Why a Soaring Education Stock at All-Time Highs Drew a New $3.5 Million Investment

2 hours ago 2

Jonathan Ponciano, The Motley Fool

Sat, December 20, 2025 astatine 3:35 PM CST 5 min read

Montreal-based Formula Growth acquired 111,000 shares of Laureate Education successful the 3rd quarter.
The caller presumption was worthy $3.5 cardinal astatine quarter-end.
The involvement remains extracurricular the fund’s apical 5 holdings.
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Montreal-based Formula Growth reported a caller presumption successful Laureate Education (NASDAQ:LAUR) connected November 13, acquiring 111,000 shares valued astatine $3.5 million, according to a caller SEC filing.

Formula Growth Ltd disclosed a caller concern successful Laureate Education (NASDAQ:LAUR), acquiring 111,000 shares during the 3rd quarter, according to a filing with the Securities and Exchange Commission dated November 13. The post-transaction worth of the presumption was astir $3.5 million, representing astir 1.25% of the fund’s reportable U.S. equity assets arsenic of quarter-end.

Top holdings aft the filing:

NASDAQ: SWIM: $7.53 cardinal (2.7% of AUM)
NYSE: JHX: $7.24 cardinal (2.6% of AUM)
NASDAQ: TEAM: $6.39 cardinal (2.3% of AUM)
NASDAQ: SSYS: $6.38 cardinal (2.3% of AUM)
NASDAQ: MU: $6.36 cardinal (2.3% of AUM)

As of Friday, shares of Laureate Education were priced astatine $33.83, up a staggering 86% implicit the past twelvemonth and good outperforming the S&P 500, which is up 16.5% successful the aforesaid period.

Metric

Value

Revenue (TTM)	$1.58 billion
Net Income (TTM)	$203.71 million
Price (as of marketplace adjacent Friday)	$33.83
One-Year Price Change	86%

Laureate Education offers undergraduate and postgraduate grade programs successful business, management, medicine, wellness sciences, and engineering done campus-based, online, and hybrid formats.
The institution generates gross chiefly from tuition and related acquisition services delivered via a web of universities and higher acquisition institutions successful Mexico, Peru, and the United States.
It targets students seeking higher education, with a absorption connected emerging markets successful Latin America and prime U.S. locations.

Laureate Education, Inc. provides higher acquisition services done a web of universities and higher acquisition institutions successful Mexico, Peru, and the United States. The institution offers undergraduate and postgraduate grade programs successful concern and management, medicine and wellness sciences, and engineering and accusation exertion done campus-based, online, and hybrid programs.

Buying into a banal astatine all-time highs lone makes consciousness if the underlying concern is inactive compounding, not peaking. In a portfolio wherever apical positions clump betwixt 2% and 3%, a 1.25% allocation reads arsenic deliberate but restrained, a mode to enactment successful upside without pretending this is simply a definite thing.

The fundamentals assistance explicate the confidence. In the 3rd quarter, Laureate Education reported gross of $400.2 million, up 9% twelvemonth implicit year, with adjusted EBITDA rising to $94.8 million. Enrollment trends stay solid, with full enrollments up 6% twelvemonth to day and peculiarly beardown maturation successful Peru. Just arsenic important, the equilibrium expanse is clean. Laureate ended the 4th with $241 cardinal successful currency against $102 cardinal of debt, leaving it successful a nett currency position. Management besides raised full-year guidance and expanded its stock repurchase authorization to $250 million, signaling assurance successful escaped currency travel durability.

For diligent investors, see this a dependable cash-generating acquisition concern successful emerging markets that appears susceptible of increasing into its valuation, adjacent aft a crisp run.