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USConsumer Defensive

Stride Inc (LRN)

US · Consumer Defensive · Education & Training Services

$80.95-1.33%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$636.1M
Revenue YoY
-2.7%
Net profit
$81.4M
Profit YoY
+58.6%
EPS
$2.12
EPS estimate
$1.89
Net margin
12.8%

EPS came in at 2.12 against a street estimate of 1.89 — a beat of 12.2%.

Key statistics

Market cap
$3.41B
P/E
11.5
Forward P/E
8.9
P/B
2.09
Book value
$39.74
EPS (TTM)
$7.14
52-week high
$158.40
52-week low
$60.61
50-day MA
$85.40
200-day MA
$83.35
Beta
0.11

Analyst view

Analysts rate Stride Inc a buy (5 buy, 1 hold, 0 sell out of 6) with an average price target of $109.00.

From the latest earnings call · 2026-08-04

MIXED FY26 delivered 4.7% revenue growth to $2.52B and 4.2% enrollment growth to 244K students. New CEO Bob Knowling emphasizes student outcomes focus. FY27 outlook cautious: count-date comparisons tougher due to lower year-end enrollment; early signals show stronger conversion but flat-to-down applications. FY26 Full Year Only Texas specifically called out due to contract loss. Management emphasizes multi-state presence and continued Texas commitment. Analysts pressed hard on Lone Star fallout and FY27 enrollment trajectory. Management defended count-date comparisons as tougher but indicated no expectation of severe near-term deterioration; emphasized mid-year enrollment reinstatement and favorable state funding backdrop. 2026-08-04…

Full summary in the app.

Shareholding

Insiders
3.78%
Institutions
115.96%

Largest institutional holders

FundStake
BlackRock Inc15.39%
Vanguard Portfolio Management, LLC5.55%
HHG PLC5.48%
Dimensional Fund Advisors, Inc.4.61%
Vanguard Capital Management, LLC4.40%
State Street Corp3.87%
Impactive Capital LP3.14%
Frontier Capital Management CO Inc2.87%

Recent filings & reports

DocumentDate
Annual report FY2026
STRIDE, INC. – RETAIL INVESTOR SUMMARY Annual Report for Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Market capitalization (non-affiliat
2026-08-05
Results announced · Q1 FY2027
STRIDE, INC. – FISCAL YEAR 2026 RESULTS SUMMARY HEADLINE NUMBERS • Full Year Revenue: $2,518.1 million, up 4.7% ($112.8 million increase) from $2,40
2026-08-04
Results announced · Q1 FY2027
STRIDE INC. (NYSE: LRN) - DOCUMENT SUMMARY HEADLINE NUMBERS • Total Revenue FY2026: $2,518.1 million (vs. $2,405.3 million FY2025) — growth of $112.
2026-07-30
Quarterly report · Q3 FY2026
STRIDE, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Quarterly Revenue (Q1 2026): $629.9 million vs. $613.4 million (Q1 2025) – up 2.7% • Nine-Mon
2026-04-29
Results announced · Q4 FY2026
STRIDE, INC. – Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 Revenue: $629.9 million, up 2.7% YoY ($613.4 million in Q3 FY2025) • Q3 Net Income:
2026-04-28
Quarterly report · Q2 FY2026
STRIDE, INC. - QUARTERLY SUMMARY (Q2 FY2026) HEADLINE NUMBERS • Q2 2025 Revenue: $631,261 thousand (up 7.5% vs Q2 2024: $587,211 thousand) • Six-Mon
2026-01-28
Results announced · Q3 FY2026
STRIDE, INC. (NYSE: LRN) — Q2 FY2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q2 FY2026 Revenue: $631.3 million, up 7.5% vs $587.2 million in Q2 FY2
2026-01-27
Quarterly report · Q1 FY2026
STRIDE, INC. – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $620.9 million (three months ended Sept 30, 2025) vs. $551.1 million prior year –
2025-10-29

Readable in the app.

Deals & corporate news

AnnouncementDate
Stock repurchase program approved for up to $500 million
Stride, Inc. announced a $500 million stock repurchase program on November 3, 2025, authorized through October 31, 2026. Under this program, the company can buy back its own shares through v
2025-11-03

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Data updated 2026-09-18.