Adtalem Global Education (NYSE:ATGE) Updates FY 2026 Earnings Guidance

28 Jan 2026, 20:36 by Amy Steele · The Cerbat Gem

Adtalem Global Education (NYSE:ATGE – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 7.800-8.000 for the period, compared to the consensus earnings per share estimate of 7.840. The company issued revenue guidance of $1.9 billion-$1.9 billion, compared to the consensus revenue estimate of $1.9 billion.

Analysts Set New Price Targets

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

Read Our Latest Report on ATGE

Adtalem Global Education Price Performance

Shares of ATGE stock traded up $0.76 on Wednesday, hitting $115.98. 789,957 shares of the stock traded hands, compared to its average volume of 310,938. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.98 and a quick ratio of 0.98. The firm has a 50 day simple moving average of $103.70 and a two-hundred day simple moving average of $120.14. Adtalem Global Education has a 52 week low of $86.26 and a 52 week high of $156.26. The firm has a market cap of $4.21 billion, a price-to-earnings ratio of 17.36, a PEG ratio of 0.98 and a beta of 0.68.

Adtalem Global Education (NYSE:ATGE – Get Free Report) last posted its earnings results on Wednesday, January 28th. The company reported $2.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.19 by $0.24. The company had revenue of $503.39 million for the quarter, compared to analyst estimates of $488.72 million. Adtalem Global Education had a return on equity of 18.74% and a net margin of 13.79%.The firm’s quarterly revenue was up 12.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.81 earnings per share. Adtalem Global Education has set its FY 2026 guidance at 7.800-8.000 EPS. As a group, equities research analysts predict that Adtalem Global Education will post 6.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Adtalem Global Education news, Director Kenneth J. Phelan purchased 508 shares of the business’s stock in a transaction that occurred on Wednesday, November 5th. The shares were acquired at an average price of $98.29 per share, for a total transaction of $49,931.32. Following the completion of the purchase, the director owned 18,783 shares in the company, valued at $1,846,181.07. The trade was a 2.78% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael W. Malafronte bought 1,000 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The stock was purchased at an average price 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 approximately $9,225,873.25. This represents a 1.01% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 2.50% of the company’s stock.

Key Headlines Impacting Adtalem Global Education

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

Positive Sentiment: Q2 results beat revenue and consensus EPS expectations: revenue came in at ~$503.4M (≈+12% y/y) and the company reported EPS above some consensus figures, reinforcing revenue growth and margin strength. Adtalem Global Education (ATGE) Q2 Earnings and Revenues Top Estimates
Positive Sentiment: Company raised its fiscal‑2026 adjusted EPS guidance (management framed results as executing on its growth strategy), which supports valuation and investor confidence. Adtalem Global Education Second Quarter Fiscal Year 2026 Results; Raises Fiscal Year 2026 Adjusted Earnings Per Share Guidance
Neutral Sentiment: Some headline metrics are mixed across providers: while several reports cite EPS beats, one third‑party summary showed diluted EPS slightly below that provider’s estimate — creating short‑term noise around the beat/miss interpretation. Investors should focus on company disclosures and the slide deck for reconciliation. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings
Neutral Sentiment: Analyst and valuation commentary is active after the print (coverage notes and valuation pieces are circulating), which could influence near‑term flows but not necessarily change fundamentals. A Look At Adtalem Global Education (ATGE) Valuation After Recent Share Price Volatility
Negative Sentiment: Cash‑flow and liquidity metrics are concerning: operating cash from the quarter fell materially y/y and cash & equivalents declined significantly, while capex rose — these trends raise short‑term liquidity and working‑capital questions. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings
Negative Sentiment: Notable institutional reductions in recent quarters and mixed insider activity (some sales) could add selling pressure if momentum fades. Monitor 13F/insider filings for follow‑through. Adtalem Global Education Inc. (ATGE) stock rises on Q2 2026 Earnings

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of ATGE. Employees Retirement System of Texas acquired a new position in shares of Adtalem Global Education in the 3rd quarter worth approximately $48,000. Johnson Financial Group Inc. purchased a new stake in Adtalem Global Education in the third quarter worth $76,000. Northwestern Mutual Wealth Management Co. raised its position in shares of Adtalem Global Education by 598.6% in 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 during the period. EverSource Wealth Advisors LLC boosted its holdings in Adtalem Global Education by 231.3% in the 2nd 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 bought a new stake in shares of Adtalem Global Education during the 3rd quarter valued at about $139,000. 98.84% of the stock is currently owned by institutional investors.

Adtalem Global Education Company Profile

(Get Free Report)

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.