Strategic Education, Inc.
STRA · Services-Educational Services · 22.6M shares · +2%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$10M (gross $10M, SBC $20M)
Reference price $80.00 · est. market cap ~$1.8B — last insider sale, 2026-06-04 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B77gen composite 67pct→77
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $153M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
13.7%
Net margin
10.0%
Return on equity
7.7%
Return on assets
6.2%
ROIC
8.4%
Revenue growth (QoQ)
0.8%
Net-income growth
12.4%
Current ratio
1.3×
Free cash flow
$154M
EBITDA
$223M
Tangible book value
$155M
Cash & investments
$153M
Stock comp / revenue
1.8%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| MCDONNELL RAYMOND KARL | CHIEF EXECUTIVE OFFICER | — |
| Darmon Tal | CHIEF ACCOUNTING OFFICER | — |
| HERRAIZ LIZETTE BENEDI | GENERAL COUNSEL | — |
| Hokenson Christa | CHIEF HUMAN RESOURCES OFFICER | — |
| JACKSON DANIEL WAYNE | CHIEF FINANCIAL OFFICER | — |
| SILBERMAN ROBERT S | CHAIRMAN | — |
| BEASON CHARLOTTE F | Director | — |
| BROGLEY RITA D | Director | — |
| Cappelli Gregory William | Director | — |
| DINH VIET D | Director | — |
| GRUSKY ROBERT R | Director | — |
| Johnson Jerry Lavell | Director | — |
| McRobbie Michael A. | Director | — |
| Sasse Benjamin E | Director | — |
| Slocum William J | Director | — |
| Thawley Michael | Director | — |
| WAITE G THOMAS III | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-04 | Hokenson Christa | Sell | 2.0K | $80.00 |
| 2026-05-05 | WAITE G THOMAS III | Sell | 666 | $77.68 |
| 2026-04-24 | Thawley Michael | Buy | 665 | $72.71 |
| 2026-04-22 | Thawley Michael | Grant | 1.4K | — |
| 2026-04-22 | McRobbie Michael A. | Grant | 1.4K | — |
| 2026-04-22 | Slocum William J | Grant | 1.4K | — |
| 2026-04-22 | Cappelli Gregory William | Grant | 1.4K | — |
| 2026-04-22 | DINH VIET D | Grant | 1.4K | — |
| 2026-04-22 | DINH VIET D | Grant | 957 | $83.62 |
| 2026-04-22 | WAITE G THOMAS III | Grant | 1.4K | — |
| 2026-04-22 | GRUSKY ROBERT R | Grant | 1.4K | — |
| 2026-04-22 | BEASON CHARLOTTE F | Grant | 1.4K | — |
| 2026-04-22 | BROGLEY RITA D | Grant | 1.4K | — |
| 2026-04-22 | Sasse Benjamin E | Grant | 1.4K | — |
| 2026-04-22 | Sasse Benjamin E | Grant | 957 | $83.62 |
| 2026-03-18 | HERRAIZ LIZETTE BENEDI | Sell | 3.0K | $79.88 |
| 2026-03-13 | SILBERMAN ROBERT S | Buy | 718 | $80.82 |
| 2026-03-13 | HERRAIZ LIZETTE BENEDI | Sell | 2.7K | $79.54 |
| 2026-03-13 | HERRAIZ LIZETTE BENEDI | Sell | 4.9K | $80.20 |
| 2026-03-02 | JACKSON DANIEL WAYNE | Sell | 5.7K | $81.73 |
| 2026-03-02 | JACKSON DANIEL WAYNE | Sell | 5.3K | $82.51 |
| 2026-03-02 | JACKSON DANIEL WAYNE | Sell | 2.1K | $83.75 |
| 2026-02-26 | SILBERMAN ROBERT S | Grant | 53K | — |
| 2026-02-26 | Hokenson Christa | Grant | 13K | — |
| 2026-02-26 | HERRAIZ LIZETTE BENEDI | Grant | 13K | — |
| 2026-02-26 | Darmon Tal | Grant | 4.6K | — |
| 2026-02-26 | JACKSON DANIEL WAYNE | Grant | 26K | — |
| 2026-02-26 | MCDONNELL RAYMOND KARL | Grant | 53K | — |
| 2026-02-24 | JACKSON DANIEL WAYNE | Tax withheld | 17K | $74.91 |
| 2026-02-24 | SILBERMAN ROBERT S | Tax withheld | 28K | $74.91 |
| 2026-02-24 | MCDONNELL RAYMOND KARL | Tax withheld | 28K | $74.91 |
| 2026-02-24 | MCDONNELL RAYMOND KARL | Sell | 18K | $75.12 |
| 2026-02-24 | HERRAIZ LIZETTE BENEDI | Tax withheld | 8.7K | $74.91 |
| 2026-02-24 | MCDONNELL RAYMOND KARL | Sell | 21K | $75.55 |
| 2026-02-24 | Darmon Tal | Tax withheld | 4.8K | $74.91 |
| 2026-02-24 | Hokenson Christa | Tax withheld | 6.7K | $74.91 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-04-23 | 2026-04-23 | 0001013934-26-000008 ↗ |
| 10-Q | 2026-04-23 | 2026-03-31 | 0001013934-26-000012 ↗ |
| DEF 14A | 2026-03-11 | 2026-04-22 | 0001104659-26-026380 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001013934-26-000006 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001013934-26-000002 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001013934-25-000039 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001013934-25-000042 ↗ |
| 10-Q | 2025-07-30 | 2025-06-30 | 0001013934-25-000035 ↗ |
| 8-K | 2025-07-30 | 2025-07-30 | 0001013934-25-000031 ↗ |
| 8-K | 2025-05-23 | 2025-05-21 | 0001013934-25-000022 ↗ |
| 8-K | 2025-04-24 | 2025-04-24 | 0001013934-25-000013 ↗ |
| 10-Q | 2025-04-24 | 2025-03-31 | 0001013934-25-000015 ↗ |