Adtalem Global Education Inc. (ATGE)

Adtalem Global Education's stock price has experienced notable movements over the past six months, largely influenced by strong financial performance and analyst sentiment. The company reported strong fiscal year 2024 performance with increased enrollment and revenue, and Q2 fiscal year 2025 earnings beat expectations, leading to raised outlook. Continued growth was seen in Q3 fiscal year 2025 with increased revenue, EPS, and student enrollment. Q4 fiscal year 2025 earnings also exceeded expectations. Analyst ratings were adjusted, with some maintaining positive outlooks while others downgraded the stock. Executives have reportedly sold shares valued at approximately $7.7 million. ATGE reached its all-time high stock price on October 23, 2025.

Adtalem's performance indicates consistent and growing demand for its educational offerings, driven by a structural shortage of healthcare workers in the U.S. Its 'Growth with Purpose' strategy has resulted in broad-based student enrollment growth across its schools, suggesting demand is less subject to seasonal fluctuations and more influenced by ongoing workforce needs and effective operational execution.

Adtalem Global Education, Inc. operates in the Consumer Services sector, focusing on Education & Training Services, primarily in healthcare. The company provides degree and non-degree programs through institutions like Chamberlain University, offering nursing and health professions programs; Walden University, providing online programs in various fields; and its Medical and Veterinary segment, including schools like American University of the Caribbean School of Medicine. Adtalem also has a Financial Services segment offering test preparation and certifications through brands like Becker Professional Education.

Adtalem Global Education has a significant international presence, operating in the United States, Barbados, St. Kitts, and St. Maarten. The company has over 145 locations across 12 countries, with approximately 10,000 employees and 6,600 professors globally.

Adtalem Global Education's brand reputation appears largely positive, focusing on addressing healthcare workforce shortages. The company emphasizes academic excellence, career relevance, and student support. Adtalem reported record-breaking fiscal year 2025 earnings and enrollment growth, positioning it to address healthcare workforce needs. There have been no widely reported events or controversies negatively impacting its reputation. The company has partnerships, such as with SSM Health, to tackle the nursing shortage and is exploring AI in healthcare education.

Adtalem Global Education's ownership is primarily institutional, with major shareholders including BlackRock, Inc., Vanguard Group Inc., and Dimensional Fund Advisors LP. The largest individual shareholder is Dennis J. Keller, owning 16.06% of the company. Institutional investors collectively hold approximately 91.54% to 96.65% of the company's shares.