Grand Canyon Education (NASDAQ:LOPE) Releases Q4 2026 Earnings Guidance

Grand Canyon Education (NASDAQ:LOPE) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.750-3.850 for the period, compared to the consensus estimate of 3.760. The company issued revenue guidance of $324.0 million-$329.0 million, compared to the consensus revenue estimate of 0.000. Grand Canyon Education also updated its FY 2026 guidance to 10.180-10.320 EPS.

Analysts Set New Price Targets

A number of research firms have recently issued reports on LOPE. Weiss Ratings lowered Grand Canyon Education from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 25th. Barrington Research reaffirmed an “outperform” rating and set a $230.00 price target on shares of Grand Canyon Education in a research report on Thursday, April 16th. BMO Capital Markets lowered their price objective on Grand Canyon Education from $198.00 to $185.00 and set an “outperform” rating for the company in a research report on Monday, July 6th. Finally, Truist Financial set a $100.00 target price on Grand Canyon Education in a research report on Tuesday, June 9th. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $171.67.

Grand Canyon Education Price Performance

Shares of LOPE traded down $9.18 during midday trading on Thursday, reaching $150.13. 499,224 shares of the stock were exchanged, compared to its average volume of 350,610. The company has a market capitalization of $3.98 billion, a price-to-earnings ratio of 18.77, a PEG ratio of 1.06 and a beta of 0.57. Grand Canyon Education has a twelve month low of $134.27 and a twelve month high of $223.04. The business’s 50-day moving average price is $147.60 and its 200 day moving average price is $160.31.

Grand Canyon Education (NASDAQ:LOPE) last announced its earnings results on Thursday, July 30th. The company reported $1.81 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.12. Grand Canyon Education had a net margin of 19.54% and a return on equity of 34.72%. The business had revenue of $264.05 million during the quarter, compared to the consensus estimate of $261.80 million. During the same quarter in the prior year, the firm earned $1.53 earnings per share. The business’s quarterly revenue was up 6.7% compared to the same quarter last year. As a group, equities research analysts expect that Grand Canyon Education will post 10.04 earnings per share for the current fiscal year.

Key Headlines Impacting Grand Canyon Education

Here are the key news stories impacting Grand Canyon Education this week:

• Positive Sentiment: Grand Canyon Education reported second-quarter EPS of $1.81, exceeding the $1.69 analyst consensus and rising from $1.53 a year earlier. Revenue increased 6.7% year over year to $264.05 million, also surpassing the $261.80 million estimate. Grand Canyon Education Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its full-year 2026 EPS outlook to $10.18-$10.32, above the $10.07 consensus estimate. The update supports the view that enrollment-related growth and operating efficiency remain on track. Grand Canyon Education Reports Second Quarter 2026 Results
• Positive Sentiment: The company continued to generate substantial cash, with reported quarterly operating cash flow of approximately $108.6 million, while maintaining strong profitability metrics, including a 19.54% net margin and 34.72% return on equity.
• Neutral Sentiment: Analyst sentiment remains favorable, with recent coverage including a Buy rating and a reported median price target of $200, although institutional ownership activity was mixed, with some funds adding shares and others reducing positions.
• Negative Sentiment: Third-quarter EPS guidance of $1.74-$1.78 was below the $1.83 analyst consensus. Revenue guidance of $268.5-$270.5 million was broadly in line with expectations, suggesting the near-term pressure is more related to profitability than sales growth. Grand Canyon Education Q2 2026 Earnings Call Transcript

Institutional Investors Weigh In On Grand Canyon Education

A number of large investors have recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC increased its stake in shares of Grand Canyon Education by 1.0% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 6,475 shares of the company’s stock worth $1,421,000 after purchasing an additional 65 shares in the last quarter. NewEdge Advisors LLC grew its holdings in Grand Canyon Education by 2.5% during the 3rd quarter. NewEdge Advisors LLC now owns 3,069 shares of the company’s stock valued at $674,000 after buying an additional 76 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in Grand Canyon Education by 24.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 412 shares of the company’s stock valued at $78,000 after buying an additional 82 shares during the last quarter. Vise Technologies Inc. increased its position in Grand Canyon Education by 7.9% during the third quarter. Vise Technologies Inc. now owns 1,162 shares of the company’s stock worth $255,000 after buying an additional 85 shares in the last quarter. Finally, Zacks Investment Management raised its holdings in shares of Grand Canyon Education by 0.9% in the fourth quarter. Zacks Investment Management now owns 9,718 shares of the company’s stock worth $1,616,000 after acquiring an additional 90 shares during the last quarter. 94.17% of the stock is owned by institutional investors and hedge funds.

About Grand Canyon Education

Grand Canyon Education, Inc provides a suite of higher?education services through a long-term agreement with Grand Canyon University (GCU), one of the nation’s largest private Christian universities. The company’s offerings encompass a full range of academic and operational support functions, including enrollment management, student recruitment, curriculum development, instructional delivery, and technology infrastructure. Through its online program management capabilities, Grand Canyon Education helps design, market and deliver undergraduate, graduate and certificate programs to meet the needs of both traditional and non?traditional learners.

Core services include digital marketing, admissions support, student success coaching, learning management systems and faculty recruitment.