Stride, Inc. filings document the public-company disclosures of an online education provider, including quarterly operating results furnished on Form 8-K and proxy materials for annual stockholder matters. The filings cover revenue and earnings releases, adjusted financial measures, enrollment-related reporting, and management commentary on fiscal-year expectations.
Stride’s regulatory documents also address governance and capital structure topics, including stock repurchase disclosures, board composition and committee assignments, equity incentive plan amendments, employee stock purchase plan approval, executive compensation matters, and stockholder voting results. These filings provide the formal record for the company’s education operations, governance framework, and shareholder-approved compensation plans.
Stride, Inc. (LRN), an online education platform provider, reported revenue of $639.4 million for the three months ended September 30, 2026, compared with $620.9 million a year earlier. Income from operations was $84.3 million versus $69.0 million. Net income attributable to common stockholders was $64.9 million versus $68.8 million, and diluted earnings per share were $1.45 compared with $1.40.
Net cash used in operating activities was $124.8 million, compared with $195.8 million in the prior-year quarter. Cash and cash equivalents were $547.8 million as of September 30, 2026, versus $754.5 million as of June 30, 2026. Stride sold publicly held equity securities for an aggregate $35.1 million and recorded a $7.2 million realized loss. Its $420.0 million aggregate principal amount of 1.125% Convertible Senior Notes is due September 1, 2027. The stock repurchase program had $311.3 million remaining as of September 30, 2026, and was extended through October 31, 2027.
Stride, Inc. (LRN) reported first-quarter fiscal 2027 revenue of $639.4 million, up 3.0% from a year earlier. Income from operations rose 22.2% to $84.3 million, while net income declined 5.6% to $64.9 million. Diluted earnings per share were $1.45, compared with $1.40; adjusted earnings per share fell 9.9% to $1.37 from $1.52. EBITDA was $119.2 million, up 21.4%, and adjusted EBITDA was $111.8 million, up 3.1%.
Average enrollments were 241.4K, down 2.5%; Career Learning enrollments were 112.2K, up 2.0%. Revenue per enrollment was $2,556, up 7.0%. Net cash used in operating activities was $124.8 million, compared with $195.8 million a year earlier. Cash, cash equivalents and marketable securities totaled $884.2 million as of September 30, 2026, versus $1,034.1 million as of June 30, 2026. Fiscal 2027 outlook is revenue of $2.530 billion to $2.610 billion and adjusted operating income of $500 million to $530 million; second-quarter outlook is revenue of $625 million to $645 million and adjusted operating income of $135 million to $145 million.
Stride, Inc. entered a cooperation agreement with Fivespan Partners, its fund and general partner, and Dylan Haggart, setting board changes and forming a Capital Allocation Committee. Haggart is to become an independent director at close of business October 30, 2026, or earlier by mutual written agreement. Dr. Steven Guttentag became a non-voting board observer October 8, 2026, and is to become an independent director after the 2026 annual meeting, scheduled for December 10, 2026.
Allison Lawrence resigned from the board and Compensation Committee effective immediately before Haggart’s appointment; she will serve as a non-voting observer until reappointment after the meeting. The board remains at eight directors before the meeting and will expand to ten afterward, nine independent. The committee has three voting members—Brian Shepherd and Haggart as co-chairs, and Aida Alvarez—and CEO Robert E. Knowling, Jr. as a non-voting member.
The Investor Group withdrew its director nominations, stockholder proposal and books-and-records inspection demand, and agreed to voting commitments, standstill obligations and mutual non-disparagement provisions. The committee will solicit shareholder input; its initial review is expected within the next three months, after which Stride will announce its target capital structure and framework for allocating future cash flows.
Stride, Inc. (LRN) is the issuer in a Schedule 13G reporting Dimensional Fund Advisors' beneficial ownership of 2,093,875 shares of common stock, equal to 5.0% of the class. Dimensional reports sole voting power over 2,043,084 shares and sole dispositive power over 2,093,875 shares, with zero shared voting and dispositive power. The report explains that the shares are owned by investment companies, commingled funds, group trusts and separate accounts that Dimensional advises, sub-advises or manages; Dimensional disclaims beneficial ownership of those securities. Those Funds have rights to dividends or proceeds from sales of securities held in their respective accounts.
Stride, Inc. (LRN) reports that director Brian A. Shepherd received a grant of 122 Deferred Stock Units (DSUs) on August 20, 2026 under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is economically equivalent to one share of common stock and becomes payable in stock (with any fractional share in cash) upon his termination of service as a director. The DSUs will vest on the earlier of August 20, 2027 or the next annual meeting of stockholders, and this amendment corrects a prior computational error in the number of derivative securities acquired.
Stride, Inc. (LRN) Managing Director Todd Goldthwaite reported equity-compensation activity on September 16, 2026. 1,840 restricted stock rights were exercised into an equal number of common shares as a performance-based award vested, and 690 additional common shares were acquired because the award vested above its target threshold. In connection with this vesting, 1,163 common shares were withheld by Stride at $82.04 per share to cover the executive’s withholding tax obligations.
Stride, Inc. (LRN) reported that its chief financial officer, Donna Blackman, exercised and vested equity awards on September 16, 2026. A restricted stock right covering 12,890 shares of common stock was exercised, and a separate performance-based award vested above target for 4,834 shares of common stock. To cover related withholding taxes, 8,747 shares of common stock were withheld based on the closing price of $82.04 per share on the vesting date. No transactions were reported as made under a Rule 10b5-1 trading plan.
Stride, Inc. (LRN) reported that executive vice president and general counsel McMullen Greerson Greene had 648 shares of common stock withheld on September 15, 2026 to pay withholding taxes due on the vesting of restricted shares. The shares were valued using a closing price of $83.56 per share, and Greene now holds 24,035 shares directly.
Stride, Inc. (symbol: LRN) is the issuer of record for a Form 4 filing submitted to the SEC. Shepherd Brian A. reported acquisition or exercise transactions in this Form 4 filing.
Stride, Inc. (LRN) reported that director Brian A. Shepherd received a grant of 186 Deferred Stock Units (DSUs) on August 20, 2026 under the company’s Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock and will vest on the earlier of August 20, 2027 or the next annual stockholders’ meeting.
These DSUs become payable upon Mr. Shepherd’s termination of service as a director, with any fractional share settled in cash. After this grant, he holds 186 DSUs directly, and no transactions are reported under a Rule 10b5-1 trading plan.
Stride, Inc. (symbol: LRN) is the issuer of record for a Form 4/A filing submitted to the SEC.