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Strategic Education, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Thawley Michael, was filed 24 Apr 2026.
Strategic Education, Inc.: what insiders have been doing
This page follows insider dealings at Strategic Education, Inc. as filed with SEC (Form 4), a company from the Food & Agriculture sector. Over the twelve months to 21 October 2026, 25 filings were filed, from 17 insiders.
Both sides are active: 2 purchases worth €92k and 4 sales worth €882k, from 2 insiders and 3 insiders respectively. Sales outweigh purchases by €790k. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The largest single trade was a sale of €394k by Jackson Daniel Wayne, published on 3 March 2026. On the buying side, the filings list 1 board member and 1 senior executive among the declarants.
Compared with its exchange (5,454 companies, median 22 filings), a count of 25 filings is above the norm. Our records for Strategic Education, Inc. go back to 2016, with 16 purchases and 225 sales on the open market in total. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 1.27 bn USD and net income at 126.6 m USD, and the dividend at 2.40 USD per share.
The last purchase on record was published on 24 April 2026, which is 180 days ago. The median gap between a trade and its publication by SEC (Form 4) is 2 days. The legal deadline for a Form 4 is two business days after the transaction. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
In the same sector, recent insider purchases at Village Farms International, Inc. also feature in our signals. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
456
Thresholds
n/a
Buy Volume
€4M
16 ops. · all time
Sell Volume
€72M
225 ops. · all time
Who traded when
BuySaleLizette Benedi Herraiz3 sales
Daniel Wayne Jackson1 buy1 sale
Michael Thawley2 buys
Robert S. Silberman2 buys
G. Thomas Waite III1 sale
Michael A. McRobbie1 buy
+2 other insiders
Since the insiders bought
- +14.9%Entry US$75.96 · Close at T+90 US$87.29
- -8.1%Entry US$80.53 · Close at T+90 US$74.03
- +80.3%Entry US$15.04 · Close at T+90 US$27.12
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Strategic Education, Inc. Buy (bullish), based on 3 analysts. Average price target: US$96.67.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 3,310 of 26,283 companies
72.0
score / 100
Value75
Quality69
FCF yld8.6%
Earn yld7.1%
EV/EBITDA7.8x
ROE8.2%
Gross mgn49%
Net mgn10.0%
Debt/EBITDA0.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$80.87
Analyst consensus
3 analystsBuy
US$90.00Target US$96.67(+20%)US$105.00
Income statement
RevenueUS$1.3B
Gross profitUS$621.1M49% margin
EBITDAUS$244.6M19% margin
Net incomeUS$126.6M10.5% margin
Valuation
PER (trailing)13.5x
PER (forward)9.6x
P/Book1.1x
Beta0.47
Balance sheet & cash
Market capUS$1.8B
Total debtUS$109.1M
Free Cash FlowUS$153.9M
Debt / Equity7%
Profitability & ownership
ROE8.2%
ROA6.1%
% insiders3.8%
% institutions109.9%
Last declaration on 4 June 2026
Declarations456 total
2,000 shares@ US$80.000.0082% mcap100.0% of flowCommonSEC144:0001950047-26-005608
1,436 shares0Common StockSEC:0001256111-26-000002:0
1,436 shares0Common StockSEC:0001623816-26-000002:0
1,436 shares0Common StockSEC:0001396055-26-000002:0
1,436 shares0Common StockSEC:0001256116-26-000003:0
1,436 shares0Common StockSEC:0001877756-26-000002:0
1,436 shares0Common StockSEC:0002017287-26-000003:0
1,436 shares0Common StockSEC:0001859730-26-000002:0
1,436 shares0Common StockSEC:0001256125-26-000002:0
1,436 shares0Common StockSEC:0001945821-26-000002:0
957 shares@ US$83.620.0043% mcap7.0% of flowCommon StockSEC:0001306819-26-000002:1
957 shares@ US$83.620.0043% mcap100.0% of flowCommon StockSEC:0002017287-26-000003:1
665 shares@ US$72.710.0026% mcap10.9% of flowCommon StockSEC:0001945821-26-000002:1
Canonical exit: 23 Jul 2026 (T+90)
1,436 shares0Common StockSEC:0001306819-26-000002:0
2,982 shares@ US$79.8811.9% of flowCommon StockSEC:0001747199-26-000006:0
2,686 shares@ US$79.5410.7% of flowCommon StockSEC:0001747199-26-000004:0
718 shares@ US$80.820.5% of flowCommon StockSEC:0001256121-26-000004:0
Canonical exit: 11 Jun 2026 (T+90)
5,675 shares@ US$81.7313.5% of flowCommon StockSEC:0001399441-26-000004:0
6,722 shares@ US$74.9152.5% of flowCommon StockSEC:0001768900-26-000002:0
8,724 shares@ US$74.9132.1% of flowCommon StockSEC:0001747199-26-000002:0
4,784 shares@ US$74.9177.4% of flowCommon StockSEC:0001696208-26-000003:0
17,363 shares@ US$74.9137.8% of flowCommon StockSEC:0001399441-26-000002:0
28,293 shares@ US$74.9126.7% of flowCommon StockSEC:0001369851-26-000002:0
28,260 shares@ US$74.9119.0% of flowCommon StockSEC:0001256121-26-000002:0
1,403 shares@ US$80.0347.4% of flowCommon StockSEC:0001256116-25-000005:0
25 of 456 declarations
About Strategic Education, Inc.
