Strategic Education (STRA)

• Market cap: $2.09B
• 1 day: 0.98%
• 5 days: 1.75%
• 1 month: 4.40%
• 3 months: -8.21%
• 6 months: -6.87%
• Year to date: -8.21%
• 1 year: -18.39%
• 5 years: -31.23%
• 10 years: 54.15%
• Sector: Consumer Discretionary
• Industry: Educational Services

Fund manager confidence

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

6% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 80

1% less capital invested

Capital invested by funds: $2.12B [Q3] → $2.1B (-$19.6M) [Q4]

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

2.35% less ownership

Funds ownership: 93.9% [Q3] → 91.55% (-2.35%) [Q4]

2% less funds holding

Funds holding: 244 [Q3] → 238 (-6) [Q4]

43% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $4.37M

Research analyst outlook

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

• Low target: $97 14% upside
• Avg. target: $109 28% upside
• High target: $120 42% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

BMO Capital Jeffrey Silber 40% 1-year accuracy 17 / 43 met price target	14% upside $97	Outperform Maintained	3 Mar 2025
Barrington Research Alexander Paris 60% 1-year accuracy 77 / 128 met price target	42% upside $120	Outperform Maintained	27 Feb 2025