Grand Canyon Education, Inc.
LOPE · Services-Educational Services · 26.5M shares · -11%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $131M (gross $137M, SBC $6M)
Reference price $166.15 · est. market cap ~$4.4B — last insider sale, 2025-11-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A86gen composite 87pct→88; size cap 86 (scale $435M)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -11%/yr over 4y
- Strong balance sheetStrong balance sheet — $300M cash & investments
- Notable holderHeld by 6 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +3 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
24.0%
Net margin
19.5%
Return on equity
28.9%
Return on assets
21.8%
ROIC
28.1%
Revenue growth (QoQ)
6.7%
Net-income growth
-4.4%
Current ratio
3.6×
EBITDA
$297M
Tangible book value
$435M
Cash & investments
$300M
Stock comp / revenue
1.2%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| MUELLER BRIAN E | CEO | — |
| Browning Lori | CHIEF ACCOUNTING OFFICER | — |
| Chief Executive Officer and Chairman | Officer | $2M FY2025 |
| Collins Sarah S. | Chief Legal Officer | — |
| Daniel E. Bachus | CHIEF FINANCIAL OFFICER | $1M FY2025 |
| Dilek Marsh | CHIEF INFORMATION OFFICER | $953K FY2025 |
| Dr. W. Stan Meyer | Officer | $1M FY2025 |
| Kathy J. Claypatch | CHIEF INFORMATION OFFICER | $676K FY2025 |
| Meyer William Stan | CHIEF OPERATING OFFICER | — |
| Chevy Humphrey | Director | $150K FY2025 |
| Jack A. Henry | Director | $155K FY2025 |
| Kevin F. Warren | Director | $140K FY2025 |
| Lisa Graham Keegan | Director | $150K FY2025 |
| Sara Ward | Director | $173K FY2025 |
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 |
|---|---|---|---|---|
| 2026-06-10 | Keegan Lisa Graham | Grant | 498 | — |
| 2026-06-10 | Humphrey Chevy | Grant | 498 | — |
| 2026-06-10 | Ward Sara | Grant | 498 | — |
| 2026-06-10 | Warren Kevin F. | Grant | 498 | — |
| 2026-06-10 | HENRY JACK A | Grant | 498 | — |
| 2026-05-05 | Meyer William Stan | Gift | 500 | — |
| 2026-05-05 | MUELLER BRIAN E | Gift | 300 | — |
| 2026-05-05 | BACHUS DANIEL E | Gift | 770 | — |
| 2026-03-01 | Collins Sarah S. | Tax withheld | 127 | $159.07 |
| 2026-03-01 | Browning Lori | Tax withheld | 980 | $159.07 |
| 2026-03-01 | Marsh Dilek | Tax withheld | 1.7K | $159.07 |
| 2026-03-01 | Meyer William Stan | Tax withheld | 2.5K | $159.07 |
| 2026-03-01 | MUELLER BRIAN E | Tax withheld | 4.7K | $159.07 |
| 2026-03-01 | BACHUS DANIEL E | Tax withheld | 2.5K | $159.07 |
| 2026-01-28 | Browning Lori | Grant | 1.4K | — |
| 2026-01-28 | Marsh Dilek | Grant | 2.9K | — |
| 2026-01-28 | Meyer William Stan | Grant | 3.7K | — |
| 2026-01-28 | MUELLER BRIAN E | Grant | 6.9K | — |
| 2026-01-28 | BACHUS DANIEL E | Grant | 3.7K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-22 | 0001104659-26-077768 ↗ |
| 8-K | 2026-06-10 | 2026-06-10 | 0001104659-26-072325 ↗ |
| 8-K | 2026-06-03 | 2026-06-02 | 0001104659-26-069570 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001104659-26-052898 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001104659-26-052881 ↗ |
| DEF 14A | 2026-04-23 | 2026-06-10 | 0001104659-26-047719 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001104659-26-017038 ↗ |
| 10-K | 2026-02-18 | 2025-12-31 | 0001104659-26-017047 ↗ |
| 8-K | 2026-02-12 | 2026-02-09 | 0001104659-26-014301 ↗ |
| 8-K | 2025-12-15 | 2025-12-10 | 0001104659-25-120898 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001104659-25-106995 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001104659-25-106979 ↗ |