Perdoceo Education Corporation (PRDO)

Perdoceo Education Corp. reported increased revenue and diluted earnings per share in its fourth-quarter and full-year 2025 earnings, with revenue growing 20.0% year-over-year to $211.6 million and diluted EPS at $0.54, up 17.4% year-over-year. The stock price gained +4.2% following the earnings announcement. The company declared a quarterly dividend of $0.15. There has been insider selling activity, but the stock has outperformed the S&P500 Index by +5% over the past six months and increased by 45.28% between March 25, 2025, and March 24, 2026.

The online education market, in which Perdoceo operates, is experiencing structural tailwinds that support long-term demand. Perdoceo's focus on career-aligned online degree programs suggests a relatively steady demand, with sustained levels of prospective student interest and high levels of student retention. Enrollment trends at Colorado Technical University have been modest and steady.

Perdoceo Education Corp. provides postsecondary education through online programs, supplemented by campus-based and blended learning. Its academic institutions include Colorado Technical University (CTU), the American InterContinental University System (AIUS), and the University of St. Augustine for Health Sciences (USAHS), offering a range of degree programs and professional development. CTU offers career-oriented programs in various disciplines, AIUS focuses on business studies, information technologies, and health sciences, and USAHS specializes in graduate health sciences degrees.

Perdoceo Education Corp. primarily operates within the United States, owning five for-profit universities. It leverages a digital delivery model to serve students globally without extensive international physical infrastructure.

Perdoceo's brand reputation has faced scrutiny due to allegations of enrollment fraud. A November 2025 report suggested that enrollment growth might be linked to a surge in enrollment fraud, potentially inflating operating income.

Perdoceo Education Corp.'s ownership is largely institutional, with institutional investors holding approximately 70% to 87.36% of the shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors Lp. Insiders own a smaller portion, estimated to be around 2.73% to 2.89% of the stock.