New Oriental Educatio-sp Adr (EDU) — Smart Money Tracker (13F, Q2 2026)

EDU ranks #3384 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EDU is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

EDU is a top-conviction position for First Beijing Investment Ltd — at 16.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Orbis Allan Gray Ltd has added to its EDU position for two straight quarters, increasing it by $53.2M to reach $99.3M today.

First Beijing Investment Ltd has trimmed its EDU position for two straight quarters, cutting it by $155.2M while still holding $401.0M.

EDU is up 0.2% today, and institutions have been net buyers of $6.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

EDU closed its latest fiscal year with net income of $371.7M, and currently trades at a P/E of 259.6.

• Profitable — net income of $371.7M in the latest fiscal year
• Revenue grew 13.6% year over year
• Net income improved year over year, from $309.6M to $371.7M
• Generated $896.6M in positive operating cash flow
• Current ratio of 1.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.05x equity — within a conventional range