Market Cap
$1.7B
STRA
Strategic Education, Inc.
$79.88 ▲ +1.38%
Prev close $78.79Market cap$1.7B
ConsensusBuy
12-mo target$98.33 (+23.1%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)25 New Institutional Positions16 Institutional Exits Services
Snapshot
The big-picture read on STRA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$1.3B
Inst. Activity
25 buys / 16 sells
Insider Activity
$106.4K buy / $5.1M sell
Insider Net $
-$4.9M
SEC Reports
5
Price chart 30d -2.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jul 29, 2026 SEC
Strategic Education reported Q2 2026 revenue of $337.3M, beating consensus of $327.5M, driven by 15.4% growth in Educati
8-K — Impact 5/10
Jul 29, 2026 earnings_calendar
STRA Q2 2026 Earnings Scheduled — 2026-07-29
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
591,719 shares ($45.3M)
Jun 30, 2026 Inst.
PUBLIC SECTOR PENSION INVESTMENT — ADD
237,781 shares ($18.2M)
Jun 4, 2026 Insider
Hokenson Christa sold 2,000 shares
CHIEF HUMAN RESOURCES OFFICER @ $80.00 ($160.0K)
May 5, 2026 Insider
WAITE G THOMAS III sold 666 shares
Director @ $77.68 ($51.7K)
Apr 24, 2026 Insider
Apr 23, 2026 SEC Thawley Michael bought 665 shares
Director @ $72.71 ($48.4K)
Strategic Education, Inc. (STRA) reported Q1 2026 earnings with EPS of $1.48, beating consensus of $1.49, driven by stro
8-K — Impact 7/10
Analyst ratings buy % -12.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 6, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Apr 27, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Apr 27, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 23, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Aug 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jul 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Price targets
Where 3 covering analysts think STRA trades over the next 12 months.
$98.33 +23.1% upside Strong Buy
Current$79.88 Low$90.00 Median$100.00 High$105.00 3 analysts
$90.00$105.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 1 bearish, 2 mixed, 1 neutral · avg impact 5.0/10.
MIXED8-K5/10
Strategic Education reported Q2 2026 revenue of $337.3M, beating consensus of $327.5M, driven by 15.
Jul 29, 2026
BULLISH8-K7/10
Strategic Education, Inc. (STRA) reported Q1 2026 earnings with EPS of $1.48, beating consensus of $
Apr 23, 2026
BEARISHCLUSTER6/10
Lizette Benedi, General Counsel of Strategic Education, Inc., sold 2,982 shares in an open-market tr
Mar 20, 2026
MIXEDCLUSTER4/10
Chairman Robert Silberman purchased $58,029 worth of shares in an open-market transaction, while Gen
Mar 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 29, 2026
earnings_calendar
STRA Q2 2026 Earnings Scheduled — 2026-07-29
Apr 24, 2026
short_interest
FTD: STRA — 10,937 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $72.19, FTD Value: $789,542.03, STRATEGIC ED INC
Apr 23, 2026
earnings_calendar
STRA Q1 2026 Earnings Scheduled — 2026-04-23
Mar 2, 2026
short_interest
FTD: STRA — 27,545 shares ($2.3M) failed to deliver
Settlement: 20260302, Price: $82.28, FTD Value: $2,266,402.6, STRATEGIC ED INC
Feb 26, 2026
earnings_calendar
STRA Q4 2025 Earnings After Market Close — 2026-02-26
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.95 | $1.89–$2.03 | 19.8% | +2.4% | 3↑ 0↓ | $0.3B | 3 |
| Next Q | $2.08 | $1.99–$2.16 | 19.4% | +0.5% | 2↑ 1↓ | $0.3B | 3 |
| Current FY | $7.21 | $7.04–$7.38 | 16.6% | +0.3% | 2↑ 1↓ | $1.3B | 3 |
| Next FY | $8.45 | $8.20–$8.80 | 17.2% | +4.4% | 3↑ 0↓ | $1.3B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.953 | — |
| 7d ago | $1.907 | +0.047 |
| 30d ago | $1.907 | +0.047 |
| 60d ago | $1.907 | +0.047 |
| 90d ago | $1.907 | +0.047 |
Institutional ownership
Which big funds own STRA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (16,939,980 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 25 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,800,430 | $291.2M | 22.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,460,171 | $111.9M | 8.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,457,242 | $111.7M | 8.6% | — |
| BANK OF MONTREAL /CAN/ | 1,257,266 | $96.3M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 945,402 | $72.4M | 5.6% | — |
| STATE STREET CORP | 909,679 | $69.7M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 598,896 | $45.9M | 3.5% | — |
| MORGAN STANLEY | 591,719 | $45.3M | 3.5% | ADD +90.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 447,693 | $34.3M | 2.6% | ADD +30.6% |
| Qube Research & Technologies Ltd | 413,080 | $31.7M | 2.4% | DOUBLED +173.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 310,970 | 591,719 | +90.3% | $45.3M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | 182,004 | 237,781 | +30.6% | $18.2M |
| ROYAL BANK OF CANADA | TRIM | 268,516 | 193,230 | -28.0% | $14.8M |
| BARCLAYS PLC | ADD | 123,912 | 175,748 | +41.8% | $13.5M |
| GOLDMAN SACHS GROUP INC | TRIM | 465,839 | 160,955 | -65.4% | $12.3M |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 39,754 | 90,845 | +128.5% | $7.0M |
| Empowered Funds, LLC | DOUBLED | 27,532 | 79,710 | +189.5% | $6.1M |
| CITADEL ADVISORS LLC | TRIM | 127,331 | 72,844 | -42.8% | $5.6M |
| TUDOR INVESTMENT CORP ET AL | ADD | 39,981 | 71,534 | +78.9% | $5.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 45,758 | 57,367 | +25.4% | $4.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 36 transactions. Net -$4.9M — $106.4K bought, $5.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Hokenson Christa | CHIEF HUMAN RESOURCES OFFICER | SELL | 2,000 | $80.00 | $160.0K |
| May 5, 2026 | WAITE G THOMAS III | Director | SELL | 666 | $77.68 | $51.7K |
| Apr 24, 2026 | Thawley Michael | Director | BUY | 665 | $72.71 | $48.4K |
| Apr 22, 2026 | BROGLEY RITA D | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | BEASON CHARLOTTE F | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | Slocum William J | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | WAITE G THOMAS III | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | McRobbie Michael A. | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | GRUSKY ROBERT R | Director | AWARD | 1,436 | — | — |
| Apr 22, 2026 | Cappelli Gregory William | Director | AWARD | 1,436 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for STRA.
Shares short
1,572,322
Settlement Sep 15, 2026
Change vs prior
-5.6%
Semi-monthly cycle
Days to cover
6.0
At avg daily volume
Of shares outstanding
≈7.1%
Estimate — not % of float
All STRA filing & press-release reports (5)
- 8-K reportJul 29, 2026
- 8-K reportApr 23, 2026
- CLUSTER reportMar 20, 2026
- CLUSTER reportMar 16, 2026
- DEFA14A reportMar 11, 2026