Perdoceo Education (NASDAQ:PRDO) Releases Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Perdoceo Education (NASDAQ:PRDO) issued its earnings results on Thursday. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.54 by $0.05, FiscalAI reports. The firm had revenue of $211.64 million during the quarter, compared to the consensus estimate of $209.95 million. Perdoceo Education had a net margin of 19.24% and a return on equity of 17.22%. The company’s revenue was up 20.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.50 earnings per share. Perdoceo Education updated its Q1 2026 guidance to 0.830-0.850 EPS and its FY 2026 guidance to 2.970-3.120 EPS.

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

• Perdoceo reported strong 2025 financials — full-year revenue up 24.2% to $846.1M and adjusted EPS rose 15.5% to $2.61, with Q4 adjusted EPS up 20% to $0.59.
• Total student enrollments increased 7.3% year‑over‑year, led by CTU reaching a record 30,000 students (9th consecutive quarter of growth), AUS +11.2%, and retention near multi‑year highs.
• Management returned $157.6M to shareholders in 2025 (repurchases of $120.8M and $36.9M in dividends), repurchased 4.1M shares and authorized up to an additional $100M buyback.
• 2026 guidance is constructive — adjusted operating income of $250–$263M and adjusted EPS of $2.97–$3.12 (Q1 adjusted EPS guidance $0.83–$0.85), reflecting expected continued organic growth and investments.
• The outlook relies on continued high retention and rising prospective student interest and assumes regulatory changes (e.g., Grad PLUS elimination, new graduate loan limits) will not materially affect demand — if those assumptions fail, results and guidance could be adversely impacted.

Perdoceo Education Price Performance

Shares of NASDAQ:PRDO opened at $31.53 on Friday. Perdoceo Education has a one year low of $23.87 and a one year high of $38.02. The stock has a market capitalization of $2.03 billion, a price-to-earnings ratio of 13.47, a PEG ratio of 0.77 and a beta of 0.90. The company has a 50-day simple moving average of $30.93 and a 200-day simple moving average of $32.06. The company has a debt-to-equity ratio of 0.01, a quick ratio of 4.45 and a current ratio of 4.47.

Perdoceo Education Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be paid a $0.15 dividend. The ex-dividend date is Monday, March 2nd. This represents a $0.60 dividend on an annualized basis and a yield of 1.9%. Perdoceo Education’s payout ratio is currently 25.64%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Perdoceo Education in a research report on Thursday, January 22nd. Wall Street Zen cut shares of Perdoceo Education from a “strong-buy” rating to a “buy” rating in a report on Wednesday, November 12th. Finally, Barrington Research restated an “outperform” rating and issued a $42.00 target price on shares of Perdoceo Education in a report on Monday, January 5th. Two analysts have rated the stock with a Buy rating, According to MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $42.00.

Institutional Trading of Perdoceo Education

A number of hedge funds have recently added to or reduced their stakes in the stock. Mcguire Capital Advisors Inc. acquired a new position in shares of Perdoceo Education in the fourth quarter valued at approximately $69,000. Invesco Ltd. grew its position in Perdoceo Education by 17.3% in the 4th quarter. Invesco Ltd. now owns 556,175 shares of the company’s stock valued at $16,313,000 after buying an additional 81,878 shares during the last quarter. Vident Advisory LLC increased its stake in Perdoceo Education by 17.8% in the 4th quarter. Vident Advisory LLC now owns 20,685 shares of the company’s stock valued at $607,000 after buying an additional 3,128 shares during the period. State of Tennessee Department of Treasury raised its position in Perdoceo Education by 39.8% during the 4th quarter. State of Tennessee Department of Treasury now owns 47,929 shares of the company’s stock worth $1,535,000 after buying an additional 13,642 shares during the last quarter. Finally, XTX Topco Ltd lifted its stake in shares of Perdoceo Education by 150.0% in the 4th quarter. XTX Topco Ltd now owns 14,951 shares of the company’s stock worth $439,000 after acquiring an additional 8,971 shares during the period. 93.46% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Perdoceo Education

Here are the key news stories impacting Perdoceo Education this week:

• Positive Sentiment: Management raised Q1 2026 EPS guidance to $0.830–$0.850 (well above the prior consensus of $0.54), signaling stronger near‑term profitability and enrollment momentum. Perdoceo Education Corporation Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: FY 2026 EPS guidance was raised to $2.970–$3.120 versus a consensus near $2.78, implying stronger full‑year operating leverage and support for valuation. Perdoceo Education Corporation Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 results beat: EPS $0.59 vs. $0.54 expected and revenue $211.6M vs. $209.9M expected; revenue grew ~20% YoY and margins remained healthy — a confirmatory operational beat. Perdoceo Education: Q4 Earnings Snapshot / Transcript
• Positive Sentiment: Company forecasts up to $263M of adjusted operating income for 2026 and highlighted enrollment expansion plus a share repurchase program — both supportive of EPS growth and capital returns. Perdoceo Education expects up to $263M adjusted operating income in 2026 while expanding enrollments and repurchase program
• Positive Sentiment: The board declared a quarterly cash dividend of $0.15/share (yield ~1.9%), adding a modest income component for investors and signaling confidence in cash flow.
• Neutral Sentiment: Earnings call prepared remarks/transcript provide more color on enrollment trends, margins and buyback mechanics — useful for verifying management commentary versus the headlines. Q4 2025 Earnings Call Prepared Remarks Transcript
• Neutral Sentiment: Local media earnings snapshots summarize results for broader readership but add little new data beyond the press release. Perdoceo Education: Q4 Earnings Snapshot

About Perdoceo Education

Perdoceo Education Corporation (NASDAQ: PRDO) is a for-profit postsecondary education provider offering certificate, associate, bachelor’s and master’s degree programs. The company operates primarily through two brand platforms—Colorado Technical University and American InterContinental University—delivering career-focused education both on campus and online. These programs span fields such as business, information technology, healthcare and criminal justice, targeting working adults seeking to advance or pivot their careers.

With headquarters in Schaumburg, Illinois, Perdoceo serves students across the United States and internationally through its online offerings.