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STRA

Strategic Education, Inc. (NASDAQ:STRA)

US · Delayed Price · Currency is USD
Consumer Defensive · Education & Training Services
54.59+1.64 (+3.10%)
 
Market cap
$1.21B
Insider Score
Health Score
Analyst consensus
Listed since
Jul 25, 1996
Market Cap1.21B-30.4%
Revenue (ttm)1.29B+2.8%
Net Income9.57M-91.6%
EPS0.17-96.5%
Shares Out22.21M
PE Ratio188.24
Forward PE6.46
Dividend$2.40(4.40%)
Ex-Dividend DateNov 30, 2026
Volume792,925
Open53.25
Previous Close52.95
Day's Range52.16 - 55.50
52-Week Range50.70 - 89.73
Beta0.48
AnalystsHold
Price Target85.50(+56.62%)
Earnings DateFeb 25, 2027
Insider Score
96/ 100
STRA Insider Score
Bullish

4 qualifying trades · 2 insiders · $163.12K bought in the last 90 days

Strategic Education, Inc. Stock Analysis — InsiderScore

See top-rated InsiderScore stocks ›
94th Percentile Overall Score
STRA InsiderScore:96 / 99

Strategic Education, Inc. scored higher than 94% of companies evaluated by InsiderBuying, and ranked 6th out of 73 stocks in the consumer discretionary sector.

Scores are percentile-ranked against every company we scored that day, with extra weight given to the size and conviction of each purchase and the seniority of the buyer.

Dollars Committed

Insiders at Strategic Education, Inc. bought $163.1K of stock across 4 purchases in the last 90 days, the largest of them $52.0K.

Stake Increase

The average purchase added about 8% to the buyer's existing holding. Doubling a stake earns full marks here; topping up an already large position earns very little.

New Positions

Every buyer already held stock, so each purchase is an increase rather than a first position.

This category carries 35% of the Insider Score.

About STRA

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.

Address
2303 Dulles Station Boulevard, Herndon, VA, 20171, US
Market Cap
1.21 billion
Employees
6,134
Industrial Classification
Education & Training Services

What Are Insiders Doing?

Open-market buy / sell balanceNet Buying
Sold
$0
Bought
$163.12K

View the trades behind this meter — each links to its SEC Form 4 →

Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.

Analyst consensus

Hold
0 Buy2 Hold0 SellAvg target $66.00 (+20.9%)

2 firms rating STRA in the last 3 months, one vote each. Issuer-paid research is not counted.

Financial Health Score
Sound
From STRA’s reported statements · Q3 2026 (trailing 12 months)

Next catalysts

1 Day
+3.10%
5 Days
-21.18%
1 Month
-33.74%
6 Months
-31.92%
1 Year
-30.39%

$STRA stock is featured in our Insider Score Rankings, and Insider Trades datasets.

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Recently reported changes in STRA holdings by institutional investors

Scanning latest 13F filings…

Latest 0 13F filings · Source: SEC EDGAR

View all institutional owners →

Insider Trading

Quarterly net insider trading by STRA's directors and management

Net Shares Purchased by Insiders−4k−2k02025Q42026Q12026Q22026Q32026Q4

Source: SEC EDGAR (Form 4)

Corporate Lobbying

STRA Estimated quarterly lobbying spending

Source: U.S. Senate LDA

STRA Revenue by Segment or Geography

$78.12MTotal
SegmentRevenue% of All
Education Technology Services$42.84M54.84%
Enterprise shared services allocation$21.38M27.37%
Loss contingency$13.90M17.79%

As of: Q3 2026 (Sep 30, 2026) · Source: SEC EDGAR (10-Q)

U.S. Patents

New STRA patent grants

Loading patent grants…

Source: USPTO Open Data Portal

Government Contracts

Estimated quarterly amount awarded to STRA from public contracts

Source: USAspending.gov

Top ETF Holders

ETFs with the largest estimated holdings in STRA

ETFEst. Holding Size
IJRiShares Core S&P Small-Cap ETF$70.34M
VTIVanguard Morningstar Total Stock Market ETF$45.54M
VBVanguard Morningstar Small-Cap ETF$33.01M
IWMiShares Russell 2000 ETF$30.61M
DFSVU.S. Small Cap Value Portfolio ETF Class Shares$25.00M
VBRVanguard Morningstar Small-Cap Value ETF$21.48M

Estimated from each fund’s disclosed top holdings × AUM

STRA Insider Score

Our composite score: insider buying, sector, volume, tone & dilution

96
Strong
Data completeness: 60%

Bull Case vs Bear Case

AI-generated from STRA’s recent data — informational, not investment advice

Generating analysis…

Insider Score

Our 0–100 Insider Score and the signals behind it.

96/ 100
Insider Activity
Open-market Form 4 buying
Strong
Transaction Size
Purchase $ vs. market cap
Strong
Insider Ownership
Stake increase by buyers
Neutral
Buyer Cluster
Multiple insiders buying together
Strong
Track Record
Past insider-buy performance
Positive
Market Timing
Timing vs. recent price trend
Strong

Consumer Discretionary: ranks #6 of 73 scored Consumer Discretionary stocks · sector average 73.7

What’s Behind the Score

Insider Activity
48% of score
95.68
Analyst Ratings
32% of score
55
News & Sentiment
20% of score
55

News check: Modest positive tilt from earnings-related coverage and valuation discussion; no major catalyst or analyst action.

Recent Insider Activity

Buys
4
Sells
0
Buy Value
$163.12K
Distinct Buyers
2

Frequently Asked Questions

Disclaimer — Informational only — not investment advice. Insider transaction data is sourced from SEC Form 4 filings; market data from public feeds and may be delayed. The Insider Score is a proprietary score for research purposes and does not predict future performance. Always do your own research.