Strategic Education, Inc. (STRA)

Strategic Education, Inc.'s stock price has experienced some fluctuations over the past six months. As of December 19, 2025, the share price was $80.42, a 13.13% decline from $92.58 on December 23, 2024. The company reported a 4.6% year-over-year revenue increase to $319.9 million in the third quarter of 2025, driven by its Education Technology Services segment. In the first quarter of 2025, revenue also increased 4.6% to $303.6 million, with the Education Technology Services segment showing a 45.2% revenue increase. During the first three months of 2025, the company repurchased 391,302 shares of common stock for $32.0 million and declared a regular quarterly cash dividend of $0.60 per share. The stock's 52-week range has been between $72.25 and $104.51.

Strategic Education, Inc. experiences demand seasonality for its products and services. Quarterly revenues and income are typically lowest in the third quarter (July through September) due to fewer student enrollments during the summer months. The Australia/New Zealand segment experiences operating losses in the first quarter, attributed to revenue seasonality associated with the Australian summer months.

Strategic Education, Inc. (STRA) is an education services holding company focused on advancing economic mobility through higher education, operating in the Educational and Training Services (B2C) and Miscellaneous Educational Service Providers industry. The company serves working adult students globally and its major products and services are categorized into three core segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. The U.S. Higher Education segment includes universities like Capella University and Strayer University, offering various degree programs, the Jack Welch Management Institute (JWMI) for MBA programs, and non-degree web and mobile application development courses through DevMountain and Hackbright Academy. The Australia/New Zealand segment comprises Torrens University, Think Education, and Media Design School, offering certificate and degree programs. The Education Technology Services division focuses on developing relationships with employers to build education benefits programs, including Workforce Edge and Sophia Learning.

Strategic Education, Inc. has a geographic footprint that spans the United States, Australia, and New Zealand. Its headquarters are located in Herndon, Virginia, U.S.

Strategic Education, Inc. emphasizes its dedication to helping advance economic mobility through higher education by providing high-quality, innovative, relevant, and affordable programs. The company highlights its commitment to environmental, social, and governance (ESG) practices and focuses on career-relevant learning experiences. In 2022, the company experienced collective enrollment declines at Strayer and Capella universities, which had been ongoing for about two years, partly due to the COVID-19 pandemic impacting campus operations.

Strategic Education, Inc. is primarily controlled by large institutional investors, who collectively hold approximately 79.56% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, T. Rowe Price Investment Management, Inc., Marshfield Associates, Burgundy Asset Management Ltd., Dimensional Fund Advisors Lp, and State Street Corp. Insiders hold a smaller stake, with Chairman Robert S. Silberman being the largest individual shareholder at 1.26%.