9,628 Shares in Strategic Education Inc. $STRA Acquired by Mangrove Partners IM LLC

Mangrove Partners IM LLC bought a new stake in Strategic Education Inc. (NASDAQ:STRA) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,628 shares of the health services provider’s stock, valued at approximately $828,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Orion Porfolio Solutions LLC raised its holdings in Strategic Education by 1.4% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 9,367 shares of the health services provider’s stock worth $806,000 after purchasing an additional 129 shares during the last quarter. Osaic Holdings Inc. boosted its stake in shares of Strategic Education by 85.2% in the 2nd quarter. Osaic Holdings Inc. now owns 387 shares of the health services provider’s stock valued at $33,000 after purchasing an additional 178 shares during the last quarter. Ameritas Investment Partners Inc. boosted its stake in shares of Strategic Education by 9.3% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 2,460 shares of the health services provider’s stock valued at $209,000 after purchasing an additional 210 shares during the last quarter. PNC Financial Services Group Inc. increased its position in shares of Strategic Education by 13.4% during the third quarter. PNC Financial Services Group Inc. now owns 1,827 shares of the health services provider’s stock worth $157,000 after buying an additional 216 shares during the period. Finally, Covestor Ltd increased its position in shares of Strategic Education by 15.4% during the third quarter. Covestor Ltd now owns 1,764 shares of the health services provider’s stock worth $151,000 after buying an additional 235 shares during the period. Institutional investors and hedge funds own 93.27% of the company’s stock.

Strategic Education Stock Up 2.0%

NASDAQ:STRA opened at $80.76 on Friday. The company has a fifty day moving average of $81.37 and a 200-day moving average of $80.89. The firm has a market capitalization of $1.84 billion, a P/E ratio of 14.90, a P/E/G ratio of 0.76 and a beta of 0.56. Strategic Education Inc. has a twelve month low of $72.17 and a twelve month high of $93.45.

Strategic Education (NASDAQ:STRA) last released its earnings results on Thursday, February 26th. The health services provider reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.27. The company had revenue of $311.46 million for the quarter, compared to the consensus estimate of $322.29 million. Strategic Education had a net margin of 9.98% and a return on equity of 8.75%. Strategic Education’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.27 EPS. On average, analysts anticipate that Strategic Education Inc. will post 4.79 EPS for the current fiscal year.

Strategic Education Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.60 per share. The ex-dividend date is Monday, March 9th. This represents a $2.40 annualized dividend and a dividend yield of 3.0%. Strategic Education’s dividend payout ratio is currently 44.28%.

Insider Activity

In other news, CEO Raymond Karl Mcdonnell sold 38,840 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $75.35, for a total transaction of $2,926,594.00. Following the transaction, the chief executive officer owned 106,332 shares of the company’s stock, valued at $8,012,116.20. This represents a 26.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Daniel Wayne Jackson sold 13,000 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $82.37, for a total transaction of $1,070,810.00. Following the transaction, the chief financial officer directly owned 100,096 shares in the company, valued at $8,244,907.52. This trade represents a 11.49% decrease in their position. The SEC filing for this sale provides additional information. 3.30% of the stock is currently owned by corporate insiders.

Strategic Education News Roundup

Here are the key news stories impacting Strategic Education this week:

• Positive Sentiment: Zacks’ headline note says STRA “might be well poised for a surge” as its modelers raised near‑term and multi‑year earnings estimates — Zacks now projects FY2026 $6.81, FY2027 $7.88 and FY2028 $9.29 per share. Why Strategic Education (STRA) Might be Well Poised for a Surge
• Positive Sentiment: Zacks lifted several quarter-level estimates across 2026–2027 (examples): Q1‑2026 to $1.46 from $1.39, Q2‑2026 to $1.73 from $1.66, Q3‑2026 to $1.76 from $1.69, Q4‑2026 to $1.86 from $1.75; Q1‑2027 to $1.67, Q2‑2027 to $1.96, Q3‑2027 to $1.99 and Q4‑2027 to $2.26 — these consistent upward revisions support the bullish case and the Strong‑Buy rating.
• Neutral Sentiment: Recent fundamentals are mixed: STRA reported an EPS beat in its most recent quarter (helping sentiment), but revenue came in below consensus — keep an eye on top‑line traction and enrollment trends as execution risks remain.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Zacks Research raised shares of Strategic Education from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 2nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategic Education in a report on Thursday, January 22nd. Barrington Research reissued an “outperform” rating and issued a $105.00 price objective on shares of Strategic Education in a research report on Monday, January 26th. Finally, Wall Street Zen raised Strategic Education from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 28th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $99.33.

About Strategic Education

Strategic Education, Inc is a publicly traded higher education services holding company headquartered in Herndon, Virginia. Through its primary operating subsidiaries, Strayer University and Capella University, the company delivers degree programs and professional development opportunities to working adults. Its offerings span undergraduate and graduate degrees, certificates, continuing education, and workforce training in fields such as business, technology, health services, education, and public administration.

Strayer University, with a network of physical campuses across the United States complemented by an online platform, provides associate’s through doctoral degrees designed to accommodate non-traditional students.