TAL Education Group Institutional Ownership: 51% of Shares Held by Institutions, CEO Bangxin Zhang Largest Shareholder

TAL Education Group's institutional ownership is significant, with 51% of shares owned by institutions. This implies that they have substantial influence over the company's share price. Insiders own 32% of the company, with CEO Bangxin Zhang being the largest shareholder. The stock has shown strong longer-term trends, with a one-year return to shareholders of 20%.

TAL Education Group's stock experienced a significant surge, reaching an 11.1% increase in pre-market trading on July 31, 2025, driven by a $600 million share buyback plan [1]. This strategic move, aimed at returning capital to shareholders and bolstering investor confidence, has been well-received by the market. The company, a leading provider of smart learning solutions in China, has seen robust revenue growth of 49.6% over the past year, despite challenges in the long-term revenue trend [1].

The stock's performance has been influenced by its substantial institutional ownership, with 51% of shares held by institutions [2]. This significant ownership implies substantial influence over the company's share price. Insiders own 32% of the company, with CEO Bangxin Zhang being the largest shareholder [2]. The stock's longer-term trends have been positive, with a one-year return to shareholders of 20% [2].

TAL's financial health is mixed, with a net margin of 3.76% and an operating margin of -0.14%, suggesting operational inefficiencies [1]. However, the company's strong liquidity ratios, including a current ratio of 2.86 and a quick ratio of 2.79, indicate ample liquidity [1]. The low debt-to-equity ratio of 0.09 reflects conservative leverage [1].

The company's valuation metrics provide insights into its market positioning. The current P/E ratio is 73.65, with a forward P/E of 22.98, indicating high expectations for future earnings growth [1]. The P/S ratio is 2.76, and the P/B ratio is 1.63. The target price for TAL is set at $12.73, with a recommendation score of 2, suggesting a moderate buy sentiment among analysts [1].

Institutional ownership and insider ownership, combined with strong longer-term trends, have contributed to TAL's stock performance. However, the company faces unique challenges, including regulatory scrutiny and evolving consumer preferences in China [1]. As TAL unveils its first-quarter results, much is at stake, and the market awaits the outcomes of these disclosures [2].

References:
[1] https://www.ainvest.com/news/tal-education-group-stock-soars-11-1-600m-buyback-plan-2507/
[2] https://www.timothysykes.com/news/tal-education-group-tal-news-2025_07_31/