Strategic Education

Strategic Education

Postsecondary education and workforce development provider

Overview

Strategic Education, Inc. runs post-secondary education programs through institutions like Strayer University and Capella University, mainly serving working adults in the United States with online and campus options. Students enroll in degree or non-degree programs, paying tuition and fees, while the company also earns revenue through corporate partnerships that offer education-as-a-benefit to employers. The company distinguishes itself by focusing on adult learners across multiple institutions and by building employer partnerships to deliver workforce development. Its goal is to help adult learners advance their careers and achieve greater economic mobility by making education more accessible and aligned with job skills.

About Strategic Education

Simplify's Rating
Why Strategic Education is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Education

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Guadix, Spain

Founded

1892

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Simplify's Take

What believers are saying

  • Sophia subscribers rose 32% in Q2 2026, lifting ETS revenue 15.4%.
  • Workforce Edge launched Tech Skills Academy in June 2026 for AI, cybersecurity, and analytics.
  • Management targets 200 basis points of 2026 margin expansion, supported by strong cash flow.

What critics are saying

  • Australia's High Court appeal over grading pay faces a September or October 2026 decision.
  • The February 2026 data breach spawned consolidated class litigation in Virginia.
  • Australia enrollment fell 5% in Q2 2026 as visa approvals stay slower than caps.

What makes Strategic Education unique

  • Sophia Learning and Workforce Edge turn employer demand into recurring education revenue.
  • Employer-affiliated enrollment reached 34.7% of U.S. higher education in Q2 2026.
  • Capella and Strayer serve working adults with flexible, job-oriented online programs.

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Funding

Total Funding

$1.3M

Above

Industry Average

Funded Over

1 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Hybrid Work Options

401(k) Retirement Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Wellness Program

Stock Price

Company News

Yahoo Finance
Aug 1st, 2026
Strategic Education completes $200M buyback as fair value analysis suggests 16.7% upside potential

Strategic Education completed a share buyback program originally announced in 2003, while declaring its latest dividend and releasing second quarter 2026 earnings. The stock trades at $81.93, up 8.32% over seven days and showing a 12.74% one-year total return. The most popular valuation model on Simply Wall St suggests a fair value of $98.33, implying the shares are 16.7% undervalued. This estimate relies on assumptions including growth in the Education Technology Services segment, which saw revenue climb over 30% in 2024 through Sophia Learning and corporate partnerships. The company generates robust free cash flow, supporting continued shareholder returns through dividends and repurchases. Key risks include tightening Australian student visa requirements and reduced revenue per student from increased scholarship usage.

Yahoo Finance
Jul 30th, 2026
Strategic Education Q2 2026 earnings driven by 32% surge in Sophia subscribers

Strategic Education reported second-quarter 2026 results marked by strong performance in its Education Technology Services division and US Higher Education segment, though Australian operations faced headwinds. The company's ETS division now accounts for nearly 40% of consolidated operating income, driven by a 32% increase in Sophia Learning subscribers. Employer-affiliated enrolment in US Higher Education reached a record 35% of total segment enrolment. Operating margins improved by 90 basis points despite a $13 million reserve for an Australian labour dispute regarding casual faculty compensation. The company has appealed the ruling to the Australian High Court, with a decision expected in September or early October. Management expects to exceed its target of 200 basis points EBIT margin expansion for the full year. The company repurchased $33 million in shares during the quarter, with $141 million remaining under current authorisation.

Yahoo Finance
Jul 29th, 2026
Strategic Education Q2 revenue up 3% to $330M, adjusted EPS rises 16% to $1.76

Strategic Education reported second-quarter revenue of $330 million, up 3% year-over-year, with operating income rising 9% to $53 million. Adjusted earnings per share increased 16% to $1.76. The company's Education Technology Services division drove growth, with revenue up 15% to $42 million and operating income rising 30% to $20 million. This segment now contributes nearly 40% of consolidated operating income. Australia operations faced challenges, with a $13 million charge related to a labour matter and 5% enrollment decline. Excluding this one-time charge, operating income would have risen 35%. Year-to-date cash flow from operations increased 18% to $117 million. Management expects Australian operations to return to growth in early 2027.

AD HOC NEWS
Jun 29th, 2026
Adtalem Global Education updates healthcare portfolio, shares backed by steady earnings outlook.

