Adtalem Global Education Inc. (ATGE)

In the past six months, Adtalem Global Education's stock has experienced positive momentum. The ATGE stock price increased by 11.34% in the past week, 23.63% in the past month, and 24.72% over the last year, as of January 2026. The company reported a top- and bottom-line quarterly earnings beat in Q2 2025, driven by accelerating new student enrollment growth and a subsequent raise to fiscal year 2025 guidance. In December 2025, Adtalem's Board authorized a $750 million share buyback. Analysts have given ATGE a consensus recommendation of "Moderate Buy," with an average 12-month price objective of $156.50 as of January 11, 2026. Insider trading activity in the past three months indicates that insiders have bought more company stock than they have sold.

Demand for Adtalem Global Education's products and services, primarily healthcare education, is influenced by the ongoing national shortage of healthcare professionals, which acts as a "secular tailwind" for the education sector. While the COVID-19 pandemic initially caused a decline in nursing enrollments, the subsequent recovery has made healthcare degrees more attractive due to increasing staffing scarcity. The company has benefited from solid enrollment growth at institutions like Chamberlain University and Walden University. As an education provider, Adtalem's enrollment trends are likely to follow typical academic cycles, with demand potentially peaking around traditional intake periods such as fall, spring, and summer, aligning with general school enrollment trends.

Adtalem Global Education, Inc. is a for-profit higher education company focused on healthcare education and workforce solutions, operating within the education sector and offering academic curricula, certifications, and training programs. Its major products include degree and non-degree programs in nursing, health professions, medicine, and veterinary medicine, as well as online certificates, bachelor's, master's, and doctoral degrees. Adtalem operates several institutions, including the American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine, and Walden University.

Adtalem Global Education Inc. is headquartered in Chicago, Illinois, U.S., with a global presence in the United States, Barbados, St. Kitts, and St. Maarten. As of 2020, Adtalem's institutions operated approximately 26 campuses across four countries and fifteen U.S. states. The company also states it is an international organization with more than 145 locations in 12 countries.

In the past year, Adtalem Global Education has maintained a positive brand reputation, particularly within the healthcare education sector. The company was included on Inc.'s 250 Best-Led U.S. Companies list. It is recognized as a national leader in post-secondary education and a key provider of professional talent to the healthcare industry. Adtalem reported its ninth consecutive quarter of growth and is noted for its advancements in AI in healthcare. The company demonstrated strong financial performance in fiscal year 2025, with revenue increasing to $1.79 billion (a 12.9% rise) and adjusted earnings per share growing by 33% to $6.67. Adtalem has also formed strategic partnerships, including one with Hippocratic AI in late 2024 to train healthcare professionals in AI, and another with Google Cloud in 2025 to develop AI credentials programs starting in 2026. MarketBeat's evaluation ranked Adtalem higher than 96% of companies and 14th out of 288 stocks in the consumer discretionary sector. Forbes has also recognized Adtalem on several "Best Employers" lists for 2025 and 2026, including America's Dream Employers, Best Small Cap Companies, and Best Employers for Veterans. Historically, the company, formerly known as DeVry Inc., rebranded to Adtalem Global Education in 2017 following a $100 million settlement with the FTC in 2016 regarding deceptive advertising. No specific negative events significantly impacting its reputation in the past year were found in the provided search results.

Adtalem Global Education Inc. has a significant level of institutional ownership. Institutional investors hold approximately 80.33%, 85.31%, 88.76%, 94.90%, 95.11%, or 98.84% of the company's stock, depending on the reporting source. Fintel reports 775 institutional owners holding a total of 43,912,392 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, Fmr Llc, State Street Corp, and Ariel Investments, Llc. The largest individual shareholder is Dennis J. Keller, who owns 15.89% of the company's shares.