Strategic Education, Inc. (STRA)

In the past six months, Strategic Education, Inc.'s stock price has been impacted by several events. In Q1 2025, the company reported a revenue increase and adjusted diluted EPS rose, but the Australia/New Zealand segment reported an operating loss. The company declared a regular quarterly cash dividend of $0.60 per share. In Q2 2025, the company missed Wall Street's revenue expectations, leading to a fall in the stock price, despite non-GAAP profit exceeding analysts' estimates. Strategic Education announced a quarterly dividend of $0.60 per share, paid on September 15, 2025. Analysts noted temporary headwinds from ANZ enrollment caps and softness in U.S. Higher Education, but long-term growth prospects remained intact. In August 2025, a director sold 700 shares of STRA stock.

Strategic Education, Inc. experiences demand seasonality, particularly in its Australia/New Zealand segment, where operating losses in the first quarter of 2025 were attributed to revenue seasonality associated with the Australian summer months. The higher education sector can experience seasonal fluctuations in enrollment, often tied to academic calendars and "back-to-school" periods. The company's focus on working adult learners and employer partnerships through platforms like Workforce Edge can provide some stability to U.S. higher education enrollments, potentially mitigating some traditional seasonality.

Strategic Education, Inc. (STRA) is an education services holding company focused on advancing economic mobility through higher education, providing campus-based and online post-secondary education, and programs aimed at developing job-ready skills for working adult students globally. The company operates through three segments: U.S. Higher Education, which includes institutions like Capella University and Strayer University, along with Hackbright Academy, DevMountain, and the Jack Welch Management Institute; Australia/New Zealand, comprising Torrens University, Think Education, and Media Design School; and Education Technology Services, which focuses on developing employer relationships and education benefits programs like Workforce Edge and Sophia Learning.

Strategic Education, Inc. has a geographic footprint that spans the United States, Australia, and New Zealand. Its U.S. operations include its headquarters in Herndon, Virginia, and physical campuses for Strayer University located in the eastern United States. In Australia, the company operates Torrens University and Think Education, and in New Zealand, it operates Media Design School.

Strategic Education, Inc. positions itself as dedicated to advancing economic mobility through higher education and providing high-quality, innovative, relevant, and affordable programs, emphasizing its commitment to ESG practices. There are no specific events in the past year (October 2024 - October 2025) that have been widely reported as significantly impacting Strategic Education, Inc.'s brand reputation, either positively or negatively.

Strategic Education, Inc. is primarily owned by institutional shareholders, who hold approximately 93.54% of the stock. Major institutional owners include BlackRock Inc., Vanguard Group Inc., Marshfield Associates, T Rowe Price Investment Management Inc., Burgundy Asset Management Ltd, Dimensional Fund Advisors LP, State Street Corp, Royal Bank Of Canada, Geode Capital Management LLC, and Van Lanschot Kempen Investment Management Nv. Individual owners hold about 3.47% of the company's shares, with the largest individual shareholder being Robert S. Silberman.