Strategic Education Management
Management Kriterienprüfungen 4/4
Strategic Education CEO ist Karl McDonnell , ernannt in Jan 2006, hat eine Amtszeit von 20.33 Jahren. Die jährliche Gesamtvergütung beträgt $5.67M , bestehend aus 17.9% Gehalt und 82.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.71% der Aktien des Unternehmens, im Wert von $12.48M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 9.5 Jahre bzw. 6.4 Jahre.
Wichtige Informationen
Karl McDonnell
Geschäftsführender
US$5.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 17.95% |
| Amtszeit als Geschäftsführer | 20.3yrs |
| Eigentum des Geschäftsführers | 0.7% |
| Durchschnittliche Amtszeit des Managements | 9.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 6.4yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 11
STRA: AI Efficiencies And Buybacks Will Offset Enrollment Pressure Going Forward
Analysts trimmed their consensus price target for Strategic Education by a mid single digit dollar amount, citing recent target cuts from BMO Capital, Truist, and Barrington that reflect mixed enrollment trends alongside cost savings and AI-related efficiency gains. Analyst Commentary Recent research updates cluster around a consistent theme, with analysts trimming price targets by mid single digit dollar amounts while digesting mixed operating trends and efficiency gains.Narrativ-Update • Apr 27
STRA: AI Efficiencies And Cost Controls Will Support Future Margin Expansion
Narrative Update on Strategic Education The updated analyst price target for Strategic Education moves to $87 from $95, as analysts factor in softer enrollment trends highlighted in recent research while also acknowledging cost efficiencies and AI-driven margin support. These factors are reflected in slightly revised growth, profitability, discount rate, and future P/E assumptions.Seeking Alpha • Apr 14
Strategic Education: Moving To The Sidelines Following Read-Through From Phoenix Education Partners Customer Acquisition Issues
Summary I have sold my shares in Strategic Education due to rising concerns over AI-driven disruption of SEO-dependent customer acquisition channels. STRA's recent outperformance in 2025, particularly in the ETS segment, makes my prior thesis of 2026 revenue acceleration less compelling. AI large language models threaten to increase customer acquisition costs, potentially pressuring margins for businesses reliant on organic and paid search. Despite management's strong execution and cost-saving measures, lack of transparency on lead generation mix and channel efficiency limits my conviction in STRA. Read the full article on Seeking AlphaNarrativ-Update • Apr 10
STRA: Cost Controls And AI Efficiencies Will Support Future Earnings Power
Narrative Update on Strategic Education The Street’s price target on Strategic Education has shifted to $95 from $105, with analysts pointing to a mixed Q4 that combined steeper than expected US enrollment declines with EBITDA support from cost cutting and AI-driven efficiencies. Analyst Commentary Recent research highlights a mixed setup for Strategic Education, with analysts weighing enrollment pressure in the US against cost actions and AI-driven efficiencies that supported EBITDA in Q4.Narrativ-Update • Mar 27
STRA: Cost Controls And AI Efficiencies Will Support Stronger Future Margins
Analysts have trimmed their price target on Strategic Education to $95 from $105, reflecting updated views on fair value after a mixed Q4 in which weaker than expected US enrollment offset EBITDA support from cost cutting and AI driven efficiencies, along with a lower assumed future P/E multiple and revised margin and growth assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the EBITDA outperformance in Q4, supported by cost cutting and AI driven efficiencies, as evidence that management can protect profitability even when enrollment trends are not favorable.Analyseartikel • Jan 05
Investors Holding Back On Strategic Education, Inc. (NASDAQ:STRA)
With a price-to-earnings (or "P/E") ratio of 16x Strategic Education, Inc. ( NASDAQ:STRA ) may be sending bullish...Analyseartikel • Nov 20
Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60
Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on the 8th of...Analyseartikel • Nov 13
