TAL · NYSE · Education & Training Services

Education Group (TAL) (ADR)

Provides learning services and learning-content solutions across China and overseas markets.

$11.91
After-hours close−0.03 (−0.25%)
At close$11.94(+1.88%)
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Profile

TAL Education GroupTALConsumer Discretionary

Provides learning services for learners, teachers, and learning institutions alongside learning-content solutions for learners and parents. Its post-2021 business includes enrichment products, enterprise suites, and overseas expansion.

Learning services support learners, teachers, and learning institutions, while learning-content solutions serve learners and parents. The offering has expanded to enrichment learning products and enterprise product suites, extending beyond the group's original tutoring roots.

Operations are concentrated in China, with overseas-market expansion also part of the current business frame. Mainland China K–9 academic after-school tutoring ceased at the end of 2021 after regulations reshaped compulsory-education tutoring.

The NYSE-listed Cayman holding company connects to PRC operating businesses through a VIE structure. Its business is shaped by Chinese education policy and the constraints on listed-company and foreign-capital participation in compulsory-education curriculum tutoring.

Company facts

CEOBangxin Zhang
ListedOct 20, 2010
ExchangeNYSE
HeadquartersBeijing, China
CountryChina
Employees26,100
CIK0001499620
ISINUS8740801043

Key statistics

Market cap$7.27B
EPS (ttm)$4.86
P/E (ttm)2.46
ROE24.6%
P/B0.5397
P/S2.27
Dividend yield
Beta0.85vs XLY 0.05

Year to date +3.9% · Average volume (30d) 4.8M

Analysts

Price target, next 12 months$13.60+13.9%Median of 28 analysts · vs the Aug 28 close
ConsensusHold12 of 28 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingTarget
Jul 31, 2026JefferiesInitiateHold
Jul 31, 2026New StreetTarget$13.60
Jan 30, 2026MacquarieTarget$18
Jun 27, 2025CitigroupDowngradeBuyNeutral
Apr 25, 2025MacquarieDowngradeOutperformNeutral

Earnings

EPS

Estimate$0.13
ReportedDue Oct 29, 2026

Revenue

Estimate$1.09B
ReportedDue Oct 29, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 30, 2026Q1 FY27$0.16$0.75+368.7%$719.4M$758.4M+5.4%+13.31%
Apr 23, 2026Q4 FY26$0.14$0.45+211.0%$784.9M$802.4M+2.2%+3.02%
Jan 29, 2026Q3 FY26$0.08$0.25+224.5%$772.5M$770.2M−0.3%0.00%
Oct 30, 2025Q2 FY26$0.16$0.24+49.3%$828.7M$861.4M+3.9%−5.03%
View details

Financial highlights

12 quartersQ4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$610.2M$575.0M$861.4M$770.2M$808.0M$758.4M
Gross profit$317.6M$315.4M$491.0M$431.8M$430.2M$438.2M
Operating income−$16.0M$14.3M$96.1M$93.1M$73.0M$137.2M
Net income−$7.3M$31.3M$124.1M$130.6M$246.5M$408.0M
Diluted EPS−$0.11$0.15$0.66$0.69$1.32$2.19
Gross margin52.0%54.9%57.0%56.1%53.2%57.8%
Operating margin-2.6%2.5%11.2%12.1%9.0%18.1%

Fiscal years (4-quarter sums)FY22 $4.40B · FY23 $1.02B · FY24 $1.49B · FY25 $2.25B · FY26 $3.01B

Balance sheet, May 31, 2026Cash & short-term investments $2.87B · Total debt $405.5M · Total assets $6.77B · Shareholders' equity $4.08B

Dividends

No dividends on record.

Ownership

Institutions 134.39%Insiders

Shares outstanding · Float

Shares outstanding and float — provider count disagrees with the price.

Insiders — filings are in the shares behind the receipt.

The provider's share count does not square with the market price, so neither it nor anything divided by it is shown.

This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.

The institutional figure is the one the filers report, not a quotient recomputed on the share count.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.23.14M13FAug 7, 2026
UBS Asset Management Americas Inc20.71M13FAug 13, 2026
Krane Funds Advisors LLC17.32M13FAug 14, 2026
Robeco Institutional Asset Management B.V.14.74M13FJul 21, 2026
Morgan Stanley13.40M13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 3, 2026Alex Zhuangzhuang Pengofficer: See Remarks−30,000$12.28
Apr 27, 2026Alex Zhuangzhuang Pengofficer: See Remarks−80,000$10.86
View details

Peers

CompareAfter-hours close

CompanyPriceChange
Education Group (TAL) (ADR)$11.91−0.25%$7.27B2.513.42.3+31.5%
New Oriental (ADR)$58.83+0.07%$9.29B19.815.21.6+23.0%
Gaotu Techedu (ADR)$1.87−0.80%$682.0M0.7−81.2%
Youdao (ADR)$16.65−0.60%$1.97B84.156.82.2+9.2%
Median51.936.01.6+9.2%