TAL Education Group (NYSE:TAL) Stock Rating Upgraded by Wall Street Zen

TAL Education Group (NYSE:TAL) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

Several other research firms have also recently issued reports on TAL. Zacks Research cut 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 research report on Monday, December 29th. JPMorgan Chase & Co. raised shares of TAL Education Group from a “neutral” rating to an “overweight” rating and set a $16.00 target price for the company in a research report on Thursday, October 30th. Finally, Macquarie raised shares of TAL Education Group from a “neutral” rating to an “outperform” rating and set a $18.00 target price on the stock in a research note on Friday. Two equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $15.18.

TAL Education Group Trading Down 0.1%

TAL Education Group stock opened at $12.69 on Friday. The firm has a market cap of $7.73 billion, a P/E ratio of 26.44, a P/E/G ratio of 0.78 and a beta of 0.06. TAL Education Group has a 1-year low of $8.50 and a 1-year high of $15.30. The firm has a 50-day moving average of $11.21 and a 200-day moving average of $11.14.

TAL Education Group (NYSE:TAL) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.21 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.05. TAL Education Group had a return on equity of 7.76% and a net margin of 9.89%.The business had revenue of $861.35 million during the quarter, compared to analyst estimates of $819.03 million. Research analysts forecast that TAL Education Group will post 0.2 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of TAL. Pictet Asset Management Holding SA lifted its position in TAL Education Group by 0.8% during the 4th quarter. Pictet Asset Management Holding SA now owns 536,900 shares of the company’s stock valued at $5,858,000 after acquiring an additional 4,300 shares during the period. Vanguard Group Inc. grew its holdings in TAL Education Group by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 17,671,668 shares of the company’s stock worth $192,798,000 after purchasing an additional 277,473 shares during the period. China Universal Asset Management Co. Ltd. bought a new position in shares of TAL Education Group during the fourth quarter valued at approximately $895,000. B. Metzler seel. Sohn & Co. AG bought a new position in shares of TAL Education Group during the fourth quarter valued at approximately $270,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank lifted its holdings in shares of TAL Education Group by 163.0% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 236,337 shares of the company’s stock valued at $2,578,000 after purchasing an additional 146,489 shares during the last quarter. 37.79% of the stock is currently owned by institutional investors.

Key TAL Education Group News

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

About TAL Education Group

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.