Adtalem Global Education (NYSE:ATGE) Issues FY 2026 Earnings Guidance

Adtalem Global Education (NYSE:ATGE) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 7.800-8.000 for the period, compared to the consensus estimate of 7.840. The company issued revenue guidance of $1.9 billion-$1.9 billion, compared to the consensus revenue estimate of $1.9 billion.

Analyst Upgrades and Downgrades

ATGE has been the subject of several research analyst reports. Weiss Ratings lowered shares of Adtalem Global Education from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $138.00 price target on shares of Adtalem Global Education in a research report on Friday. Barrington Research reiterated an “outperform” rating and issued a $170.00 price objective on shares of Adtalem Global Education in a research note on Thursday. Finally, Robert W. Baird set a $163.00 target price on Adtalem Global Education in a report on Friday, October 31st. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Adtalem Global Education presently has an average rating of “Moderate Buy” and a consensus target price of $151.50.

Adtalem Global Education Stock Performance

NYSE ATGE traded down $2.38 during trading hours on Friday, hitting $105.41. 100,752 shares of the company’s stock traded hands, compared to its average volume of 413,794. The business’s fifty day moving average price is $104.38 and its two-hundred day moving average price is $120.03. Adtalem Global Education has a 52 week low of $86.26 and a 52 week high of $156.26. The firm has a market capitalization of $3.83 billion, a P/E ratio of 15.46, a P/E/G ratio of 0.99 and a beta of 0.68. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.38.

Adtalem Global Education (NYSE:ATGE) last posted its earnings results on Wednesday, January 28th. The company reported $2.43 earnings per share for the quarter, topping analysts’ consensus estimates of $2.19 by $0.24. The firm had revenue of $503.39 million for the quarter, compared to the consensus estimate of $488.72 million. Adtalem Global Education had a net margin of 13.41% and a return on equity of 20.02%. The business’s quarterly revenue was up 12.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.81 EPS. Adtalem Global Education has set its FY 2026 guidance at 7.800-8.000 EPS. Equities research analysts predict that Adtalem Global Education will post 6.2 EPS for the current year.

Insider Buying and Selling at Adtalem Global Education

In other news, Director Kenneth J. Phelan acquired 508 shares of the company’s stock in a transaction dated Wednesday, November 5th. The stock was acquired at an average cost of $98.29 per share, for a total transaction of $49,931.32. Following the acquisition, the director directly owned 18,783 shares in the company, valued at approximately $1,846,181.07. This represents a 2.78% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Michael W. Malafronte acquired 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was purchased at an average cost of $91.85 per share, for a total transaction of $91,850.00. Following the acquisition, the director owned 100,445 shares in the company, valued at approximately $9,225,873.25. This trade represents a 1.01% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 2.50% of the stock is currently owned by insiders.

Key Adtalem Global Education News

Here are the key news stories impacting Adtalem Global Education this week:

• Positive Sentiment: Q2 results showed revenue strength and an adjusted?EPS beat; revenue was ~$503.4M, up ~12.4% year/year — supporting the growth narrative. Read More.
• Positive Sentiment: Management raised FY2026 adjusted EPS guidance to $7.80–$8.00, signaling confidence in continuing profit progress. Read More.
• Positive Sentiment: Analysts offered supportive notes after the print — Barrington Research reaffirmed an “Outperform” rating and a $170 price target. Read More.
• Positive Sentiment: Market commentary highlights ATGE as a value play and notes it has outpaced some sector peers YTD, which may attract value?oriented buyers. Read More. • Read More.
• Neutral Sentiment: Full earnings/call materials and transcripts are available for investors who want detail — useful for assessing quality of the beat and guide. Read More. • Read More.
• Negative Sentiment: Some outlets flagged mixed bottom?line metrics and cash flow weakness: one summary noted reported diluted EPS metrics that missed certain estimates and operating cash flow and cash balances declined materially Y/Y — a potential investor concern. Read More.
• Negative Sentiment: Notable insider and institutional selling activity reported (large reductions by several funds and insider sales), which can weigh on sentiment even after a beat. Read More.

Institutional Investors Weigh In On Adtalem Global Education

A number of large investors have recently bought and sold shares of the company. Employees Retirement System of Texas purchased a new stake in Adtalem Global Education in the 3rd quarter valued at about $48,000. Johnson Financial Group Inc. bought a new stake in Adtalem Global Education during the 3rd quarter valued at $76,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Adtalem Global Education by 598.6% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 503 shares of the company’s stock worth $78,000 after acquiring an additional 431 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Adtalem Global Education by 231.3% in the second quarter. EverSource Wealth Advisors LLC now owns 1,057 shares of the company’s stock worth $134,000 after acquiring an additional 738 shares during the period. Finally, Vestcor Inc bought a new stake in shares of Adtalem Global Education during the 3rd quarter valued at $139,000. 98.84% of the stock is currently owned by institutional investors and hedge funds.

About Adtalem Global Education

Adtalem Global Education (NYSE:ATGE) is a leading provider of postsecondary education and professional development solutions. Through a network of brands and institutions, the company delivers degree programs and continuing education in high-demand fields such as healthcare, business, technology and the sciences. Adtalem’s offerings span campus-based and online formats, catering to diverse learner needs and career stages.

The company’s portfolio includes Chamberlain University, which specializes in nursing and healthcare; Carrington College, offering career-focused programs in allied health, business and trades; Walden University, a fully online institution for graduate and undergraduate degrees; and a suite of medical and veterinary schools, including Ross University School of Medicine and Ross University School of Veterinary Medicine, both located in the Caribbean.