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STRA #StrategicEducation — Strategic Education Inc. (NASDAQ:STRA) Insider Activity Report | Consumer Defensive | Education & Training Services | USA | NASDAQ | September 02, 2025.
Price (Sept 2, 2025): $82.12
On August 29th, Daniel Jackson, EVP & CFO of Strategic Education, stepped in with a 1,900-share open-market buy at $81.50 (~$155K). His total stake now tops 104K shares. It’s not the size of the purchase that matters here — it’s the timing: the transaction followed a Q2 earnings beat (EPS $1.52 vs. $1.42 est.) and nearly 8% YoY revenue growth, driven primarily by their Education Technology Services.
(SEC Form 4)
sec.gov/Archives/edgar/data/1013934/000141588925023351/xslF345X05/form4-09022025_030950.xml
Insiders rarely commit fresh capital unless they see value that the market is missing. What stands out: institutions have been quietly adding — Marshfield Associates increased by 12,500 shares, and American Century expanded their stake earlier in the quarter. Insider ownership sits near 3.3%, and inflows continue despite a flat YTD chart.
1. Company at a glance:
• Runs Strayer University, Capella University, Torrens (AU/NZ), plus Sophia Learning & Workforce Edge.
• Focused on affordable, flexible, employer-aligned higher ed.
• Q2 revenue ~$300M, cash position $133.6M, dividend $0.60/qtr (~3% yield).
Market cap around $2B.
2. Catalysts on the horizon:
• Dividend payable Sept 15.
• Next earnings Oct 29 — potential follow-through if enrollment momentum stabilizes.
• Expanding EdTech footprint — Sophia & Workforce Edge gaining traction in B2B partnerships.
• Protocol adoption in Australia/NZ could re-accelerate international enrollment.
Charts:
• (5D)
Insider Trades:
STRA seasonality:
STRA Hedge Fund Flows:
STRA Ownership:
3. The setup:
Entry: $81.50–$82.06 (aligned with insider buy).
🎯 Take Profit 1: $111.00 (+35.27%)
🎯 Take Profit 2: $119.00 (+45.02%)
Base case: 35–45% upside in 6–12 months.
Bull case: test $119 on stronger EdTech growth + enrollment recovery.
STRA #StrategicEducation — Strategic Education Inc. (NASDAQ:STRA) Insider Activity Report | Consumer Defensive | Education & Training Services | USA | NASDAQ | September 02, 2025.Price (Sept 2, 2025): $82.12
On August 29th, Daniel Jackson, EVP & CFO of Strategic Education, stepped in with a 1,900-share open-market buy at $81.50 (~$155K). His total stake now tops 104K shares. It’s not the size of the purchase that matters here — it’s the timing: the transaction followed a Q2 earnings beat (EPS $1.52 vs. $1.42 est.) and nearly 8% YoY revenue growth, driven primarily by their Education Technology Services.
(SEC Form 4)
sec.gov/Archives/edgar/data/1013934/000141588925023351/xslF345X05/form4-09022025_030950.xml
Insiders rarely commit fresh capital unless they see value that the market is missing. What stands out: institutions have been quietly adding — Marshfield Associates increased by 12,500 shares, and American Century expanded their stake earlier in the quarter. Insider ownership sits near 3.3%, and inflows continue despite a flat YTD chart.
1. Company at a glance:
• Runs Strayer University, Capella University, Torrens (AU/NZ), plus Sophia Learning & Workforce Edge.
• Focused on affordable, flexible, employer-aligned higher ed.
• Q2 revenue ~$300M, cash position $133.6M, dividend $0.60/qtr (~3% yield).
Market cap around $2B.
2. Catalysts on the horizon:
• Dividend payable Sept 15.
• Next earnings Oct 29 — potential follow-through if enrollment momentum stabilizes.
• Expanding EdTech footprint — Sophia & Workforce Edge gaining traction in B2B partnerships.
• Protocol adoption in Australia/NZ could re-accelerate international enrollment.
Charts:
• (5D)
Insider Trades:
STRA seasonality:
STRA Hedge Fund Flows:
STRA Ownership:
3. The setup:
Entry: $81.50–$82.06 (aligned with insider buy).
🎯 Take Profit 1: $111.00 (+35.27%)
🎯 Take Profit 2: $119.00 (+45.02%)
Base case: 35–45% upside in 6–12 months.
Bull case: test $119 on stronger EdTech growth + enrollment recovery.
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New user exclusive:
Unlock up to 30,050 USDT + Welcome Gifts
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Disclaimer
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Sergio Richi Premium ✅️:
t.me/tribute/app?startapp=sAbh
Buy & Sell Bitcoin with Bybit + Master Card 💳:
➡️ partner.bybit.com/b/sergiorichi
New user exclusive:
Unlock up to 30,050 USDT + Welcome Gifts
Invite code (App): 46971
t.me/tribute/app?startapp=sAbh
Buy & Sell Bitcoin with Bybit + Master Card 💳:
➡️ partner.bybit.com/b/sergiorichi
New user exclusive:
Unlock up to 30,050 USDT + Welcome Gifts
Invite code (App): 46971
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.