Simcoe Capital Management LLC Purchases Shares of 92,825 American Public Education, Inc. $APEI

Simcoe Capital Management LLC acquired a new stake in American Public Education, Inc. (NASDAQ:APEI) in the 3rd quarter, Holdings Channel reports. The firm acquired 92,825 shares of the company’s stock, valued at approximately $3,664,000. American Public Education makes up 0.5% of Simcoe Capital Management LLC’s holdings, making the stock its 18th biggest position.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. increased its stake in shares of American Public Education by 1.7% during the third quarter. Vanguard Group Inc. now owns 1,086,727 shares of the company’s stock worth $42,893,000 after buying an additional 17,902 shares during the period. Dimensional Fund Advisors LP raised its holdings in American Public Education by 0.8% in the third quarter. Dimensional Fund Advisors LP now owns 832,043 shares of the company’s stock valued at $32,840,000 after acquiring an additional 6,807 shares in the last quarter. American Century Companies Inc. lifted its stake in American Public Education by 8.7% in the third quarter. American Century Companies Inc. now owns 612,087 shares of the company’s stock worth $24,159,000 after acquiring an additional 49,008 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in American Public Education by 4.1% in the first quarter. Goldman Sachs Group Inc. now owns 538,440 shares of the company’s stock worth $12,018,000 after acquiring an additional 21,079 shares during the last quarter. Finally, Geode Capital Management LLC grew its holdings in American Public Education by 4.2% during the 2nd quarter. Geode Capital Management LLC now owns 422,854 shares of the company’s stock worth $12,882,000 after acquiring an additional 17,079 shares in the last quarter. 79.62% of the stock is owned by institutional investors and hedge funds.

American Public Education Trading Up 21.2%

Shares of American Public Education stock opened at $57.66 on Friday. The company has a fifty day simple moving average of $43.41 and a 200-day simple moving average of $38.20. American Public Education, Inc. has a 12-month low of $20.75 and a 12-month high of $58.69. The company has a current ratio of 2.84, a quick ratio of 2.84 and a debt-to-equity ratio of 0.34. The stock has a market cap of $1.04 billion, a price-to-earnings ratio of 42.40, a PEG ratio of 1.42 and a beta of 1.70.

American Public Education (NASDAQ:APEI) last announced its quarterly earnings results on Thursday, March 12th. The company reported $0.67 EPS for the quarter, topping the consensus estimate of $0.39 by $0.28. American Public Education had a net margin of 4.86% and a return on equity of 11.52%. The firm had revenue of $158.33 million for the quarter, compared to analyst estimates of $151.61 million. American Public Education has set its Q1 2026 guidance at 0.580-0.640 EPS. On average, equities analysts forecast that American Public Education, Inc. will post 0.47 EPS for the current fiscal year.

Analysts Set New Price Targets

APEI has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of American Public Education in a research report on Monday, December 29th. William Blair set a $58.00 price objective on shares of American Public Education in a research report on Friday. Wall Street Zen downgraded shares of American Public Education from a “buy” rating to a “hold” rating in a research note on Saturday. B. Riley Financial increased their target price on American Public Education from $53.00 to $57.00 and gave the company a “buy” rating in a report on Friday. Finally, DA Davidson raised their price target on American Public Education from $43.00 to $48.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $54.25.

Key Stories Impacting American Public Education

Here are the key news stories impacting American Public Education this week:

• Positive Sentiment: Q4 results beat on both revenue and EPS, with revenue of $158.3M and EPS $0.67 (above estimates); operating cash jumped materially — supports valuation and upside expectations. Q4 Results
• Positive Sentiment: Company issued Q1 2026 EPS guidance of $0.58–$0.64 (above consensus $0.55) and FY 2026 revenue guidance of $685M–$695M — the beat / above-consensus guidance is a primary driver of the intraday rally. Guidance Article
• Positive Sentiment: Completed a $130M senior secured credit facility (5-year) — reduces borrowing costs (~$3.7M annualized reported) and strengthens liquidity to support growth/expansion plans. Refinancing
• Positive Sentiment: Multiple analyst firms raised price targets and reiterated Buy/Outperform ratings (B. Riley to $57, Lake Street to $56, Barrington to $56) — analyst upward revisions provide validation and can attract momentum buyers. Analyst Raises
• Neutral Sentiment: Full Q4 earnings call transcript and slide deck are available for detail; management commentary will matter for longer-term margin outlook and campus expansion cadence. Earnings Transcript
• Negative Sentiment: Despite beats, gross profit and operating profit declined year-over-year (per third-party summary) and some insiders sold shares recently — these items are watch points for margin recovery and insider confidence. Profitability & Insider Activity
• Negative Sentiment: Some updated analyst price targets still sit near or below the current market price, implying limited near-term upside from select desks — monitor revisions as analysts factor guidance and margins. Analyst Targets Detail

About American Public Education

American Public Education, Inc operates as a provider of online postsecondary education, offering degree and certificate programs through its wholly owned subsidiary, American Public University System (APUS). The company designs and delivers a broad range of undergraduate and graduate programs in fields such as business administration, information technology, criminal justice, homeland security, health sciences, and education. Its curriculum is developed to meet the needs of working adults, military personnel, veterans and civilian students seeking flexible, career-relevant learning opportunities.

APUS is regionally accredited by the Middle States Commission on Higher Education and employs a proprietary online learning platform that supports asynchronous instruction, digital course materials and interactive learning tools.