13F Pro Quality Score

71.1/100

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

70.1/100

Profitability

78.3/100

Balance Sheet

93.6/100

Earnings Quality

84.4/100

Free Cash Flow

55.6/100

Institutional Flow

51.5/100

Revenue Scale

66.2/100

Dilution Risk

46.7/100

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.

Fun facts about Stride, Inc.

Quirks, history, and lore behind LRN — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. Consumer Discretionary company · listed on the NYSE · headquartered in Virginia · operates entirely online.
  • 2
    The Numbers
    Annual revenue in the range of $1–2 billion, serving roughly 170,000+ students at any given time — a mid-cap built on subscriptions, not storefronts.
  • 3
    The History
    Founded around 2000, it was early to bet that the internet could replace the traditional classroom — and spent years proving skeptics wrong one school district at a time.
  • 4
    The Secret
    Its customers are mostly K-12 students, and its biggest clients are public school systems — meaning taxpayers are quietly funding a for-profit education giant.
  • 5
    The Lore
    The company rebranded in 2021, dropping a name tied to its original curriculum roots to signal it was now a broader career and workforce training platform too.
  • 6
    The Giveaway
    It's the largest online K-12 education provider in the U.S., and its ticker — LRN — is possibly the most on-the-nose symbol on Wall Street.
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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% YoY
$2.41BFY 2025
FY22 $1.69BFY23 $1.84BFY24 $2.04BFY25 $2.41B

Net Income

+41.0% YoY
$287.9MFY 2025
FY22 $107.1MFY23 $126.9MFY24 $204.2MFY25 $287.9M

Operating Income

+44.3% YoY
$360.1MFY 2025
FY22 $156.6MFY23 $165.5MFY24 $249.6MFY25 $360.1M

EPS (Diluted)

+26.9% YoY
$5.95FY 2025
FY22 $2.52FY23 $2.97FY24 $4.69FY25 $5.95

Total Assets

+19.4% YoY
$2.29BFY 2025
FY22 $1.64BFY23 $1.76BFY24 $1.92BFY25 $2.29B

Total Debt

+0.4% YoY
$416.3MFY 2025
FY22 $411.4MFY23 $413.0MFY24 $414.7MFY25 $416.3M

Op. Cash Flow

+55.2% YoY
$432.8MFY 2025
FY22 $206.9MFY23 $203.2MFY24 $278.8MFY25 $432.8M

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:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of LRN

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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.