Strategic Education, Inc.

NasdaqGS:STRA 주식 리포트

시가총액: US$1.8b

Strategic Education 배당 및 자사주 매입

배당 기준 점검 3/6

Strategic Education 수익으로 충분히 충당되는 현재 수익률 3.06% 보유한 배당금 지급 회사입니다. 다음 지급일은 1st June, 2026 이며 배당락일은 다음과 같습니다. 22nd May, 2026.

핵심 정보

3.1%

배당 수익률

8.9%

자사주 매입 수익률

총 주주 수익률12.0%
미래 배당 수익률3.3%
배당 성장률9.2%
다음 배당 지급일01 Jun 26
배당락일22 May 26
주당 배당금n/a
배당 성향41%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 배당금 지급이 안정적인 반면, STRA 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.

배당금 증가: STRA 의 배당금 지급이 증가했지만 회사는 9 년 동안만 배당금을 지급했습니다.


배당 수익률 vs 시장

Strategic Education 배당 수익률 vs 시장
STRA의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (STRA)3.1%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Consumer Services)2.4%
분석가 예측 (STRA) (최대 3년)3.3%

주목할만한 배당금: STRA 의 배당금( 3.06% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )보다 높습니다.

고배당: STRA 의 배당금( 3.06% )은 US 시장에서 배당금 지급자의 상위 25%( 4.24% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 41.3% )로 STRA 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 30.9% )로 STRA 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 15:29
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Strategic Education, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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