New Oriental Education & Technology Group (NYSE:EDU) Posts Earnings Results

New Oriental Education & Technology Group (NYSE:EDU) released its quarterly earnings results on Wednesday. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.34 by $0.11, Briefing.com reports. New Oriental Education & Technology Group had a return on equity of 10.77% and a net margin of 7.36%.The company had revenue of $1.19 billion during the quarter, compared to analyst estimates of $1.16 billion. During the same quarter last year, the business posted $0.22 earnings per share. The firm’s revenue was up 14.7% on a year-over-year basis.

Here are the key takeaways from New Oriental Education & Technology Group’s conference call:

• Strong Q2 results: Total net revenue rose 14.7% YoY to $1.19B, non‑GAAP operating income more than tripled to $89.1M and non‑GAAP net income increased 68.6%, with non‑GAAP operating margin improving over 4 percentage points.
• Upgraded outlook and shareholder returns: Management raised Q3 and full‑year FY2026 revenue guidance, declared a $0.12 ordinary dividend (first installment paid) and launched a $300M buyback (≈1.6M ADS repurchased for $86.3M so far), supported by a strong cash and liquid asset position.
• New initiatives gaining traction: K‑9 and high‑school tutoring, non‑academic tutoring (+22% YoY), intelligent learning systems/devices and AI/OMO investments are delivering improved retention, scalability and incremental revenue, while East Buy has expanded SKUs, shown early profitability (vending) and is contributing to both sales and margins.
• Overseas‑related businesses remain a modest drag—overseas test prep grew only ~4% YoY and study consulting fell ~3%—and management expects overseas growth to be flattish to low single digits in the near term.

New Oriental Education & Technology Group Stock Up 5.2%

Shares of NYSE EDU opened at $58.87 on Thursday. New Oriental Education & Technology Group has a twelve month low of $40.66 and a twelve month high of $63.78. The firm has a market cap of $9.30 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 1.32 and a beta of 0.29. The business has a fifty day simple moving average of $54.83 and a two-hundred day simple moving average of $52.73.

Institutional Trading of New Oriental Education & Technology Group

A number of hedge funds have recently added to or reduced their stakes in EDU. Caitong International Asset Management Co. Ltd increased its position in New Oriental Education & Technology Group by 7,314.3% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 519 shares of the company’s stock valued at $28,000 after purchasing an additional 512 shares during the period. Raymond James Financial Inc. bought a new position in shares of New Oriental Education & Technology Group during the second quarter valued at approximately $111,000. Brooklyn Investment Group increased its holdings in New Oriental Education & Technology Group by 227.1% during the third quarter. Brooklyn Investment Group now owns 3,820 shares of the company’s stock valued at $203,000 after buying an additional 2,652 shares during the period. Dark Forest Capital Management LP bought a new position in New Oriental Education & Technology Group in the third quarter worth approximately $220,000. Finally, Cerity Partners LLC purchased a new stake in New Oriental Education & Technology Group during the second quarter worth $221,000.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on EDU shares. JPMorgan Chase & Co. raised their target price on shares of New Oriental Education & Technology Group from $60.00 to $68.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Zacks Research upgraded New Oriental Education & Technology Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. New Street Research set a $68.00 price target on New Oriental Education & Technology Group in a report on Wednesday. HSBC raised New Oriental Education & Technology Group from a “hold” rating to a “buy” rating in a research note on Wednesday. Finally, The Goldman Sachs Group reiterated a “neutral” rating and issued a $60.00 target price on shares of New Oriental Education & Technology Group in a research note on Wednesday, October 29th. Four investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $65.84.

More New Oriental Education & Technology Group News

Here are the key news stories impacting New Oriental Education & Technology Group this week:

• Positive Sentiment: Q2 results beat expectations — EPS of $0.45 vs. $0.34 consensus and revenue of $1.19B (+14.7% YoY), signaling improving margin and top-line momentum. New Oriental Announces Results for the Second Fiscal Quarter Ended November 30, 2025
• Positive Sentiment: Management framed the quarter as part of a “profitable growth pivot,” which investors may view as sustainable improvement in unit economics and long-term earnings power. New Oriental Earnings Call Highlights Profitable Growth Pivot
• Positive Sentiment: HSBC upgraded EDU from Hold to Buy, increasing buy-side interest and supporting upside sentiment. EDU: HSBC upgrade coverage
• Positive Sentiment: Short interest fell ~23% month-over-month (to ~4.2M shares), reducing one source of selling pressure and potentially supporting a tighter supply/demand balance in the stock. (internal short-interest report)
• Neutral Sentiment: FY‑2026 revenue guidance given as roughly $5.3B–$5.5B (around consensus) and Q3 revenue guidance roughly in line with estimates — implies management expects continued growth but not a large beat/raise. (company guidance update)
• Neutral Sentiment: Full earnings call transcript and additional media coverage are available for deeper read on drivers (program demand, pricing, mix, and margin commentary). Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Press and market reports highlighted the earnings beat and share rise today — useful for short-term flows but not new fundamental information. Investing.com coverage

New Oriental Education & Technology Group Company Profile

New Oriental Education & Technology Group (NYSE: EDU) is one of China’s leading providers of private educational services, specializing in language training, test preparation and consulting for overseas study. The company’s offerings span a range of subjects, including English language instruction, preparatory courses for examinations such as the TOEFL, GRE and GMAT, and K-12 after-school tutoring. New Oriental’s curriculum is delivered through a combination of in-person learning centers and digital platforms, enabling students across various regions to access its educational resources.

Founded in 1993 by Michael Yu Minhong in Beijing, New Oriental began as a small language school and quickly expanded its footprint.