Adtalem Global Education (NYSE:ATGE) Announces Earnings Results

Adtalem Global Education (NYSE:ATGE) issued its quarterly earnings results on Wednesday. The company reported $2.43 EPS for the quarter, topping 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 firm had revenue of $503.39 million for the quarter, compared to analyst estimates of $488.72 million. During the same quarter in the prior year, the firm earned $1.81 EPS. The business’s revenue for the quarter was up 12.4% compared to the same quarter last year. 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 Trading Down 2.0%

Shares of ATGE opened at $113.55 on Thursday. Adtalem Global Education has a 1-year low of $86.26 and a 1-year high of $156.26. 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’s 50-day moving average price is $104.10 and its 200-day moving average price is $120.11. The firm has a market capitalization of $4.13 billion, a price-to-earnings ratio of 17.28, a PEG ratio of 0.98 and a beta of 0.68.

Insider Activity

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

Hedge Funds Weigh In On Adtalem Global Education

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

Adtalem Global Education News Summary

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

• Positive Sentiment: Q2 FY2026 results beat consensus: revenue grew ~12.4% to $503.4M and reported EPS topped estimates. Strong revenue growth and margin expansion were cited by management as signs the Growth-with-Purpose strategy is working. Adtalem Global Education (ATGE) Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Company raised FY2026 adjusted EPS guidance to a range of 7.80–8.00, signaling management confidence in future profitability; revenue outlook was affirmed near ~$1.9B. That guidance lift is the primary bullish catalyst. Adtalem Global Education Second Quarter Fiscal Year 2026 Results; Raises Fiscal Year 2026 Adjusted Earnings Per Share Guidance
• Neutral Sentiment: Full earnings call transcript and slide deck are available for investors seeking detail on enrollment trends, program mix, and margin drivers — useful for modeling but not immediate market-moving by itself. Adtalem Global Education Inc. (ATGE) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Recent commentary and valuation pieces are analyzing ATGE after recent volatility — these provide context on multiples and technicals but don’t change fundamentals. A Look At Adtalem Global Education (ATGE) Valuation After Recent Share Price Volatility
• Negative Sentiment: Cash-flow and liquidity metrics showed weakness in the quarter (reported operating cash flow declined sharply year-over-year and cash balances fell materially), which could constrain flexibility and warrants monitoring. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings
• Negative Sentiment: Notable insider sales were reported in recent months (including larger disposals by a senior executive); while insiders also made purchases, heavy sales can be perceived negatively by some investors. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Barrington Research reiterated an “outperform” rating and set a $170.00 price objective on shares of Adtalem Global Education in a research report on Friday, October 31st. Robert W. Baird set a $163.00 price target on shares of Adtalem Global Education in a research note on Friday, October 31st. BMO Capital Markets reaffirmed an “outperform” rating and set a $158.00 target price on shares of Adtalem Global Education in a report on Friday, October 31st. Finally, Weiss Ratings downgraded shares of Adtalem Global Education from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $156.50.

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.