Grand Canyon Education, Inc. (LOPE)

In the past six months, Grand Canyon Education, Inc.'s stock price has been impacted by earnings reports and a litigation settlement. The company reported Q2 2025 earnings that beat revenue expectations, with revenue up 8% year-on-year. Q3 2025 earnings met revenue expectations, but GAAP profit was below estimates due to a $35 million litigation settlement reserve, causing the stock to fall. Analyst ratings were downgraded by Wall Street Zen and Zacks Research in October and November 2025, respectively. Q4 2024 earnings beat revenue expectations, with sales up 5.1% year-on-year. The company also reported its Q1 2025 results.

Grand Canyon Education's products and services experience demand seasonality, as noted in its 2024 Annual Report. New traditional campus enrollments saw an increase in new students starting in Spring 2025 compared to Spring 2024. New online enrollments were up in the mid-teens in Q2 2025, and new starts were up in the mid-single digits in Q3 2025. The hybrid campus experienced an increase in enrollment year-over-year of 14% in Q2 2025 and 17.4% in Q3 2025.

Grand Canyon Education, Inc. (LOPE) is an American for-profit corporation operating as an education services company in the Consumer Discretionary sector, specifically within the Education & Training Services industry. It provides services to universities, specializing in program development, online education, and operational support, including technology, academic, counseling, marketing, and back-office services. Its success is tied to its agreement with Grand Canyon University (GCU) and other university partners like Orbis Education.

Grand Canyon Education, Inc. primarily operates within the United States and is headquartered in Phoenix, Arizona. Grand Canyon University, its main university partner, has a campus in Phoenix and offers online programs nationwide.

Grand Canyon Education's brand reputation has been affected by regulatory scrutiny and a recent litigation settlement. The U.S. Department of Education classifies Grand Canyon University (GCU) as a for-profit university, despite GCU's attempts to switch to non-profit status. The company also faced accusations of securities-law fraud due to its relationship with GCU. A $35 million reserve for a litigation settlement impacted reputation and financial performance.

Grand Canyon Education, Inc. has a diverse ownership structure, with approximately 81.41% of the company's stock owned by institutional investors, 2.19% by insiders, and 16.40% by public companies and individual investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Fmr Llc, among others.