Strategic Education Yönetim
Yönetim kriter kontrolleri 4/4
Strategic Education CEO'su Karl McDonnell, Jan2006 tarihinde atandı, in görev süresi 20.33 yıldır. in toplam yıllık tazminatı $ 5.67M olup, şirket hissesi ve opsiyonları dahil olmak üzere 17.9% maaş ve 82.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.71% ine doğrudan sahiptir ve bu hisseler $ 12.48M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 9.5 yıl ve 6.4 yıldır.
Anahtar bilgiler
Karl McDonnell
İcra Kurulu Başkanı
US$5.7m
Toplam tazminat
| CEO maaş yüzdesi | 17.95% |
| CEO görev süresi | 20.3yrs |
| CEO sahipliği | 0.7% |
| Yönetim ortalama görev süresi | 9.5yrs |
| Yönetim Kurulu ortalama görev süresi | 6.4yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$81m |
Tazminat ve Piyasa: Karl 'ın toplam tazminatı ($USD 5.67M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.47M ).
Tazminat ve Kazançlar: Karl 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Karl McDonnell (59 yo)
20.3yrs
Görev süresi
US$5,672,067
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | 0.12% $ 2.1m | |
| Director of Investor Relations | no data | Veri yok | Veri yok | |
| President Emerita and Director of Accreditation & Regulatory Affairs - Strayer University | 14.6yrs | US$799.80k | Veri yok | |
| President of U.S. Higher Education | no data | US$1.78m | Veri yok | |
| President of Education Technology Services | no data | Veri yok | Veri yok | |
| Vice-Chancellor of Torrens University Australia | no data | Veri yok | Veri yok | |
| President of Strayer University | no data | Veri yok | Veri yok | |
| President of Torrens University Australia | no data | Veri yok | Veri yok |
9.5yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş
Deneyimli Yönetim: STRA 'un yönetim ekibi deneyimli ve deneyimlidir ( 9.5 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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
Ortalama Görev Süresi
63yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: STRA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.4 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 21:37 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Strategic Education, Inc. 21 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |