Michael A. Plater, who serves on the board of Lincoln Educational Services (NASDAQ:LINC), executed a series of open-market sales on March 2, 2026, disposing of 17,256 common shares for an aggregate sum of approximately $616,556. The transactions were carried out in multiple tranches, with trade prices recorded between $35.30 and $36.22.
After those transactions settled, Plater retained direct ownership of 17,568 shares of Lincoln Educational Services common stock.
Separately, Lincoln Educational issued quarterly results that showed revenue in the fourth quarter of 2025 of $142.9 million, outpacing a consensus forecast of $132.8 million. The company reported earnings per share of $0.40, which matched analysts' expectations.
Following the release of results, two brokerages adjusted their price targets for the stock while maintaining positive ratings. Lake Street Capital Markets raised its price target for Lincoln Educational to $35 and kept a Buy rating, citing an optimistic outlook for the company’s revenue growth. Rosenblatt lifted its target to $39 and likewise retained a Buy recommendation, specifically noting the growing skills gap as a supportive factor for the company’s prospects.
Lincoln Educational also reiterated its confidence in potentially attaining a $600 million revenue milestone by 2026. The company characterized that target as a potential outcome and noted that the figure would represent an 18% increase versus its prior guidance.
The combination of insider activity and the latest quarterly results provides direct data points for investors tracking management transactions alongside company performance. The reported revenue beat, EPS in line with expectations, and upward revisions to analyst targets were all disclosed in the company’s most recent communications.
What happened
- Director Michael A. Plater sold 17,256 shares on March 2, 2026, in multiple open-market trades for about $616,556, at prices between $35.30 and $36.22.
- Following the sale, Plater directly owns 17,568 shares of Lincoln Educational Services.
- Lincoln Educational reported Q4 2025 revenue of $142.9 million and EPS of $0.40.
Analyst reactions and company outlook
- Lake Street Capital Markets raised its price target to $35 and maintained a Buy rating.
- Rosenblatt increased its price target to $39, kept a Buy rating, and pointed to the growing skills gap as a positive factor for Lincoln Educational.
- Lincoln Educational expressed confidence in potentially reaching $600 million in revenue by 2026, which it said would be an 18% increase from prior guidance.