EDUNYSEServices-Educational ServicesFiscal year ends May 31Also trades as NWOEF
New Oriental Education & Technology Group Inc.
Financials through fiscal 2026, year ended May 31, 2026Last filing: 20-F on Sep 22, 2026
$60.50−0.38 (-0.62%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49M
Shares held, 13F filers
Institutional holders
168
28 new, 34 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $4.10M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Invesco Ltd. | 85,367,984 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Michael Minhong Yu | 199,072,160 | – | 13G (passive) amendment | Dec 31, 2023 |
| First Beijing Investment Ltd | 171,713,780 | 10.90% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EDU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 8,733,979 | – | $400.98M | −261,279 | 16.41% |
| Invesco Ltd. | 4,817,200 | – | $221.16M | −40,578 | 0.02% |
| Aspex Management (HK) Ltd | 4,523,574 | – | $207.68K | −9,091 | 2.34% |
| Discerene Group LP | 3,077,987 | – | $141.31M | +1,192,164 | 15.89% |
| Renaissance Technologies LLC | 2,857,164 | – | $131.17M | −90,700 | 0.18% |
| Orbis Allan Gray Ltd | 2,162,403 | – | $99.28M | +991,452 | 0.34% |
| Alkeon Capital Management LLC | 1,727,986 | – | $79.33M | – | 0.11% |
| UBS Group AG | 1,702,544 | – | $78.16M | +495,093 | 0.01% |
| UBS Asset Management Americas Inc | 1,477,776 | – | $67.84M | −114,387 | 0.01% |
| Federated Hermes, Inc. | 1,447,999 | – | $66.48M | +12,129 | 0.10% |
| Morgan Stanley | 1,433,721 | – | $65.82M | −705,959 | 0.00% |
| Schroder Investment Management Group | 1,109,993 | – | $51.28M | – | 0.04% |
| Alliancebernstein L.P. | 1,085,798 | – | $61.49M | +77,452 | 0.02% |
| BlackRock, Inc. | 1,027,386 | – | $47.17M | −420,750 | 0.00% |
| FMR LLC | 952,436 | – | $43.73M | −998,260 | 0.00% |
| Citadel Advisors LLC | 786,424 | – | $36.10M | +216,714 | 0.00% |
| Serenity Capital Management Pte. Ltd. | 767,324 | – | $35.23M | +110,446 | 10.62% |
| Point72 Asset Management, L.P. | 694,983 | – | $31.91M | −92,837 | 0.04% |
| Man Group plc | 609,300 | – | $27.97M | +135,839 | 0.04% |
| Goldman Sachs Group Inc | 590,619 | – | $27.12M | −102,489 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 168 | 49M | 28 / 51 | 65 / 34 | 5M | 8M |
| Q1 2026 | 178 | 51M | 36 / 63 | 45 / 21 | 9M | 10M |
| Q4 2025 | 165 | 53M | 36 / 47 | 49 / 22 | 14M | 10M |
| Q3 2025 | 154 | 50M | 24 / 45 | 60 / 35 | 6M | 11M |
| Q2 2025 | 166 | 55M | 33 / 40 | 66 / 31 | 8M | 18M |
| Q1 2025 | 166 | 65M | 29 / 52 | 59 / 63 | 20M | 19M |
| Q4 2024 | 203 | 64M | 45 / 53 | 78 / 54 | 13M | 14M |
| Q3 2024 | 215 | 66M | 38 / 71 | 79 / 49 | 15M | 14M |
| Q2 2024 | 228 | 65M | 30 / 72 | 95 / 52 | 15M | 23M |
| Q1 2024 | 254 | 74M | 49 / 80 | 106 / 30 | 19M | 11M |
| Q4 2023 | 236 | 66M | 68 / 59 | 89 / 17 | 19M | 14M |
| Q3 2023 | 187 | 62M | 39 / 56 | 64 / 27 | 15M | 17M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EDU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco Developing Markets Fund | 1,996,679 | – | $117.58M | 1.33% | Jul 31, 2026 |
| AB Emerging Markets Opportunities ETF | 839,140 | – | $38.52M | 1.81% | Jun 30, 2026 |
| Fidelity China Region Fund | 260,556 | – | $15.34M | 0.60% | Jul 31, 2026 |
| Strategic Advisers Fidelity Emerging Markets Fund | 186,889 | – | $8.56M | 0.02% | May 31, 2026 |
| New World Fund Inc | 143,041 | – | $8.42M | 0.01% | Jul 31, 2026 |
| Invesco Asia Pacific Equity Fund | 137,251 | – | $8.08M | 1.68% | Jul 31, 2026 |
| Invesco Golden Dragon China ETF | 63,839 | – | $3.76M | 3.82% | Jul 31, 2026 |
| Disciplined Value Emerging Markets Equity Trust | 57,730 | – | $2.65M | 0.85% | Jun 30, 2026 |
| Strategic Advisers Emerging Markets Fund | 52,114 | – | $2.39M | 0.01% | May 31, 2026 |
| Nomura Emerging Markets Fund | 50,000 | – | $2.29M | 0.02% | May 29, 2026 |
| Empower Emerging Markets Equity Fund | 45,660 | – | $2.10M | 0.11% | Jun 30, 2026 |
