LOPE · NASDAQ · Education & Training Services

Grand Canyon Education

Provides universities with technology, academic, marketing, and operational services under revenue-linked agreements.

$151.19
After-hours close+0.02 (+0.01%)
At close$151.17(+0.65%)
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Profile

Grand Canyon Education, Inc.LOPEConsumer Discretionary

Provides technology, academic, marketing, counseling, and back-office services to university partners. Revenue is tied to partner tuition and fee revenue, while Grand Canyon University remains the principal scale anchor in the disclosed student population.

Provides universities with integrated technology, academic, marketing, communication, counseling, and back-office services under long-term agreements.

After selling Grand Canyon University to an independent nonprofit, it stopped operating a higher-education institution. Its systems support faculty recruiting and training, admissions, financial aid, accounting, and technical support. Compensation is tied to a percentage of partner tuition and fee revenue.

University partners are the customer base, with Grand Canyon University the principal scale anchor in the disclosed year-end student population. Continuity of partner relationships, especially GCU, and Title IV treatment shape the service model.

Company facts

CEOBrian E. Mueller
ListedNov 20, 2008
ExchangeNASDAQ
HeadquartersPhoenix, AZ
CountryUnited States
Employees2,700
CIK0001434588
ISINUS38526M1062

Key statistics

Market cap$3.94B
EPS (ttm)$8.27
P/E (ttm)18.28
ROE31.2%
P/B5.91
P/S3.45
Dividend yield
Beta0.08vs XLY 0.32

Year to date −8.6% · Average volume (30d) 315.3K

Analysts

Price target, next 12 months$185.00+22.4%Median of 18 analysts · vs the Aug 28 close
ConsensusBuy17 of 18 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Jul 31, 2026BarringtonTarget$215$200
Jul 6, 2026BMO CapitalReiterateOutperform$162$185
Jun 9, 2026Truist FinancialTarget$200$100

Earnings

EPS

Estimate$1.77
ReportedDue Nov 4, 2026

Revenue

Estimate$269.7M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 30, 2026Q2 FY26$1.67$1.81+8.4%$261.9M$264.0M+0.8%−3.19%
Apr 30, 2026Q1 FY26$2.78$2.86+2.9%$307.8M$308.8M+0.3%−3.35%
Feb 18, 2026Q4 FY25$3.19$3.21+0.6%$308.1M$308.1M0.0%−7.86%
Nov 5, 2025Q3 FY25$1.78$1.780.0%$307.9M$261.1M−15.2%−6.30%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$289.3M$247.5M$261.1M$308.1M$308.8M$264.0M
Gross profit$160.8M$121.3M$131.8M$174.4M$171.9M$130.3M
Operating income$88.0M$51.8M$55.4M$108.1M$95.5M$58.2M
Net income$71.6M$41.5M$16.3M$86.7M$75.3M$45.9M
Diluted EPS$2.52$1.48$0.58$3.14$2.80$1.75
Gross margin55.6%49.0%50.5%56.6%55.7%49.4%
Operating margin30.4%20.9%21.2%35.1%30.9%22.0%

Fiscal years (4-quarter sums)FY21 $896.6M · FY22 $911.3M · FY23 $960.9M · FY24 $1.03B · FY25 $1.11B

Balance sheet, Jun 30, 2026Cash & short-term investments $274.5M · Total debt $104.2M · Total assets $919.2M · Shareholders' equity $669.5M

Dividends

No dividends on record.

Ownership

Institutions 120.88%Insiders 2.26%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 26.07M · Float 25.48M · 97.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.2.78M10.66%13FAug 7, 2026
FMR LLC2.05M7.85%13FAug 13, 2026
Vanguard Portfolio Management LLC1.28M4.91%13FAug 13, 2026
Vanguard Capital Management LLC1.19M4.58%13FAug 13, 2026
William Blair Investment Management, LLC1.04M3.99%13FAug 12, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Nov 11, 2025Chevy Humphreydirector−600$166.15
View details

Peers

  • Coursera

    University degree and credential platforms at online scale

  • Strategic Education

    Online adult degree programs and employer education benefits

  • Covista

    Healthcare degree programs for the U.S. clinical workforce

CompareAfter-hours close

CompanyPriceChange
Grand Canyon Education$151.19+0.01%$3.94B18.314.13.5+6.7%
Coursera$6.47−0.08%$1.19B8.31.3+59.6%
Strategic Education$84.64+0.01%$1.92B14.110.51.5+2.7%
Covista$136.82+1.71%$4.58B18.014.92.3+9.7%
Median16.010.51.5+9.7%