# New Oriental Education & Technology Group Inc. (EDU)

> Source: Nexqual · https://nexqual.com/EDU · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, New Oriental Education & Technology Group Inc. (EDU), nexqual.com/EDU" · informational, not investment advice.

**Price:** USD 58.68 (-1.38% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 59.5 · day 58.07–59.44 · 52w 44.25–64.97 · market cap $9.10B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold EDU (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $4.1M; 2 not under a Rule 10b5-1 plan ($4.1M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.05 on a 1–5 scale) (20 analysts), mean target USD 73.62 (range 56.5–90).
- Total return with dividends: 1Y -1.3% vs S&P 500 +14.9%; 5Y +150.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 1.91, revenue estimate $1.85B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold EDU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mason Hawkins | Southeastern Asset Management | 0.99% | $18.9M | Reduced -21.2% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-07…2026-08-10 | Zhou Chenggang | Director | 70,000 | $4.0M | 14% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-07-31…2026-08-03 | Zhuge Yue | Director | 2,170 | $129K | 100% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.05 on a 1–5 scale), 20 analysts; mean target USD 73.62 (low 56.5, high 90).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-30 | Macquarie | Upgrade | Underperform → Neutral | $49 → $56.5 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -1.3% | +150.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -1.3% | +20.1% |
| Volatility (annualized) | 35.0% | 56.9% |
| Max drawdown | -29.2% (Feb 2026→Jun 2026) | -57.3% (Oct 2021→Mar 2022) |

## Peers (Education & Training Services)
TAL (TAL Education Group) USD 10.46 -0.85% · LAUR (Laureate Education, Inc.) USD 38.79 +1.25% · CVSA (Covista Inc.) USD 131.62 +3.70% · LOPE (Grand Canyon Education, Inc.) USD 165.46 +3.57% · XXI (Twenty One Capital, Inc.) USD 5.61 -4.75% · LRN (Stride, Inc.) USD 80.68 +5.62%

## More
Full page: https://nexqual.com/EDU · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-08-31) | $1.91 | $1.74 | +9.6% | $1.85B | 2 |
| Next quarter (ends 2026-11-30) | $0.44 | $0.43 | +2.0% | $1.44B | 1 |
| Current fiscal year (ends 2027-05-31) | $4.32 | $4.30 | +0.6% | $6.60B | 14 |
| Next fiscal year (ends 2028-05-31) | $5.00 | $4.90 | +1.9% | $7.41B | 13 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-10-28): ±10.7%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 45.2% | ±10.7% |
| 2026-12-18 | 56 | 45.1% | ±14.5% |
| 2027-01-15 | 84 | 40.0% | ±15.6% |
| 2027-04-16 | 175 | 41.1% | ±22.7% |