Services-Educational Services · SIC 8200

LINCOLN EDUCATIONAL SERVICES CORP

LINC

Watch

Latest revenue

$144.0M

as of 2026-03-31

Latest net income

$4.4M

as of 2026-03-31

Net margin

3.0%

as of 2026-03-31

Price · 5Y

+44.4% / yr 30.7 pts / yr vs S&P 500 524.5% total
Compare:

Live market

delayed ≤15 min
$48.40
3.33%
Market cap
$1.54B
Enterprise value
$1.54B
P/E (trailing)
76.8×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$53.50
52-wk low
$17.29
Beta
Shares out
31.7M

5-year trend

What this company does

AI

BUSINESS Overview Business Activities— Lincoln Educational Services Corporation and its subsidiaries (collectively, the “Company”, “we”, “our”, and “us”, as applicable) provide diversified career-oriented postsecondary education to recent high school graduates and working adults. The Company, which currently operates 22 campuses in 12 states, has entered into leases for two new campuses: one in Hicksville, New York, where programs are expected to begin by the end of 2026, and one in Rowlett, Texas, a northern suburb of Dallas, where the lease commenced in the fourth quarter of 2025, and programs are expected to begin in the first quarter of 2027. The Company offers programs in skilled…

AI summary unavailable — showing raw filing excerpt

Generated from LINC's filing dated 2026-03-02

Key risks

AI

RISK FACTORS Investing in our Common Stock involves a high degree of risk. The risk factors described below and other information included elsewhere in this Annual Report on Form 10-K, including our Consolidated Financial Statements and related notes, are among the numerous risks faced by our Company and should be carefully considered before deciding to invest in, sell or retain shares of our Common Stock. These are factors that, individually or in the aggregate, could cause our actual results to differ materially from expected and historical results and the risks and uncertainties described below are not the only ones we face. Investors should understand that it is not possible to predict…

AI summary unavailable — showing raw filing excerpt

Generated from LINC's filing dated 2026-03-02

Profitability

Operating margin

5.8%

69.6%

Net margin

3.9%

71.7%

Return on equity

11.2%

89.2%

Return on assets

4.1%

79.0%

Leverage

Debt / equity

1.77×

9.2%

Long-term debt / equity

0.17×

2.0%

Debt / assets

63.9%

3.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$144.0M+22.5%$4.4M+124.1%3.0%

Q4 2025

2025-12-31

$142.9M+19.7%$12.7M+64.3%8.9%

Q3 2025

2025-09-30

$141.4M+23.6%$3.8M+24.3%2.7%

Q2 2025

2025-06-30

$116.5M+13.2%$1.6M+327.9%1.3%

Q1 2025

2025-03-31

$117.5M+13.7%$1.9M+1008.4%1.7%

Q4 2024

2024-12-31

$119.4M$7.7M6.5%

Q3 2024

2024-09-30

$114.4M+14.8%$3.1M+48.1%2.7%

Q2 2024

2024-06-30

$102.9M+16.1%$-682.0K-104.0%-0.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Educational Services · SIC 8200

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$23.5M

Net activity

−$23.5M

Distinct insiders

9

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

James J Burke JR

Director

Sale16,000$49.54$792.6K
2026-05-15

Juniper Investment Company, LLC

Sale1,985$50.11$99.5K
2026-05-14

James J Burke JR

Director

Sale193$51.76$10.0K
2026-05-14

Juniper Investment Company, LLC

Sale47,836$51.16$2.4M
2026-05-12

Brian K Meyers

CFO and Treasurer

Sale40,070$49.98$2.0M
2026-03-10

Chad D Nyce

EVP & Chief Operating Officer

Sale8,450$36.50$308.4K
2026-03-06

Sylvia Jean Young

Director

Sale7,959$35.81$285.0K
2026-03-02

Michael A Plater

Director

Sale17,256$35.73$616.6K
2026-02-26

James J Burke JR

Director

Sale3,214$34.87$112.1K
2026-02-25

Juniper Investment Company, LLC

Sale150,000$35.67$5.4M
2026-02-25

Juniper Investment Company, LLC

Sale275,000$34.55$9.5M
2026-02-25

James J Burke JR

Director

Sale5,343$34.69$185.3K
2025-12-05

Kevin M Carney

Director

Sale13,866$22.18$307.5K
2025-12-04

Kevin M Carney

Director

Sale7,604$22.64$172.2K
2025-06-06

Chad D Nyce

EVP & Chief Operating Officer

Sale6,200$22.93$142.2K
2025-05-30

Carlton Rose

Director

Sale30,000$23.63$708.9K
2025-05-29

Felecia J. Pryor

Director

Sale20,000$23.53$470.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns LINC

Institutional value

$401.7M

Total shares held

10.1M

Distinct holders

95

-59 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.2M$88.8M-24.8K (-1.1%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC1.2M$48.9MNew
3WASATCH ADVISORS LP777.4K$31.6M-338.4K (-30.3%)Trimmed
4DIMENSIONAL FUND ADVISORS LP694.7K$28.3M-92.1K (-11.7%)Trimmed
5First Eagle Investment Management, LLC685.2K$27.9M-93.4K (-12.0%)Trimmed
6ROYCE & ASSOCIATES LP358.7K$14.6M+185.4K (+107.0%)Added
7HEARTLAND ADVISORS INC357.3K$14.5M-932.7K (-72.3%)Trimmed
8ESSEX INVESTMENT MANAGEMENT CO LLC355.3K$14.5M-33.5K (-8.6%)Trimmed
9VANGUARD PORTFOLIO MANAGEMENT LLC297.0K$12.1MNew
10JANE STREET GROUP, LLC243.4K$9.9MNew
11VANGUARD FIDUCIARY TRUST CO203.3K$8.3MNew
12Pullen Investment Management, LLC187.9K$7.6M+1.9K (+1.0%)Added
13Connor, Clark & Lunn Investment Management Ltd.185.6K$7.6M-2.8K (-1.5%)Trimmed
14North Star Investment Management Corp.168.3K$6.8M+25.0K (+17.4%)Added
15Journey Advisory Group, LLC155.3K$6.3M-96.4K (-38.3%)Trimmed
16SEI INVESTMENTS CO152.5K$6.2M+86.8K (+131.9%)Added
17Invesco Ltd.142.7K$5.8M-36.2K (-20.2%)Trimmed
18Private Advisor Group, LLC126.5K$5.1M+9.1K (+7.7%)Added
19NEW YORK STATE COMMON RETIREMENT FUND117.2K$4.8M+108.6K (+1262.3%)Added
20EAM Investors, LLC112.1K$4.6MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once LINC's latest filing finishes processing.