STRA — Strategic Education Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Strategic Education Inc

Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, a… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$77.83
Market Cap$1.79B
Float21.5M
Shares Outstanding22.6M
P/E (Forward)10.74
P/E (TTM)13.95
Price/Sales (TTM)1.41
vs. Analyst Target+11.8% to analyst PT
Profit Margin10.21%
Operating Margin (TTM)14.12%
Revenue (TTM)$1.27B
Earnings Growth (YoY)19.40%
Dividend Rate2.4%
Analyst Target Price$87.00 (3 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.03B $86.3M $495M $245M
2021 $1.13B $55.1M $523M $214M
2022 $1.07B $46.7M $468M $137M
2023 $1.13B $69.8M $509M $170M
2024 $1.22B $113M $569M $202M
2025 $1.27B $127M $621M $226M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $321M $32.3M
Sep 2025 $320M $26.6M
Dec 2025 $323M $37.9M
Mar 2026 $306M $32.8M

Ownership & Float

Insider Ownership3.7%
Institutional Ownership98.5%
Short Float4.9%
% of All Funds Holding3.14%
Number of Funds Holding258

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$79.66Near-term / short-term trend
Weekly40-Week SMA$80.60Medium-term trend
Weekly80-Week SMA$84.23Cyclical trend (business cycle)
Weekly200-Week SMA$86.40Secular trend (multi-year)
Monthly10-Month SMA$80.80Near-term monthly trend
Monthly20-Month SMA$84.10Medium-term monthly trend
Monthly40-Month SMA$88.14Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$104.00 resistance 1.23x 20 months ago

Historical Earnings Reactions (117 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.32% -0.01% 47.01% 3.16% -7.70%
1 Day -0.11% -0.04% 47.01% 9.34% -15.03%
1 Week 0.06% 0.01% 50.43% 28.19% -21.57%
2 Weeks 0.17% -0.04% 49.57% 27.66% -21.57%
1 Month 1.48% 1.39% 55.17% 39.36% -38.51%

Next earnings: July 12, 2026 (46 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.9%63.3%30
Feb0.4%36.7%30
Mar1.8%66.7%30
Apr3.2%53.3%30
May2.3%51.7%29
Jun2.2%58.6%29
Jul-2.0%41.4%29
Aug-1.0%40.0%30
Sep-0.6%43.3%30
Oct1.7%50.0%30
Nov6.8%73.3%30
Dec-0.6%43.3%30

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.09% 46.9% 1411
Tuesday 0.14% 49.4% 1541
Wednesday 0.04% 49.3% 1539
Thursday 0.11% 51.5% 1509
Friday 0.14% 49.7% 1504

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 98.5%

Insider Transactions — Smart Summary

Total insider ownership: 3.7%

12-Month Insider Activity Summary

Total Filings10
Net Value-$6.7M
Net Shares Change-36,117
% of Float-0.2%
C-Suite Filings6
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
MCDONNELL RAYMOND KARL CHIEF EXECUTIVE OFFICER -$5.0M 1 N/A
JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER -$915,897.6 2 1 buy
HERRAIZ LIZETTE BENEDI GENERAL COUNSEL -$845,789.147 2 N/A
GRUSKY ROBERT R -$112,282.09 1 1 sell
WAITE G THOMAS III -$108,917.88 2 2 sell
SILBERMAN ROBERT S CHAIRMAN +$58,028.76 1 1 buy
Thawley Michael +$48,352.15 1 1 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-16 SILBERMAN ROBERT S CHAIRMAN +$58,028.76 Transaction at $80.82, now -3.7%
2026-04-24 Thawley Michael +$48,352.15 Transaction at $72.71, now +7.0%
2026-05-05 WAITE G THOMAS III -$51,734.88 Transaction at $77.68, now +0.2%
2025-09-02 JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER +$154,850 Transaction at $81.50, now -4.5%
2025-12-12 GRUSKY ROBERT R -$112,282.09 Transaction at $80.03, now -2.7%
2026-03-03 JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER -$1.1M Transaction at $82.37, now -5.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Strategic Education Inc (STRA) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for STRA on Trend Edge →