Stocks Real estate STRA
NASDAQ · Real estateStrategic Education, Inc. (STRA)
Strategic Education, Inc. brought in $1.3B of revenue over the twelve months to September 30, 2026, up 2.8% from a year earlier. Net income was $9.6M, a net margin of 0.7%. Operating cash flow minus capital spending left $153.9M of free cash flow in fiscal 2025. At September 30, 2026 it held $126.6M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Strategic Education, Inc.
- Net worth
- Strategic Education, Inc. has a market value (market cap) of $1.2B at the latest share price, and shareholders' equity of $1.5B 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 2025 revenue was $1.3B (+4.0% year on year), with net income of $126.6M. Over the 12 months to September 30, 2026: revenue $1.3B, net income $9.6M.
- Cash flow
- In fiscal 2025 operations brought in $198.2M of cash; after $44.3M of capital spending, free cash flow was $153.9M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Strategic Education, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Strategic Education, Inc. declared dividends of $2.40 per share in fiscal 2025, a yield of 4.40% at the current price.
What Strategic Education, Inc. does
Strategic Education, Inc. is registered with the SEC under industry code SIC 8200 (Services-Educational Services). Its shares trade on NASDAQ under the ticker STRA.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.3B | $126.6M | $5.41 | $153.9M |
| 2024 | $1.2B | $112.7M | $4.67 | $128.8M |
| 2023 | $1.1B | $69.8M | $2.91 | $80.2M |
| 2022 | $1.1B | $46.7M | $1.94 | $82.9M |
| 2021 | $1.1B | $55.1M | $2.28 | $131.1M |
| 2020 | $1B | $86.3M | $3.77 | $96.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where STRA ranks in Real estate
Dividends
Strategic Education, Inc. declared $2.40 per share in fiscal 2025. At the current price that is a yield of 4.40%. It paid out $57.5M in cash dividends, 45% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $2.40 | $57.5M | 45% |
| 2024 | $2.40 | $59M | 52% |
| 2023 | $2.40 | $58.8M | 84% |
| 2022 | $2.40 | $59.2M | 127% |
| 2021 | $2.40 | $59M | 107% |
| 2020 | $2.40 | $56M | 65% |
Latest SEC filings
What Strategic Education, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 1.6% to $325.1M versus the same quarter last year; diluted EPS -$4.68 versus $1.15.
- November 5, 2026
- October 8, 2026Passive stake changed SCHEDULE 13G/A
- July 31, 2026Passive stake changed SCHEDULE 13G/A
- July 29, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 4.9% to $337.3M versus the same quarter last year; diluted EPS $1.71 versus $1.37.
- July 29, 2026
- May 15, 2026Passive stake changed SCHEDULE 13G/A
- May 15, 2026Passive stake changed SCHEDULE 13G/A
- April 30, 2026Passive stake (5% or more) SCHEDULE 13G
- April 29, 2026Passive stake (5% or more) SCHEDULE 13G
What is STRA worth? A DCF from its reported cash flow
Insider trades
What the people running Strategic Education, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| June 4, 2026 | Hokenson ChristaCHIEF HUMAN RESOURCES OFFICER | Soldpre-planned (10b5-1) | 2,000 | $160K |
| May 5, 2026 | Waite G Thomas IIIDirector | Sold | 666 | $51.7K |
| April 24, 2026 | Thawley MichaelDirector | Bought | 665 | $48.4K |
| April 22, 2026 | Beason Charlotte FDirector | Received as pay | 1,436 | - |
| April 22, 2026 | Grusky Robert RDirector | Received as pay | 1,436 | - |
| April 22, 2026 | Waite G Thomas IIIDirector | Received as pay | 1,436 | - |
| April 22, 2026 | Dinh Viet DDirector | Received as pay | 1,436 | - |
| April 22, 2026 | Dinh Viet DDirector | Received as pay | 957 | $80K |
Who owns STRA
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 |
|---|---|---|
| Dimensional Fund Advisors LP13G, passive | 6.6% | October 8, 2026 |
| Vanguard Portfolio Management13G, passive | 6.33% | April 29, 2026 |
| Burgundy Asset Management Ltd.13G, passive | 6.14% | February 12, 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. 290 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,800,430 | +99,367 |
| Vanguard Portfolio Management LLC | 1,460,171 | +41,009 |
| Dimensional Fund Advisors LP | 1,457,242 | -1,498 |
| Bank of Montreal | 1,257,266 | -150,937 |
| Vanguard Capital Management LLC | 945,402 | -34,360 |
| State Street Corp | 909,679 | +33,331 |
| Geode Capital Management, LLC | 598,896 | +7,563 |
| Morgan Stanley | 591,719 | +280,749 |
| Marshfield Associates | 559,012 | -233,918 |
| Arrowstreet Capital, Limited Partnership | 447,693 | -6,816 |
| Qube Research & Technologies Ltd | 413,080 | -24,545 |
| Nuveen, LLC | 357,121 | -25,640 |
| Aqr Capital Management LLC | 343,994 | +111,230 |
| Charles Schwab Investment Management Inc | 339,542 | -14,363 |
| Two Sigma Investments, LP | 292,593 | -62,439 |
| Algert Global LLC | 275,342 | +57,824 |
| Van Lanschot Kempen Investment Management N.V. | 255,391 | -41,589 |
| Northern Trust Corp | 251,898 | +946 |
| Public Sector Pension Investment Board | 237,781 | +55,777 |
| Triodos Investment Management BV | 220,000 | 0 |
Insiders
16 insiders reported holding 854,607 shares in total, about $46.7M at the last price.
| Holder | Shares |
|---|---|
| Silberman Robert SCHAIRMAN, Director | 319,870 |
| Mcdonnell Raymond KarlCHIEF EXECUTIVE OFFICER, Director | 158,978 |
| Jackson Daniel WayneCHIEF FINANCIAL OFFICER | 100,096 |
| Hokenson ChristaCHIEF HUMAN RESOURCES OFFICER | 65,195 |
| Herraiz Lizette BenediGENERAL COUNSEL | 55,580 |
| Darmon TalCHIEF ACCOUNTING OFFICER | 26,641 |
| Dinh Viet DDirector | 24,910 |
| Beason Charlotte FDirector | 24,093 |
| Waite G Thomas IIIDirector | 16,696 |
| Brogley Rita DDirector | 14,110 |
Questions about STRA
What does Strategic Education, Inc. do?
Strategic Education, Inc. is a company in the Real estate sector, listed on NASDAQ as STRA. Its shares trade on NASDAQ under the ticker STRA.
What is Strategic Education, Inc.'s net worth?
Strategic Education, Inc. has a market value (market cap) of $1.2B at the latest share price, and shareholders' equity of $1.5B 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 Strategic Education, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $9.6M on revenue of $1.3B, a net margin of 0.7%.
How much revenue does Strategic Education, Inc. make?
Over the twelve months to September 30, 2026 Strategic Education, Inc. reported revenue of $1.3B. That is 2.8% more than a year earlier.
When did Strategic Education, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Strategic Education, Inc.'s next earnings report?
Strategic Education, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Strategic Education, Inc. pay a dividend?
Yes. Strategic Education, Inc. declared dividends of $2.40 per share in fiscal 2025, a yield of 4.40% at the current price.
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Where the numbers come from
Financial figures are the values Strategic Education, 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.