Entropy Technologies LP Invests $589,000 in Strategic Education Inc. $STRA

Entropy Technologies LP bought a new stake in Strategic Education Inc. (NASDAQ:STRA) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,100 shares of the health services provider’s stock, valued at approximately $589,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Allworth Financial LP increased its position in Strategic Education by 88.5% during the third quarter. Allworth Financial LP now owns 294 shares of the health services provider’s stock worth $25,000 after acquiring an additional 138 shares during the period. Hantz Financial Services Inc. raised its stake in Strategic Education by 154.2% in the 4th quarter. Hantz Financial Services Inc. now owns 333 shares of the health services provider’s stock worth $27,000 after purchasing an additional 202 shares in the last quarter. Osaic Holdings Inc. boosted its holdings in Strategic Education by 85.2% in the 2nd quarter. Osaic Holdings Inc. now owns 387 shares of the health services provider’s stock valued at $33,000 after purchasing an additional 178 shares during the period. Sankala Group LLC bought a new stake in Strategic Education in the 4th quarter valued at about $37,000. Finally, Rockefeller Capital Management L.P. grew its position in shares of Strategic Education by 305.3% during the 4th quarter. Rockefeller Capital Management L.P. now owns 616 shares of the health services provider’s stock worth $49,000 after purchasing an additional 464 shares in the last quarter. 93.27% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Strategic Education

Here are the key news stories impacting Strategic Education this week:

• Positive Sentiment: Strategic Education reported second-quarter revenue of $337.3 million, up 4.9% year over year. Growth was driven by the Education Technology Services segment, higher U.S. higher-education revenue per student and favorable foreign-exchange effects. Strategic Education Reports Second Quarter 2026 Results
• Positive Sentiment: Quarterly earnings rose to $1.76 per share from $1.54 a year earlier, while the board declared a $0.60-per-share quarterly dividend, equivalent to $2.40 annually and an indicated yield of approximately 2.7%. The dividend is payable September 14 to shareholders of record September 4. Strategic Education Dividend and Earnings Information
• Neutral Sentiment: The second-quarter earnings call focused on the company’s operating performance and segment-level growth, providing investors with additional context on the results and outlook. Strategic Education Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings of $1.76 per share fell short of analyst estimates near $1.79-$1.80, and some reports cited revenue below consensus expectations. The earnings miss may limit upside despite the year-over-year improvement. Strategic Education Q2 Earnings Lag Estimates

Strategic Education Stock Up 7.7%

STRA opened at $87.62 on Thursday. Strategic Education Inc. has a twelve month low of $69.70 and a twelve month high of $87.86. The company has a 50-day simple moving average of $78.81 and a 200 day simple moving average of $80.15. The stock has a market capitalization of $1.98 billion, a price-to-earnings ratio of 15.48, a P/E/G ratio of 0.75 and a beta of 0.50.

Strategic Education (NASDAQ:STRA) last announced its quarterly earnings data on Wednesday, July 29th. The health services provider reported $1.76 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.80 by ($0.04). Strategic Education had a return on equity of 8.78% and a net margin of 10.21%.The firm had revenue of $321.60 million for the quarter, compared to analyst estimates of $327.55 million. During the same quarter in the previous year, the company earned $1.54 earnings per share. The company’s quarterly revenue was up 4.9% on a year-over-year basis. Sell-side analysts anticipate that Strategic Education Inc. will post 7.2 EPS for the current fiscal year.

Strategic Education Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, September 4th. Strategic Education’s dividend payout ratio is 42.40%.

Insider Activity

In related news, insider Christa Hokenson sold 2,000 shares of the stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $80.00, for a total transaction of $160,000.00. Following the sale, the insider owned 65,195 shares in the company, valued at approximately $5,215,600. This trade represents a 2.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 3.60% of the company’s stock.

Analyst Ratings Changes

STRA has been the topic of several recent research reports. BMO Capital Markets raised their target price on shares of Strategic Education from $86.00 to $91.00 and gave the stock an “outperform” rating in a report on Monday, July 6th. Zacks Research cut Strategic Education from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of Strategic Education in a research report on Friday, July 17th. Truist Financial lowered their price objective on Strategic Education from $85.00 to $80.00 and set a “hold” rating on the stock in a research note on Monday, April 27th. Finally, Barrington Research set a $105.00 price objective on Strategic Education in a research note on Wednesday. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $92.00.

Strategic Education Company Profile

Strategic Education, Inc is a publicly traded higher education services holding company headquartered in Herndon, Virginia. Through its primary operating subsidiaries, Strayer University and Capella University, the company delivers degree programs and professional development opportunities to working adults. Its offerings span undergraduate and graduate degrees, certificates, continuing education, and workforce training in fields such as business, technology, health services, education, and public administration.

Strayer University, with a network of physical campuses across the United States complemented by an online platform, provides associate’s through doctoral degrees designed to accommodate non-traditional students.