LRN
Stride, Inc.
$97.13
+0.41%
$4.1B
No data for this timeframe.
Vol
Market Cap$4.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders8 funds
Inst. Value$658.6M
Inst. Activity4 buys / 3 sells
Press Releases11
Congressional5 trades
Recent Activity
May 13, 2026
short_interest
FTD: LRN — 10,000 shares ($0.9M) failed to deliver
Settlement: 20260513, Price: $87.42, FTD Value: $874,200, STRIDE INC COM
Mar 15, 2026
Insider
McMullen Greerson Greene sold 363 shares
EVP, GENERAL COUNSEL @ $84.36 ($30.6K)
Feb 19, 2026
Insider
Rhyu James Jeaho sold 1,350 shares
CHIEF EXECUTIVE OFFICER @ $0.00 ($0.00)
Feb 18, 2026
Insider
Rhyu James Jeaho sold 9,282 shares
CHIEF EXECUTIVE OFFICER @ $84.25 ($782.0K)
Inst.
MORGAN STANLEY — ADD
1,631,570 shares ($105.9M)
Inst.
NORGES BANK — NEW
1,122,305 shares ($72.9M)
Mar 10, 2026
Press
K12 (LRN) announced that enrollment is now open for the 2026–2027 school year at two tuition-free online public schools
Impact 3/10
Mar 9, 2026
Press
K12 announced that enrollment is now open for the 2026–2027 school year at three tuition-free virtual public schools in
Impact 3/10
Price Targets
$113.50
+16.9% upside
Buy
Current $97.13
Low $102.00
Median $113.50
High $125.00
2 analysts
$102.00
$125.00
Analyst Ratings
4Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 16, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
| Jan 28, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Jan 28, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
| Jan 21, 2026 | Barrington Research | MAINTAIN | Outperform → Outperform |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.89 ▼ -2.2% | $1.88 — $1.89 | -18% YoY | 2 |
| Next Q | $1.16 ▼ -1.3% | $1.16 — $1.16 | -17% YoY | 1 |
| Current FY | $8.15 ▼ -0.5% | $8.15 — $8.16 | 1% YoY | 2 |
| Next FY | $8.86 ▲ +1.1% | $8.81 — $8.90 | 9% YoY | 2 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $317.1M | — |
| MORGAN STANLEY | $105.9M | ADD |
| NORGES BANK | $72.9M | NEW |
| TWO SIGMA INVESTMENTS, LP | $55.4M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $41.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 15, 2026 | McMullen Greerson | F | $30.6K |
| Feb 19, 2026 | Rhyu James | G | $0.00 |
| Feb 18, 2026 | Rhyu James | F | $782.0K |
| Feb 18, 2026 | Goldthwaite Todd | F | $29.8K |
| Feb 18, 2026 | Blackman Donna | F | $188.3K |
Congressional Trades
1 members: 3 buys, 2 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Markwayne Mullin | R | BUY | $15,001 - $50,000 |
| Markwayne Mullin | R | BUY | $15,001 - $50,000 |
| Markwayne Mullin | R | BUY | $15,001 - $50,000 |
8 institutional holders with $658.6M total value (10,143,943 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 4 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,883,571 | $317.1M | 48.1% | — |
| 2 | MORGAN STANLEY | 1,631,570 | $105.9M | 16.1% | ADD +98.1% |
| 3 | NORGES BANK | 1,122,305 | $72.9M | 11.1% | NEW |
| 4 | TWO SIGMA INVESTMENTS, LP | 852,601 | $55.4M | 8.4% | DOUBLED +1081.4% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 633,620 | $41.1M | 6.2% | ADD +27.1% |
| 6 | BANK OF AMERICA CORP /DE/ | 596,076 | $38.7M | 5.9% | ADD +99.3% |
| 7 | FMR LLC | 332,245 | $21.6M | 3.3% | TRIM -47.7% |
| 8 | WELLS FARGO & COMPANY/MN | 91,955 | $6.0M | 0.9% | TRIM -32.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 823,429 | 1,631,570 | +98.1% | $105.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,122,305 | — | $72.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 72,170 | 852,601 | +1081.4% | $55.4M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 299,118 | 596,076 | +99.3% | $38.7M | 2025-Q4 |
| FMR LLC | TRIM | 634,738 | 332,245 | -47.7% | $21.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 136,636 | 91,955 | -32.7% | $6.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 194,700 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | TRIM | 989,270 | 680,793 | -31.2% | $101.4M | 2025-Q3 |
| FMR LLC | DOUBLED | 183,544 | 634,738 | +245.8% | $94.5M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 483,602 | 614,808 | +27.1% | $91.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 122,300 | 194,700 | +59.2% | $29.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 140,710 | 72,170 | -48.7% | $10.7M | 2025-Q3 |
