Educational Development Corporation (EDUC)

In the past six months, EDUC's stock has been impacted by fiscal third-quarter 2026 results, where net revenues decreased by 36.6% and operating income fell by 50%, but net earnings improved due to a gain from the sale of the Hilti Complex, leading to a stock price increase of 4.38%. Earlier, fiscal second-quarter 2026 results showed decreased net revenues and a net loss, but improved from the previous year, with cash flow from inventory reductions. The sale of its headquarters was a strategic move to improve financial performance. Over the past year, EDUC's stock has experienced a -10.970% change, fluctuating between $0.923 and $1.840, but has shown stable volatility over the past three months compared to the broader U.S. market.

Educational Development Corp. has historically experienced some demand seasonality, with July being the strongest month for EDUC stock and May being the weakest. However, the consistency of this seasonal pattern is considered "Poor," indicating that these historical trends may not be highly reliable across different market conditions.

Educational Development Corp. (EDUC) is a trade publisher and distributor of educational children's books based in Tulsa, Oklahoma. The company operates in the Communication Services sector, specifically the Publishing industry, with two segments: PaperPie and Publishing. EDUC's products include books from its owned imprints, educational manipulatives, STEAM-based toys, and it holds exclusive U.S. distribution rights for Usborne Publishing Limited children's books. The PaperPie segment markets products through independent brand partners, while the Publishing segment sells to retail accounts through sales representatives and telesales.

Educational Development Corp. is headquartered in Tulsa, Oklahoma, and primarily markets and sells its products within the United States through retail channels and a network of independent brand partners.

Educational Development Corp.'s brand reputation has been affected by financial and operational challenges, including declines in net revenues and a reduction in active PaperPie Brand Partners. The termination of its distribution agreement with Usborne Publishing has impacted its revenue-generating ability. Strategic decisions to offer discounts and manage inventory reflect a challenging market environment. Analysts have noted the company's "dramatic boom-and-bust cycle" and "severe business deterioration" in recent years.

Educational Development Corp. has a mix of institutional and individual ownership. As of March 18, 2026, 22 institutional owners hold 2,177,028 shares, representing approximately 20.95% of the company's shares. Insider ownership is substantial at 34.18%, with Randall White holding 16% of the shares, and CEO Craig White also being a significant insider owner. The general public holds a 46% stake in the company.