·SEC EDGARLow
Slocum William J purchased $65K of STRA
Slocum William J purchased 1,250 shares of Strategic Education, Inc. (STRA) at an average of $51.80 ($51.00–$52.00) across 2 trades over 2026-11-06 to 2026-11-09.
StockNASDAQ · US · USDConsumer Defensive · Education & Training Services
$STRA
Strategic Education, Inc.
Strategic Education provides campus-based and online post-secondary education, along with job-ready skills programs for high-demand markets. Its U.S. Higher Education segment serves working adults through Capella University and Strayer University, offering undergraduate, graduate and certificate programs, as well as the Jack Welch Management Institute MBA and non-degree technology courses through Hackbright Academy and Devmountain. The Australia/New Zealand segment includes Torrens University, Think Education and Media Design School, which offer higher education and vocational programs. Education Technology Services supports employers and adult learners through Workforce Edge, an education benefits administration platform, and Sophia Learning, a subscription-based provider of online general education courses. The company earns money from tuition and fees for courses and programs, and from subscriptions to Sophia Learning. It also provides employer education-benefit administration services through Workforce Edge. Strategic Education is headquartered in Herndon, Virginia.
AlphAI earnings readthird quarter 2026 · NOV 5Strategic Education, Inc. Reports Third Quarter 2026 ResultsVerdict: mixedRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $STRAvia TradingView
AI sentiment · 7d3 articles
- Bullish
- 0
- Neutral
- 0
- Bearish
- 3
Insider · 30dAll trades →
- Buys
- $163K 4 txs
- Sells
- — 0 txs
Thawley Michael2× · $98K
10b5-1 share of filings0%
Top stories · $STRAMore →
·SEC EDGAR
Thawley Michael purchased $98K of STRA
Thawley Michael purchased 1,890 shares of Strategic Education, Inc. (STRA) at an average of $52.05 ($51.42–$52.68) across 2 trades over 2026-11-06 to 2026-11-10.
·finance.yahoo.com
Strategic Education Inc (STRA) (Q3 2026) Earnings Call Highlights: Healthcare and ETS
Strategic Education Inc (STRA) reported Q3 2026 results with Education Technology Services revenue up 12% to $43M and U.S. Healthcare enrollment growing 9%. However, Australia segment revenue declined 7% due to international student restrictions, and consolidated revenue was flat at $320M. The company expects 2027 revenue to be flat and sees margin pressure in ETS and U.S. Higher Education.
STRA sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning STRA (Strategic Education, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 3 bearish.
Recent STRA coverage spans earnings, financial news and insider activity.
In the last 30 days, STRA insiders filed 4 SEC Form 4 transactions — 4 purchases ($163K) and no sales. The most active reporter was Thawley Michael with 2 filings.
What's driving STRA
Insider buying by a director may signal confidence, potentially providing modest upward pressure on the stock.
Small insider purchase by a director may signal confidence but the amount is modest.
Earnings miss and impairment likely weigh on the stock.
Downgrade and share drop may trigger further selling.
The downgrade may lead to short-term selling pressure on the stock.
AlphAI scores every news story that mentions STRA with an AI model for sentiment and relevance, and aggregates insider trades from Strategic Education, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $STRA
Score
Slocum William J purchased $65K of STRA
Slocum William J purchased 1,250 shares of Strategic Education, Inc. (STRA) at an average of $51.80 ($51.00–$52.00) across 2 trades over 2026-11-06 to 2026-11-09.
Thawley Michael purchased $98K of STRA
Thawley Michael purchased 1,890 shares of Strategic Education, Inc. (STRA) at an average of $52.05 ($51.42–$52.68) across 2 trades over 2026-11-06 to 2026-11-10.
Strategic Education Inc (STRA) (Q3 2026) Earnings Call Highlights: Healthcare and ETS
Strategic Education Inc (STRA) reported Q3 2026 results with Education Technology Services revenue up 12% to $43M and U.S. Healthcare enrollment growing 9%. However, Australia segment revenue declined 7% due to international student restrictions, and consolidated revenue was flat at $320M. The company expects 2027 revenue to be flat and sees margin pressure in ETS and U.S. Higher Education.
BMO Capital highlights value opportunities in education stocks after sell-off
BMO Capital Markets identified Coursera, PowerSchool, and Strategic Education as potential value opportunities in the education sector after a recent sell-off. The firms noted these companies are trading in net cash positions and at or near all-time low valuations. Grand Canyon Education and PowerSchool reported slower growth and weaker guidance. Strategic Education was downgraded to Market Perform by BMO Capital.
Barrington Research downgrades Strategic Education to Market Perform from Outperform
Barrington Research downgraded Strategic Education from Outperform to Market Perform. Investors may track analyst recommendations and price targets for the company.
BMO Capital downgrades Strategic Education to Market Perform from Outperform, lowers price target to $66
BMO Capital downgraded Strategic Education to Market Perform from Outperform, reducing its price target to $66 from $95, a 30.5% decrease. This implies a 12.9% upside from the Nov 5 close of $58.47.
Why Strategic Education (STRA) shares are plunging today
Strategic Education (STRA) shares fell 17.1% after reporting a Q3 loss due to a $134.1M impairment charge related to Torrens University. Revenue increased slightly, but adjusted earnings of $1.72 missed estimates. The company maintained its dividend. STRA is down 20.3% YTD and 29.6% below its 52-week high.
STRATEGIC EDUCATION, INC. REPORTS THIRD QUARTER 2026 RESULTS
Strategic Education, Inc. (STRA) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 STRATEGIC EDUCATION, INC. REPORTS THIRD QUARTER 2026 RESULTS Education Technology Services revenue up 12% YOY and operating income up 14% YOY Sophia Learning subscribers up 22% YOY and revenue up 20% YOY U.S. Higher Education's healthcare portfolio total enrollment i
International student immigration constraints in Australia led to a $134 million asset write-down at Strategic Education.
Strategic Education reported Q3 2026 revenue of $319.9M, up 1.6% YoY, but a net loss of $37.7M due to a $134M write-down from Australian immigration constraints. Education Technology Services revenue grew 11.9%, and Sophia Learning subscribers rose 22%.
BMO sees lower regulatory risk for Capella and Strategic Education
BMO Capital Markets reports reduced regulatory risk for Capella Education (CPLA) and Strategic Education (STRA) due to improved program failure rates. Capella's rate dropped to 2% from 4%, while STRA's fell to 4% from 6%. Lincoln Educational Services (LINC) has no failing programs, and Grand Canyon Education (LOPE) has one. The for-profit sector averages a 30% fail rate, but these companies match non-profit and public institutions at 2%.