Q4 2025 Perdoceo Education Corp Earnings Call Transcript
Key Points
- Perdoceo Education Corp (PRDO) ended 2025 with revenue, operating income, and total student enrollment growth ahead of management expectations.
- Student retention continues to trend near multiyear highs, contributing to positive enrollment growth.
- The company repurchased 4.1 million shares for a total of $120.8 million and paid $36.9 million in dividends, reflecting a strong commitment to returning capital to shareholders.
- The acquisition of the University of St. Augustine for Health Sciences has been accretive to adjusted operating income, supporting overall financial performance.
- Strategic investments in technology and marketing have supported enrollment growth and enhanced student retention and engagement.
- Operating income at CTU decreased by $2.8 million in the fourth quarter due to nonrecurring compensation-related investments.
- The company anticipates that the graduation of a higher number of students in 2026 may temporarily moderate enrollment growth in the first half of the year.
- Expenses in the fourth quarter of 2025 included nonrecurring compensation-related investments, impacting short-term financial results.
- The company faces risks and uncertainties that could cause actual future results to differ materially from forward-looking statements.
- The elimination of the Grad Plus loan program and new loan limits could potentially impact prospective students' ability to finance their education.
Hello, and thank you for standing by. At this time, I would like to welcome everyone to the Perdoceo Education Corporation fourth quarter and full year 2025 earnings conference call. (Operator Instructions)
I would now like to turn the call over to Nick Nelson, Alpha IR Group. Nick, please go ahead.
Thank you, operator. Good afternoon, everyone, and thank you for joining us for our fourth quarter 2025 earnings call. With me on the call today is Todd Nelson, President and Chief Executive Officer; and Ashish Ghia, Chief Financial Officer. This conference call is being webcast live within the Investor Relations section of the company's website at perdoceoed.com. A webcast replay will also be available on our site for 90 days following the call, and you can always contact the Alpha IR Group for Investor Relations support.
Let me remind you that this afternoon's earnings release and remarks made today include forward-looking statements as defined in Section 21E of the Securities Exchange Act of 1934
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
