Why Adtalem Global Education (ATGE) Is Up 6.6% After Launching a New US$750 Million Buyback

• Adtalem Global Education has completed its previously announced US$150 million share repurchase, buying about 1.6 million shares, and on December 15, 2025, its Board authorized a new share buyback program of up to US$750 million through December 15, 2028.
• The jump in repurchase capacity suggests management sees meaningful value in reducing share count while still maintaining room to fund growth initiatives.
• We’ll now examine how this expanded US$750 million buyback authorization influences Adtalem Global Education’s investment narrative and capital allocation outlook.

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What Is Adtalem Global Education's Investment Narrative?

To own Adtalem Global Education, you need to believe in its position as a scaled healthcare and professional education provider that can keep growing earnings while returning substantial cash to shareholders. The new US$750 million buyback authorization, on top of the completed US$150 million program, reinforces a story centered on disciplined capital allocation and confidence in the company’s cash generation. In the near term, key catalysts still hinge on enrollment trends across Chamberlain, Walden, and the Medical and Veterinary segment, along with any fresh detail at the February 2026 Investor Day. The sharp step-up in repurchase capacity may support earnings per share and sentiment after a weak 3‑month share price stretch, but it does not remove core risks around regulation, pricing pressure in education, or potential scrutiny of management pay versus performance.

However, there is an important regulatory and execution risk here that investors should not overlook. Adtalem Global Education's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

With only two fair value estimates from the Simply Wall St Community, views cluster between about US$160 and just above US$200, hinting at a wide band of perceived upside. Set that against the increased buyback firepower discussed above and you can see why some investors are focused on capital returns while others may worry more about execution and regulatory risk, and it is worth weighing both angles carefully.

Explore 2 other fair value estimates on Adtalem Global Education - why the stock might be worth just $158.25!

Build Your Own Adtalem Global Education Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Adtalem Global Education research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Adtalem Global Education research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Adtalem Global Education's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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