Strategic Education, Inc.

NasdaqGS:STRA Rapport sur les actions

Capitalisation boursière : US$1.9b

Strategic Education Dividendes et rachats

Dividende contrôle des critères 3/6

Strategic Education est une société versant des dividendes avec un rendement actuel de 2.87% qui est bien couvert par les bénéfices.

Informations clés

2.9%

Rendement du dividende

8.5%

Rendement des rachats

Rendement total pour l'actionnaire11.3%
Rendement futur des dividendes3.1%
Croissance des dividendes9.2%
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution41%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Seeking Alpha 16h

Strategic Education: How Its Shift To B2B Makes It A Strong Buy

Summary Strategic Education is shifting from low-margin B2C to high-margin edtech, emphasizing employer-affiliated partnerships and recurring SaaS-like revenues. The ETS segment now generates 46% of operating income, with Workforce Edge and Sophia Learning driving 21% and 32% revenue growth, respectively, and margins reaching 47%. I assign STRA a Strong Buy rating with a $117/share target, reflecting a rerating opportunity as recurring tech segment profits rise and multiples approach SaaS peers. Key risks include regulatory changes, potential saturation in employer partnerships, and the need for continued growth in employer-affiliated student enrollments. Read the full article on Seeking Alpha
Mise à jour du récit Jun 23

STRA: Share Repurchases And Workforce Upskilling Initiatives Will Support Future Execution

Analysts have trimmed their $-based price targets on Strategic Education by about $5 to $10, citing updated assumptions for discount rates, long term growth, and future P/E expectations, while leaving the fair value estimate broadly unchanged at $87. Analyst Commentary Recent commentary around Strategic Education reflects a tighter range of price targets, with analysts refining their models rather than making sweeping changes to the fundamental view.
Article d’analyse Jun 20

Strategic Education (STRA) Stock Could Be 13.4% Undervalued After Institutional Buying And Growth

Recent commentary around Strategic Education (STRA) focuses on two linked developments: a sharp rise in institutional ownership and year over year growth in both revenue and net profit, which together are shaping current sentiment on the stock. See our latest analysis for Strategic Education. At a share price of $75.33, Strategic Education has experienced a decline in its short term share price return, with the 30 day share price return down 4.42% and the year to date share price return down...
Mise à jour du récit Jun 06

STRA: Model Resets And Buybacks Will Support Execution Despite Growth Uncertainty

Narrative Update on Strategic Education Analysts have reduced their average price target on Strategic Education by approximately $5 to $10, citing revised assumptions for discount rates, long-term revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research has focused on resetting expectations for Strategic Education, with several firms trimming price targets by $5 to $10 and at least one downgrade.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Bien que les paiements de dividendes soient restés stables, STRA verse un dividende depuis moins de 10 ans.

Dividende croissant: Les paiements de dividendes de STRA ont augmenté, mais la société n'a versé de dividendes que pendant 9 ans.


Rendement des dividendes par rapport au marché

Strategic Education Rendement des dividendes par rapport au marché
Comment le rendement du dividende de STRA se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (STRA)2.9%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Consumer Services)2.4%
Analyste prévisionnel (STRA) (jusqu'à 3 ans)3.1%

Dividende notable: Le dividende de STRA ( 2.87% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.37% ).

Dividende élevé: Le dividende de STRA ( 2.87% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.19% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Avec son taux de distribution relativement faible ( 41.3% ), les paiements de dividendes de STRA sont bien couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son ratio de distribution de trésorerie raisonnablement bas (30.9%), les paiements de dividendes de STRA sont bien couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/09 03:08
Cours de l'action en fin de journée2026/07/09 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Strategic Education, Inc. est couverte par 21 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeffrey MeulerBaird
Gary BisbeeBarclays
Alexander ParisBarrington Research Associates, Inc.