TAL Education Group (TAL) Stock Price & Analysis
TAL Education Group (TAL) closed at USD 10.46 on Thursday, October 22, 2026, down 0.85% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 10.55; the Oct 22, 2026 session ranged USD 10.37–10.63 on volume of 4,841,851 shares. Market capitalization is $5.80B, with a 52-week range of USD 8.88–13.37 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:16 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TAL.md
Key facts (TAL)
- 1 of 80 tracked superinvestors hold TAL (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $1.2M; 2 not under a Rule 10b5-1 plan ($1.2M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.79 on a 1–5 scale) (19 analysts), mean target USD 16.1 (range 11.54–20).
- Total return with dividends: 1Y -17.4% vs S&P 500 +14.9%; 5Y +117.0% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 0.24, revenue estimate $1.08B.
Superinvestors (SEC 13F-HR, Q2 2026) (TAL)
1 of 80 tracked investors hold TAL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 0.43% | $39.5M | Added +18.6% |
Insider sales (SEC Form 4, open-market, last ~7 months) (TAL)
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 |
|---|---|---|---|---|---|---|---|
| 2026-08-03 | Peng Alex Zhuangzhuang | See Remarks | 30,000 | $368K | 66.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-27 | Peng Alex Zhuangzhuang | See Remarks | 80,000 | $868K | 63.9% | 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 (TAL)
Consensus Buy (mean 1.79 on a 1–5 scale), 19 analysts; mean target USD 16.1 (low 11.54, high 20).
Total return (dividends reinvested) (TAL)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -17.4% | +117.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -17.4% | +16.7% |
| Volatility (annualized) | 44.2% | 67.2% |
| Max drawdown | -30.7% (Oct 2025→Jun 2026) | -61.0% (Nov 2021→Mar 2022) |
TAL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Aug 2026) | $0.24 | $0.27 | -13.4% | $1.08B | 3 |
| Next quarter (ends Nov 2026) | $0.27 | $0.25 | +9.5% | $963.9M | 4 |
| Current fiscal year (ends Feb 2027) | $1.33 | $0.86 | +54.5% | $3.74B | 14 |
| Next fiscal year (ends Feb 2028) | $1.17 | $1.04 | +12.8% | $4.41B | 16 |
TAL options: expected move
Options price a move of about ±12.7% (±$1.33) by Nov 20, 2026, which includes earnings on Oct 29, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 52.9% | ±12.7% |
| Dec 18, 2026 | 56 | 48.7% | ±15.6% |
| Jan 15, 2027 | 84 | 44.9% | ±17.5% |
| Feb 19, 2027 | 119 | 45.7% | ±20.8% |
| May 21, 2027 | 210 | 47.4% | ±28.2% |
30-day implied volatility 48.4% vs 39.1% realized over the last 30 trading days. Put/call ratio (volume) 0.02. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:16 UTC)
| Price | USD 10.46 |
|---|---|
| Change | ▼ 0.85% (down) |
| Previous Close | USD 10.55 |
| Open | USD 10.39 |
| Day Range | USD 10.37 – 10.63 |
| 52-Week Range | USD 8.88 – 13.37 |
| Volume | 4,841,851 shares |
| Market Cap | $5.80B |
| Exchange | NYQ |
Technical Analysis (TAL)
Nexqual's technical model rates TAL "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:16 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 25.83 (oversold) |
| vs SMA50 | Below (USD 11.92) |
| MACD | -0.2 (negative) |
Analyst Ratings (TAL)
Wall Street analysts rate TAL "Buy" based on 19 analysts, with a mean price target of USD 16.1 (range USD 11.54–20), per Nexqual as of October 23, 2026 at 09:16 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 19 |
| Mean Target | USD 16.1 |
| High Target | USD 20 |
| Low Target | USD 11.54 |
| Buy / Hold / Sell | 17 / 2 / 0 |
Earnings (TAL)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 0.24 |
| Revenue Estimate | $1.08B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-05-31 | USD 0.75 vs est 0.29 ▲ beat |
| 2026-02-28 | USD 0.45 vs est 0.16 ▲ beat |
| 2025-11-30 | USD 0.25 vs est 0.08 ▲ beat |
| 2025-08-31 | USD 0.24 vs est 0.16 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:16 UTC.
Financials & Fundamentals (TAL)
| Total Revenue | $3.19B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +31.90% |
| Gross Margin | +56.02% |
| Operating Margin | +18.09% |
| Profit Margin | +28.43% |
| ROE | +23.71% |
| Debt / Equity | 0.1 |
| Current Ratio | 1.69 |
| Total Cash | $2.87B |
| Total Debt | $405.52M |
Source: Nexqual, October 23, 2026 at 09:16 UTC.
Financial Health Score (TAL)
Nexqual rates TAL Education Group's overall financial health "Strong" across five dimensions, as of October 23, 2026 at 09:16 UTC.
| Growth | Strong — Revenue +34% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 56%, operating 18% (last 12 months) |
| Balance Sheet | Strong — $2.87B cash vs $406M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $732M (TTM) |
| Efficiency | Strong — ROE 24%, ROA 4.0% |
Ownership (TAL)
| Insider Ownership | +0.09% |
|---|---|
| Institutional Ownership | +66.41% |
| Shares Outstanding | 407.23M |
| Float | 361.03M |
| Short % of Float | +9.54% |
Source: Nexqual, October 23, 2026 at 09:16 UTC.
Leadership (TAL)
TAL Education Group is led by Bangxin Zhang, Co-Founder, Chairman & CEO, per Nexqual as of October 23, 2026 at 09:16 UTC.
| Co-Founder, Chairman & CEO | Bangxin Zhang |
|---|---|
| President & CFO | Zhuangzhuang Peng |
| COO & Director | Yachao Liu |
| Investor Relations Director | Fang Liu |
| Senior Vice President | Mi Tian |
Major Backers & Investors (TAL)
Notable institutional backers of TAL Education Group include UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Krane Funds Advisors LLC, Robeco Institutional Asset Management B.V., according to Nexqual as of October 23, 2026 at 09:16 UTC.
Active Investors
| Investor | Stake |
|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.09% |
| Krane Funds Advisors LLC | 4.25% |
| Robeco Institutional Asset Management B.V. | 4.12% |
| Krane Shares Trust-KraneShares CSI China Internet ETF | 3.75% |
| Morgan Stanley | 3.29% |
| Coreview Capital Management Ltd. | 2.76% |
| Tiger Pacific Capital LP | 1.96% |
| Arrowstreet Capital, Limited Partnership | 1.87% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 5.68% |
| Vanguard Group | 2.45% |
Source: Nexqual, October 23, 2026 at 09:16 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LAUR | Laureate Education, Inc. | USD 38.79 | ▲ 1.25% |
| CVSA | Covista Inc. | USD 131.62 | ▲ 3.7% |
| LOPE | Grand Canyon Education, Inc. | USD 165.46 | ▲ 3.57% |
| EDU | New Oriental Education & Techno | USD 58.68 | ▼ 1.38% |
| XXI | Twenty One Capital, Inc. | USD 5.61 | ▼ 4.75% |
| LRN | Stride, Inc. | USD 80.68 | ▲ 5.62% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:16 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt