Stocks Real estate LRN
NYSE · Real estateStride, Inc. (LRN)
Stride, Inc. brought in $2.5B of revenue over the twelve months to September 30, 2026, up 2.5% from a year earlier. Net income was $334.3M, a net margin of 13.2%. Operating cash flow minus capital spending left $433.2M of free cash flow in fiscal 2026. At September 30, 2026 it held $547.8M in cash against $418.4M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 21, 2026.
Key facts about Stride, Inc.
- Net worth
- Stride, Inc. has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $1.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $2.5B (+4.7% year on year), with net income of $338.2M. Over the 12 months to September 30, 2026: revenue $2.5B, net income $334.3M.
- Cash flow
- In fiscal 2026 operations brought in $433.8M of cash; after $587K of capital spending, free cash flow was $433.2M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 21, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Stride, Inc.'s next report is expected around January 26, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Stride, Inc. does
Stride, Inc. is registered with the SEC under industry code SIC 8200 (Services-Educational Services). Its shares trade on NYSE under the ticker LRN.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $2.5B | $338.2M | $7.14 | $433.2M |
| 2025 | $2.4B | $287.9M | $5.95 | $431M |
| 2024 | $2B | $204.2M | $4.69 | $276.5M |
| 2023 | $1.8B | $126.9M | $2.97 | $198.8M |
| 2022 | $1.7B | $107.1M | $2.52 | $197.1M |
| 2021 | $1.5B | $71.5M | $1.71 | $130.6M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LRN ranks in Real estate
Latest SEC filings
What Stride, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 27, 2026
- October 27, 2026Additional proxy material DEFA14A
- October 27, 2026Proxy statement DEF 14A
- October 21, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 3% to $639.4M versus the same quarter last year; diluted EPS $1.45 versus $1.40.
- October 20, 2026
- October 9, 2026Executive or director change8-KStride entered into a cooperation agreement with Fivespan Partners, appointing two new directors and creating a capital allocation committee.
- October 8, 2026Passive stake (5% or more) SCHEDULE 13G
- August 5, 2026Annual report 10-K · period to June 30, 2026Revenue rose 4.7% to $2.5B versus the prior year; diluted EPS $7.14 versus $5.95.
- August 4, 2026
- July 30, 2026
What is LRN worth? A DCF from its reported cash flow
Insider trades
What the people running Stride, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $39.6M worth of shares on the open market in the last 90 days and sold none.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Haggart Dylan G.Director | Boughtindirect | 5,393 | $399.5K |
| November 5, 2026 | Haggart Dylan G.Director | Boughtindirect | 100,000 | $7.5M |
| November 5, 2026 | Haggart Dylan G.Director | Boughtindirect | 2,880 | $214.6K |
| November 3, 2026 | Shepherd Brian A.Director | Bought | 5,000 | $372K |
| November 3, 2026 | Shepherd Brian A.Director | Bought | 5,000 | $377.5K |
| November 3, 2026 | Haggart Dylan G.Director | Boughtindirect | 5,000 | $370.3K |
| November 3, 2026 | Haggart Dylan G.Director | Boughtindirect | 31,357 | $2.4M |
| November 2, 2026 | Shepherd Brian A.Director | Bought | 7,120 | $545K |
Who owns LRN
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 5.5% | April 29, 2026 |
| Janus Henderson Group PLC13G, passive | 5.4% | May 15, 2026 |
| Vanguard Capital Management13G, passive | 5.05% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 413 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 6,439,716 | +41,714 |
| Vanguard Portfolio Management LLC | 2,373,668 | +67,516 |
| Jupiter Topco LLC | 2,315,672 | new |
| Dimensional Fund Advisors LP | 1,915,428 | +164,782 |
| Vanguard Capital Management LLC | 1,839,059 | +9,162 |
| State Street Corp | 1,661,526 | +51,360 |
| Impactive Capital LP | 1,303,636 | +190,269 |
| Morgan Stanley | 1,296,291 | +183,171 |
| Frontier Capital Management Co LLC | 1,191,710 | -357,581 |
| Principal Financial Group Inc | 1,113,535 | +79,488 |
| Geode Capital Management, LLC | 1,104,032 | +62,646 |
| Swedbank AB | 972,874 | 0 |
| Voss Capital, LP | 885,605 | +35,605 |
| William Blair Investment Management, LLC | 823,698 | new |
| Invesco Ltd. | 779,769 | +87,512 |
| Khrom Capital Management LLC | 750,166 | 0 |
| Fuller & Thaler Asset Management, Inc. | 745,346 | +29,006 |
| Deutsche Bank AG\ | 737,755 | -27,251 |
| Charles Schwab Investment Management Inc | 673,595 | +27,733 |
| American Century Companies Inc | 633,691 | +611,877 |
Insiders
10 insiders reported holding 3,681,977 shares in total, about $282.8M at the last price.
| Holder | Shares |
|---|---|
| Haggart Dylan G.Director | 2,236,0332,236,033 held indirectly |
| Rhyu James JeahoCHIEF EXECUTIVE OFFICER, Director | 733,227 |
| Blackman DonnaCHIEF FINANCIAL OFFICER | 194,892 |
| Fink Steven BDirector | 175,607175,607 held indirectly |
| Knowling Robert E JrChief Executive Officer, Director | 140,541 |
| Goldthwaite ToddMANAGING DIRECTOR | 105,988 |
| Alvarez AidaDirector | 42,201 |
| McMullen Greerson GreeneEVP, GENERAL COUNSEL | 24,035 |
| Shepherd Brian A.Director | 23,094 |
| McFadden ElizaDirector | 6,359 |
Questions about LRN
What does Stride, Inc. do?
Stride, Inc. is a company in the Real estate sector, listed on NYSE as LRN. Its shares trade on NYSE under the ticker LRN.
What is Stride, Inc.'s net worth?
Stride, Inc. has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $1.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Stride, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $334.3M on revenue of $2.5B, a net margin of 13.2%.
How much revenue does Stride, Inc. make?
Over the twelve months to September 30, 2026 Stride, Inc. reported revenue of $2.5B. That is 2.5% more than a year earlier.
When did Stride, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 21, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.
When is Stride, Inc.'s next earnings report?
Stride, Inc.'s next report is expected around January 26, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Stride, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.