There May Be Some Bright Spots In Strategic Education's (NASDAQ:STRA) Earnings
The market was pleased with the recent earnings report from Strategic Education, Inc. ( NASDAQ:STRA ), despite the...Narrativ-Update • Nov 05
STRA: Future Technology And AI Efficiencies Will Drive Improved Operating Margins
Analysts have increased their price target for Strategic Education from $88 to $94 per share, citing stronger growth at Capella, ongoing investments, and expectations for improved operating margins as a result of technology efficiencies. Analyst Commentary Recent analyst updates reflect evolving perspectives on Strategic Education's performance and prospects.Narrativ-Update • Oct 22
Analyst Commentary Highlights Growth Prospects and Valuation Stability for Strategic Education
Narrative Update on Strategic Education Analysts have increased their price target for Strategic Education from $88 to $94, citing stronger growth in Capella from targeted investments and employer enrollments. They also noted anticipated benefits from regulatory changes and operational efficiencies.Narrativ-Update • Oct 08
Best Buy's All-Inclusive Degree Program Will Attract Future Students
Analysts have slightly increased their price target for Strategic Education, raising it to $94 from $88. They cite stronger growth at Capella, expected benefits from technology efficiencies, and a positive outlook on regulatory developments.Analyseartikel • Jun 21
A Piece Of The Puzzle Missing From Strategic Education, Inc.'s (NASDAQ:STRA) Share Price
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Analyseartikel • Mar 02
Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60
Strategic Education, Inc. ( NASDAQ:STRA ) will pay a dividend of $0.60 on the 17th of March. The dividend yield will be...Analyseartikel • Feb 25
Getting In Cheap On Strategic Education, Inc. (NASDAQ:STRA) Is Unlikely
There wouldn't be many who think Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of...Analyseartikel • Nov 11
Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60
Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on the 9th of...Analyseartikel • Nov 07
Here's Why Strategic Education (NASDAQ:STRA) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Oct 22
Investor Optimism Abounds Strategic Education, Inc. (NASDAQ:STRA) But Growth Is Lacking
There wouldn't be many who think Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of...Analyseartikel • Sep 27
Strategic Education, Inc.'s (NASDAQ:STRA) Intrinsic Value Is Potentially 65% Above Its Share Price
Key Insights The projected fair value for Strategic Education is US$150 based on 2 Stage Free Cash Flow to Equity...
Neues Narrativ • Sep 10
Strategic Partnerships And EdTech Growth Propel Company To New Heights
Strengthening of strategic corporate partnerships is expected to lead to sustained revenue growth by expanding the customer base and increasing course enrollments.Analyseartikel • Sep 07
We Think Strategic Education (NASDAQ:STRA) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Aug 03
Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60
The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on...Analyseartikel • Jul 15
Why Investors Shouldn't Be Surprised By Strategic Education, Inc.'s (NASDAQ:STRA) P/E
With a price-to-earnings (or "P/E") ratio of 26.7x Strategic Education, Inc. ( NASDAQ:STRA ) may be sending very...Analyseartikel • Jun 29
Here's Why We Think Strategic Education (NASDAQ:STRA) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • May 13
Strategic Education (NASDAQ:STRA) Has A Rock Solid Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Apr 04
Why Investors Shouldn't Be Surprised By Strategic Education, Inc.'s (NASDAQ:STRA) P/E
Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of 35.6x might make it look like a...Analyseartikel • Mar 03
Strategic Education, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Strategic Education, Inc. ( NASDAQ:STRA ) shareholders, with its shares surging 14...Analyseartikel • Jan 03
Strategic Education, Inc. (NASDAQ:STRA) Not Lagging Market On Growth Or Pricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...Analyseartikel • Dec 12
Are Investors Undervaluing Strategic Education, Inc. (NASDAQ:STRA) By 44%?
