Market Cap
$8.6B
EDU
New Oriental Education & Technology Group Inc.
$55.44 ▼ -0.34%
Prev close $55.63Market cap$8.6B
ConsensusStrong Buy
12-mo target$73.62 (+32.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)22 New Institutional Positions15 Institutional Exits Services
Snapshot
The big-picture read on EDU right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$1.3B
Inst. Activity
22 buys / 15 sells
Insider Activity
$0.00 buy / $4.1M sell
Insider Net $
-$4.1M
Social Sentiment
67° Warm
SEC Reports
3
Price chart 30d -4.8%
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.
Aug 26, 2026 short_volume
Aug 11, 2026 SEC Short Volume: EDU — 58.1% short (0.3M / 0.5M)
Short: 301,764 | Exempt: 0 | TRF Vol: 519,624 | Short Ratio: 58.1% | Off-exchange volume (dark pool
Director Zhou Chenggang sold $3.97M worth of EDU shares in two open-market transactions over a 7-day window, representin
CLUSTER — Impact 3/10
Aug 10, 2026 Insider
Zhou Chenggang sold 56,948 shares
Director @ $56.83 ($3.2M)
Aug 7, 2026 Insider
Zhou Chenggang sold 13,052 shares
Director @ $56.32 ($735.1K)
Aug 3, 2026 Insider
Jul 29, 2026 SEC Zhuge Yue sold 1,200 shares
Director @ $59.41 ($71.3K)
New Oriental reported strong Q4 FY2026 results with net revenues up 23.0% YoY to $1,529.5M and operating income swinging
6-K — Impact 6/10
New Oriental Education & Technology Group Inc. filed a 6-K announcing that its board will meet on July 28, 2026 to appro
6-K — Impact 2/10
Jun 30, 2026 Inst.
Orbis Allan Gray Ltd — ADD
2,162,403 shares ($99.3M)
Analyst ratings buy % +23.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Macquarie | UPGRADE | Neutral | 55% |
| Jun 12, 2026 | Goldman Sachs | UPGRADE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 4 | 0 | 0 | 83% | |
| Aug 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Jul 1, 2026 | 6 | 12 | 3 | 1 | 0 | 82% | |
| Jun 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| May 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| Apr 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| Mar 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| Feb 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% |
Price targets
Where 20 covering analysts think EDU trades over the next 12 months.
$73.62 +32.8% upside Strong Buy
Current$55.44 Low$56.50 Median$74.00 High$90.00 20 analysts
$56.50$90.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Investor Weekly Report 065 | FF Launches EAI-EDU Nationwide Replication at Scale Campaign; YT Reflects on Reverse Stock Split, Confident in Rebuilding Trust
▲ 1 · 💬 0· ⚡ 0.5
Investor Weekly Report 065 | FF Launches EAI-EDU Nationwide Replication at Scale Campaign; YT Reflects on Reverse Stock Split, Confident in
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 3.7/10.
NEUTRALCLUSTER3/10
Director Zhou Chenggang sold $3.97M worth of EDU shares in two open-market transactions over a 7-day
Aug 11, 2026
BULLISH6-K6/10
New Oriental reported strong Q4 FY2026 results with net revenues up 23.0% YoY to $1,529.5M and opera
Jul 29, 2026
NEUTRAL6-K2/10
New Oriental Education & Technology Group Inc. filed a 6-K announcing that its board will meet on Ju
Jul 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 26, 2026
short_volume
Short Volume: EDU — 58.1% short (0.3M / 0.5M)
Short: 301,764 | Exempt: 0 | TRF Vol: 519,624 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Aug 14, 2026
short_interest_report
Short Interest: EDU down 22% to 3.2M shares
Settlement 2026-08-14 | Days to cover: 3.89 | ≈2.00% of shares outstanding (est.)
Jul 28, 2026
earnings_calendar
EDU Q4 2026 Earnings After Market Close — 2026-07-28
Jun 30, 2026
short_interest_report
Short Interest: EDU up 45% to 3.7M shares
Settlement 2026-06-30 | Days to cover: 8.52 | ≈0.94% of shares outstanding (est.)
Jun 15, 2026
short_interest_report
Short Interest: EDU down 31% to 2.6M shares
Settlement 2026-06-15 | Days to cover: 5.57 | ≈0.65% of shares outstanding (est.)
