TAL Education Group (NYSE:TAL) Raised to “Outperform” at Macquarie

TAL Education Group (NYSE:TAL) was upgraded by stock analysts at Macquarie from a “neutral” rating to an “outperform” rating in a report released on Friday, Marketbeat Ratings reports. The brokerage presently has a $18.00 price target on the stock. Macquarie’s price objective indicates a potential upside of 41.82% from the stock’s current price.

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

TAL Education Group Price Performance

Shares of NYSE TAL opened at $12.69 on Friday. 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. The stock has a market cap of $7.73 billion, a P/E ratio of 26.44, a price-to-earnings-growth ratio of 0.78 and a beta of 0.06.

TAL Education Group (NYSE:TAL) last announced its quarterly earnings results 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 company had revenue of $861.35 million during the quarter, compared to the consensus estimate of $819.03 million. TAL Education Group had a net margin of 9.89% and a return on equity of 7.76%. Research analysts expect that TAL Education Group will post 0.2 earnings per share for the current fiscal year.

Hedge Funds Weigh In On TAL Education Group

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

Trending Headlines about 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

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.