EDU

New Oriental Education & Technology Group retains its 'Buy' rating, following my assessment of its annual filing and short-term outlook. The Form 20-F disclosures suggest that EDU is optimizing its education business' physical footprint and diversifying its live-commerce operations. EDU is poised to outperform 1QFY27 consensus, leveraging O2O initiatives for its e-commerce business, and moderated OpEx growth for further margin gains.

BEIJING, Oct. 8, 2026 /PRNewswire/ -- New Oriental Education & Technology Group Inc. ("New Oriental" or the "Company") (NYSE: EDU and SEHK: 9901), a provider of private educational services in China, today announced that it will hold its annual general meeting of shareholders at No. 6 Hai Dian Zhong Street, Haidian District, Beijing, People's Republic of China, on November 13, 2026 at 5:00 p.m.

BEIJING, Sept. 22, 2026 /PRNewswire/ -- New Oriental Education & Technology Group Inc. ("New Oriental" or the "Company") (NYSE: EDU and SEHK: 9901), a provider of private educational services in China, today announced that it filed its annual report on Form 20-F for the fiscal year ended May 31, 2026 with the Securities and Exchange Commission ("SEC") on September 22, 2026.

Oriental Education & Technology Group (EDU) delivered a Q4 FY26 beat, with revenue up 23% YoY and EPS 19% above consensus. EDU's FY27 revenue guidance implies a 14-18% growth which exceeded market estimates. This is supported by a substantial increase in deferred revenue balance, a leading topline indicator. Shareholder returns are set to rise, with a 58% dividend increase and a new $200M buyback, targeting a 6.2% FY27 stockholder yield.

New Oriental Education & Technology Group NYSE: EDU reported fourth-quarter fiscal 2026 revenue growth of 23% year over year, supported by its core education operations, East Buy e-commerce business and newer initiatives, while management forecast fiscal 2027 revenue growth of 14% to 18%.

Investors interested in Schools stocks are likely familiar with New Oriental Education (EDU) and Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors?

I have maintained a 'Buy' rating for New Oriental Education (EDU) after evaluating its results and prospects. EDU delivered better-than-anticipated revenue and earnings in 3QFY2026, thanks to cross-selling synergies and enhanced operational efficiency. Management's Q4 guidance implies continued high-teens revenue growth; this is supported by expectations of higher learning center utilization and lower marketing expenditures.