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

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

Institutional Investors Weigh In On TAL Education Group

Several institutional investors have recently modified their holdings of the company. AQR Capital Management LLC acquired a new position in TAL Education Group during the first quarter worth $258,000. Vontobel Holding Ltd. increased its position in shares of TAL Education Group by 217.7% in the second quarter. Vontobel Holding Ltd. now owns 36,786 shares of the company’s stock valued at $376,000 after buying an additional 25,208 shares in the last quarter. Aberdeen Group plc raised its stake in shares of TAL Education Group by 16.2% during the 2nd quarter. Aberdeen Group plc now owns 310,519 shares of the company’s stock worth $3,174,000 after buying an additional 43,214 shares during the last quarter. Vanguard Personalized Indexing Management LLC boosted its position in shares of TAL Education Group by 13.5% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 21,392 shares of the company’s stock worth $219,000 after buying an additional 2,545 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of TAL Education Group in the 2nd quarter worth about $224,000. Hedge funds and other institutional investors own 37.79% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of TAL Education Group in a report on Monday, December 29th. Zacks Research downgraded shares of TAL Education Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Wall Street Zen lowered TAL Education Group from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Finally, JPMorgan Chase & Co. upgraded TAL Education Group from a “neutral” rating to an “overweight” rating and set a $16.00 price target on the stock in a research note on Thursday, October 30th. One analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, TAL Education Group has a consensus rating of “Hold” and an average target price of $12.81.

TAL Education Group News Roundup

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

• Positive Sentiment: Q3 results showed strong top-line growth — net revenues of US$770.2M (vs US$606.4M a year earlier), a clear year-over-year rebound that underpins the rally. TAL Education Group Announces Unaudited Financial Results for the Third Fiscal Quarter Ended Nov. 30, 2025
• Positive Sentiment: EPS beat: reported $0.25 EPS vs. ~$0.04 consensus — the beat and improved margins helped lift investor sentiment and expectations for near-term profitability. TAL Education Group released its quarterly earnings data
• Positive Sentiment: Analyst/news coverage highlighted robust revenue growth and management commentary on strategic initiatives (including AI-driven product engagement), amplifying the stock move. TAL Education Group (TAL) Q3 2026 Earnings Call Highlights
• Positive Sentiment: Unusual options activity: traders bought ~8,855 call contracts (a ~477% increase vs. average daily call volume), signaling speculative bullish interest ahead of/after the print. (Options flow reported 1/29/2026)
• Neutral Sentiment: The earnings call transcript provides more detail on segment performance, product KPIs and margin drivers — useful for investors digging into sustainability of the beat. TAL Education Group (TAL) Q3 2026 Earnings Call Transcript
• Negative Sentiment: Management signaled a moderation in the growth rate for H2 2026 despite strong AI-driven device engagement — a forward-looking caution that could limit upside to estimates if guidance is trimmed. TAL Education signals moderation in growth rate for H2 2026 amid strong AI-driven device engagement

TAL Education Group Stock Up 18.2%

Shares of TAL Education Group stock opened at $12.71 on Friday. The firm has a market cap of $7.74 billion, a price-to-earnings ratio of 43.84, a price-to-earnings-growth ratio of 0.66 and a beta of 0.06. TAL Education Group has a 52-week low of $8.50 and a 52-week high of $15.30. The company’s 50-day simple moving average is $11.17 and its 200-day simple moving average is $11.13.

TAL Education Group (NYSE:TAL) last announced its quarterly earnings data on Thursday, October 30th. The company reported $0.21 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.05. The company had revenue of $861.35 million for the quarter, compared to analyst estimates of $819.03 million. TAL Education Group had a return on equity of 4.71% and a net margin of 6.45%. Equities research analysts anticipate that TAL Education Group will post 0.2 EPS for the current year.

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.