Adtalem Global Education (NYSE:ATGE) Releases Quarterly Earnings Results, Beats Estimates By $0.24 EPS

Adtalem Global Education (NYSE:ATGE) issued its quarterly earnings results on Wednesday. The company reported $2.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.19 by $0.24, FiscalAI reports. Adtalem Global Education had a net margin of 13.79% and a return on equity of 18.74%. The company had revenue of $503.39 million during the quarter, compared to analysts’ expectations of $488.72 million. During the same period last year, the company posted $1.81 EPS. Adtalem Global Education’s revenue was up 12.4% on a year-over-year basis. Adtalem Global Education updated its FY 2026 guidance to 7.800-8.000 EPS.

Here are the key takeaways from Adtalem Global Education’s conference call:

• The company raised adjusted EPS guidance to 17%–20% ($7.80–$8.00) while maintaining revenue guidance of $1.9B–$1.94B; Q2 revenue was $503M (+12%) and adjusted EPS was $2.43 (+34%).
• Walden reached a record total enrollment of ~52,400 (10th consecutive quarter, +13%), driving strong revenue and margin expansion and supported by new program launches across degree levels.
• Chamberlain enrollment declined 1% and adjusted EBITDA fell 14% as the company invests to fix marketing and funnel conversion gaps, though management reports double?digit application growth and expects a fall cycle recovery.
• Management deployed $165M to share repurchases this quarter, announced a $750M buyback authorization (?$728M remaining), and generated strong cash flow (TTM operating cash flow $428M) to fund buybacks, debt reduction, or growth investments.
• The Medical & Veterinary segment showed momentum (revenue +6.9%, adjusted EBITDA +17.6%) with improving USMLE/NAVLE pass rates and leading enrollment indicators, and the company plans to outline capacity expansion and new revenue streams at Investor Day.

Adtalem Global Education Stock Up 0.7%

Adtalem Global Education stock opened at $115.98 on Thursday. Adtalem Global Education has a 12 month low of $86.26 and a 12 month high of $156.26. The stock has a fifty day simple moving average of $104.10 and a two-hundred day simple moving average of $120.11. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.38. The firm has a market cap of $4.21 billion, a price-to-earnings ratio of 17.36, a PEG ratio of 0.98 and a beta of 0.68.

Adtalem Global Education News Roundup

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

• Positive Sentiment: Q2 results beat revenue and consensus EPS expectations: revenue came in at ~$503.4M (?+12% y/y) and the company reported EPS above some consensus figures, reinforcing revenue growth and margin strength. Adtalem Global Education (ATGE) Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Company raised its fiscal?2026 adjusted EPS guidance (management framed results as executing on its growth strategy), which supports valuation and investor confidence. Adtalem Global Education Second Quarter Fiscal Year 2026 Results; Raises Fiscal Year 2026 Adjusted Earnings Per Share Guidance
• Neutral Sentiment: Some headline metrics are mixed across providers: while several reports cite EPS beats, one third?party summary showed diluted EPS slightly below that provider’s estimate — creating short?term noise around the beat/miss interpretation. Investors should focus on company disclosures and the slide deck for reconciliation. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings
• Neutral Sentiment: Analyst and valuation commentary is active after the print (coverage notes and valuation pieces are circulating), which could influence near?term flows but not necessarily change fundamentals. A Look At Adtalem Global Education (ATGE) Valuation After Recent Share Price Volatility
• Negative Sentiment: Cash?flow and liquidity metrics are concerning: operating cash from the quarter fell materially y/y and cash & equivalents declined significantly, while capex rose — these trends raise short?term liquidity and working?capital questions. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings
• Negative Sentiment: Notable institutional reductions in recent quarters and mixed insider activity (some sales) could add selling pressure if momentum fades. Monitor 13F/insider filings for follow?through. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on ATGE shares. BMO Capital Markets reiterated an “outperform” rating and set a $158.00 target price on shares of Adtalem Global Education in a report on Friday, October 31st. Weiss Ratings lowered Adtalem Global Education from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Barrington Research reiterated an “outperform” rating and set a $170.00 price objective on shares of Adtalem Global Education in a research note on Friday, October 31st. 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $156.50.

Insiders Place Their Bets

In related news, Director Michael W. Malafronte bought 1,000 shares of the stock in a transaction on Tuesday, November 4th. The shares were acquired at an average price of $91.85 per share, for a total transaction of $91,850.00. Following the purchase, the director owned 100,445 shares of the company’s stock, valued at approximately $9,225,873.25. The trade was a 1.01% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kenneth J. Phelan purchased 508 shares of the company’s stock in a transaction dated Wednesday, November 5th. The shares were bought at an average cost of $98.29 per share, for a total transaction of $49,931.32. Following the acquisition, the director owned 18,783 shares in the company, valued at approximately $1,846,181.07. The trade was a 2.78% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 2.50% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Goldman Sachs Group Inc. grew its stake in shares of Adtalem Global Education by 124.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 699,027 shares of the company’s stock valued at $70,350,000 after purchasing an additional 387,330 shares during the period. Franklin Resources Inc. boosted its holdings in shares of Adtalem Global Education by 96.2% in the third quarter. Franklin Resources Inc. now owns 465,068 shares of the company’s stock worth $71,830,000 after buying an additional 228,065 shares during the last quarter. Squarepoint Ops LLC purchased a new position in shares of Adtalem Global Education in the second quarter worth approximately $22,257,000. Alyeska Investment Group L.P. grew its position in Adtalem Global Education by 101.0% during the third quarter. Alyeska Investment Group L.P. now owns 254,896 shares of the company’s stock valued at $39,369,000 after buying an additional 128,109 shares during the period. Finally, Two Sigma Investments LP increased its holdings in Adtalem Global Education by 57.4% during the third quarter. Two Sigma Investments LP now owns 287,753 shares of the company’s stock valued at $44,443,000 after buying an additional 104,969 shares during the last quarter. Institutional investors own 98.84% of the company’s stock.

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.