New Oriental (EDU)

• Market cap: $7.21B
• 1 day: -0.06%
• 5 days: 6.08%
• 1 month: 2.18%
• 3 months: -1.25%
• 6 months: -22.45%
• Year to date: -20.65%
• 1 year: -36.64%
• 5 years: -61.73%
• 10 years: 90.89%
• Sector: Consumer Staples
• Industry: Education & Training Services

About: New Oriental is a prominent private education provider in China, offering a wide array of educational services. These include overseas test preparation, consulting services, high school academic tutoring, nonacademic tutoring, and intelligent learning systems and devices. Additionally, the company holds a 57% ownership stake in East Buy, a leading player in the livestreaming e-commerce market.

Employees: 75,005

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

32% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $35.9M

0.07% more ownership

Funds ownership: 3.86% [Q3] → 3.93% (+0.07%) [Q4]

5% less funds holding

Funds holding: 212 [Q3] → 201 (-11) [Q4]

14% less capital invested

Capital invested by funds: $4.79B [Q3] → $4.13B (-$656M) [Q4]

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

17% less funds holding in top 10

Funds holding in top 10: 23 [Q3] → 19 (-4) [Q4]

30% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 76

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $48 2% downside
• Avg. target: $48 2% downside
• High target: $48 2% downside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

JP Morgan DS Kim 0% 1-year accuracy 0 / 1 met price target

2% downside $48

Neutral Maintained

21 Apr 2025