| NORGES BANK | EXIT | 639,564 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 766,288 | 989,270 | +29.1% | $143.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 639,564 | — | $92.9M | 2025-Q2 |
| FMR LLC | DOUBLED | 6,402 | 183,544 | +2767.0% | $26.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 98,474 | 140,710 | +42.9% | $20.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 102,521 | 137,634 | +34.2% | $20.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 29,000 | 122,300 | +321.7% | $17.8M | 2025-Q2 |
| UBS Group AG | DOUBLED | 164,047 | 766,288 | +367.1% | $96.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 66,733 | 102,521 | +53.6% | $13.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 60,209 | 98,474 | +63.6% | $12.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 95,422 | 29,000 | -69.6% | $3.7M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 126,798 | 6,402 | -95.0% | $809.9K | 2025-Q1 |
| NORGES BANK | EXIT | 435,925 | 0 | -100.0% | $0.00 | 2025-Q1 |
4 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 15, 2026 | McMullen Greerson Greene | EVP, GENERAL COUNSEL | F | 363 | $84.36 | $30.6K |
| Feb 19, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER | G | 1,350 | $0.00 | $0.00 |
| Feb 18, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER | F | 9,282 | $84.25 | $782.0K |
| Feb 18, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | F | 354 | $84.25 | $29.8K |
| Feb 18, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | F | 2,235 | $84.25 | $188.3K |
| Feb 9, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | F | 1,109 | $87.51 | $97.0K |
| Feb 9, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER | F | 6,527 | $87.51 | $571.2K |
| Feb 9, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | F | 88 | $87.51 | $7.7K |
| Feb 8, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | F | 394 | $87.83 | $34.6K |
| Feb 8, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER | F | 1,623 | $87.83 | $142.5K |
| Feb 8, 2026 | McMullen Greerson Greene | EVP, GENERAL COUNSEL | F | 95 | $87.83 | $8.3K |
| Feb 8, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | F | 98 | $87.83 | $8.6K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
NEUTRAL
3/10
K12 (LRN) announced that enrollment is now open for the 2026–2027 school year at two tuition-free on
Mar 10, 2026
NEUTRAL
3/10
K12 announced that enrollment is now open for the 2026–2027 school year at three tuition-free virtua
Mar 9, 2026
NEUTRAL
3/10
K12 (operating under Stride, Inc.) announced that enrollment is now open for the 2026–2027 school ye
Mar 9, 2026
NEUTRAL
3/10
K12 (operated by Stride, Inc.) announced that enrollment is now open for the 2026–2027 school year a
Mar 6, 2026
NEUTRAL
3/10
K12 announced that enrollment is now open for the 2026–2027 school year at three tuition-free virtua
Mar 5, 2026
NEUTRAL
3/10
K12 (operated by Stride, Inc.) announced that enrollment is now open for the 2026–2027 school year a
Mar 5, 2026
NEUTRAL
3/10
K12 announced enrollment is now open for the 2026–2027 school year at two tuition-free virtual publi
Mar 4, 2026
NEUTRAL
3/10
K12 announced that enrollment is now open for the 2026–2027 school year at three tuition-free online
Mar 4, 2026
NEUTRAL
3/10
K12 announced that enrollment is now open for the 2026–2027 school year at two tuition-free online p
Mar 3, 2026
NEUTRAL
3/10
K12 (LRN) announced that enrollment is now open for the 2026–2027 school year at three tuition-free
Mar 3, 2026
NEUTRAL
3/10
K12 (a Stride, Inc. subsidiary) announced enrollment is now open for the 2026–2027 school year at tw
Mar 2, 2026
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 4 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$113.50 mean target
+16.9% upside
Buy (2.00)
$102.00 Low
$125.00 High
| Metric | Value |
|---|---|
| Current Price | $97.13 |
| Target Low | $102.00 |
| Target Mean | $113.50 |
| Target Median | $113.50 |
| Target High | $125.00 |
| # Analysts | 2 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.89 | $1.88 | $1.89 | -17.7% | -2.2% | 0↑ 3↓ | $0.6B | -4.7% | 2 |
| Next Q 2026-09-30 |
