Phoenix Education Partners, Inc.
For the period ended May 31, 2026. Filed Jul 14, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
May 31, 2026 · Filed Jul 14, 2026
PXED$19.22-0.3%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Condensed Consolidated Statements of Equity
| (In thousands) | Common Stock(1) (Shares) | GeneralPartner | Limited Partners | Common Stock (Amount) | Additional Paid-inCapital | RetainedEarnings | Accumulated Other Comprehensive (Loss)Income, net | Total Phoenix Education Partners, Inc.Equity | NoncontrollingInterests | TotalEquity |
|---|---|---|---|---|---|---|---|---|---|---|
| Balance as of February 28, 2026 | 35,811 | $— | $— | $358 | $272,814 | $17,889 | $65 | $291,126 | $2,438 | $293,564 |
| Change in fair value of available-for-sale securities, net of tax | — | — | — | — | — | — | (72) | (72) | — | (72) |
| Share-based compensation | — | — | — | — | 8,458 | — | — | 8,458 | — | 8,458 |
| Shares issued under share-based compensation plans | 425 | — | — | 4 | 452 | — | — | 456 | — | 456 |
| Tax withholdings for share-based award settlements | (91) | — | — | (1) | (2,607) | — | — | (2,608) | — | (2,608) |
| Common stock repurchased | (135) | — | — | (1) | (3,962) | — | — | (3,963) | — | (3,963) |
| Common stock dividends ($0.21 per share) and dividend equivalents | — | — | — | — | — | (8,309) | — | (8,309) | — | (8,309) |
| Net income (loss) | — | — | — | — | — | 39,167 | — | 39,167 | (261) | 38,906 |
| Balance as of May 31, 2026 | 36,010 | $— | $— | $360 | $275,155 | $48,747 | $(7) | $324,255 | $2,177 | $326,432 |
| (In thousands) | Common Stock(1) (Shares) | GeneralPartner | Limited Partners | Common Stock (Amount) | Additional Paid-inCapital | RetainedEarnings | Accumulated Other Comprehensive (Loss)Income, net | Total Phoenix Education Partners, Inc.Equity | NoncontrollingInterests | TotalEquity |
| Balance as of February 28, 2025 | 35,560 | $— | $255,799 | $— | $— | $— | $(13) | $255,786 | $13,431 | $269,217 |
| Change in fair value of available-for-sale securities, net of tax | — | — | — | — | — | — | (26) | (26) | — | (26) |
| Share-based compensation | — | — | — | — | — | — | — | — | 645 | 645 |
| Net income | — | — | 53,841 | — | — | — | — | 53,841 | 808 | 54,649 |
| Balance as of May 31, 2025 | 35,560 | $— | $309,640 | $— | $— | $— | $(39) | $309,601 | $14,884 | $324,485 |
(1)
CONDENSED CONSOLIDATED STATEMENTS OF EQUITY
| (In thousands) | Common Stock(1) (Shares) | GeneralPartner | Limited Partners | Common Stock (Amount) | Additional Paid-inCapital | RetainedEarnings | Accumulated Other Comprehensive (Loss)Income, net | Total Phoenix Education Partners, Inc.Equity | NoncontrollingInterests | TotalEquity |
|---|---|---|---|---|---|---|---|---|---|---|
| Balance as of August 31, 2025 | 35,596 | $— | $246,735 | $— | $— | $— | $39 | $246,774 | $(6,719) | $240,055 |
| Corporate conversion | — | — | (246,735) | 356 | 236,935 | — | — | (9,444) | 9,444 | — |
| Change in fair value of available-for-sale securities, net of tax | — | — | — | — | — | — | (46) | (46) | — | (46) |
| Share-based compensation | — | — | — | — | 47,624 | — | — | 47,624 | — | 47,624 |
| Shares issued under share-based compensation plans | 744 | — | — | 7 | 449 | — | — | 456 | — | 456 |
| Tax withholdings for share-based award settlements | (195) | — | — | (2) | (5,891) | — | — | (5,893) | — | (5,893) |
| Common stock repurchased | (135) | — | — | (1) | (3,962) | — | — | (3,963) | — | (3,963) |
| Common stock dividends ($0.42 per share) and dividend equivalents | — | — | — | — | — | (16,654) | — | (16,654) | — | (16,654) |
| Net income (loss) | — | — | — | — | — | 65,401 | — | 65,401 | (548) | 64,853 |
| Balance as of May 31, 2026 | 36,010 | $— | $— | $360 | $275,155 | $48,747 | $(7) | $324,255 | $2,177 | $326,432 |
| (In thousands) | Common Stock(1) (Shares) | GeneralPartner | Limited Partners | Common Stock (Amount) | Additional Paid-inCapital | RetainedEarnings | Accumulated Other Comprehensive (Loss)Income, net | Total Phoenix Education Partners, Inc.Equity | NoncontrollingInterests | TotalEquity |
| Balance as of August 31, 2024 | 35,501 | $— | $327,259 | $— | $— | $— | $45 | $327,304 | $21,626 | $348,930 |
| Noncontrolling interest issued in business combination | — | — | — | — | — | — | — | — | 4,147 | 4,147 |
| Change in fair value of available-for-sale securities, net of tax | — | — | — | — | — | — | (84) | (84) | — | (84) |
| Share-based compensation | 77 | — | — | — | — | — | — | — | 1,908 | 1,908 |
| Tax withholdings for share-based award settlements | (18) | — | — | — | — | — | — | — | (325) | (325) |
| Dividends and dividend equivalents to noncontrolling interests | — | — | — | — | — | — | — | — | (13,961) | (13,961) |
| Capital distributions to limited partners ($3.85 per share) | — | — | (134,001) | — | — | — | — | (134,001) | — | (134,001) |
| Net income | — | — | 116,382 | — | — | — | — | 116,382 | 1,489 | 117,871 |
| Balance as of May 31, 2025 | 35,560 | $— | $309,640 | $— | $— | $— | $(39) | $309,601 | $14,884 | $324,485 |
(1)
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.