Adtalem Global Education updates healthcare portfolio, shares backed by steady earnings outlook. 29.06.2026 - 22:42:25 | ad-hoc-news.de Adtalem Global Education stock attracts attention after the company highlights ongoing expansion in its healthcare education portfolio and maintains a steady earnings outlook. Analyst coverage remains active as the NASDAQ-listed group positions itself in the U.S. workforce training sector. By Daniel Hoffmann, Chart & Technicals desk. Reviewed prior to publication on 2026-06-29, 22:41. Adtalem Global Education Inc. (US00734L1008) continues to emphasize its healthcare and professional education franchises as a core growth driver. The NASDAQ-listed group underlines a consistent earnings trajectory in recent quarters, supported by demand for nursing and medical training programs per recent company commentary.Company news and filings on Adtalem's investor relations site Healthcare focus in recent results. In its most recent fiscal third-quarter report for 2026, Adtalem Global Education reported solid performance from Chamberlain University, its main healthcare education unit, with enrollment trends described as stable and skewed toward nursing and related programs, according to the company. The fiscal 2026 Q3 earnings release published on Adtalem's IR page The company reiterated its strategic focus on career-focused education in healthcare, technology and professional certification, with particular emphasis on addressing workforce shortages in nursing and medical fields as outlined in its latest earnings presentation. Adtalem's fiscal 2026 Q3 earnings presentation detailing segment performance Analyst coverage and market positioning. Analyst coverage for Adtalem Global Education remains centered on the group's ability to grow its healthcare and professional education segments while managing regulatory and student outcome metrics, as reflected in consensus summaries from equity research aggregators. MarketScreener overview of Adtalem Global Education analyst recommendations Adtalem's positioning in the U.S. education and workforce training sector places it alongside peers such as Strategic Education and Grand Canyon Education, which also focus on career-oriented programs, though Adtalem's concentration in healthcare sets a distinct profile. Reuters snapshot on Adtalem Global Education and its sector context Further news and data on Adtalem Global Education shares. How Adtalem earns its revenue. Adtalem Global Education mainly generates revenue from tuition and fees in career-focused education programs, notably through Chamberlain University nursing and medical degrees, Walden University online offerings and professional certification prep courses that support workforce development. Where the stock trades today. Adtalem Global Education shares last traded around 46.50 US dollars on NASDAQ on 2026-06-29, based on recent quote data, reflecting the company's role as a mid-cap U.S. education provider in the listed market. Adtalem Global Education at a glance. * Company: Adtalem Global Education Inc. * ISIN: US00734L1008 * WKN: A2DU4Y * Ticker: ATGE * Trading venue: NASDAQ * Price (as of 2026-06-29, 22:30): 46.50 USD * Market cap: approximately 2.0 billion USD (as of 2026-06-29) * Sector / industry: Consumer Services - Education Services * Index membership: not part of major headline indices such as S&P 500 or NASDAQ-100 * Next earnings date: not officially scheduled This article was produced with AI assistance and editorially reviewed. Price and company figures without guarantee; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Stock-market transactions carry risks up to and including total loss. Sponsored Ad Akupressur: 7 Druckpunkte gegen schmerzen und Verspannungen. Kopfschmerzen, Verspannungen, Schlafprobleme - 7 Druckpunkte, die jeder selbst aktivieren kann. Mit Bild-Anleitung erklärt der Akupressur-Profi, wo sie sitzen und wie sie wirken. Wissenschaftlich fundiert, praxiserprobt. Kostenloser Sofort-Download. en | US00734L1008 | ATGE | boerse | 69655637 | bgmi

Yahoo Finance
Jun 12th, 2026
Strategic Education launches Tech Skills Academy for employer upskilling in AI, cybersecurity and data analytics

Strategic Education's Workforce Edge division has launched the Tech Skills Academy, a new employer-focused training platform offering structured programmes in artificial intelligence, cybersecurity and data analytics. The initiative expands the company's technology-driven education portfolio to target corporate upskilling demand. The stock recently closed at $79.85, approximately 8% below the analyst consensus target of $87. Shares have delivered returns of 15.7% over three years and 17.6% over five years. The academy aims to help employers develop job-ready tech skills internally. For investors, the key execution risk centres on whether companies will commit budgets at scale in a competitive market for AI, cybersecurity and data analytics training. Upcoming updates should clarify employer uptake and revenue contribution from Workforce Edge.

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