NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
In the published model solve dated 2026-Q2, anchored at $58.83, NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. (EDU) is priced for +6.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Since Beijing's 2021 crackdown erased the school-age academic tutoring market, what has survived is a different company built on overseas test preparation, adult and university courses, non-academic tutoring rolled out in around 60 cities, and a livestreaming grocery arm, with the annual report noting that operating margin ⟦turned positive for the fiscal year ended May 31, 2023 and continued to improve for the fiscal years ended May 31, 2024 and 2025⟧. • The dominant risk is the one the filing
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173 institutional managers reported holding EDU in 13F filings for the quarter ended 2026-03-31. Together they hold about 31% of the company; the top 10 hold 20%. 34 opened new positions that quarter. Held by Invesco, Renaissance Technologies, UBS, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (5.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has for 1 year running. Cash returned over the past three years: $98.20M in dividends and $508.44M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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