Strategic Education, Inc. (STRA)

Strategic Education, Inc. reported its fourth-quarter and full-year 2025 results, with a 4.0% increase in full-year revenue driven by the Education Technology Services segment, although student enrollment in U.S. Higher Education decreased. The company announced its third-quarter 2025 results, with revenue increasing 4.6%, again driven by the Education Technology Services segment. Strategic Education, Inc. reported its second-quarter 2025 results, with revenue increasing 2.9%, primarily due to the strength of the Education Technology Services segment. The company reported its first-quarter 2025 results, with revenue increasing 4.6%, driven by the Education Technology Services segment. Strategic Education insiders have sold significantly more company stock than they have bought. The company continues to distribute a quarterly cash dividend of $0.60 per share, totaling $2.40 annually. During the three months ended December 31, 2025, the company repurchased 562,385 shares of common stock for $44.6 million.

Demand seasonality for Strategic Education, Inc.'s products and services varies across its segments. The Australia/New Zealand (ANZ) segment experiences revenue seasonality associated with the Australian summer months, leading to operating losses in the first quarter. The U.S. Higher Education segment can experience fluctuations, with enrollment influenced by economic conditions and workforce demands. The Education Technology Services segment has shown consistent growth, suggesting a more stable demand.

Strategic Education, Inc. (SEI) is an education services holding company focused on advancing economic mobility through higher education, operating in the post-secondary education and education technology sectors. The company delivers services through three core segments: U.S. Higher Education, which includes Capella University and Strayer University offering various degree programs; Education Technology Services, which focuses on employer education benefits programs and skills-building initiatives; and Australia/New Zealand (ANZ), comprising Torrens University and other institutions offering certificate and degree programs.

Strategic Education, Inc. has a geographic footprint that spans the United States and the Australia/New Zealand region. Its U.S. Higher Education segment serves students across the United States through its online and campus-based offerings, while the Australia/New Zealand segment operates educational institutions in those countries. The company expanded its global footprint significantly in July 2020 with the acquisition of Laureate Education, Inc.'s Australia and New Zealand operations, including Torrens University, Think Education, and Media Design School.

Strategic Education, Inc. has focused on advancing economic mobility through higher education and workforce development. The company launched Strategic Education, Inc. Signal Labs in partnership with LearnLaunch Fund + Accelerator to fast-track innovation in learning and employment. Consistent growth in its Education Technology Services segment and increasing employer-affiliated enrollment in its U.S. Higher Education segment suggest a positive perception among employers and working adults.

The ownership of Strategic Education, Inc. is primarily institutional, with major holders including BlackRock, Inc., Vanguard Group Inc., and T. Rowe Price Investment Management, Inc. Institutional ownership has been around 95.28% to 95.34%. Individual ownership, including company insiders, remains a smaller percentage, with insider ownership stable at 3.87%. Robert S. Silberman, the executive chairman, is the largest individual shareholder.