Strategic Education (STRA)

Capella Education Company, Inc. • Capella Learning Solutions, LLC • Capella University, LLC • Hackbright Academy, LLC • SEI Newco, Inc. • Sophia Learning, LLC • Strayer University, LLC • Workforce Edge, LLC • Latino American Education Holdings Pty Ltd • SEI Australia Education Pty Ltd ...

IRS number

521975978

STRA stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$127.50

Low target

$120.00

High target

$135.00

Latest filings (excl ownership)

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7 Nov 24

Strategic Education, Inc. Reports Third Quarter 2024 Results

31 Jul 24

Strategic Education, Inc. Reports Second Quarter 2024 Results

31 Jul 24

S-3ASR

Automatic shelf registration

25 Apr 24

Results of Operations and Financial Condition

25 Apr 24

ARS

2023 FY

Annual report to shareholders

11 Mar 24

DEFA14A

Additional proxy soliciting materials

11 Mar 24

DEF 14A

Definitive proxy

11 Mar 24

Transcripts

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STRA

Earnings call transcript

2024 Q3

7 Nov 24

STRA

Earnings call transcript

2024 Q2

31 Jul 24

STRA

Earnings call transcript

2024 Q1

25 Apr 24

STRA

Earnings call transcript

2023 Q4

29 Feb 24

STRA

Earnings call transcript

2023 Q3

2 Nov 23

STRA

Earnings call transcript

2023 Q2

27 Jul 23

STRA

Earnings call transcript

2023 Q2

27 Jul 23

STRA

Earnings call transcript

2023 Q1

27 Apr 23

STRA

Earnings call transcript

2022 Q4

22 Feb 23

STRA

Earnings call transcript

2022 Q3

3 Nov 22

Latest ownership filings

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SC 13G/A

T. Rowe Price Investment Management, Inc.

14 Nov 24

SC 13G

Burgundy Asset Management Ltd.

12 Nov 24

144

Notice of proposed sale of securities

16 Sep 24

LIZETTE BENEDI HERRAIZ

9 Sep 24

144

Notice of proposed sale of securities

6 Sep 24

144

Notice of proposed sale of securities

14 Jun 24

SC 13D/A

INCLUSIVE CAPITAL PARTNERS, L.P.

24 May 24

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart STRA financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	207.62 mm	207.62 mm	207.62 mm	207.62 mm	207.62 mm	207.62 mm
Cash burn (monthly)	12.16 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	33.94 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	173.68 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	14.3	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2024

STRA institutional ownership history Ownership history

93.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	263	189	+39.2%
Opened positions	88	148	-40.5%
Closed positions	14	5	+180.0%
Increased positions	84	13	+546.2%
Reduced positions	66	13	+407.7%

13F shares	Current	Prev Q	Change
Total value	2.21 tn	1.58 tn	+39.9%
Total shares	22.82 mm	18.75 mm	+21.7%
Total puts	41.00 k	19.90 k	+106.0%
Total calls	43.10 k	18.50 k	+133.0%
Total put/call ratio	1.0	1.1	-11.6%

Largest owners	Shares	Value	Change
BLK BlackRock	3.51 mm	$388.65 bn	-1.0%
Vanguard	2.58 mm	$285.35 bn	+0.1%
T. Rowe Price Investment Management	2.58 mm	$285.18 mm	-16.0%
Marshfield Associates	1.82 mm	$201.47 bn	NEW
Dimensional Fund Advisors	1.45 mm	$160.21 bn	+3.5%
Burgundy Asset Management	1.21 mm	$133.80 bn	+2.1%
Inclusive Capital Partners	975.00 k	$107.89 bn	NEW
STT State Street	839.15 k	$92.86 bn	-1.4%
Geode Capital Management	533.19 k	$59.01 bn	+3.8%
RY Royal Bank of Canada	510.75 k	$56.52 bn	+11.3%

Largest transactions	Shares	Bought/sold	Change
Marshfield Associates	1.82 mm	+1.82 mm	NEW
Inclusive Capital Partners	975.00 k	+975.00 k	NEW
T. Rowe Price Investment Management	2.58 mm	-491.33 k	-16.0%
Charles Schwab Investment Management	293.34 k	+293.34 k	NEW
Norges Bank	172.61 k	+172.61 k	NEW
MS Morgan Stanley	379.40 k	+124.57 k	+48.9%
Cubist Systematic Strategies	110.53 k	+110.53 k	NEW
Renaissance Technologies	251.78 k	+99.10 k	+64.9%
Nuveen Asset Management	324.99 k	+93.53 k	+40.4%
Oberweis Asset Management	83.80 k	+83.80 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

STRA insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
6 Sep 24	Lizette Benedi Herraiz	Common Stock	Sell	Dispose S	No	Yes	94.32	862	81.30 k	55,500
6 Sep 24	Lizette Benedi Herraiz	Common Stock	Sell	Dispose S	No	Yes	92.26	1,321	121.88 k	56,362
6 May 24	Grusky Robert R	Common Stock	Sell	Dispose S	No	No	122.5	350	42.88 k	11,345
2 May 24	Grusky Robert R	Common Stock	Sell	Dispose S	No	No	118.55	250	29.64 k	11,695
30 Apr 24	Dinh Viet D	Common Stock	Buy	Acquire P	No	No	114.83	4,300	493.77 k	15,020
29 Apr 24	Grusky Robert R	Common Stock	Sell	Dispose S	No	No	120.99	462	55.90 k	11,945
24 Apr 24	Dinh Viet D	Common Stock	Grant	Acquire A	No	No	100.65	795	80.02 k	10,720
24 Apr 24	Dinh Viet D	Common Stock	Grant	Acquire A	No	No	0	1,193	0.00	9,925