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USConsumer Defensive

TAL Education Group (TAL)

US · Consumer Defensive · Education & Training Services

$11.70-2.01%
Last close · 2026-09-17

Latest quarter · ended 2026-05-31

Revenue
$758.4M
Revenue YoY
+31.9%
Net profit
$408.0M
Profit YoY
+1204.3%
EPS
$0.73
EPS estimate
$0.14
Net margin
53.8%

EPS came in at 0.73 against a street estimate of 0.14 — a beat of 421.4%.

Key statistics

Market cap
$6.38B
P/E
7.1
Forward P/E
9.0
P/B
1.56
Book value
$7.38
EPS (TTM)
$1.61
52-week high
$13.37
52-week low
$8.88
50-day MA
$11.23
200-day MA
$11.00
Beta
0.14

Analyst view

Analysts rate TAL Education Group a strong buy (17 buy, 2 hold, 0 sell out of 19) with an average price target of $16.12.

From the latest earnings call · 2026-08-06

CONFIDENT PetroTal resumed drilling in October targeting 20,000 BPD by mid-2027. H1 EBITDA $78.7M tracking to $110–120M guidance. Strong cash position ($137M) despite production decline from 2025 pause. Q2 2026 All production from Bretaña and Los Angeles fields in Peru. New government under Keiko Fujimori discussing Petroperu pipeline true-up payments. Analysts probed drilling rig optionality, El Niño/erosion timeline, and water infrastructure scaling. Management confirmed 13+ additional proved locations, clarified lower-river-level outlook for jungle region, and detailed incremental water capex phasing. 2026-08-06…

Full summary in the app.

Shareholding

Insiders
0.01%
Institutions
65.50%

Largest institutional holders

FundStake
BlackRock Inc4.84%
Krane Funds Advisors LLC3.12%
Robeco Institutional Asset Management BV2.66%
Morgan Stanley - Brokerage Accounts2.33%
Vanguard Capital Management, LLC2.32%
CoreView Capital Management Ltd2.02%
Tiger Pacific Capital LP1.44%
State Street Corp1.39%

See the full picture

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Other Consumer Defensive companies

Data updated 2026-09-18.