Strategic Education, Inc.(STRA)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #743 of 2,879 stocksTOP 50%
View Consumer Discretionary peers →
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
STRA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Strategic Education, Inc. (STRA), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores STRA at 62.4/100 on a 32-signal composite quality model, placing it at rank #743 of 2,879 stocks — the top half of the AI-ranked universe. STRA scores in the top quartile across earnings quality (81.3). Areas of concern include institutional flow (27.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 42.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Strategic Education, Inc. reports quarterly revenue of $305.9M, net income of $32.8M, an operating margin of 13.4%. Top institutional holders of STRA by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. STRA trades on the Nasdaq exchange and files with the SEC under CIK 1013934. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STRA 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 Strategic Education, Inc. directly from SEC EDGAR. Strategic Education, Inc.'s 13F Pro composite quality score has ranged between 36 and 66 since 2021, currently 62.4 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$305.9M
Net Income
Q1 2026
$32.8M
Free Cash Flow
Q1 2026
$77.3M
Operating Margin
Q1 2026
13.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+4.0% YoYNet Income
+12.4% YoYOperating Income
+12.0% YoYEPS (Diluted)
+15.8% YoYTotal Assets
-0.5% YoYTotal Debt
Op. Cash Flow
+17.0% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $1.27B +4.0% | $1.22B +14.5% | $1.07B -5.9% | $1.13B +10.1% | $1.03B +3.1% | $997.1M |
| Net Income | $126.6M +12.4% | $112.7M +141.4% | $46.7M -15.3% | $55.1M -36.1% | $86.3M +6.3% | $81.1M |
| Operating Income | $174.2M +12.0% | $155.6M +119.9% | $70.8M -4.3% | $73.9M -32.4% | $109.4M -1.0% | $110.5M |
| EPS (Diluted) | $5.41 +15.8% | $4.67 +140.7% | $1.94 -14.9% | $2.28 -39.5% | $3.77 +2.7% | $3.67 |
| Total Assets | $2.04B -0.5% | $2.05B -5.2% | $2.16B -6.3% | $2.31B +0.4% | $2.30B +28.3% | $1.79B |
| Total Debt | — | $0.00 -100.0% | $101.4M -28.4% | $141.6M -0.1% | $141.8M | $0.00 |
| Operating Cash Flow | $198.2M +17.0% | $169.3M +34.3% | $126.1M -30.2% | $180.5M +26.3% | $142.9M -29.3% | $202.1M |
Get alerted when STRA's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Strategic Education, Inc. including:
Top Institutional Holders of STRA
BlackRock, Inc.
$307.0M3,701,063 shDIMENSIONAL FUND ADVISORS LP
$121.0M1,458,740 shVANGUARD PORTFOLIO MANAGEMENT LLC
$117.7M1,419,162 shBANK OF MONTREAL /CAN/
$116.8M1,408,203 shVANGUARD CAPITAL MANAGEMENT LLC
$81.3M979,762 shSTATE STREET CORP
$72.7M876,348 shMARSHFIELD ASSOCIATES
$65.8M792,930 shGEODE CAPITAL MANAGEMENT, LLC
$49.1M591,333 shGOLDMAN SACHS GROUP INC
$38.6M465,839 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$37.7M454,509 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $307.0M | 3,701,063 |
| DIMENSIONAL FUND ADVISORS LP | $121.0M | 1,458,740 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $117.7M | 1,419,162 |
| BANK OF MONTREAL /CAN/ | $116.8M | 1,408,203 |
| VANGUARD CAPITAL MANAGEMENT LLC | $81.3M | 979,762 |
| STATE STREET CORP | $72.7M | 876,348 |
| MARSHFIELD ASSOCIATES | $65.8M | 792,930 |
| GEODE CAPITAL MANAGEMENT, LLC | $49.1M | 591,333 |
| GOLDMAN SACHS GROUP INC | $38.6M | 465,839 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.7M | 454,509 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put STRA on your watchlist
Track score changes the day Strategic Education, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is STRA a good stock to buy?
13F Pro's AI-powered analysis of Strategic Education, Inc. (STRA) 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 STRA are available on the STRA 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 STRA?
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 STRA. 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 Strategic Education, Inc.'s investment landscape.