (0.8M / 1.1M)
Short: 787,590 | Exempt: 0 | TRF Vol: 1,102,758 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: TAL — 56.2% short (0.9M / 1.6M)
Short: 902,637 | Exempt: 2 | TRF Vol: 1,606,505 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: TAL — 55.2% short (0.4M / 0.8M)
Short: 440,775 | Exempt: 390 | TRF Vol: 798,221 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: TAL — 64.0% short (0.4M / 0.6M)
Short: 394,236 | Exempt: 0 | TRF Vol: 616,035 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: TAL — 72.0% short (0.5M / 0.7M)
Short: 514,593 | Exempt: 2 | TRF Vol: 714,832 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: TAL — 57.3% short (0.6M / 1.0M)
Short: 555,299 | Exempt: 0 | TRF Vol: 969,891 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: TAL — 67.7% short (0.4M / 0.6M)
Short: 434,454 | Exempt: 7,615 | TRF Vol: 641,675 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: TAL — 46,244 shares ($0.5M) failed to deliver
Settlement: 20260508, Price: $11.40, FTD Value: $527,181.6, TAL EDUCATION GROUP ADS REPSTG
Apr 30, 2026
short_volume
Short Volume: TAL — 55.7% short (0.4M / 0.8M)
Short: 419,556 | Exempt: 0 | TRF Vol: 752,701 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: TAL — 55.9% short (0.5M / 0.9M)
Short: 479,522 | Exempt: 0 | TRF Vol: 858,220 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
earnings_calendar
TAL Q4 2026 Earnings After Market Close — 2026-04-23
Apr 23, 2026
short_volume
Short Volume: TAL — 55.4% short (2.3M / 4.2M)
Short: 2,306,189 | Exempt: 126,438 | TRF Vol: 4,159,059 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
TAL Q4 2026 Earnings After Market Close — 2026-04-22
Apr 15, 2026
short_volume
Short Volume: TAL — 55.0% short (0.4M / 0.8M)
Short: 443,446 | Exempt: 2 | TRF Vol: 805,756 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)