TAL Education Group
In the published model solve dated 2026-Q2, anchored at $12.12, TAL Education Group (TAL) is priced for +15.1% 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 August 8, 2026 from SEC EDGAR filings.
• The courseware and device line, which the company calls learning content solutions, grew 48.4% to $1,061.9 million in the year to February 2026 and now supplies about a third of revenue. • Holders own a Cayman holding company with contractual claims on the mainland schools rather than shares in them, a structure the annual report describes in exactly those terms. • Operating profit is one year old, so the year ending February 2027 is the first real test of whether the 9.2% margin just reached
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212 institutional managers reported holding TAL in 13F filings for the quarter ended 2026-03-31. 40 opened new positions that quarter. Held by BlackRock, Vanguard Group, Morgan Stanley, among others. On the short side, 21.4M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (7.7 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.
TAL has cut its share count 6.5% over the past five years, spending $1.15B on repurchases. It pays no dividend. Cash returned over the past three years: $890.79M 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: August 8, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.