LOPE Grand Canyon Education Inc

Pacer Advisors Inc. significantly increased its stake in Grand Canyon Education, Inc. (NASDAQ:LOPE) by 2,453.7% in the third quarter, now holding 126,024 shares valued at $27.7 million. Grand Canyon Education reported Q3 EPS of $1.78 and revenue of $261.14 million, exceeding analyst estimates, and has a "Moderate Buy" consensus rating from analysts with a $220 target price. The company projects FY2025 EPS between $9.02 and $9.13.

Harbor Capital Advisors Inc. reduced its stake in Grand Canyon Education, Inc. (NASDAQ:LOPE) by 64.4% in the third quarter, selling 20,945 shares and ending with 11,556 shares valued at $2.54 million. Despite this, other institutions like Assenagon Asset Management S.A. increased their positions significantly. Analysts currently hold a "Moderate Buy" consensus rating for LOPE with a $220.00 average target price.

Grand Canyon Education (LOPE) reported revenue growth in line with expectations, but soft full-year earnings guidance and lagging peer performance have shifted focus to profitability. Despite a recent share price rebound, the company is still down significantly over 90 days, raising questions about whether it is undervalued or if slower growth is anticipated. Analysts expect substantial earnings growth by September 2028, suggesting a narrative fair value significantly above the current trading price.

Voya Investment Management LLC reduced its stake in Grand Canyon Education, Inc. (NASDAQ:LOPE) by 27.2% in the third quarter, selling 15,795 shares; however, institutional investors still hold 94.17% of the company's stock. Other funds, including Jump Financial, Nomura Holdings Inc., and Summit Global Investments, increased their positions, indicating active institutional trading. Grand Canyon Education reported strong earnings, meeting analyst estimates for EPS and exceeding revenue expectations.

Corient Private Wealth LLC significantly reduced its stake in Grand Canyon Education, Inc. ($LOPE) by 63.5% in the second quarter, selling 15,305 shares. Despite this, institutional investors still hold about 94.17% of the stock. The company recently reported Q3 EPS in line with expectations and slightly above-expected revenue, with analysts maintaining a "Moderate Buy" consensus rating.

This article reviews the Q3 performance of several education services stocks, highlighting Grand Canyon Education (LOPE) which delivered the weakest performance against analyst estimates, causing its stock to drop. In contrast, Lincoln Educational (NASDAQ:LINC) reported the strongest Q3 results with significant revenue growth and analyst beats, leading to a substantial stock increase. The industry as a whole saw strong Q3 revenues, but some companies faced challenges related to guidance or stock performance.