$APEI

AMERICAN PUBLIC EDUCATION INC

No enriched coverage for $APEI in the last 7 days.

$457K
Kenigsberg James
50%
See all $APEI insider activity →
High

American Public Education (APEI) Proves Its Multi-Year Overhaul Finally Paid Off

American Public Education (APEI) reported Q2 revenue of $171.7M (+5.5%), adjusted EBITDA of $20.7M (+36.8%), and net income of $9.8M, beating guidance and raising its outlook. The company completed a multi-year restructuring, combining four institutions into one. Health+ revenue grew 11% while Military+ revenue rose 4.7%. Challenges include slow Military+ net course registrations and rising cost per lead in non-core segments.

APEI Q2 2026 Earnings Call Transcript

American Public Education (APEI) reported Q2 2026 revenue of $171.7 million (+5.5% Y/Y) and adjusted EBITDA of $20.7 million (+36.8%), with adjusted EBITDA margin at 12%. Net income available to common stockholders was $9.8 million ($0.52/share). Full-year 2026 guidance was raised: revenue $690-$698 million and adjusted EBITDA $96-$104 million. Management cited enrollment growth and marketing cost pressures.

Fernandes Nuno S. sold $397K of APEI

Fernandes Nuno S. (President, APUS) sold 8,800 shares of AMERICAN PUBLIC EDUCATION INC (APEI) at $45.13 ($0.40M total) on 2026-08-12.

APEI sentiment & insider activity

Recent APEI coverage spans earnings, financial news and technology.

In the last 30 days, APEI insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($457K). The most active reporter was Kenigsberg James, Chief Inno & Tech Officer, with 1 filing. 50% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving APEI

  • Strong earnings beat and guidance raise likely support upside; restructuring removal of growth restriction may improve future growth.

    insidermonkey.com · Aug 20, 2026

  • Guidance raises and margin expansion suggest improving fundamentals, with near-term sensitivity to marketing cost per lead and military registration headwinds.

    fool.com · Aug 18, 2026

  • This is a routine insider sale disclosure with no stated 10b5-1 plan, which can modestly affect near-term sentiment but is not a fundamental catalyst by itself.

    SEC EDGAR · Aug 13, 2026

  • Guidance lift plus clearer quarter timing for Military+ revenue and EBITDA should support near-term earnings expectations, while AI platform and marketing-efficiency actions add execution risk.

    yahoo.com · Aug 12, 2026

  • The announcement is a strategic technology buildout that could improve enrollment, retention, and operating efficiency, but it does not provide near-term financial guidance.

    prnewswire.com · Aug 11, 2026

alphai scores every news story that mentions APEI with an AI model for sentiment and relevance, and aggregates insider trades from AMERICAN PUBLIC EDUCATION INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $APEI

Score
$APEIHighAI 8/10

American Public Education (APEI) Proves Its Multi-Year Overhaul Finally Paid Off

American Public Education (APEI) reported Q2 revenue of $171.7M (+5.5%), adjusted EBITDA of $20.7M (+36.8%), and net income of $9.8M, beating guidance and raising its outlook. The company completed a multi-year restructuring, combining four institutions into one. Health+ revenue grew 11% while Military+ revenue rose 4.7%. Challenges include slow Military+ net course registrations and rising cost per lead in non-core segments.

$APEIMedAI 8/10

APEI Q2 2026 Earnings Call Transcript

American Public Education (APEI) reported Q2 2026 revenue of $171.7 million (+5.5% Y/Y) and adjusted EBITDA of $20.7 million (+36.8%), with adjusted EBITDA margin at 12%. Net income available to common stockholders was $9.8 million ($0.52/share). Full-year 2026 guidance was raised: revenue $690-$698 million and adjusted EBITDA $96-$104 million. Management cited enrollment growth and marketing cost pressures.

$APEIMedAI 8/10

American Public Education Q2 Earnings Call Highlights

American Public Education (NASDAQ: APEI) reported Health+ operating income of $0.3 million versus a $2.4 million loss a year earlier, citing enrollment momentum and capacity utilization offset by ad and tech spending. Military+ revenue rose 4.7% to $85.5 million. APEI raised 2026 guidance: revenue $690M-$698M and adjusted EBITDA $96M-$104M, plus Q3 revenue $164.5M-$167M. It completed a 3-school institutional combination and plans a Salesforce-based AI platform starting with Health+ in Q1 2027.

American Public Education, Inc. Unveils AI-Powered Student Lifecycle Platform being Built with Salesforce

American Public Education (Nasdaq: APEI) said it is building an AI-powered Student Lifecycle Platform for its American Public University System using Salesforce and related tools. The platform is meant to unify student data, streamline admissions and transfer credit, and provide personalized advising and alumni engagement. Rollout begins with Rasmussen University and Hondros in Q1 2027, expanding through 2027-1H 2028.

$APEIMed

American Public Education stock rises on Salesforce AI deal

American Public Education (NASDAQ:APEI) shares rose about 2% in after-hours after it announced a partnership with Salesforce to build an AI-powered Student Lifecycle Platform for its American Public University System. Rollout starts in Q1 2027 with Rasmussen University and Hondros College of Nursing, expanding through 2027 into H1 2028.

$APEIMed

AMERICAN PUBLIC EDUCATION INC (APEI): Results of Operations and Financial Condition

AMERICAN PUBLIC EDUCATION INC (APEI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 American Public Education Reports Second Quarter 2026 Financial Results ~ Completed Institutional Combination Subsequent to Quarter End, Creating a Single HLC-Accredited Institution ~ ~ Raises Full Year 2026 Revenue, Net Income and Adjusted EBITDA Guidance ~ CHARLES

$APEIMed

UBS Group AG Has $9.96 Million Position in American Public Education, Inc. $APEI

UBS Group AG increased its holdings in American Public Education, Inc. (APEI) by 9.3% in the fourth quarter, bringing its stake to $9.96 million. Institutional investors hold a significant 79.62% of the company's stock, and the company recently reported better-than-expected quarterly earnings. Analysts maintain a "Moderate Buy" rating with an average price target of $59.13, despite some recent insider stock sales.

$APEIMed

A 125-year-old university is swapping Blackboard for AI-powered courses

Rasmussen University, a 125-year-old institution and part of American Public Education, Inc. (APEI), is replacing its Blackboard learning platform with D2L Brightspace. This transition, effective after a pilot in May 2026, will integrate AI-enhanced learning tools across all courses, with an initial focus on nursing education. D2L offerings like Lumi, Creator+, and Performance+ are aimed at personalizing learning, streamlining content creation, and providing actionable analytics.

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