$1.16 | $1.16 | $1.16 | -17.1% | -1.3% | 0↑ 2↓ | $0.6B | 4.4% | 1 |
| Current FY 2026-06-30 |
$8.15 | $8.15 | $8.16 | 0.7% | -0.5% | 3↑ 0↓ | $2.5B | 4.1% | 2 |
| Next FY 2027-06-30 |
$8.86 | $8.81 | $8.90 | 8.6% | +1.1% | 0↑ 2↓ | $2.6B | 4.8% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.885 | |
| 7d ago | $1.927 | -0.042 |
| 30d ago | $1.927 | -0.042 |
| 60d ago | $1.983 | -0.098 |
| 90d ago | $2.060 | -0.175 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 16, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Jan 28, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Jan 28, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Jan 21, 2026 | Barrington Research | MAINTAIN | Outperform | Outperform |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% | |
| Jan 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 3 buys, 2 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Stride Inc | Mar 2, 2026 (27d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Stride Inc | Feb 4, 2026 (31d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Stride Inc | Feb 4, 2026 (31d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Stride Inc | Jan 14, 2026 (27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Stride Inc | Jan 14, 2026 (27d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
short_interest
FTD: LRN — 10,000 shares ($0.9M) failed to deliver
Settlement: 20260513, Price: $87.42, FTD Value: $874,200, STRIDE INC COM
May 12, 2026
short_interest
FTD: LRN — 10,000 shares ($0.9M) failed to deliver
Settlement: 20260512, Price: $87.34, FTD Value: $873,400, STRIDE INC COM
Apr 29, 2026
short_volume
Short Volume: LRN — 63.1% short (0.6M / 1.0M)
Short: 641,910 | Exempt: 20,825 | TRF Vol: 1,016,597 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings
Stride reports third quarter 2026 financial results
<p>RESTON, Va., April 28, 2026 (GLOBE NEWSWIRE) -- Stride, Inc. (NYSE: LRN), one of the nation’s most successful technology-based education companie
Apr 28, 2026
short_volume
Short Volume: LRN — 66.6% short (0.4M / 0.6M)
Short: 369,913 | Exempt: 0 | TRF Vol: 555,150 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
LRN Q3 2026 Earnings After Market Close — 2026-04-28
Apr 20, 2026
short_interest
FTD: LRN — 253,151 shares ($24.9M) failed to deliver
Settlement: 20260420, Price: $98.44, FTD Value: $24,920,184.44, STRIDE INC COM
Apr 14, 2026
earnings
Stride Announces Date for Third Quarter Fiscal Year 2026 Earnings Call
Stride (NYSE: LRN) reports Q3 FY2026 earnings on April 28 at 5PM ET. Dial (800) 715-9871, ID: 8901384, or stream at stridelearning.com.
Mar 17, 2026
short_interest
FTD: LRN — 13,896 shares ($1.2M) failed to deliver
Settlement: 20260317, Price: $82.97, FTD Value: $1,152,951.12, STRIDE INC COM
Mar 12, 2026
announcement
Ohio Virtual Academy Earns National RAMP® Designation for Excellence in School Counseling
Recognition from the American School Counselor Association highlights the school’s comprehensive, data-driven counseling program supporting student su
Mar 11, 2026
short_interest
FTD: LRN — 19,775 shares ($1.7M) failed to deliver
Settlement: 20260311, Price: $84.60, FTD Value: $1,672,965, STRIDE INC COM
Mar 10, 2026
announcement
Enrollment Opens for K12-Powered Virtual Public Schools Serving Students Across Kansas
Kansas Families Can Enroll in Online Public School Led by State-Certified Teachers <pre>Kansas Families Can Enroll in Online Public School Led by Stat
Mar 9, 2026
announcement
Enrollment Opens for K12-Powered Virtual Public Schools Serving Students Across Alabama
Alabama Families Can Enroll in Online Public School Led by State-Certified Teachers <pre>Alabama Families Can Enroll in Online Public School Led by St
Mar 9, 2026
announcement
Enrollment Opens for K12-Powered Virtual Public Schools Serving Students Across Wisconsin
Wisconsin Families Can Enroll in Online Public School Led by State-Certified Teachers <pre>Wisconsin Families Can Enroll in Online Public School Led b
Mar 6, 2026
announcement
Enrollment Opens for K12-Powered Virtual Public Schools Serving Students Across Washington
Washington Families Can Enroll in Online Public School Led by State-Certified Teachers <pre>Washington Families Can Enroll in Online Public School Led