PERDOCEO EDUCATION Corp(PRDO)Stock Analysis
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Rank #350 of 2,879 stocksTOP 25%
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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
PRDO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for PERDOCEO EDUCATION Corp (PRDO), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores PRDO at 69.8/100 on a 32-signal composite quality model, placing it at rank #350 of 2,879 stocks — the top 25% of the AI-ranked universe. PRDO scores in the top quartile across balance sheet strength (92.6), free cash flow (85.8), profitability (81.9). Shareholder dilution risk is elevated at 48.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), PERDOCEO EDUCATION Corp reports quarterly revenue of $221.7M, net income of $54.0M, an operating margin of 28.5%. Top institutional holders of PRDO by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, RENAISSANCE TECHNOLOGIES, based on the most recent SEC filings. PRDO trades on the Nasdaq exchange and files with the SEC under CIK 1046568. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PRDO 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 PERDOCEO EDUCATION Corp directly from SEC EDGAR. PERDOCEO EDUCATION Corp's 13F Pro composite quality score has ranged between 54 and 72 since 2021, currently 69.8 — a stable long-term trajectory across 30 quarterly and live scoring snapshots.
What's Driving PRDO's Business? Latest 10-Q Breakdown
AI-extracted from PERDOCEO EDUCATION Corp's 10-Q filed 2026-05-07 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Perdoceo's Q1 2026 net income surged 23.5% to $54.0M on 4.1% revenue growth to $221.7M, with all three universities posting enrollment and operating income gains.
Biggest Revenue Drivers
Total revenue: $221.7M+4.1% YoY
Total student enrollment growth of 1.9% supported by strong retention, corporate student program growth, and consistent prospective student interest.
Slight revenue increase despite 2.2% enrollment decline at Trident University, offset by disciplined cost management.
Total student enrollment growth of 3.1% driven by nursing, speech language pathology programs and new occupational therapy modalities.
Contract training and miscellaneous non-student related revenue.
Largest Expense Items
Higher advertising, marketing and administrative costs partially offset by reduced bad debt expense; administrative expense up 6.3% due to increased legal fees.
Lower academics and student related costs at AIUS and reduced occupancy costs compared to prior year.
Decrease primarily driven by depreciation decreases within USAHS for leased assets.
Watch Items from the Filing
- Two False Claims Act lawsuits pending in U.S. District Court for District of Colorado alleging violations of federal financial aid credit hour requirements and incentive compensation misrepresentation; DOJ declined intervention in both; outcomes uncertain and no liability recognized.
- Student receivables, net increased 46% to $39.6M from $27.2M due to timing of student billings and cash receipts; allowance for credit losses at $41.7M as of March 31, 2026.
- AIUS enrollment declined 2.2% YoY at March 31, 2026, driven by Trident University contraction; represents 21% of total company enrollments of 48.7K students.
- Failed sale-leaseback liability of $57.1M for St. Augustine campus with 25-year lease term and future minimum payments of $152.8M; treated as financing obligation rather than rent expense.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$221.7M
Net Income
Q1 2026
$54.0M
Free Cash Flow
Q1 2026
$69.4M
Operating Margin
Q1 2026
28.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+24.2% YoYNet Income
+8.3% YoYOperating Income
+12.5% YoYEPS (Diluted)
+10.5% YoYTotal Assets
+0.9% YoYOp. Cash Flow
+39.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2021 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $846.1M +24.2% | $681.3M -4.0% | $710.0M +2.4% | $693.0M +10.4% | $627.7M +8.0% | $581.3M |
| Net Income | $159.9M +8.3% | $147.6M -0.0% | $147.7M +34.7% | $109.6M +56.6% | $70.0M +26.8% | $55.2M |
| Operating Income | $196.0M +12.5% | $174.3M +15.8% | $150.4M +1.0% | $149.0M +72.3% | $86.5M +21.3% | $71.3M |
| EPS (Diluted) | $2.42 +10.5% | $2.19 +0.5% | $2.18 +40.6% | $1.55 +59.8% | $0.97 +26.0% | $0.77 |
| Total Assets | $1.25B +0.9% | $1.24B +22.8% | $1.01B +18.9% | $847.4M +41.4% | $599.1M +24.2% | $482.5M |
| Operating Cash Flow | $225.2M +39.4% | $161.6M +44.2% | $112.0M -41.4% | $191.1M +161.5% | $73.1M +28.2% | $57.0M |
AI Insight: PRDO Financial Trends
PRDO accelerates into Q1 2026 with revenue up 4.2% YoY and net income surging 23% to $54M — the strongest quarterly earnings in the visible period.
