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EDU Holdings Maps Response to New Ban on Agent Commissions for Onshore Student Transfers

Story Highlights
  • EDU Holdings faces regulatory changes banning agent commissions for onshore student transfers but expects course demand to remain solid.
  • The company is adjusting recruitment strategies, expanding direct and offshore efforts, and growing domestic enrolments to offset regulatory impacts.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
EDU Holdings Maps Response to New Ban on Agent Commissions for Onshore Student Transfers

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EDU Holdings Limited ( (AU:EDU) ) has issued an update.

EDU Holdings Limited has outlined the implications of amendments to Australia’s National Code of Practice for Providers of Education and Training to Overseas Students, which will prohibit education providers from paying recruitment commissions to agents for international students transferring between onshore providers before completing their principal course, effective for new acceptances from 1 April 2026. While this change affects a material share of new enrolments at its Ikon Institute, EDU expects underlying demand for its courses to remain resilient and is adapting by reworking its agent engagement models, expanding direct recruitment into the onshore international market, pushing harder into offshore recruitment, and further growing domestic enrolments, particularly at postgraduate level, leaving the ultimate financial impact uncertain but positioning the company to maintain competitiveness under the new regulatory settings.

The most recent analyst rating on (AU:EDU) stock is a Hold with a A$0.91 price target. To see the full list of analyst forecasts on EDU Holdings Limited stock, see the AU:EDU Stock Forecast page.

More about EDU Holdings Limited

EDU Holdings Limited is an Australian education provider whose core operations include higher education through its Ikon Institute business. The company delivers courses to both domestic and international students, with a notable presence in the onshore international student market and a growing focus on postgraduate and domestic enrolments.

Average Trading Volume: 774,623

Technical Sentiment Signal: Buy

Current Market Cap: A$123.1M

Learn more about EDU stock on TipRanks’ Stock Analysis page.

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