Strategic Education (NASDAQ:STRA) CEO Raymond Karl Mcdonnell Sells 38,840 Shares of Stock

Strategic Education Inc. (NASDAQ:STRA) CEO Raymond Karl Mcdonnell sold 38,840 shares of Strategic Education stock in a transaction that occurred on 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 directly owned 106,332 shares in the company, valued at $8,012,116.20. This represents a 26.75% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Strategic Education Stock Performance

NASDAQ:STRA opened at $78.41 on Friday. Strategic Education Inc. has a fifty-two week low of $72.17 and a fifty-two week high of $93.45. The stock’s fifty day moving average is $81.03 and its 200 day moving average is $80.68. The firm has a market capitalization of $1.84 billion, a PE ratio of 16.30, a PEG ratio of 0.78 and a beta of 0.55.

Strategic Education (NASDAQ:STRA) last posted its earnings results on Thursday, February 26th. The health services provider reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.47 by $0.27. The company had revenue of $311.46 million during the quarter, compared to analyst estimates of $322.29 million. Strategic Education had a return on equity of 8.18% and a net margin of 9.08%.Strategic Education’s revenue was up 3.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.27 earnings per share. Equities analysts forecast that Strategic Education Inc. will post 4.79 EPS for the current year.

Strategic Education Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a $0.60 dividend. This represents a $2.40 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Monday, March 9th. Strategic Education’s payout ratio is currently 49.90%.

Hedge Funds Weigh In On Strategic Education

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Bank of Montreal Can increased its holdings in Strategic Education by 62,355.4% in the fourth quarter. Bank of Montreal Can now owns 1,467,702 shares of the health services provider’s stock valued at $117,710,000 after buying an additional 1,465,352 shares during the last quarter. AQR Capital Management LLC grew its position in Strategic Education by 188.6% during the 2nd quarter. AQR Capital Management LLC now owns 245,296 shares of the health services provider’s stock worth $20,882,000 after purchasing an additional 160,303 shares during the last quarter. Lightrock Netherlands B.V. increased its stake in Strategic Education by 155.7% in the third quarter. Lightrock Netherlands B.V. now owns 234,719 shares of the health services provider’s stock valued at $20,188,000 after purchasing an additional 142,915 shares during the period. Millennium Management LLC grew its stake in shares of Strategic Education by 115.4% in the 3rd quarter. Millennium Management LLC now owns 216,117 shares of the health services provider’s stock valued at $18,588,000 after purchasing an additional 115,801 shares during the last quarter. Finally, Cubist Systematic Strategies LLC acquired a new position in shares of Strategic Education in the second quarter valued at approximately $9,615,000. Hedge funds and other institutional investors own 93.27% of the company’s stock.

Strategic Education News Roundup

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

• Positive Sentiment: Q4 earnings beat: STRA reported $1.74 EPS vs. $1.47 consensus, a meaningful upside driven by higher margins and year-over-year EPS growth — a primary catalyst for the move higher. Strategic Education (STRA) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Cost savings and growth initiatives: Management outlined an additional $70M of AI-driven expense savings through 2027 and plans to expand employer-focused enrollment channels — supports margin improvement and longer-term profit outlook. Strategic Education outlines $70M additional AI-driven expense savings through 2027 while expanding employer-focused enrollment
• Positive Sentiment: Dividend boost: Board declared a $0.60 quarterly dividend (3.1% yield) with a March 9 ex-dividend date — increases income appeal for yield-seeking investors.
• Neutral Sentiment: Top-line mixed: Revenue was $311.46M (up 3.8% YoY) but below the ~$322.3M analyst estimate — the beat on EPS but softer revenue leaves the growth picture ambiguous. Strategic Education Q4 release and materials
• Neutral Sentiment: Earnings call / detail available: Full Q4 2025 call transcript and slide deck are available for investors who want management color on enrollment trends and margin drivers. Strategic Education, Inc. (STRA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Enrollment headwinds: Coverage highlights concerns about pressure on future enrollments, which could constrain revenue growth and offset margin gains if demand weakens. Strategic Education faces earnings test amid enrollment headwinds
• Negative Sentiment: Insider selling: CEO Raymond McDonnell sold 38,840 shares (~$2.93M) late February, reducing his stake materially — a potential negative signal to some investors. SEC Form 4 filing

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on STRA shares. Barrington Research restated an “outperform” rating and issued a $105.00 price target on shares of Strategic Education in a research note on Monday, January 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategic Education in a research report on Thursday, January 22nd. Two research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Strategic Education presently has an average rating of “Moderate Buy” and an average target price of $99.33.

Strategic Education Company Profile

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.