Strategic Education, Inc. is a U.S.-based education services company listed on the NASDAQ in the United States. The group’s investment case is built around a hybrid education platform that combines accredited higher-education institutions, short-form skills training, and employer-focused education benefits solutions. It primarily serves working adults, career switchers, and corporate clients seeking affordable, flexible, and workforce-relevant learning pathways. The company’s model is designed to link education more directly with employment outcomes, which gives it a distinct niche within the broader post-secondary education market. ([sei.strategiceducation.com](https://sei.strategiceducation.com/about/investor-relations/investor-news-and-events/investor-news/investor-news-details/2026/Strategic-Education-Inc--Reports-Fourth-Quarter-2025-Results/default.aspx?utm_source=openai))
Strategic Education’s modern corporate structure reflects a longer educational heritage, with roots that span more than a century through its legacy brands. The company is headquartered in Herndon, Virginia, in the Washington, D.C. area. While its core business remains heavily U.S.-focused, it also maintains an international footprint through operations in Australia and New Zealand. That geographic mix gives the company both domestic concentration and a modest overseas diversification angle. ([strategiceducation.com](https://www.strategiceducation.com/?utm_source=openai))
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Operationally, the company reports three main segments. U.S. Higher Education is centered on Capella University and Strayer University, both accredited institutions that offer certificates, undergraduate and graduate degrees, and career-oriented programs for adult learners. This segment also includes the Jack Welch Management Institute MBA, as well as non-degree technology training brands such as Hackbright Academy and Devmountain. Education Technology Services is the company’s employer-facing platform layer, anchored by Workforce Edge, a full-service education benefits administration solution, and Sophia Learning, which offers low-cost general education-level courses. Australia/New Zealand is led by Torrens University and related assets, with programs spanning business, design, education, hospitality, healthcare, and technology. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001013934/000101393426000006/stra-20251231.htm?utm_source=openai))
From a competitive standpoint, Strategic Education stands out by pairing accredited degree programs with scalable B2B education solutions. That mix allows the company to monetize both student enrollment and employer-sponsored learning budgets. Its brand portfolio includes Capella, Strayer, Jack Welch Management Institute, Hackbright Academy, Devmountain, Workforce Edge, Sophia Learning, and Torrens University. In practical terms, this gives the company exposure to degree-seeking adults, upskilling demand, and enterprise education benefits administration, rather than relying on a single product format. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001013934/000101393426000006/stra-20251231.htm?utm_source=openai))
Recent developments have been centered on operating execution and platform growth. In 2025 and early 2026, Education Technology Services delivered strong revenue growth, driven by higher Sophia Learning subscriptions, new Workforce Edge employer partnerships, and growth in employer-affiliated enrollment. The company also continued returning capital to shareholders through share repurchases. Another notable strategic step was the addition of Media Design School into Strayer University in September 2025, strengthening the ANZ platform. For investors, STRA represents a differentiated U.S. education-services name with recurring demand drivers, a corporate learning angle, and international exposure, but one that remains sensitive to enrollment trends, labor-market demand, and higher-education policy dynamics. ([sei.strategiceducation.com](https://sei.strategiceducation.com/about/investor-relations/investor-news-and-events/investor-news/investor-news-details/2026/Strategic-Education-Inc--Reports-Fourth-Quarter-2025-Results/default.aspx?utm_source=openai))
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