Laureate Education (LAUR) reported third-quarter 2026 revenue of $485.1 million, up 21% from a year earlier, and net income of $101.2 million, compared with $34.4 million in the prior-year quarter. Basic and diluted earnings per share were $0.74 and $0.73, respectively.
For the first nine months of 2026, revenue rose 18% to $1.374 billion and net income increased to $216.7 million from $112.3 million. The company reaffirmed its full-year 2026 outlook and increased its share repurchase authorization by $150 million.
- Third-quarter operating income was $119.1 million, compared with $71.5 million a year earlier.
- Third-quarter adjusted EBITDA was $146.8 million, versus $94.8 million in the prior-year period.
- Nine-month new enrollments increased 9%, while total enrollments rose 6%.
- Laureate expects 2026 revenue of $1.920 billion to $1.930 billion.
- Cash and cash equivalents were $189.9 million at September 30, 2026, while gross debt was $204.2 million.
- The company had approximately $225.2 million available for share repurchases after the authorization increase.
$LAUR Hedge Fund Activity
We have seen 152 institutional investors add shares of $LAUR stock to their portfolio, and 189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,780,247 shares (+inf%) to their portfolio in Q2 2026, for an estimated $64,658,571
- FMR LLC added 1,278,249 shares (+6.7%) to their portfolio in Q2 2026, for an estimated $46,426,003
- ALLIANCEBERNSTEIN L.P. removed 1,238,533 shares (-34.1%) from their portfolio in Q2 2026, for an estimated $44,983,518
- NINETY ONE UK LTD added 984,671 shares (+34.5%) to their portfolio in Q3 2026, for an estimated $37,575,045
- GOLDMAN SACHS GROUP INC removed 883,922 shares (-31.2%) from their portfolio in Q2 2026, for an estimated $32,104,047
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 810,770 shares (-30.5%) from their portfolio in Q2 2026, for an estimated $29,447,166
- PRUDENTIAL FINANCIAL INC removed 744,535 shares (-85.0%) from their portfolio in Q2 2026, for an estimated $27,041,511
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
