New Oriental (EDU)

• Market cap: $8.29B
• 1 day: 5.58%
• 5 days: 2.92%
• 1 month: -8.58%
• 3 months: -15.20%
• 6 months: -14.28%
• Year to date: -17.61%
• 1 year: -45.72%
• 5 years: -55.76%
• 10 years: 141.75%
• Sector: Consumer Discretionary
• Industry: Educational Services

About: New Oriental is a prominent private education provider in China, offering a wide array of educational services. These include overseas test preparation, consulting services, high school academic tutoring, nonacademic tutoring, and intelligent learning systems and devices. Additionally, the company holds a 57% ownership stake in East Buy, a leading player in the livestreaming e-commerce market.

Employees: 75,005

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

32% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $35.9M

0.02% more ownership

Funds ownership: 3.91% [Q3] → 3.93% (+0.02%) [Q4]

6% less funds holding

Funds holding: 213 [Q3] → 201 (-12) [Q4]

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $4.85B [Q3] → $4.13B (-$719M) [Q4]

17% less funds holding in top 10

Funds holding in top 10: 23 [Q3] → 19 (-4) [Q4]

30% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 76

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $44 13% downside
• Avg. target: $49 3% downside
• High target: $52 3% upside

4 analyst ratings

• positive: 0 0%
• neutral: 3 75%
• negative: 1 25%

Citigroup Michelle Fang 0% 1-year accuracy 0 / 2 met price target	1% downside $50	Neutral Downgraded	24 Jan 2025
Morgan Stanley Eddy Wang 0% 1-year accuracy 0 / 1 met price target	3% upside $52	Equal-Weight Downgraded	22 Jan 2025
Macquarie Linda Huang 50% 1-year accuracy 1 / 2 met price target	13% downside $44	Underperform Downgraded	22 Jan 2025
JP Morgan DS Kim 0 / 0 met price target	1% downside $50	Neutral Downgraded	22 Jan 2025