TAL Education Group
About: TAL Education Group is a smart learning solutions provider in China. K-9 academic afterschool tutoring used to account for the majority of TAL's revenue before the regulatory changes in 2021 that imposed a nonprofit requirement on the business. After spinning off its K-9 academic afterschool tutoring business, TAL realigned its focus toward enrichment learning and content solutions.
Employees: 15,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
33% more call options, than puts
Call options by funds: $39.3M | Put options by funds: $29.5M
8% more funds holding in top 10
Funds holding in top 10: 13 [Q1] → 14 (+1) [Q2]
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
0% more funds holding
Funds holding: 234 [Q1] → 235 (+1) [Q2]
7.57% less ownership
Funds ownership: 164.32% [Q1] → 156.75% (-7.57%) [Q2]
11% less capital invested
Capital invested by funds: $3.06B [Q1] → $2.74B (-$324M) [Q2]
11% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 85
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Citigroup Alice Cai 100% 1-year accuracy 1 / 1 met price target | 18%upside $13.40 | Buy Maintained | 5 Aug 2024 |
Financial journalist opinion
Based on 5 articles about TAL published over the past 30 days