Key Insights Strategic Education's estimated fair value is US$164 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • Oct 30
Here's Why Strategic Education (NASDAQ:STRA) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyseartikel • Aug 28
Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60
The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on...Analyseartikel • Aug 22
Strategic Education, Inc.'s (NASDAQ:STRA) Intrinsic Value Is Potentially 67% Above Its Share Price
Key Insights The projected fair value for Strategic Education is US$131 based on 2 Stage Free Cash Flow to Equity...Analyseartikel • Jul 30
Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60
The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend on the 11th of...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$130m |
| Dec 31 2025 | US$6m | US$1m | US$127m |
| Sep 30 2025 | n/a | n/a | US$114m |
| Jun 30 2025 | n/a | n/a | US$115m |
| Mar 31 2025 | n/a | n/a | US$113m |
| Dec 31 2024 | US$5m | US$990k | US$113m |
| Sep 30 2024 | n/a | n/a | US$126m |
| Jun 30 2024 | n/a | n/a | US$117m |
| Mar 31 2024 | n/a | n/a | US$102m |
| Dec 31 2023 | US$5m | US$961k | US$70m |
| Sep 30 2023 | n/a | n/a | US$49m |
| Jun 30 2023 | n/a | n/a | US$37m |
| Mar 31 2023 | n/a | n/a | US$38m |
| Dec 31 2022 | US$5m | US$933k | US$47m |
| Sep 30 2022 | n/a | n/a | US$50m |
| Jun 30 2022 | n/a | n/a | US$48m |
| Mar 31 2022 | n/a | n/a | US$53m |
| Dec 31 2021 | US$6m | US$906k | US$55m |
| Sep 30 2021 | n/a | n/a | US$39m |
| Jun 30 2021 | n/a | n/a | US$46m |
| Mar 31 2021 | n/a | n/a | US$61m |
| Dec 31 2020 | US$5m | US$880k | US$86m |
| Sep 30 2020 | n/a | n/a | US$109m |
| Jun 30 2020 | n/a | n/a | US$115m |
| Mar 31 2020 | n/a | n/a | US$105m |
| Dec 31 2019 | US$7m | US$840k | US$81m |
Vergütung im Vergleich zum Markt: KarlDie Gesamtvergütung ($USD5.67M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD5.47M).
Entschädigung vs. Einkommen: KarlDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Karl McDonnell (59 yo)
20.3yrs
Amtszeit
US$5,672,067
Vergütung
Mr. Karl McDonnell was Director of Think: Education Group Pty Ltd in 2011 until March 2025. Mr. He has been Chief Executive Officer at Strategic Education, Inc. May 2, 2013 and serves as its President sinc...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 20.3yrs | US$5.67m | 0.71% $ 12.5m | |
| Executive VP | 11.2yrs | US$3.30m | 0.45% $ 7.9m | |
| Senior VP | 7.8yrs | US$1.95m | 0.25% $ 4.4m | |
| Senior VP & Chief Human Resources Officer | 7.8yrs | US$1.95m | 0.30% $ 5.3m | |
| Senior VP | 5.2yrs | keine Daten | 0.12% $ 2.1m | |
| Director of Investor Relations | no data | keine Daten | keine Daten | |
| President Emerita and Director of Accreditation & Regulatory Affairs - Strayer University | 14.6yrs | US$799.80k | keine Daten | |
| President of U.S. Higher Education | no data | US$1.78m | keine Daten | |
| President of Education Technology Services | no data | keine Daten | keine Daten | |
| Vice-Chancellor of Torrens University Australia | no data | keine Daten | keine Daten | |
| President of Strayer University | no data | keine Daten | keine Daten | |
| President of Torrens University Australia | no data | keine Daten | keine Daten |
9.5yrs
Durchschnittliche Betriebszugehörigkeit
52yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von STRA ist erfahren und erfahren (durchschnittliche Amtszeit von 9.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 14.5yrs | US$5.67m | 0.71% $ 12.5m | |
| Independent Director | 25.3yrs | US$200.00k | 0.051% $ 893.6k | |
| Chairman | 25.2yrs | US$4.12m | 1.43% $ 25.1m | |
| Independent Director | 29.8yrs | US$215.00k | 0.075% $ 1.3m | |
| Independent Director | 29.8yrs | US$275.00k | 0.11% $ 1.9m | |
| Independent Director | 7.8yrs | US$210.00k | 0.063% $ 1.1m | |
| Presiding Lead Independent Director | 2.7yrs | US$220.00k | 0.11% $ 2.0m | |
| Independent Director | 4.8yrs | US$280.00k | 0.041% $ 711.8k | |
| Independent Director | 1.1yrs | US$180.00k | 0.013% $ 230.4k | |
| Independent Director | 2.1yrs | US$200.00k | 0.023% $ 399.1k | |
| Independent Director | 3.7yrs | US$305.00k | 0.054% $ 954.1k | |
| Independent Director | 5.1yrs | US$205.00k | 0.035% $ 613.5k |
6.4yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter
Erfahrener Vorstand: STRADie Vorstandsmitglieder gelten als erfahren (6.4 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/25 23:51 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Strategic Education, Inc. wird von 21 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |