TAL Education Group

NYSE:TAL 株式レポート

時価総額：US$6.4b

TAL Education Group 配当と自社株買い

配当金 基準チェック /06

TAL Education Group配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.2%

バイバック利回り

総株主利回り0.2%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 • May 18

TAL: Share Repurchases And Margin Assumptions Will Support Future Upside

Analysts now assess TAL Education Group's fair value estimate at $18.67, up from $17.70. This revision reflects updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E.
ナラティブの更新 • Apr 28

TAL: Macquarie Upgrade And Completed Buybacks Will Support Future Share Rebound

Analysts have nudged their TAL Education Group price target slightly lower to about $15.55, with the update reflecting revised assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples following recent research commentary. Analyst Commentary Recent research commentary around the updated price target centers on how TAL Education Group might balance growth ambitions with valuation discipline and execution risks.
ナラティブの更新 • Apr 14

TAL: Future Returns Will Depend On Margins And Recent Buyback Execution

Analysts have adjusted their price target for TAL Education Group to $11.91, reflecting updated views on revenue, profit margins and future P/E assumptions based on recent Street research, including the latest upgrade commentary. Analyst Commentary Recent Street research around TAL Education Group highlights a mix of optimism and caution, with the updated US$11.91 price target reflecting both constructive views on the business and a set of clear execution and valuation risks that bearish analysts continue to flag.
Seeking Alpha • Apr 07

TAL Education: Device And Tutoring Businesses Have Good Prospects

Summary I maintain a 'Buy' rating for TAL Education after analyzing the outlook for its core businesses. TAL is a dominant player in China's learning tablet industry with a high-20%s market share, and it has introduced a higher-priced new product to take advantage of consumer preference shifts. Strong app engagement and a surge in deferred revenue point to a rapid expansion of TAL's tutoring division. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 31

TAL: Macquarie Upgrade And Buybacks Will Support Future Share Rebound

Analysts have adjusted their price targets on TAL Education Group, keeping fair value steady around $15.65 while fine tuning assumptions on discount rate, revenue growth, profit margins and future P/E following recent research updates that include a Macquarie upgrade. Analyst Commentary Analysts are reassessing TAL Education Group's setup around the current fair value of about US$15.65, focusing on how revisions to revenue, margin and P/E assumptions support or challenge that level.
ナラティブの更新 • Mar 16

TAL: Macquarie Upgrade And Share Buyback Will Support Future Upside

Analysts have adjusted their price target for TAL Education Group to $15.65, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions informed by recent Street research including the Macquarie upgrade. Analyst Commentary Bullish analysts see the revised US$15.65 price target as more in line with updated assumptions around discount rates, revenue trajectory, margins, and P/E multiples.
ナラティブの更新 • Mar 02

TAL: Share Buyback And Margin Outlook Will Support Future Upside

Analysts have lifted their price target on TAL Education Group to $15.65 from $14.46, citing updated assumptions that include a higher fair value estimate, a slightly adjusted discount rate, moderated revenue growth expectations, improved profit margin forecasts, and a lower future P/E multiple referenced in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate as reflecting improved confidence in TAL Education Group's ability to execute on its current business mix, even with moderated revenue growth assumptions baked into the model.
ナラティブの更新 • Feb 16

TAL: Future Execution Will Rely On Margins And Share Repurchases

Analysts have nudged their fair value estimate for TAL Education Group from $11.54 to about $11.91, citing updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples following recent research, including the latest upgrade from Macquarie. Analyst Commentary While the fair value estimate has moved slightly higher, some research commentary still highlights risks that readers should keep in mind when thinking about TAL Education Group's valuation and execution.
ナラティブの更新 • Feb 02

TAL: Elevated Expectations Will Depend On Challenging Margin Execution

Analysts have raised their price target fair value on TAL Education Group from $9.55 to $11.54, citing updated assumptions around revenue growth, profit margins and future P/E that they see reflected in recent research commentary. Analyst Commentary Recent research commentary around TAL Education Group reflects a mix of optimism on the updated fair value estimate and ongoing caution around execution and valuation risks.
ナラティブの更新 • Jan 19

TAL: Share Repurchases Will Support Higher Future Returns

Analysts have nudged their price target on TAL Education Group slightly lower to about US$17.70, citing updated assumptions that include modestly higher revenue growth, a small improvement in profit margins, and a somewhat lower future P/E multiple. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for US$134.7 million, equal to 0.69% of its shares (company filing).
ナラティブの更新 • Jan 05

TAL: Completed Share Repurchase Will Support Higher Future Share Price

Analysts have trimmed their price target on TAL Education Group slightly to about US$14.46 from roughly US$14.48, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News TAL Education Group reported completing a share repurchase of 4,195,065 shares, representing 0.69% of the company, for US$134.7 million under its buyback announced on July 31, 2025 (Key Developments).
分析記事 • Dec 28

Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
ナラティブの更新 • Dec 14

TAL: Share Repurchases And Margin Expansion Will Drive Stronger Returns

Analysts have raised their price target on TAL Education Group to approximately $17.70 from about $14.90, citing expectations for stronger profit margins and a lower future valuation multiple that together offset slightly slower projected revenue growth. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for a total consideration of $134.7 million (Key Developments) The completed buyback represents approximately 0.69% of the company’s outstanding shares, signaling continued capital return to shareholders (Key Developments) This tranche fully exhausts the repurchase authorization announced on July 31, 2025, under which the 4,195,065 shares were acquired (Key Developments) Valuation Changes The fair value estimate has risen meaningfully, increasing from $14.90 to $17.70 per share.
ナラティブの更新 • Nov 29

TAL: Share Repurchase Program Completion Will Support Future Price Upside

Analysts have maintained their price target for TAL Education Group at $14.48, citing steady expectations across key financial metrics and no significant changes in recent forecasts. What's in the News TAL Education Group completed the repurchase of 4,195,065 shares, or 0.69% of its outstanding shares, for a total value of $134.7 million.
ナラティブの更新 • Nov 15

TAL: Share Buyback Completion Will Drive Further Upside Momentum

Analysts have slightly increased their price target for TAL Education Group. The fair value estimate has been raised from $13.96 to $14.48 based on modest improvements in profit margins and revenue growth forecasts.
ナラティブの更新 • Nov 01

TAL: Share Repurchase Program Will Drive Future Upside Potential

Analysts have raised their price target for TAL Education Group from $12.99 to $13.96, citing updated evaluations of fair value and noting slight adjustments to key financial metrics in their forecasts. What's in the News TAL Education Group completed a share repurchase program, buying back 4,195,065 shares.
分析記事 • Sep 01

These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Seeking Alpha • Jan 28

TAL Education Group:Valuation Premium Priced In Strong Results, Maintain Hold

Summary TAL Education Group reported strong Q3 FY2025 results, with net revenues up 62.4% and gross profits up 57.9% year-over-year. Despite the impressive financial performance, I maintain a "hold" rating as the stock price already reflects high-quality growth expectations. TAL's competitive edge lies in its focus on content quality and AI-powered learning devices, positioning it ahead in the education sector. Valuation concerns persist, with TAL trading at a premium; risks include regulatory challenges and potential slower growth in the Peiyou small class business. Read the full article on Seeking Alpha
Seeking Alpha • Dec 15

TAL Education Group: Strong Growth But Valuation Premium Not Justified, Initiate With 'Hold'

Summary TAL Education Group has successfully transitioned from K-9 academic tutoring to a comprehensive educational service provider, positioning itself for strong growth. Despite TAL's transformation and AI advancements, its current valuation reflects significant optimism, leading to a "hold" rating. Regulatory risks and competitive challenges remain critical concerns for TAL's future performance and market positioning. Investors should monitor regulatory developments and competitive dynamics closely, as these factors could impact TAL's growth trajectory. Read the full article on Seeking Alpha
Seeking Alpha • Sep 11

