Stride, Inc.(LRN)Stock Analysis
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Rank #277 of 2,879 stocksTOP 10%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LRN Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Stride, Inc. (LRN), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LRN at 71.1/100 on a 32-signal composite quality model, placing it at rank #277 of 2,879 stocks — the top 10% of the AI-ranked universe. LRN scores in the top quartile across balance sheet strength (93.6), earnings quality (84.4), profitability (78.3). Shareholder dilution risk is elevated at 46.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), Stride, Inc. reports quarterly revenue of $629.9M, net income of $88.5M, an operating margin of 20.5%. Top institutional holders of LRN by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LRN trades on the NYSE exchange and files with the SEC under CIK 1157408. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LRN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Stride, Inc. directly from SEC EDGAR. Stride, Inc.'s 13F Pro composite quality score has ranged between 8 and 83 since 2021, currently 71.1 — an improving long-term trajectory across 54 quarterly and live scoring snapshots.
Revenue
Q3 2026
$629.9M
Net Income
Q3 2026
$88.5M
Free Cash Flow
Q3 2026
$220.4M
Operating Margin
Q3 2026
20.5%
D/E Ratio
Q3 2026
0.25
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+17.9% YoYNet Income
+41.0% YoYOperating Income
+44.3% YoYEPS (Diluted)
+26.9% YoYTotal Assets
+19.4% YoYTotal Debt
+0.4% YoYOp. Cash Flow
+55.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $2.41B +17.9% | $2.04B +11.0% | $1.84B +8.9% | $1.69B +66.1% | $1.02B +10.7% | $917.7M |
| Net Income | $287.9M +41.0% | $204.2M +60.9% | $126.9M +18.4% | $107.1M +187.9% | $37.2M +34.7% | $27.6M |
| Operating Income | $360.1M +44.3% | $249.6M +50.8% | $165.5M +5.7% | $156.6M +244.3% | $45.5M +78.1% | $25.5M |
| EPS (Diluted) | $5.95 +26.9% | $4.69 +57.9% | $2.97 +17.9% | $2.52 +176.9% | $0.91 +33.8% | $0.68 |
| Total Assets | $2.29B +19.4% | $1.92B +9.1% | $1.76B +7.1% | $1.64B +100.5% | $819.6M +10.5% | $742.0M |
| Total Debt | $416.3M +0.4% | $414.7M +0.4% | $413.0M +0.4% | $411.4M | — | — |
| Operating Cash Flow | $432.8M +55.2% | $278.8M +37.2% | $203.2M -1.8% | $206.9M +46.1% | $141.6M +34.3% | $105.4M |
AI Insight: LRN Ratio Trends
Strong Q4 2025 performance masks persistent seasonality; TTM metrics show durability but Q1 2026 profitability declined.
• Operating margin recovered to 20.5% in Q1 2026 from 11.1% in Q3 2025, though below Q4 2025's 23.3% peak.
• ROIC expanded to 25.1% in Q1 2026 from 14.2% in Q3 2025, maintaining solid mid-20s range post-Q3 trough.
• Leverage improved: D/E fell to 0.25 in Q1 2026 from 0.35 in Q2 2024, indicating balance sheet strengthening.
⚠ Consistent Q2/Q3 margin collapses (8.6%–8.7% OpMargin) suggest structural seasonality; Q1 2026 decline warrants monitoring.
⚠ NPM fell to 14.1% in Q1 2026 from 15.8% in TTM; narrowing trend into softer quarter raises execution concerns.
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Available Research
13F Pro tracks comprehensive data for Stride, Inc. including:
Top Institutional Holders of LRN
BlackRock, Inc.
$564.1M6,398,002 shVANGUARD PORTFOLIO MANAGEMENT LLC
$203.3M2,306,152 shVANGUARD CAPITAL MANAGEMENT LLC
$161.3M1,829,897 shDIMENSIONAL FUND ADVISORS LP
$154.3M1,750,646 shLINDEN ADVISORS LP
$144.9M83,952,000 shSTATE STREET CORP
$142.0M1,610,166 shJANE STREET GROUP, LLC
$136.7M1,550,700 shFRONTIER CAPITAL MANAGEMENT CO LLC
$136.6M1,549,291 shImpactive Capital LP
$98.2M1,113,367 shMORGAN STANLEY
$98.1M1,113,120 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $564.1M | 6,398,002 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $203.3M | 2,306,152 |
| VANGUARD CAPITAL MANAGEMENT LLC | $161.3M | 1,829,897 |
| DIMENSIONAL FUND ADVISORS LP | $154.3M | 1,750,646 |
| LINDEN ADVISORS LP | $144.9M | 83,952,000 |
| STATE STREET CORP | $142.0M | 1,610,166 |
| JANE STREET GROUP, LLC | $136.7M | 1,550,700 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $136.6M | 1,549,291 |
| Impactive Capital LP | $98.2M | 1,113,367 |
| MORGAN STANLEY | $98.1M | 1,113,120 |
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Popular Research
Is LRN a good stock to buy?
13F Pro's AI-powered analysis of Stride, Inc. (LRN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LRN are available on the LRN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LRN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LRN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Stride, Inc.'s investment landscape.