• Revenue grew from $167M in Q2 2024 to $222M in Q1 2026, a sustained upward trajectory with no quarterly decline exceeding one quarter.
• Operating margin expanded to 28.4% in Q1 2026 from 24.4% in Q1 2025, marking meaningful year-over-year improvement.
• Equity steadily grew from $900M in Q2 2024 to $1,000M in Q1 2026, reflecting consistent retained earnings accumulation.
• Operating CF was volatile — ranging from $18M in Q4 2024 to $79M in Q2 2025 — suggesting lumpy working capital timing.
⚠ Revenue plateaued near $212M across Q3–Q4 2025 before Q1 2026 jump; sustainability of re-acceleration warrants monitoring.
⚠ Equity dipped from $998M in Q3 2025 to $972M in Q4 2025, the first sequential decline in the visible period.
⚠ Total debt data is absent throughout; leverage picture is incomplete and could materially alter balance-sheet assessment.
AI Insight: PRDO Ratio Trends
Q1 2026 delivers PRDO's strongest quarter on record in this dataset, with operating margin hitting 28.5% and ROIC surging to 25.2%.
• Operating margin expanded from 24.3% in Q1 2025 to 28.5% in Q1 2026, a 420bp year-over-year improvement.
• ROIC jumped from 21.3% in Q1 2025 to 25.2% in Q1 2026, the highest level across all periods shown.
• ROE rose sharply to 21.6% and ROA to 16.7% in Q1 2026, both multi-period highs in this dataset.
⚠ Q4 seasonal compression is pronounced: OpMargin fell to 19.8% in Q4 2025 and 21.1% in Q4 2024, recurring every year.
⚠ TTM OpMargin of 24.3% lags Q1 2026's 28.5%, signaling Q4 drag materially dilutes full-year profitability.
⚠ D/E data is absent across all periods, leaving balance sheet leverage completely unassessable.
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Top Institutional Holders of PRDO
BlackRock, Inc.
$341.8M9,185,248 shDIMENSIONAL FUND ADVISORS LP
$145.4M3,907,383 shRENAISSANCE TECHNOLOGIES LLC
$130.3M3,502,264 shFIRST TRUST ADVISORS LP
$110.5M2,970,195 shVANGUARD CAPITAL MANAGEMENT LLC
$99.9M2,684,048 shSTATE STREET CORP
$89.6M2,408,286 shGEODE CAPITAL MANAGEMENT, LLC
$74.0M1,987,611 shAMERICAN CENTURY COMPANIES INC
$70.9M1,905,355 shCopeland Capital Management, LLC
$69.0M1,854,135 shFRONTIER CAPITAL MANAGEMENT CO LLC
$68.7M1,846,986 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $341.8M | 9,185,248 |
| DIMENSIONAL FUND ADVISORS LP | $145.4M | 3,907,383 |
| RENAISSANCE TECHNOLOGIES LLC | $130.3M | 3,502,264 |
| FIRST TRUST ADVISORS LP | $110.5M | 2,970,195 |
| VANGUARD CAPITAL MANAGEMENT LLC | $99.9M | 2,684,048 |
| STATE STREET CORP | $89.6M | 2,408,286 |
| GEODE CAPITAL MANAGEMENT, LLC | $74.0M | 1,987,611 |
| AMERICAN CENTURY COMPANIES INC | $70.9M | 1,905,355 |
| Copeland Capital Management, LLC | $69.0M | 1,854,135 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $68.7M | 1,846,986 |
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Is PRDO a good stock to buy?
13F Pro's AI-powered analysis of PERDOCEO EDUCATION Corp (PRDO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PRDO are available on the PRDO 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 PRDO?
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 PRDO. 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 PERDOCEO EDUCATION Corp's investment landscape.