Strategic EducationSTRA
Market Cap: $2.27B
About: Strategic Education Inc. is an education services company that provides access to high-quality education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills for high-demand markets. The company operates through wholly-owned subsidiaries Strayer University and Capella University, both accredited post-secondary institutions of higher education located in the United States, as well as Torrens University, an accredited post-secondary institution of higher education located in Australia. It provide employees with access to affordable and industry relevant training, certificate, and degree programs. The reportable segments of the company are U.S. Higher Education, Australia/New Zealand, and Education Technology Services.
Employees: 3,774
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
327% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
33% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 75
23% more funds holding
Funds holding: 216 [Q1] → 265 (+49) [Q2]
6% more capital invested
Capital invested by funds: $2.4B [Q1] → $2.54B (+$145M) [Q2]
7% more call options, than puts
Call options by funds: $4.93M | Put options by funds: $4.59M
0.8% less ownership
Funds ownership: 93.53% [Q1] → 92.73% (-0.8%) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
BMO Capital Jeffrey Silber 43% 1-year accuracy 12 / 28 met price target | 36%upside $125 | Outperform Maintained | 1 Aug 2024 |
BMO Capital Jeffrey Silber 43% 1-year accuracy 12 / 28 met price target | 41%upside $130 | Outperform Maintained | 15 Jul 2024 |