TAL Education Group Target of Unusually Large Options Trading (NYSE:TAL)

TAL Education Group (NYSE:TAL) was the recipient of some unusual options trading activity on Friday. Traders purchased 20,073 call options on the stock. This represents an increase of 2,375% compared to the average daily volume of 811 call options.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Zacks Research downgraded shares of TAL Education Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 23rd. Wall Street Zen cut shares of TAL Education Group from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. Weiss Ratings upgraded shares of TAL Education Group from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday. Jefferies Financial Group started coverage on shares of TAL Education Group in a research note on Friday. They set a “hold” rating on the stock. Finally, New Street Research set a $13.60 target price on TAL Education Group in a research report on Friday. One equities research analyst has rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, TAL Education Group currently has a consensus rating of “Hold” and an average target price of $14.80.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Ballentine Partners LLC acquired a new stake in shares of TAL Education Group in the fourth quarter valued at approximately $112,000. Vanguard Group Inc. boosted its stake in TAL Education Group by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 17,671,668 shares of the company’s stock worth $192,798,000 after buying an additional 277,473 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in TAL Education Group by 21.2% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 500,986 shares of the company’s stock valued at $5,756,000 after buying an additional 87,566 shares in the last quarter. Swedbank AB grew its holdings in TAL Education Group by 75.2% in the 4th quarter. Swedbank AB now owns 140,041 shares of the company’s stock valued at $1,528,000 after buying an additional 60,100 shares in the last quarter. Finally, Pictet Asset Management Holding SA grew its holdings in TAL Education Group by 0.8% in the 4th quarter. Pictet Asset Management Holding SA now owns 536,900 shares of the company’s stock valued at $5,858,000 after buying an additional 4,300 shares in the last quarter. 37.79% of the stock is owned by hedge funds and other institutional investors.

TAL Education Group News Summary

Here are the key news stories impacting TAL Education Group this week:

• Positive Sentiment: Earnings and revenue exceeded expectations. TAL reported fiscal Q1 2027 earnings of $0.75 per share, well above the $0.16 analyst consensus, while revenue reached $758.4 million versus estimates of $719.4 million. Revenue also increased from $575.0 million a year earlier, highlighting continued growth in the company’s Chinese smart-learning business. TAL Education Group fiscal first-quarter financial results
• Positive Sentiment: Profitability was solid. The company reported a 17.64% net margin and 14.87% return on equity in the quarterly release, reinforcing the earnings beat and supporting the positive investor reaction. TAL Education Group earnings report
• Positive Sentiment: Call buying surged. Traders purchased 20,073 call options, compared with average daily call volume of 811—an increase of roughly 2,375%. The activity signals heightened bullish speculation, although options positioning does not guarantee further gains in TAL stock.
• Neutral Sentiment: Investors are reviewing management’s outlook. The fiscal Q1 earnings call transcript provides additional commentary on operating performance and future growth expectations. TAL Education Group Q1 2027 earnings call transcript

TAL Education Group Stock Up 1.2%

Shares of NYSE TAL opened at $12.48 on Friday. The firm has a 50-day simple moving average of $9.93 and a 200-day simple moving average of $10.77. The stock has a market capitalization of $6.92 billion, a price-to-earnings ratio of 7.75, a price-to-earnings-growth ratio of 1.07 and a beta of 0.08. TAL Education Group has a 52 week low of $8.88 and a 52 week high of $13.37.

TAL Education Group (NYSE:TAL) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.75 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.46. The firm had revenue of $758.38 million for the quarter, compared to the consensus estimate of $719.40 million. TAL Education Group had a net margin of 28.43% and a return on equity of 25.42%. As a group, equities research analysts expect that TAL Education Group will post 0.86 EPS for the current year.

About TAL Education Group

TAL Education Group is a leading provider of after-school tutoring services in China, specializing in K-12 academic instruction. The company offers a range of programs designed to help primary and secondary school students strengthen their core competencies in subjects such as mathematics, English, Chinese language and science. TAL leverages both in-person learning centers and digital platforms to deliver its curriculum, aiming to support student progress through interactive lessons and personalized study plans.

Founded in 2003 and headquartered in Beijing, TAL Education Group has grown into one of China’s largest private education firms.