TAL Education Group (NYSE:TAL) Upgraded at Macquarie

Macquarie upgraded shares of TAL Education Group (NYSE:TAL) from a neutral rating to an outperform rating in a research report sent to investors on Friday morning, MarketBeat reports. They currently have $18.00 price objective on the stock.

A number of other research analysts have also commented on the stock. Zacks Research lowered shares of TAL Education Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Weiss Ratings reissued a “hold (c)” rating on shares of TAL Education Group in a report on Monday, December 29th. JPMorgan Chase & Co. raised TAL Education Group from a “neutral” rating to an “overweight” rating and set a $16.00 price objective for the company in a research note on Thursday, October 30th. Finally, Wall Street Zen cut TAL Education Group from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $15.18.

TAL Education Group Stock Down 0.1%

NYSE:TAL opened at $12.69 on Friday. The company has a market capitalization of $7.73 billion, a PE ratio of 26.44, a P/E/G ratio of 0.78 and a beta of 0.08. TAL Education Group has a 52-week low of $8.50 and a 52-week high of $15.30. The stock’s 50 day moving average price is $11.21 and its 200 day moving average price is $11.15.

TAL Education Group (NYSE:TAL) last posted its quarterly earnings data on Thursday, October 30th. The company reported $0.21 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.05. The business had revenue of $861.35 million during the quarter, compared to the consensus estimate of $819.03 million. TAL Education Group had a return on equity of 7.81% and a net margin of 9.89%. As a group, sell-side analysts anticipate that TAL Education Group will post 0.2 EPS for the current fiscal year.

Institutional Trading of TAL Education Group

Hedge funds have recently modified their holdings of the business. Krane Funds Advisors LLC grew its holdings in TAL Education Group by 25.5% during the third quarter. Krane Funds Advisors LLC now owns 23,072,787 shares of the company’s stock worth $253,455,000 after acquiring an additional 4,684,426 shares during the period. Aspex Management HK Ltd grew its stake in shares of TAL Education Group by 52.0% during the 2nd quarter. Aspex Management HK Ltd now owns 21,586,517 shares of the company’s stock worth $220,614,000 after purchasing an additional 7,388,698 shares during the period. Vanguard Group Inc. increased its holdings in shares of TAL Education Group by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 17,671,668 shares of the company’s stock valued at $192,798,000 after purchasing an additional 277,473 shares in the last quarter. Bank of America Corp DE increased its holdings in shares of TAL Education Group by 14.3% in the 2nd quarter. Bank of America Corp DE now owns 14,060,760 shares of the company’s stock valued at $143,701,000 after purchasing an additional 1,759,945 shares in the last quarter. Finally, CoreView Capital Management Ltd lifted its stake in shares of TAL Education Group by 56.9% in the third quarter. CoreView Capital Management Ltd now owns 10,997,165 shares of the company’s stock valued at $123,168,000 after purchasing an additional 3,990,000 shares during the period. 37.79% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting TAL Education Group

Here are the key news stories impacting TAL Education Group this week:

• Positive Sentiment: Q3 blowout: TAL reported $0.25 EPS vs. $0.04 expected and wide y/y revenue growth (net revenues US$770.2M vs US$606.4M a year ago), which triggered large positive market moves and upbeat call/takeaway coverage. PR Newswire: Q3 Results
• Positive Sentiment: Analyst upgrade: Macquarie moved TAL from Neutral to Outperform and set an $18 price target (~40% upside from current levels), adding institutional momentum that could support further upside. The Fly: Macquarie Upgrade
• Positive Sentiment: Options activity: Unusually large call buying (8,855 calls, ~477% above average) suggests short-term bullish positioning by some traders, which can amplify moves on further positive catalysts.
• Neutral Sentiment: Earnings commentary & highlights: Management and analysts emphasized robust revenue growth and strategic adoption of AI-driven device engagement; read the earnings highlights and full call transcript for detail on product adoption and monetization plans. Yahoo: Q3 Highlights
• Negative Sentiment: Guidance caution: Management signaled moderation in growth rate for H2 FY2026 despite strong AI-device engagement, which could temper investor enthusiasm if margins or growth guidance slip. MSN: Moderation in H2 Growth

TAL Education Group Company Profile

TAL Education Group is a leading provider of after-school tutoring services in China, specializing in K-12 academic instruction. The company offers a range of programs designed to help primary and secondary school students strengthen their core competencies in subjects such as mathematics, English, Chinese language and science. TAL leverages both in-person learning centers and digital platforms to deliver its curriculum, aiming to support student progress through interactive lessons and personalized study plans.

Founded in 2003 and headquartered in Beijing, TAL Education Group has grown into one of China’s largest private education firms.