American Public Education, Inc. Price & Performance (APEI)

Sixteen states and Puerto Rico have agreed to certify that their schools do not use what the Trump administration calls "illegal DEI practices" to continue receiving federal funds, while another sixteen states have refused. The remaining states are still reviewing the directive or have not publicly commented, reflecting deep partisan divides.12

Recent filings show Federated Hermes Inc. cut its stake in American Public Education by nearly 35%, while other major investors like State Street and Pacific Ridge Capital increased holdings. The stock has outperformed industry peers recently, but short interest has risen, suggesting some skepticism about future performance.345

APEI stock has climbed over 10% in three months, outperforming sector competitors amid successful enrollment strategies and cost controls. However, the company's premium valuation compared to peers and declining on-ground healthcare enrollments highlight potential risks, even as analysts maintain a positive outlook overall.67