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STRA Strategic Education, Inc.

USConsumer Defensive
$82.78-1.38%ClosedMarket Cap: $1.88B

As of 2026-07-08 16:00

Why STRA matters now

Strategic Education, Inc. (STRA) is a US stock in Consumer Defensive. The latest InvestLog snapshot shows $82.78 with -1.38% on the session and $1.88B in market capitalization; recent performance reads 1-month -5.88% and YTD -6.07%.

The latest financial table shown here is Q1 2026, with revenue of $305.9M, net income of $32.8M, and EPS of $1.48. Investors can compare that operating picture with valuation signals such as P/E 15.00 and FCF yield 10.2%.

The latest indexable market news headline is "STRA vs. LINC: Which Stock Is the Better Value Option?" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Buy with a median target of $86.00; recent insider activity includes Hokenson Christa filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

15.00

PEG

1.21

P/B

1.00

P/S

1.35

EV/EBITDA

7.30

DCF Value

$212.12

FCF Yield

10.2%

Div Yield

3.2%

Margins & Returns

Gross Margin

49.3%

Operating Margin

14.2%

Net Margin

10.2%

ROE

7.9%

ROA

6.2%

ROIC

7.2%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$305.9M$32.8M$1.48
Q4 2025$323.2M$37.9M$1.66
FY 2025$1.27B$126.6M$5.42
Q3 2025$319.9M$26.6M$1.15

Analyst Ratings

Consensus

Buy

Target (Consensus)

$87.00

Target (Median)

$86.00

Target Range

$80.00 - $95.00

Strong Buy: 1Buy: 1Hold: 1Sell: 0Strong Sell: 0
Truist SecuritiesHold
2026-04-27
BMO CapitalOutperform
2026-04-27
Barrington ResearchOutperform
2026-04-23
Truist SecuritiesHold
2026-03-24
Barrington ResearchOutperform
2026-01-26

Trading Activity

Insider Trades

Hokenson Christaofficer: CHIEF HUMAN RESOURCES OFFICER
Sell2026-06-05
WAITE G THOMAS IIIdirector
Sell2026-05-05
Thawley Michaeldirector
Buy2026-04-24
BEASON CHARLOTTE Fdirector
Sell2026-04-24
BROGLEY RITA Ddirector
Sell2026-04-24

Company Info

Sector

Consumer Defensive

Industry

Education & Training Services

Country

US

Exchange

Beta

0.50

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.