Phoenix Education Partners, Inc.(PXED)Stock Analysis
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Rank #413 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
PXED Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Phoenix Education Partners, Inc. (PXED), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores PXED at 68.5/100 on a 32-signal composite quality model, placing it at rank #413 of 2,879 stocks — the top 25% of the AI-ranked universe. PXED scores in the top quartile across balance sheet strength (96.3), earnings quality (92.2). Areas of concern include institutional flow (33.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Phoenix Education Partners, Inc. reports quarterly revenue of $271.8M, net income of $39.2M, an operating margin of 19.1%. Top institutional holders of PXED by reported 13-F value include Apollo Management Holdings, L.P., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. PXED trades on the NYSE exchange and files with the SEC under CIK 1600222. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PXED 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 Phoenix Education Partners, Inc. directly from SEC EDGAR.
What's Driving PXED's Business? Latest 10-Q Breakdown
✓ 27/27 datapoints verifiedAI-extracted from Phoenix Education Partners, Inc.'s 10-Q filed 2026-07-14 — Q3 FY2026 (nine months ended May 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenue grew 0.9% to $756.3M driven by 2.2% enrollment growth, but net income fell 43.8% to $65.4M due to $47.6M IPO-related share-based compensation and higher operating costs.
Biggest Revenue Drivers
Total revenue: $756.3M+0.9% YoY
Enrollment growth of 2.2% primarily from improved student retention, partially offset by higher discounts from increased employer relationship enrollment.
Largest Expense Items
Increase primarily from $14.6M higher compensation and related costs including $9.7M IPO share-based compensation, partially offset by $11.3M lower credit losses.
Increase principally from $36.4M higher compensation and related costs including $36.0M IPO share-based compensation and $8.1M higher advertising expense.
Cybersecurity incident costs of $5.1M, increased litigation charges, and lease restructuring expenses from exited space.
Margins: Net income margin compressed to 8.6% from 15.5% YoY primarily due to $47.6M non-cash IPO-related share-based compensation expense and $31.7M in restructuring and other charges. Adjusted EBITDA margin improved slightly to 24.9% from 24.8%, indicating core operational stability.
Watch Items from the Filing
- Cybersecurity incident in November 2025 affecting Oracle EBS; putative class action consolidated in Western District of Texas (Case 1:25-cv-01805); company recorded $5.1M expense through May 31, 2026 with comprehensive insurance policy providing coverage subject to deductibles and limits.
- Borrower defense to repayment claims: Department of Education approved 1,200+ BDR claims totaling ~$37M in loan discharges related to 'Let's Get to Work' ad campaign; Department indicated intent to commence recoupment but has not yet done so; outcome uncertain and no liability accrued.
- IPO lock-up expiration April 6, 2026 released selling restrictions on pre-IPO shareholders; conversion of University stock options to company common stock may result in significant dilution depending on exercise patterns and settlement methods, with timing and impact uncertain.
- Employer-sponsored enrollment reached ~35% of average total degreed enrollment, up 3 percentage points YoY, representing growing revenue diversification and higher-margin student segment with better retention and graduation rates.
- Student retention rates improved significantly to 76.6% for 2024/2025 cohort from 59.7% for 2016/2017 cohort; this structural improvement is primary driver of average total degreed enrollment growth and revenue durability.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$271.8M
Net Income
Q2 2026
$39.2M
Free Cash Flow
Q2 2026
$31.8M
Operating Margin
Q2 2026
19.1%
D/E Ratio
Q2 2026
0.17
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Available Research
13F Pro tracks comprehensive data for Phoenix Education Partners, Inc. including:
Top Institutional Holders of PXED
Apollo Management Holdings, L.P.
$783.4M24,901,319 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$21.3M677,332 shWELLINGTON MANAGEMENT GROUP LLP
$15.8M501,115 shBlackRock, Inc.
$10.4M332,112 shFirst Eagle Investment Management, LLC
$8.7M275,810 shFIL Ltd
$7.9M250,000 shAlyeska Investment Group, L.P.
$7.7M243,555 shVICTORY CAPITAL MANAGEMENT INC
$7.4M235,322 shCITADEL ADVISORS LLC
$4.6M147,167 shMARSHALL WACE, LLP
$3.8M120,728 sh
| Fund | Value | Shares |
|---|---|---|
| Apollo Management Holdings, L.P. | $783.4M | 24,901,319 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $21.3M | 677,332 |
| WELLINGTON MANAGEMENT GROUP LLP | $15.8M | 501,115 |
| BlackRock, Inc. | $10.4M | 332,112 |
| First Eagle Investment Management, LLC | $8.7M | 275,810 |
| FIL Ltd | $7.9M | 250,000 |
| Alyeska Investment Group, L.P. | $7.7M | 243,555 |
| VICTORY CAPITAL MANAGEMENT INC | $7.4M | 235,322 |
| CITADEL ADVISORS LLC | $4.6M | 147,167 |
| MARSHALL WACE, LLP | $3.8M | 120,728 |
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Popular Research
Is PXED a good stock to buy?
13F Pro's AI-powered analysis of Phoenix Education Partners, Inc. (PXED) 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 PXED are available on the PXED 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 PXED?
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 PXED. 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 Phoenix Education Partners, Inc.'s investment landscape.