Ontario Teachers Pension Plan Board Grows Position in Grand Canyon Education, Inc. $LOPE

Ontario Teachers Pension Plan Board raised its holdings in shares of Grand Canyon Education, Inc. (NASDAQ:LOPE) by 30.7% during the third quarter, according to its most recent filing with the SEC. The firm owned 18,720 shares of the company’s stock after purchasing an additional 4,401 shares during the period. Ontario Teachers Pension Plan Board’s holdings in Grand Canyon Education were worth $4,109,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. NewEdge Advisors LLC lifted its stake in shares of Grand Canyon Education by 4,339.5% during the 1st quarter. NewEdge Advisors LLC now owns 1,909 shares of the company’s stock worth $330,000 after purchasing an additional 1,866 shares during the last quarter. Goldman Sachs Group Inc. grew its position in Grand Canyon Education by 14.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 115,508 shares of the company’s stock worth $19,985,000 after purchasing an additional 15,019 shares during the last quarter. Empowered Funds LLC increased its position in shares of Grand Canyon Education by 2.1% in the 1st quarter. Empowered Funds LLC now owns 7,925 shares of the company’s stock valued at $1,371,000 after acquiring an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Grand Canyon Education by 7.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 123,214 shares of the company’s stock valued at $21,318,000 after purchasing an additional 8,421 shares during the period. Finally, Jane Street Group LLC raised its position in Grand Canyon Education by 156.9% during the 1st quarter. Jane Street Group LLC now owns 37,350 shares of the company’s stock worth $6,462,000 after buying an additional 22,812 shares during the last quarter. 94.17% of the stock is owned by hedge funds and other institutional investors.

Grand Canyon Education Trading Up 3.4%

Shares of LOPE opened at $167.79 on Thursday. The company’s 50-day moving average price is $169.59 and its 200 day moving average price is $184.69. Grand Canyon Education, Inc. has a 12-month low of $149.83 and a 12-month high of $223.04. The firm has a market cap of $4.69 billion, a P/E ratio of 22.61, a price-to-earnings-growth ratio of 1.07 and a beta of 0.74.

Grand Canyon Education (NASDAQ:LOPE) last posted its earnings results on Wednesday, February 18th. The company reported $3.21 earnings per share for the quarter, beating the consensus estimate of $3.19 by $0.02. Grand Canyon Education had a net margin of 19.38% and a return on equity of 32.41%. The firm had revenue of $308.12 million during the quarter, compared to the consensus estimate of $307.92 million. During the same quarter last year, the firm earned $2.95 EPS. The firm’s revenue for the quarter was up 5.3% on a year-over-year basis. Equities research analysts forecast that Grand Canyon Education, Inc. will post 8.81 earnings per share for the current year.

Analyst Ratings Changes

LOPE has been the subject of a number of analyst reports. Weiss Ratings downgraded Grand Canyon Education from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 13th. Wall Street Zen cut Grand Canyon Education from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Barrington Research reiterated an “outperform” rating and issued a $230.00 target price on shares of Grand Canyon Education in a research report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Grand Canyon Education currently has a consensus rating of “Moderate Buy” and an average target price of $220.00.

Key Stories Impacting Grand Canyon Education

Here are the key news stories impacting Grand Canyon Education this week:

• Positive Sentiment: Q4 operating results showed growth in enrollments, revenue and EPS year-over-year, supporting the company’s core business momentum. See earnings highlights. Grand Canyon Education Inc (LOPE) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Reported EPS roughly met or slightly beat consensus on some sources (MarketBeat/press release cites $3.21 vs. $3.19 consensus) and revenue was up ~5.3% year-over-year, showing modest top‑line expansion. MarketBeat earnings summary
• Neutral Sentiment: Earnings call and transcript are available for detail on enrollment mix, margin drivers and partner university relationships; read management commentary for color. Earnings call transcript
• Negative Sentiment: Management issued weaker near-term guidance: Q1 2026 EPS guided to $2.70–$2.73 (well below consensus ~$3.19) and Q2 2026 EPS guided to $1.56–$1.68 (below expectations), while FY‑2026 EPS was guided to $9.55–$10.16 (slightly under consensus). These downward-tilted quarterly guides are the main negative catalyst for the stock.
• Negative Sentiment: Some third‑party summaries flagged small misses vs. other consensus figures (revenue/EPS variations across providers) and material cash declines on the balance sheet (cash & equivalents reported down sharply year‑over‑year), which raises near‑term liquidity and operating cash concerns. QuiverQuant earnings recap

Grand Canyon Education Company Profile

Grand Canyon Education, Inc provides a suite of higher‐education services through a long-term agreement with Grand Canyon University (GCU), one of the nation’s largest private Christian universities. The company’s offerings encompass a full range of academic and operational support functions, including enrollment management, student recruitment, curriculum development, instructional delivery, and technology infrastructure. Through its online program management capabilities, Grand Canyon Education helps design, market and deliver undergraduate, graduate and certificate programs to meet the needs of both traditional and non‐traditional learners.

Core services include digital marketing, admissions support, student success coaching, learning management systems and faculty recruitment.