| Disciplined Value Emerging Markets Equity Fund | 37,721 | – | $1.73M | 1.15% | May 31, 2026 |
| AB Emerging Markets Multi-Asset Portfolio | 34,690 | – | $1.59M | 0.89% | Jun 30, 2026 |
| Lazard Emerging Markets Equity Advantage Portfolio | 32,495 | – | $1.49M | 0.16% | Jun 30, 2026 |
| BlackRock Global Allocation Fund, Inc. | 31,058 | – | $1.83M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Zhihui Yang | Executive President | 232,178 | Jul 16, 2026 |
| Chenggang Zhou | Director | 429,998 | Aug 11, 2026 |
| Yue Zhuge | Director | 1,200 | Aug 3, 2026 |
| Yanhong Robin Li | Director | 51,282 | Jul 17, 2026 |
| Michael Minhong Yu | Director | 168,756,645 | Jul 16, 2026 |
| Louis Hsieh | Director | 28,863 | Jul 15, 2026 |
| Denny Ting Bun Lee | Director | 80,758 | Jul 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Chenggang Zhou Director | Aug 10, 2026 | Sale | −56,948 | $56.83 | $3.24M | 429,998 |
| Chenggang Zhou Director | Aug 7, 2026 | Sale | −13,052 | $56.32 | $735.09K | 486,946 |
| Yue Zhuge Director | Aug 3, 2026 | Sale | −400 | $60.00 | $24.00K | 1,200 |
| Yue Zhuge Director | Aug 3, 2026 | Sale | −1,200 | $59.41 | $71.29K | 0 |
| Yue Zhuge Director | Jul 31, 2026 | Sale | −400 | $59.00 | $23.60K | 1,600 |
| Yue Zhuge Director | Jul 31, 2026 | Sale | −170 | $58.96 | $10.02K | 2,000 |
| Yanhong Robin Li Director | Jul 16, 2026 | Tax withholding | −830 | $49.91 | $41.43K | 51,282 |
| Zhihui Yang Executive President | Jul 16, 2026 | Tax withholding | −45,360 | $49.91 | $2.26M | 232,178 |
| Yue Zhuge Director | Jul 16, 2026 | Tax withholding | −830 | $49.91 | $41.43K | 2,170 |
| Michael Minhong Yu Director | Jul 16, 2026 | Tax withholding | −68,310 | $49.91 | $3.41M | 206,591 |
| Chenggang Zhou Director | Jul 16, 2026 | Tax withholding | −32,501 | $49.91 | $1.62M | 499,998 |
| Yanhong Robin Li Director | Jul 15, 2026 | Option exercise | +3,000 | – | – | 52,112 |
| Zhihui Yang Executive President | Jul 15, 2026 | Option exercise | +100,000 | – | – | 277,538 |
| Yue Zhuge Director | Jul 15, 2026 | Option exercise | +3,000 | – | – | 3,000 |
| Michael Minhong Yu Director | Jul 15, 2026 | Option exercise | +150,000 | – | – | 274,901 |
| Chenggang Zhou Director | Jul 15, 2026 | Option exercise | +72,000 | – | – | 532,499 |
| Denny Ting Bun Lee Director | Jul 15, 2026 | Option exercise | +4,500 | – | – | 80,758 |
| Louis Hsieh Director | Jul 15, 2026 | Option exercise | +3,000 | – | – | 28,863 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Chenggang Zhou Director | Aug 6, 2026 | 70,000 | $3.98M | Aug 7, 2026 | Employee Stock Option Exercise |
| Yue Zhuge Director | Jul 30, 2026 | 2,170 | $122.78K | Jul 31, 2026 | Employee Stock OptionExercise |
| Yue Zhuge Director | Jul 30, 2026 | 2,170 | $122.78K | Jul 31, 2026 | Employee Stock Option Exercise |
| Chenggang Zhou Officer | Feb 5, 2026 | 79,999 | $5.02M | Feb 6, 2026 | Employee Stock Option Exercise |
| Yue Zhuge Director | Jan 29, 2026 | 1,187 | $69.97K | Jan 29, 2026 | Employee Stock OptionExercise |
| Louis Hsieh Officer | Jan 21, 2025 | 21,363 | $1.30M | Jan 22, 2025 | Employee Stock Option Exercise |
| Louis Hsieh Officer | Nov 7, 2024 | 21,363 | $1.32M | Nov 7, 2024 | Employee Stock Option Exercise |
| Zhihui Yang Officer | Feb 22, 2024 | 30,000 | $2.70M | Feb 23, 2024 | Employee Stock Option Exercise |
| Chenggang Zhou Officer | Nov 9, 2023 | 33,877 | $2.30M | Nov 10, 2023 | Employee Stock Option Exercise |
| Chenggang Zhou Officer | Oct 31, 2023 | 80,588 | $5.16M | Nov 1, 2023 | Employee Stock Option Exercise |
| Developments Limited Tigerstep Affiliate | Oct 30, 2023 | 300,000 | $19.35M | Oct 30, 2023 | Private Placement |
| Zhihui Yang Officer | Oct 27, 2023 | 50,000 | $3.23M | Oct 30, 2023 | Employee Stock Option Exercise |
| Michael Minhong Yu Officer | Jul 27, 2023 | 110,000 | $5.49M | Jul 27, 2023 | Employee Stock Option Exercise |