Entropy Technologies LP Takes $589,000 Position in Strategic Education Inc. $STRA

Entropy Technologies LP bought a new position in shares of Strategic Education Inc. (NASDAQ:STRA) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 7,100 shares of the health services provider’s stock, valued at approximately $589,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Strategic Education by 3.1% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,195 shares of the health services provider’s stock worth $1,360,000 after purchasing an additional 487 shares during the last quarter. Jane Street Group LLC raised its stake in shares of Strategic Education by 40.2% during the 1st quarter. Jane Street Group LLC now owns 43,433 shares of the health services provider’s stock worth $3,647,000 after purchasing an additional 12,444 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Strategic Education by 192.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,162 shares of the health services provider’s stock valued at $99,000 after buying an additional 765 shares during the last quarter. First Trust Advisors LP boosted its holdings in shares of Strategic Education by 20.0% in the 2nd quarter. First Trust Advisors LP now owns 24,657 shares of the health services provider’s stock valued at $2,099,000 after buying an additional 4,118 shares during the last quarter. Finally, Jump Financial LLC bought a new position in shares of Strategic Education in the second quarter valued at $246,000. Institutional investors own 93.27% of the company’s stock.

Key Stories Impacting Strategic Education

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

• Positive Sentiment: Strategic Education reported second-quarter revenue of $337.3 million, up 4.9% year over year. Growth was driven by the Education Technology Services segment, higher U.S. higher-education revenue per student and favorable foreign-exchange effects. Strategic Education Reports Second Quarter 2026 Results
• Positive Sentiment: Quarterly earnings rose to $1.76 per share from $1.54 a year earlier, while the board declared a $0.60-per-share quarterly dividend, equivalent to $2.40 annually and an indicated yield of approximately 2.7%. The dividend is payable September 14 to shareholders of record September 4. Strategic Education Dividend and Earnings Information
• Neutral Sentiment: The second-quarter earnings call focused on the company’s operating performance and segment-level growth, providing investors with additional context on the results and outlook. Strategic Education Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings of $1.76 per share fell short of analyst estimates near $1.79-$1.80, and some reports cited revenue below consensus expectations. The earnings miss may limit upside despite the year-over-year improvement. Strategic Education Q2 Earnings Lag Estimates

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Barrington Research set a $105.00 target price on shares of Strategic Education in a report on Wednesday. Wall Street Zen cut shares of Strategic Education from a “buy” rating to a “hold” rating in a research note on Wednesday, June 24th. Truist Financial decreased their price objective on shares of Strategic Education from $85.00 to $80.00 and set a “hold” rating for the company in a research report on Monday, April 27th. Weiss Ratings restated a “hold (c)” rating on shares of Strategic Education in a research note on Friday, July 17th. Finally, BMO Capital Markets upped their target price on shares of Strategic Education from $86.00 to $91.00 and gave the company an “outperform” rating in a report on Monday, July 6th. Two equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $92.00.

Insider Activity

In other news, insider Christa Hokenson sold 2,000 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $80.00, for a total value of $160,000.00. Following the transaction, the insider owned 65,195 shares of the company’s stock, valued at approximately $5,215,600. This represents a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.60% of the stock is currently owned by corporate insiders.

Strategic Education Price Performance

Shares of STRA opened at $87.62 on Thursday. The firm has a market capitalization of $1.98 billion, a PE ratio of 15.48, a PEG ratio of 0.75 and a beta of 0.50. The company’s 50-day moving average is $78.81 and its 200-day moving average is $80.15. Strategic Education Inc. has a fifty-two week low of $69.70 and a fifty-two week high of $87.86.

Strategic Education (NASDAQ:STRA) last announced its earnings results on Wednesday, July 29th. The health services provider reported $1.76 EPS for the quarter, missing the consensus estimate of $1.80 by ($0.04). Strategic Education had a return on equity of 8.78% and a net margin of 10.21%.The company had revenue of $321.60 million for the quarter, compared to the consensus estimate of $327.55 million. During the same period in the previous year, the firm posted $1.54 EPS. The business’s quarterly revenue was up 4.9% on a year-over-year basis. Analysts predict that Strategic Education Inc. will post 7.2 earnings per share for the current fiscal year.

Strategic Education Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Friday, September 4th. Strategic Education’s payout ratio is currently 42.40%.

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.