Investors Buy High Volume of TAL Education Group Call Options (NYSE:TAL)

TAL Education Group (NYSE:TAL) saw unusually large options trading on Thursday. Stock investors acquired 8,855 call options on the stock. This is an increase of 477% compared to the typical daily volume of 1,535 call options.

Analyst Upgrades and Downgrades

TAL has been the subject of several recent research reports. 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 report on Thursday, October 30th. Wall Street Zen raised shares of TAL Education Group from a “hold” rating to a “buy” rating in a research report on Saturday. 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 restated a “hold (c)” rating on shares of TAL Education Group in a report on Monday, December 29th. Finally, Macquarie upgraded shares of TAL Education Group from a “neutral” rating to an “outperform” rating and set a $18.00 target price for the company in a report on Friday. Two research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $15.18.

TAL Education Group Stock Performance

NYSE:TAL 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 fifty-two week low of $8.50 and a fifty-two week high of $15.30. The firm has a 50-day simple moving average of $11.21 and a two-hundred day simple moving average of $11.14.

TAL Education Group (NYSE:TAL) last posted 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 net margin of 9.89% and a return on equity of 7.76%. The firm had revenue of $861.35 million for the quarter, compared to analysts’ expectations of $819.03 million. On average, equities research analysts predict that TAL Education Group will post 0.2 EPS for the current year.

TAL Education Group News Roundup

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TAL. Prudential PLC raised its position in TAL Education Group by 6.0% in the 2nd quarter. Prudential PLC now owns 231,037 shares of the company’s stock worth $2,361,000 after buying an additional 13,081 shares during the last quarter. PNC Financial Services Group Inc. grew its stake in shares of TAL Education Group by 19.4% in the second quarter. PNC Financial Services Group Inc. now owns 13,983 shares of the company’s stock worth $143,000 after acquiring an additional 2,268 shares during the period. KBC Group NV raised its holdings in shares of TAL Education Group by 606.2% during the second quarter. KBC Group NV now owns 143,623 shares of the company’s stock valued at $1,468,000 after purchasing an additional 123,286 shares during the last quarter. Aviva PLC raised its holdings in shares of TAL Education Group by 3.9% during the second quarter. Aviva PLC now owns 298,838 shares of the company’s stock valued at $3,054,000 after purchasing an additional 11,307 shares during the last quarter. Finally, Beck Bode LLC lifted its position in TAL Education Group by 15.2% during the second quarter. Beck Bode LLC now owns 524,560 shares of the company’s stock valued at $5,361,000 after purchasing an additional 69,087 shares during the period. 37.79% of the stock is owned by institutional investors.

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.