Perdoceo Education Corp SVP Greg Jansen Sells 30,234 Shares for $33/Share.

Perdoceo Education Corporation (PRDO) has announced that Senior Vice President and General Counsel, Jansen Greg E., has sold 30,234 shares at a price of $33 per share on August 22, 2025.

Perdoceo Education Corporation (PRDO) has reported that Senior Vice President and General Counsel, Jansen Greg E., sold 30,234 shares on August 22, 2025, at a price of $33 per share. This transaction comes amidst the company's strong financial performance and growth prospects in the education technology (edtech) sector.

In the second quarter of 2025, Perdoceo Education reported mixed signals in its financial performance. Revenue grew significantly by 25% or $42.8MM, mainly driven by the acquisition of the University of St. Augustine for Health Sciences (USAHS), which added $36.7MM to revenue [1]. Despite this growth, gross profit increased by 17.4%, but the gross margin fell by 5.5 percentage points due to higher costs associated with marketing, admissions, and student support, as well as integration costs from the USAHS acquisition.

The company's net profit increased by 6.7%, but the net margin declined by 3.47 percentage points. This was due to lower operating expenses, particularly reductions in instructional and academic support, student services, and marketing and admissions expenses. However, interest expense rose significantly by $1.49MM, driven by the sale-leaseback financing liability associated with the new USAHS campus lease.

Looking ahead, analysts project a strong revenue outlook for the full year, with consensus revenue projected at $836.74MM, reaching a growth of 22.8% [1]. This growth is expected to be driven by higher enrollment momentum, which has already grown by 17.4% YTD compared to the first half of 2024, as per the 10-Q. Enrollments in the Colorado Technical University (CTU) segment grew by 7.4% YoY compared to Q2 2024, marking the 7th consecutive quarter of growth.

Perdoceo Education's EPS is estimated to reach $2.52 by full year 2025, a 10% YoY growth. The company is running a share buyback program that has already repurchased 1.6 million shares of common stock for $46.1 million at an average price of $28.19 per share, prompting an upward revision in EPS estimates. The company has the right to purchase up to $50MM worth of shares until the end of the program.

Despite the strong financial performance, Perdoceo Education faces risks, including potential changes in federal laws and ongoing data breaching legal cases. However, the company's discounted forward PE multiple of 12.6x, compared to the peer average of 25.7x, makes it an attractive investment opportunity for long-term investors.

References:
[1] https://seekingalpha.com/article/4815167-perdoceo-education-the-value-play-in-edtech
[2] https://seekingalpha.com/article/4814723-perdoceo-education-capital-light-earner-limiting-factor-reinvestment-capacity?source=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com&affid=858&oid=16&transaction=ff7616d2cc824e288c88ed99ede975bd