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 | $1.91 | $1.82–$2.00 | 18.5% | +0.0% | — | $1.8B | 2 |
| Next Q | $0.44 | $0.44–$0.44 | -2.7% | +0.0% | — | $1.4B | 1 |
| Current FY | $4.34 | $3.77–$4.94 | 21.6% | +0.0% | 6↑ 5↓ | $6.6B | 15 |
| Next FY | $5.04 | $4.35–$5.64 | 16.1% | +0.0% | 8↑ 2↓ | $7.4B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.908 | — |
| 7d ago | $1.908 | — |
| 30d ago | $1.908 | — |
| 60d ago | $1.741 | +0.167 |
| 90d ago | $1.741 | +0.167 |
Institutional ownership
Which big funds own EDU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (28,962,075 shares) as of 2026-Q2. Top holders: Invesco, RENAISSANCE, Orbis. Net buying activity: 22 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Invesco Ltd. | 4,817,200 | $221.2M | 16.5% | — |
| RENAISSANCE TECHNOLOGIES LLC | 2,857,164 | $131.2M | 9.8% | — |
| Orbis Allan Gray Ltd | 2,162,403 | $99.3M | 7.4% | ADD +84.7% |
| ALKEON CAPITAL MANAGEMENT LLC | 1,727,986 | $79.3M | 5.9% | — |
| UBS Group AG | 1,702,544 | $78.2M | 5.8% | ADD +41.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,477,776 | $67.8M | 5.1% | — |
| FEDERATED HERMES, INC. | 1,447,999 | $66.5M | 5.0% | ADD +93.4% |
| MORGAN STANLEY | 1,433,721 | $65.8M | 4.9% | TRIM -33.0% |
| ALLIANCEBERNSTEIN L.P. | 1,085,798 | $61.5M | 4.6% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,109,993 | $51.3M | 3.8% | ADD +81.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | ADD | 1,170,951 | 2,162,403 | +84.7% | $99.3M |
| UBS Group AG | ADD | 1,207,451 | 1,702,544 | +41.0% | $78.2M |
| MORGAN STANLEY | TRIM | 2,139,680 | 1,433,721 | -33.0% | $65.8M |
| BlackRock, Inc. | TRIM | 1,448,136 | 1,027,386 | -29.1% | $47.2M |
| FMR LLC | TRIM | 1,950,696 | 952,436 | -51.2% | $43.7M |
| CITADEL ADVISORS LLC | ADD | 569,710 | 786,424 | +38.0% | $36.1M |
| Man Group plc | ADD | 473,461 | 609,300 | +28.7% | $28.0M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 327,183 | 456,177 | +39.4% | $20.9M |
| MACKENZIE FINANCIAL CORP | TRIM | 472,618 | 350,003 | -25.9% | $16.1M |
| BANK OF AMERICA CORP /DE/ | TRIM | 421,185 | 300,267 | -28.7% | $13.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 25 transactions. Net -$4.1M — $0.00 bought, $4.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Zhou Chenggang | Director | SELL | 56,948 | $56.83 | $3.2M |
| Aug 7, 2026 | Zhou Chenggang | Director | SELL | 13,052 | $56.32 | $735.1K |
| Aug 3, 2026 | Zhuge Yue | Director | SELL | 1,200 | $59.41 | $71.3K |
| Aug 3, 2026 | Zhuge Yue | Director | SELL | 400 | $60.00 | $24.0K |
| Jul 31, 2026 | Zhuge Yue | Director | SELL | 170 | $58.96 | $10.0K |
| Jul 31, 2026 | Zhuge Yue | Director | SELL | 400 | $59.00 | $23.6K |
| Jul 16, 2026 | Zhou Chenggang | Director | TAX W/H | 32,501 | $49.91 | $1.6M |
| Jul 16, 2026 | Yu Michael Minhong | Director | TAX W/H | 68,310 | $49.91 | $3.4M |
| Jul 16, 2026 | Yang Zhihui | Executive President | TAX W/H | 45,360 | $49.91 | $2.3M |
| Jul 16, 2026 | Zhuge Yue | Director | TAX W/H | 830 | $49.91 | $41.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EDU.
Shares short
3,152,067
Settlement Sep 15, 2026
Change vs prior
-5.5%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈2.0%
Estimate — not % of float
All EDU filing & press-release reports (3)
- CLUSTER reportAug 11, 2026
- 6-K reportJul 29, 2026
- 6-K reportJul 7, 2026