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

  • Employer-affiliated enrollment reached 34.5% of U.S. Higher Education students in Q1 2026.
  • AI reduced adjusted operating expenses by 2% despite flat revenue.
  • About $200 million remains for buybacks through year-end, supporting EPS.

What critics are saying

  • Q1 2026 revenue fell 1%, and domestic enrollment stayed flat.
  • Australia/New Zealand growth is constrained by enrollment caps and slower visa approvals.
  • Regulatory scrutiny on outcomes can restrict aid eligibility and force program cuts.

What makes Strategic Education unique

  • Strayer, Capella, and Torrens target working adults with flexible accredited programs.
  • Workforce Edge and Sophia Learning deepen employer-funded, low-cost education distribution.
  • Education Technology Services now drives 46% of consolidated operating income.

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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
Mar 25th, 2026
Strategic Education insider sells $238K in shares under pre-planned trading arrangement

Strategic Education's General Counsel, Lizette Benedi Herraiz, sold 2,982 shares of common stock worth approximately $238,000 in an open-market transaction on 20 March 2026. The sale was executed under a prearranged Rule 10b5-1 trading plan adopted in December 2025. The transaction represented 5.09% of Herraiz's direct holdings, reducing her stake from 58,562 to 55,580 shares. The sale occurred at around $79.88 per share, with the stock up 4.02% over the trailing year. Strategic Education operates campus-based and online post-secondary education through institutions including Strayer University and Capella University. The company reported $1.3 billion in trailing twelve-month revenue and $126.61 million in net income.

Yahoo Finance
Feb 26th, 2026
Strategic Education Q4 revenue up 3.8% to $323M, beats EPS estimates by 23.8%

Strategic Education, a higher education provider, reported Q4 2025 revenue of $323.2 million, up 3.8% year-on-year and in line with analyst expectations. The company's non-GAAP earnings of $1.75 per share beat consensus estimates by 23.8%. Adjusted EBITDA reached $75.34 million, surpassing analyst forecasts by 15.8%, whilst operating margin improved to 16% from 11.6% in the prior year. Free cash flow margin rose to 8.3% from 1.5%. Domestic student numbers declined to 85,306, down 3,554 year-on-year. Over the past five years, Strategic Education has grown revenue at a 4.1% compound annual rate. Analysts project 3.5% revenue growth over the next 12 months, slightly below recent performance.

Business Wire
Apr 25th, 2024
Strategic Education, Inc. Reports First Quarter 2024 Results

HERNDON, Va.--(BUSINESS WIRE)--Strategic Education, Inc. (Strategic Education) (NASDAQ: STRA) today announced financial results for the period ended March 31, 2024. “As we begin a new year, we are pleased with strength across our business and proud of the organization’s ongoing commitment to the success of our students,” said Karl McDonnell, Chief Executive Officer of Strategic Education. “The U.S. Higher Education segment delivered another quarter of strong growth driven by employer affiliated enrollment; the Education Technology Services segment continued to see strength, including from Sophia subscriptions; and the Australia/New Zealand segment returned to total enrollment growth.”. STRATEGIC EDUCATION CONSOLIDATED RESULTS

Business Wire
Mar 27th, 2024
Harvard Business Review Analytic Services Survey Highlights Missed Opportunities For Those Without Tuition Assistance Benefits

HERNDON, Va.--(BUSINESS WIRE)--The Harvard Business Review Analytic Services (HBR-AS) released findings from a survey, sponsored by Strategic Education, Inc., of business leadership* that show organizations may be missing out on a key upskilling and retention tool. Ninety-one percent agree that tuition assistance (TA) benefits programs can give organizations a competitive advantage by upskilling the workforce. The survey also revealed that nearly 90% of business leadership agree that, for organizations in their industry, there is strategic value in offering tuition assistance benefits to employees. Yet, despite this agreement, the survey highlights an inherent paradox and an opportunity for employers to gain a competitive advantage. Eighty-five percent of the business leadership surveyed agree that the positive outcomes from offering tuition assistance benefits outweigh the costs of paying for employees’ education. Despite this, 39% of business leadership say their organization has not evaluated or made updates to its TA program within the past three years

Business Wire
Mar 21st, 2024
Strategic Education, Inc. Schedules First Quarter 2024 Results Conference Call

HERNDON, Va.--(BUSINESS WIRE)--Strategic Education, Inc. (Strategic Education) (NASDAQ: STRA) today announced that it will host a conference call to discuss its first quarter results on Thursday, April 25, 2024 at 10:00 a.m. ET. A news release outlining the results will be issued before the market opens the same day. This call will be available via webcast. To access the live webcast of the conference call on April 25, please go to www.strategiceducation.com in the Investor Relations section 15 minutes prior to the start time of the call to register

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