ATGE Adtalem Global Education Inc

Osaic Holdings Inc. significantly increased its stake in Adtalem Global Education Inc. ($ATGE) by 66.3% in the second quarter, bringing its total ownership to 25,986 shares valued at $3.31 million. Other major institutions like Goldman Sachs, Arrowstreet Capital, Northern Trust, Invesco, and Fisher Asset Management also added to or initiated positions, resulting in institutional ownership of 98.84%. Two Adtalem directors also recently made insider purchases, demonstrating confidence, while the company reported strong quarterly earnings, beating estimates and providing optimistic FY2026 guidance.

Global IMC LLC fully exited its position in Adtalem Global Education (NYSE:ATGE) in the third quarter, selling all 50,933 shares for an estimated value of nearly $6.5 million. This divestment occurred despite the stock experiencing a significant surge and being favored by many investors, though its target price suggests a potential downside from current levels.

Assenagon Asset Management S.A. increased its stake in Adtalem Global Education Inc. by 15.7%, acquiring an additional 22,324 shares, bringing its total holdings to 164,435 shares valued at approximately $25.4 million. This move comes as Adtalem Global Education reported strong quarterly earnings, beating expectations with $1.75 EPS and revenues of $462.3 million, and issued optimistic FY2026 guidance. Institutional ownership of Adtalem is notably high at 98.84%, with recent insider buying activities further highlighting confidence in the company.

Redhawk Wealth Advisors Inc. has made a new $2.13 million investment in Adtalem Global Education Inc. (NYSE:ATGE) by acquiring 13,818 shares in Q3. This move comes as several other institutional investors have also adjusted their holdings in ATGE, and analysts have issued a consensus "Moderate Buy" rating for the stock with an average price target of $156.50. Adtalem recently reported strong Q3 earnings, beating expectations with $1.75 EPS and revenues up 10.8% year-over-year, alongside positive FY2026 guidance.

Texas Permanent School Fund Corp reduced its stake in Adtalem Global Education Inc. by 31.8% in Q2, selling 13,032 shares and now owning 27,946 shares valued at $3.56 million. Despite this, Adtalem has shown strong financial performance, beating quarterly earnings estimates and setting optimistic FY 2026 guidance. Company insiders, including Directors Michael W. Malafronte and Kenneth J. Phelan, have increased their holdings, indicating confidence in the company's future.

Adtalem Global Education (ATGE) has authorized a new share buyback program of up to US$750 million through December 15, 2028, following the completion of a US$150 million repurchase. This move signals management's confidence in the company's valuation and cash generation, reinforcing its investment narrative as a growing healthcare and professional education provider. While the buyback may support earnings per share and sentiment, investors are advised to consider regulatory and execution risks, alongside varying fair value estimates.