Phoenix Education Partners, Inc. (PXED) AI Stock Analysis

NYSE: PXEDAI research summary: business, growth, valuation, analysts, bull and bear case.

PXED AI stock analysis summary

AI Research

Phoenix Education Partners, Inc. (PXED) provides online higher education for working adults through The University of Phoenix. In FY2025, the company generated $1.01B in revenue and $133.9M in net income, achieving a 2-year revenue CAGR of 9.8%. The stock trades at a trailing price-to-earnings multiple of 10.2x with net cash of $167.3M as of May 31, 2026.

Market cap
$851.8M
Revenue (TTM)
$1.01B
P/E
10.2x
fwd 5.6x
1Y return
-32.4%
S&P 500 16.8%
Avg. target
$40.75
72.5% vs last close

Bull case

  • PXED trades at a forward P/E of 5.6x, well below the peer median of 14.3x for US-listed Consumer Defensive companies.
  • The balance sheet maintains net cash of $167.3M as of May 31, 2026, with a low debt-to-equity ratio of 0.20.
  • Analysts maintain a mean price target of $40.75, implying 72.5% upside from the recent closing price of $23.63.

Bear case

  • Quarterly earnings fell 28.9% year-over-year in the latest quarter ended May 31, 2026.
  • Free cash flow dropped from $140.6M in FY2024 to $64.9M in FY2025.
  • The stock has declined 32.4% over the past year, while short interest represents 16.4% of the float.

What Phoenix Education Partners does

Phoenix Education Partners, Inc., through its subsidiary, The University of Phoenix, Inc., provides online higher education for working adults in the United States. It develops talent solutions programs for employers, including a talent-sourcing platform that connects employers with students whose skills profiles align with job postings. The company also offers an AI-powered tool that scans an employer's inventory of sought-after skills and designs development pathways to internal job opportunities. Founded in 1976 and headquartered in Phoenix, Arizona, the company operates as a subsidiary of Ap Viii Socrates Holdings, L.P.

Growth and profitability

Revenue increased from $835.2M in FY2023 to $950.0M in FY2024, representing growth of 13.7%, and reached $1.01B in FY2025, an increase of 6.0%. Gross margin was 54.6% in FY2023, 57.5% in FY2024, and 56.7% in FY2025. Operating margin expanded from 15.2% in FY2023 to 21.7% in FY2025, while net income climbed from $64.9M to $133.9M over the same period. For the trailing twelve months ended May 31, 2026, revenue stood at $1.01B with an operating margin of 22.8% and EPS of $2.32, though quarterly earnings declined 28.9% year-over-year.

PXED income statement →

Balance sheet and cash flow

As of May 31, 2026, the company held $233.0M in cash and short-term investments against total debt of $65.7M, resulting in net cash of $167.3M. Total assets were $608.6M and shareholders' equity was $324.3M, supported by a current ratio of 1.92 and a debt-to-equity ratio of 0.20. In FY2025, operating cash flow was $87.4M and free cash flow was $64.9M after capital expenditures of $22.5M. Capital returns in FY2025 included $214.4M in share buybacks and $214.4M in dividends paid.

PXED balance sheet →

Valuation and performance

At a share price of $23.63, PXED has a market capitalization of $851.8M and an enterprise value of $778.3M. The stock trades at a trailing P/E of 10.2x and a forward P/E of 5.6x, compared to the median of its US-listed Consumer Defensive peers of 18.6x and 14.3x, respectively. Its EV-to-EBITDA ratio of 5.4x sits below the peer median of 11.7x. Over the past year, PXED fell 32.4%, underperforming the S&P 500 (SPY), which gained 16.8%.

PXED key metrics →

PXED dividend

PXED pays a quarterly dividend with an annual forward dividend of $0.84, representing a dividend yield of 3.55%. Its payout ratio is 18.6%, and the last ex-dividend date was July 29, 2026.

What analysts expect

Wall Street coverage includes 3 Strong Buy, 2 Buy, and 2 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target is $40.75, which stands 72.5% above the last close of $23.63. For the current fiscal year ending August 31, 2026, analysts estimate revenue of $1.02B and EPS of $4.47. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 19, 2026.

PXED forecast and price target →

Key risks and what to watch

  • Annual revenue growth decelerated from 13.7% in FY2024 to 6.0% in FY2025.
  • Operating cash flow decreased from $163.2M in FY2024 to $87.4M in FY2025.
  • The share price of $23.63 trades 18.6% below its 200-day moving average and near its 52-week low of $23.41.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this PXED AI stock analysis

This page is an AI-written research summary of Phoenix Education Partners, Inc. (PXED). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: PXED income statement, PXED balance sheet, PXED key metrics, PXED analyst forecast, PXED chart. See the PXED stock overview for the latest quote and news.

PXED AI stock analysis FAQ

What does Phoenix Education Partners do?

Through The University of Phoenix, Inc., the company provides online higher education for working adults and develops employer talent solutions, such as skill-matching and AI-powered development pathway tools.

Does PXED pay a dividend?

Yes, PXED pays a quarterly dividend with an annual forward amount of $0.84 per share, offering a dividend yield of 3.55% with an 18.6% payout ratio.

What is PXED's debt and cash position?

As of May 31, 2026, PXED held $233.0M in cash and short-term investments and $65.7M in total debt, giving it a net cash balance of $167.3M.

When is PXED's next earnings report?

The company's next earnings date is scheduled for November 19, 2026.

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