Laureate Education, Inc. (LAUR)

Laureate Education's stock has shown strong performance with an 82.43% change over the past year, reaching multiple all-time highs. Analysts have updated their ratings and increased price targets for LAUR. The company reported its Q3 2025 earnings with an EPS miss but exceeded revenue estimates, with year-on-year revenue growth of 8.6%. The company also announced an expansion of its share repurchase program by $150 million in November 2025.

Demand for Laureate Education's products and services exhibits seasonality, with the second and fourth quarters of the fiscal year being the most revenue-generating periods. This seasonality is primarily driven by the spring and fall student intake cycles.

Laureate Education, Inc. is a higher education provider with a network of universities and institutions, offering undergraduate, graduate, and specialized degree programs through campus-based and online formats. The programs span various fields, including business, medicine, engineering, and technology. Founded in 1989 and rebranded in 2004, Laureate Education enrolled over 470,000 students across five institutions and more than 50 campuses as of late 2024.

Laureate Education, Inc. primarily focuses its operations on Mexico and Peru, with institutions such as Universidad del Valle de México (UVM) and Universidad Tecnológica de México (UNITEC) in Mexico, and Universidad Peruana de Ciencias Aplicadas (UPC), Universidad Privada del Norte (UPN), and CIBERTEC in Peru. The company has streamlined its focus to these regions after previously operating in the United States and other areas.

Laureate Education's brand reputation appears mixed, with positive sentiment from analysts due to structural demand, a scalable online delivery model, private-pay stability, and market share in Mexico and Peru. However, some analyses indicate concerns about demand slowing and questionable fundamentals for small-cap stocks. The company's Q3 revenue growth and enrollment increases have been highlighted as positive, leading to a "Strong Buy" rating from some analysts.

Institutional investors hold a significant portion of Laureate Education, Inc. stock, with institutional ownership at 84.33% and individual ownership at 1.52%. Major institutional owners include Fmr Llc, BlackRock, Inc., Vanguard Group Inc, CPV Partners, LLC, and AllianceBernstein L.P. Insider selling by individuals has been observed in the past three months.