Grand Canyon Education

Riverwater Partners' Small Cap Strategy said Grand Canyon Education (LOPE) declined about 16% in Q2 and was the portfolio's largest detractor, attributing the weakness to a market rotation toward higher-beta, speculative names. The firm said its investment thesis remains intact, citing consistent enrollment trends and strong cash generation from the countercyclical education services business. LOPE closed at $148.13 on August 31, has a market cap near $3.86 billion and is down about 27% over the past 52 weeks. » More on finance.yahoo.com

The stock of Grand Canyon Education hit a 52-week low around $139.99, well below the fair value of $166 determined by InvestingPro. Over the past year the shares lost 12.16%, but show a moderate P/E of 19.3 and solid profitability. For Q1 2026 adjusted EPS topped expectations at $2.86, while revenue of $308.76 million narrowly missed the forecast. Truist and BMO maintained positive ratings (buy/outperform) with price targets around $198–200 after contract renewals with Grand Canyon University and indications of an aggressive share buyback program. » More on de.investing.com

Grand Canyon Education reported adjusted Q1 EPS of $2.86 (estimate $2.82) on revenue of $308.76 million (expectation $309.34 million). Enrollments at university partners rose 71.1% and the operating margin improved to 30.9%. The stock rose 1.58% after hours; management plans to expand online and hybrid campuses and expects additional EPS growth contributions in the coming quarters. » More on de.investing.com

The board of Grand Canyon Education approved a $300 million increase to its existing share buyback program, bringing the total authorized since the program began to $2.545 billion. The buyback mandate runs through March 1, 2027, and repurchases may be made on the open market or through privately negotiated transactions. At the same time, Grand Canyon University confirmed formal recognition as a nonprofit institution by the U.S. Department of Education. In the third quarter of fiscal 2025, Grand Canyon Education met expectations with EPS of $1.78 and slightly beat revenue guidance with $261.1 million. » More on de.investing.com

Shares of Grand Canyon Education fell to a new 52-week low of $153.57, reflecting a year-to-date decline of 9.17%. For fiscal third quarter 2025 the company reported EPS of $1.78, in line with analysts' expectations, and revenue of $261.1 million, slightly above forecasts. Despite solid quarterly results, the stock remains under pressure as investors watch for strategies to revive growth. » More on de.investing.com