Strategic Education Dirección
Dirección controles de criterios 4/4
El CEO de Strategic Education es Karl McDonnell , nombrado en Jan 2006, tiene una permanencia de 20.33 años. compensación anual total es $5.67M, compuesta por 17.9% salario y 82.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.71% de las acciones de la empresa, por valor de $12.48M. La antigüedad media del equipo directivo y de la junta directiva es de 9.5 años y 6.4 años, respectivamente.
Información clave
Karl McDonnell
Chief Executive Officer (CEO)
US$5.7m
Compensación total
| Porcentaje del salario del CEO | 17.95% |
| Permanencia del CEO | 20.3yrs |
| Participación del CEO | 0.7% |
| Permanencia media de la dirección | 9.5yrs |
| Promedio de permanencia en la Junta Directiva | 6.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| 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$81m |
Compensación vs. Mercado: La compensación total ($USD5.67M) de Karl está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.47M).
Compensación vs. Ingresos: La compensación de Karl ha sido consistente con los resultados de la empresa en el último año.
CEO
Karl McDonnell (59 yo)
20.3yrs
Permanencia
US$5,672,067
Compensación
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...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| 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 | sin datos | 0.12% $ 2.1m | |
| Director of Investor Relations | no data | sin datos | sin datos | |
| President Emerita and Director of Accreditation & Regulatory Affairs - Strayer University | 14.6yrs | US$799.80k | sin datos | |
| President of U.S. Higher Education | no data | US$1.78m | sin datos | |
| President of Education Technology Services | no data | sin datos | sin datos | |
| Vice-Chancellor of Torrens University Australia | no data | sin datos | sin datos | |
| President of Strayer University | no data | sin datos | sin datos | |
| President of Torrens University Australia | no data | sin datos | sin datos |
9.5yrs
Permanencia media
52yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de STRA es experimentado (9.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| 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
Permanencia media
63yo
Promedio de edad
Junta con experiencia: La junta directiva de STRA se considera experimentada (6.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 13:54 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Strategic Education, Inc. está cubierta por 21 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |