Stride, Inc. $LRN is Rice Hall James & Associates LLC’s 5th Largest Position

Rice Hall James & Associates LLC decreased its holdings in shares of Stride, Inc. (NYSE:LRN) by 8.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 305,353 shares of the company’s stock after selling 27,670 shares during the quarter. Stride makes up approximately 2.5% of Rice Hall James & Associates LLC’s portfolio, making the stock its 5th biggest position. Rice Hall James & Associates LLC owned approximately 0.70% of Stride worth $45,479,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in LRN. Inspire Investing LLC purchased a new stake in Stride in the first quarter valued at $792,000. Asset Management One Co. Ltd. increased its position in shares of Stride by 33.8% during the second quarter. Asset Management One Co. Ltd. now owns 43,033 shares of the company’s stock worth $6,248,000 after purchasing an additional 10,870 shares in the last quarter. Swedbank AB lifted its holdings in shares of Stride by 5.4% in the 1st quarter. Swedbank AB now owns 1,009,726 shares of the company’s stock valued at $127,730,000 after purchasing an additional 52,000 shares during the last quarter. United Services Automobile Association purchased a new position in Stride during the 1st quarter worth approximately $326,000. Finally, SG Capital Management LLC acquired a new position in Stride during the second quarter worth approximately $5,859,000. 98.24% of the stock is currently owned by hedge funds and other institutional investors.

Stride Price Performance

Shares of NYSE LRN opened at $66.17 on Friday. Stride, Inc. has a 52 week low of $60.61 and a 52 week high of $171.17. The stock has a market cap of $2.90 billion, a price-to-earnings ratio of 10.21, a PEG ratio of 0.39 and a beta of 0.03. The company has a current ratio of 6.78, a quick ratio of 6.69 and a debt-to-equity ratio of 0.32. The company’s 50-day moving average price is $77.45 and its 200 day moving average price is $122.11.

Stride (NYSE:LRN) last posted its earnings results on Tuesday, October 28th. The company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.29. Stride had a return on equity of 26.29% and a net margin of 12.76%.The firm had revenue of $620.88 million for the quarter, compared to analyst estimates of $615.50 million. During the same quarter in the prior year, the company earned $0.94 EPS. Stride’s revenue was up 12.7% on a year-over-year basis. As a group, research analysts forecast that Stride, Inc. will post 6.67 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

LRN has been the subject of several research analyst reports. Zacks Research downgraded Stride from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 30th. Weiss Ratings restated a “hold (c+)” rating on shares of Stride in a research note on Monday. Morgan Stanley decreased their target price on shares of Stride from $130.00 to $95.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 17th. BMO Capital Markets set a $108.00 price target on Stride and gave the stock a “market perform” rating in a research note on Wednesday, October 29th. Finally, Wall Street Zen upgraded shares of Stride from a “hold” rating to a “buy” rating in a research report on Saturday, December 20th. Three analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Stride has a consensus rating of “Hold” and an average target price of $125.75.

Key Stride News

Here are the key news stories impacting Stride this week:

• Positive Sentiment: Stride says it is expanding its digital learning solutions globally — a business development that supports long‑term growth and international revenue diversification. Read More.
• Negative Sentiment: Multiple national law firms (including Levi & Korsinsky, Glancy Prongay & Murray, Bronstein, Faruqi, Schall and others) have filed or are soliciting investors to join a class action covering purchases from Oct. 22, 2024 through Oct. 28, 2025; they’re urging motions to be filed by Jan. 12, 2026 — increasing the likelihood of consolidated litigation, legal expenses and management distraction. Read More.
• Negative Sentiment: At least one firm highlights that the stock suffered a very large drop (reported as ~50–54%), alleging undisclosed operational failures — language that can raise the perceived severity of claims and pressure the stock and management further. Read More.
• Negative Sentiment: Additional firms (Bleichmar Fonti & Auld, Rosen, BFA and others) are publicizing the case and urging investor contact — broad advertising by plaintiff firms can accelerate claim consolidation and amplify short‑term selling pressure. Read More.

Stride Company Profile

Stride, Inc (NYSE:LRN) is a technology-driven education company that designs and delivers online learning solutions for students and adult learners. Through long-term partnerships with state-authorized public school districts, Stride operates virtual academies that serve K-12 students across the United States. The company’s blended-learning model combines digital curriculum, live teaching support and data analytics to personalize instruction and monitor student progress.

In addition to its K-12 offerings, Stride provides a portfolio of career and workforce readiness programs under its Stride Career Prep division.