TAL Education: Capital Allocation Concerns Overshadow Learning Devices' Growth Potential (Rating Downgrade)

Summary I have downgraded TAL Education Group stock from a Buy to a Hold, after assessing the company's top line growth, operating profitability, and capital allocation. On the negative side of things, TAL's increased focus on investments raises concerns about its future capital return and profitability. On the positive side of things, TAL Education's learning devices business has favorable growth prospects. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 29

AI Enhancements And Tactical Growth Promise Brighter Futures

Expansion in both online and offline learning platforms, alongside investments in AI such as MathGPT, aims to boost user satisfaction and revenue.
Seeking Alpha • Jun 26

TAL Education: Underappreciated Growth

Summary TAL's learning center network is likely to grow significantly in the new fiscal year considering the company's management comments and third-party research data. The company's learning devices are popular with consumers and are well-positioned to gain market share in the future. TAL Education deserves to trade at higher valuations, as the growth outlook for both its learning services business and learning content solutions business is positive. Read the full article on Seeking Alpha
Seeking Alpha • Apr 12

TAL Education: Focus On Regulatory Development And Earnings Preview

Summary There has been a positive change in the Chinese regulators' stance on K-12 non-academic learning services, as evidenced by recent draft regulations. TAL Education Group is expected to report its Q4 FY 2024 earnings on April 25, and I see the company announcing better-than-expected financial results for the recent quarter. I view TAL Education's shares as attractively valued based on a comparison of its EV/Revenue multiple with its medium-term top-line CAGR estimate. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

TAL Education: Turning Bullish On Revenue Beat And Potential Catalysts (Rating Upgrade)

Summary TAL Education's Q3 FY 2024 revenue beat expectations, which drove its shares up by +5.7% on the day of the results release. The introduction of new learning devices to the market and a faster pace of share repurchases could be catalysts for TAL. My rating for TAL is upgraded to a Buy in consideration of potential catalysts and the company's positive sales growth momentum. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Education Provider TAL Counts On AI Devices And MathGPT

Summary TAL Education Group has swung into the black after investing in AI-powered educational devices and developing a newly approved MathGPT tool. TAL’s revenue rose 40% in the second quarter, propelling the education group from a loss to a net profit of $37.9 million. Competition over educational AI is heating up in China, as companies develop large-scale AI models and launch intelligent learning devices. Read the full article on Seeking Alpha
Seeking Alpha • Sep 29

TAL Education Group: Elevated Expectations

Summary TAL Education Group's share price has done well in recent months, thanks to its Q1 results beat and favorable AI-related developments. However, the downside risk associated with TAL Education potentially reporting below-expectations results going forward has become more significant. A Hold rating for TAL Education Group is maintained; expectations for TAL Education are elevated, implying that positives have been priced into its shares. Read the full article on Seeking Alpha
Seeking Alpha • Jul 20

TAL Education: What To Watch With Upcoming First Quarter Results

Summary I see TAL delivering in-line Q1 FY 2024 results, so its results announcement next week should be a non-event in terms of potential catalysts for the stock. The key things to watch when previewing TAL's first quarter results are third-party product sales estimates, historical cost trends, and management commentary. I leave my Hold rating for TAL Education stock unchanged, as positive surprises are unlikely to emerge from TAL's Q1 earnings announcement on July 27. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: TALの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: TALの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

TAL Education Group 配当利回り対市場
TAL 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (TAL)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Consumer Services)2.4%
アナリスト予想 (TAL) (最長3年)0%

注目すべき配当: TALは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: TALは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: TALの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: TALが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 06:05
終値2026/05/20 00:00
収益2026/02/28
年間収益2026/02/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TAL Education Group 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Yanfang JiangBenchmark Company
Lucy YuBofA Global Research
Lei YangCGS International