Laureate Education, Inc. (LAUR)

Laureate Education's stock has been impacted by several key events in the past six months. The company reported strong enrollment growth in Q1 2025, leading to raised full-year guidance, despite a net loss. Q2 2025 demonstrated strong financial performance, exceeding guidance and leading to another increase in full-year guidance. Q3 2025 EPS missed forecasts, but revenue exceeded expectations, with investor confidence reflected in the stock's rise. The company repeatedly raised its full-year 2025 revenue guidance and increased its share buyback authorization by $150 million. The share price saw a significant increase, and changes in the academic calendar influenced the seasonality of results.

Demand for Laureate Education's higher education offerings exhibits seasonality, with the third quarter typically a period of large enrollment but seasonally low from a profit and loss perspective. Recent trends indicate strong enrollment momentum, with increases in both new and total enrollments. The company observes robust demand from both traditional young students and working adults, especially for its fully online programs. Academic calendar changes in 2025 are influencing the seasonality of results, leading to some revenue shifts between quarters.

Laureate Education, Inc. operates as an international network of higher education institutions in Mexico and Peru, offering undergraduate and graduate programs through various learning models. The company focuses on delivering career-relevant education, targeting working adults in Latin America. Its offerings include academic programs like medicine, engineering, business, and technical training.

Laureate Education primarily operates in Mexico and Peru, with institutions like UVM and UNITEC in Mexico, and UPC, UPN, and CIBERTEC in Peru. The company's headquarters are in Miami, Florida. While it previously had a broader global presence, it has streamlined operations to focus on these two key markets.

Laureate Education has maintained a reputation centered on its commitment to its mission as a Public Benefit Corporation. The company emphasizes academic quality, innovation, and market-leading employability outcomes for its students. No specific negative events significantly impacted Laureate Education's brand reputation; instead, the focus has been on positive operational and financial performance and its dedication to its educational mission.

Laureate Education, Inc.'s ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a substantial portion of the company's stock. Major institutional owners include Fmr Llc, Vanguard Group Inc, and BlackRock, Inc. Insiders hold approximately 11.54% of the stock, while public companies and individual investors account for about 15.38% to 15.82%.