STRA
Strategic Education, Inc.
NasdaqGSUSDEQUITY
Consumer Defensive
DELAYED
Last price
83.42
▲ 1.04 (1.26%)
MARKET · —
Price
Open
83.36
Prev close
82.38
Day high
83.59
Day low
81.18
Volume
188.28K
Market cap
$1.85B
P/E (TTM)
13.93
52W range
69.70 – 89.73
Trailing performance
Returnvs SPY
1W
+1.32%
+2.7%
1M
+11.23%
+7.5%
3M
+5.85%
+2.8%
6M
+9.59%
-1.5%
YTD
+4.01%
-8.3%
1Y
+5.10%
-14.9%
3Y
+15.05%
-59.1%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap$1.85B
Enterprise value$1.81B
Revenue (TTM)$1.29B
Gross profit$631.04M
EBITDA$246.78M
Net income$134.51M
EPS (TTM)$5.99
Free cash flow$154.84M
Total cash$128.75M
Total debt$106.71M
Book value / share$74.38
Shares outstanding22.21M
Float21.10M
Short % of float7.78%
Dividend yield2.88%
Beta (5Y)0.50
Valuation & profitability ratios
Trailing P/E13.93
Forward P/E9.88
PEG ratio0.75
Price / sales—
Price / book1.12
EV / revenue1.41
EV / EBITDA7.34
Gross margin49.06%
Operating margin15.70%
Profit margin10.46%
Return on equity8.15%
Return on assets6.07%
Debt / equity6.53
Current ratio1.10
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Total revenue | $1.27B | $1.22B | $1.13B | $1.07B |
| Cost of revenue | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 |
| R&D | — | — | — | — |
| SG&A | — | — | — | — |
| Operating income | — | — | — | — |
| Pre-tax income | — | — | — | — |
| Tax provision | $0 | $0 | $0 | $0 |
| Net income | $126.61M | $112.68M | $69.79M | $46.67M |
| EBIT | $0 | $0 | $0 | $0 |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cash & equivalents | — | — | — | — |
| Short-term investments | — | — | — | — |
| Net receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Total current assets | — | — | — | — |
| Total assets | — | — | — | — |
| Total current liabilities | — | — | — | — |
| Long-term debt | — | — | — | — |
| Total liabilities | — | — | — | — |
| Retained earnings | — | — | — | — |
| Shareholder equity | — | — | — | — |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Net income | $126.61M | $112.68M | $69.79M | $46.67M |
| Depreciation | — | — | — | — |
| Change in working capital | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Investing cash flow | — | — | — | — |
| Dividends paid | — | — | — | — |
| Buybacks | — | — | — | — |
| Financing cash flow | — | — | — | — |
| Net change in cash | — | — | — | — |
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 1.80 | 1.76 | -2.2% |
| Mar 2026 | 1.49 | 1.41 | -5.6% |
| Dec 2025 | 1.41 | 1.74 | +23.1% |
| Sep 2025 | 1.30 | 1.63 | +25.1% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 1.95 | 3 | $326.68M | +2.1% |
| Next quarter | 2.08 | 3 | $330.20M | +2.2% |
| Current year | 7.21 | 3 | $1.30B | +2.5% |
| Next year | 8.45 | 3 | $1.34B | +2.9% |
Analyst targets & ownership
Mean target$98.33
High target$105.00
Low target$90.00
Implied upside17.88%
Analyst count3
ConsensusNONE
Strong buy / Buy1 / 1
Hold1
Sell / Strong sell0 / 0
Held by insiders3.76%
Held by institutions109.45%
Institutions holding405
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Net shares
+115.12K
Net buying
Buy transactions
18
180.20K shares
Sell transactions
6
65.09K shares
Net transactions
+24
Buys less sells
Sell : buy shares
0.4 : 1
Mixed
Insider-held shares
826.23K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Jun 4, 26 | HOKENSON CHRISTA Officer |
SELL | 2.00K | $160.00K | Direct |
| May 5, 26 | WAITE G THOMAS III Director |
SELL | 666 | $51.73K | Direct |
| Apr 24, 26 | THAWLEY MICHAEL Director |
BUY | 665 | $48.35K | Direct |
| Apr 22, 26 | BEASON CHARLOTTE F Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | WAITE G THOMAS III Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | GRUSKY ROBERT R Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | SLOCUM WILLIAM J Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | MCROBBIE MICHAEL A. Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | THAWLEY MICHAEL Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | SASSE BENJAMIN E Director |
STOCK | 2.39K | $80.02K | Direct |
| Apr 22, 26 | CAPPELLI GREGORY WILLIAM Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | BROGLEY RITA D Director |
STOCK | 1.44K | $0 | Direct |
| Apr 22, 26 | DINH VIET D Director |
STOCK | 2.39K | $80.02K | Direct |
| Mar 18, 26 | HERRAIZ LIZETTE BENEDI General Counsel |
SELL | 2.98K | $238.20K | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BEASON CHARLOTTE F |
Director | 24.09K | Stock Award(Grant) |
BROGLEY RITA D |
Director | 14.11K | Stock Award(Grant) |
DARMON TAL |
Officer | 26.64K | Stock Award(Grant) |
DINH VIET D |
Director | 24.91K | Stock Award(Grant) |
HERRAIZ LIZETTE BENEDI |
General Counsel | 55.58K | Sale |
HOKENSON CHRISTA |
Officer | 65.19K | Sale |
JACKSON DANIEL WAYNE |
Chief Financial Officer | 100.10K | Sale |
MCDONNELL RAYMOND KARL |
Chief Executive Officer | 158.98K | Stock Award(Grant) |
SILBERMAN ROBERT S |
Chairman of the Board | 319.87K | Purchase |
WAITE G THOMAS III |
Director | 16.70K | Sale |
Moving averages & technicals
SMA 10
81.71
+2.10% from price
SMA 20
82.50
+1.11% from price
SMA 50
79.99
+4.29% from price
SMA 100
79.90
+4.41% from price
SMA 200
80.19
+4.03% from price
EMA 12
82.15
+1.55% from price
EMA 26
81.50
+2.36% from price
EMA 50
80.77
+3.28% from price
RSI (14)
55.2
Neutral
MACD (12,26,9)
0.65
Hist -0.00
ATR (14)
2.55
3.06% of price
Realised vol 30D
48.9%
Annualised
Bollinger upper
86.45
20, 2σ
Bollinger lower
78.55
20, 2σ
50 / 200 cross
Death
79.99 vs 80.19
Trend bias
Above 200
+4.03%
Risk profile
Beta vs SPY
0.11
Less volatile than market
Correlation to SPY
0.04
Largely independent
Realised vol 30D
48.9%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-16.4%
Peak to trough
Max drawdown 5Y
-41.3%
Peak to trough
ATR 14
2.55
3.06% of price
Beta (reported)
0.50
5Y monthly, from filing
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Options analytics
Put / call volume
2.21
Put-heavy session
Put / call open interest
1.81
Positioning, not flow
Max pain
80.00
-4.1% from spot
ATM implied vol
26.4%
Nearest strike to spot
Skew (10% OTM)
+6.7%
Puts bid over calls
Call volume
14
Contracts, this expiry
Put volume
31
Contracts, this expiry
Heaviest call OI
90.00
9 contracts
Heaviest put OI
75.00
38 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
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PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.