Teacher Retirement System of Texas Increases Stake in Strategic Education Inc. $STRA

Teacher Retirement System of Texas boosted its stake in Strategic Education Inc. (NASDAQ:STRA) by 302.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 63,667 shares of the health services provider’s stock after purchasing an additional 47,853 shares during the period. Teacher Retirement System of Texas’ holdings in Strategic Education were worth $5,106,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Blue Trust Inc. purchased a new position in Strategic Education in the 3rd quarter worth approximately $25,000. Allworth Financial LP increased its stake in Strategic Education by 88.5% in the 3rd quarter. Allworth Financial LP now owns 294 shares of the health services provider’s stock worth $25,000 after purchasing an additional 138 shares during the period. Osaic Holdings Inc. increased its stake in Strategic Education by 85.2% in the 2nd quarter. Osaic Holdings Inc. now owns 387 shares of the health services provider’s stock worth $33,000 after purchasing an additional 178 shares during the period. GAMMA Investing LLC increased its stake in Strategic Education by 281.6% in the 4th quarter. GAMMA Investing LLC now owns 725 shares of the health services provider’s stock worth $58,000 after purchasing an additional 535 shares during the period. Finally, Canada Pension Plan Investment Board purchased a new position in Strategic Education in the 2nd quarter worth approximately $94,000. 93.27% of the stock is owned by hedge funds and other institutional investors.

Strategic Education Price Performance

NASDAQ STRA opened at $73.53 on Monday. Strategic Education Inc. has a twelve month low of $69.70 and a twelve month high of $93.45. The firm has a market capitalization of $1.66 billion, a PE ratio of 12.99, a P/E/G ratio of 0.69 and a beta of 0.53. The stock’s 50 day moving average is $80.65 and its 200 day moving average is $80.57.

Strategic Education (NASDAQ:STRA) last released its quarterly earnings results on Thursday, April 23rd. The health services provider reported $1.42 earnings per share for the quarter, missing the consensus estimate of $1.51 by ($0.09). Strategic Education had a net margin of 10.21% and a return on equity of 8.78%. The firm had revenue of $305.93 million for the quarter, compared to the consensus estimate of $329.81 million. During the same quarter in the prior year, the firm earned $1.30 earnings per share. The company’s revenue for the quarter was up .8% compared to the same quarter last year. On average, research analysts anticipate that Strategic Education Inc. will post 7.12 earnings per share for the current year.

Strategic Education Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 22nd will be given a dividend of $0.60 per share. The ex-dividend date is Friday, May 22nd. This represents a $2.40 annualized dividend and a dividend yield of 3.3%. Strategic Education’s payout ratio is currently 42.40%.

Key Headlines Impacting Strategic Education

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

• Positive Sentiment: Company announced a quarterly dividend of $0.60 per share (annualized yield ~3.3%), which supports income-oriented investors and can provide downside support to the stock.
• Positive Sentiment: Management said Q1 may be the low point for 2026 and is targeting roughly 200 basis points of margin expansion by accelerating AI-driven productivity improvements — a clear strategic cost-efficiency lever that could boost future margins and earnings. Seeking Alpha Margin Expansion
• Positive Sentiment: Recent analyst/quant coverage frames STRA as an attractive value name (Zacks articles and a “Moderate Buy” broker consensus), highlighting low P/E and PEG metrics versus growth prospects — which can attract value-oriented buyers. Zacks: Should Value Investors Buy? Zacks: Strong Value Stock
• Neutral Sentiment: Company reported Q1 results and issued a slide deck/press release summarizing performance (revenue modestly up YoY; detailed slides/transcript available for investors evaluating the quarter). BusinessWire Q1 Release
• Neutral Sentiment: Earnings call transcript and presentation were posted — useful for judging management tone, guidance detail, and execution against the AI productivity plan. Earnings Call Transcript
• Negative Sentiment: Reported Q1 EPS of $1.42 missed consensus ($1.51) and revenue of $305.9M fell short of estimates (~$329.8M). The shortfall in topline and the EPS miss are primary near-term negative catalysts pressuring the stock. Zacks: Q1 Miss
• Negative Sentiment: Market reaction: several outlets noted shares falling after the miss and the revenue shortfall, signaling investor concern about near-term growth and execution. Elevated trading volume versus average suggests stronger investor selling/positioning around the print. MSN: Shares Falling

Insider Activity at Strategic Education

In other Strategic Education news, General Counsel Lizette Benedi Herraiz sold 2,982 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.88, for a total value of $238,202.16. Following the sale, the general counsel directly owned 55,580 shares of the company’s stock, valued at approximately $4,439,730.40. The trade was a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Michael Thawley bought 665 shares of the company’s stock in a transaction on Friday, April 24th. The stock was bought at an average cost of $72.71 per share, for a total transaction of $48,352.15. Following the completion of the acquisition, the director directly owned 12,154 shares of the company’s stock, valued at approximately $883,717.34. This represents a 5.79% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 62,420 shares of company stock valued at $4,843,218 over the last ninety days. Insiders own 3.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. Truist Financial cut Strategic Education from a “buy” rating to a “hold” rating and decreased their price target for the stock from $95.00 to $85.00 in a research note on Tuesday, March 24th. Barrington Research reduced their target price on Strategic Education from $105.00 to $95.00 and set an “outperform” rating on the stock in a research note on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Strategic Education in a research note on Tuesday, April 21st. Zacks Research raised Strategic Education from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 2nd. Finally, Wall Street Zen cut Strategic Education from a “strong-buy” rating to a “buy” rating in a research note on Sunday. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.33.

Strategic Education 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.