Huron Consulting (HURN) AI Stock Analysis

• Market Cap: $2.35B
• Dividend Yield: N/A
• Average Volume (3M): 186.30K
• Price to Earnings (P/E): 23.6
• Beta (1Y): 0.52
• Revenue Growth: 8.99%
• EPS Growth: 35.56%
• Country: US
• Employees: 6,405
• Sector: Industrials
• Sector Strength: 80
• Industry: Consulting Services
• EPS (TTM): 1.89
• Shares Outstanding: 17,306,887
• 10 Day Avg. Volume: 173,091
• 30 Day Avg. Volume: 186,297
• PEG Ratio: 0.20
• Price to Book (P/B): 3.96
• Price to Sales (P/S): 1.46
• P/FCF Ratio: 11.54
• Enterprise Value/Market Cap: 1.31
• Enterprise Value/Revenue: 1.93
• Enterprise Value/Gross Profit: 6.13
• Enterprise Value/Ebitda: 15.18
• 1Y Price Target: $167.20
• Price Target Upside: 20.52% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 6

• Rating: 72 Outperform
• Price Target: $150.00 ▲(8.12% Upside)

Huron Consulting's strong financial performance, driven by revenue growth and strategic acquisitions, is the most significant factor in its stock score. The positive outlook from the earnings call and the expanded credit facility further bolster the score. However, increased leverage and technical indicators suggesting caution moderate the overall score.

Positive Factors

Earnings

Huron's strong first-half results and improved visibility led management to increase its full-year outlook on both the top and bottom line.

Revenue Growth

The Commercial segment reported a significant year-over-year growth of 28.2%, with strong demand for digital transformation services.

Strategic Positioning

Huron's integrated go-to-market strategy combines the full breadth of the company’s service offerings to solve client challenges, resulting in sustainable results.

Negative Factors

Funding Reductions

NIH grants totaling ~$9.5 billion have been terminated this year, impacting Huron's clients in the Education segment.

Regulatory Challenges

The Administration’s policy for NIH funding, currently on hold, to cap indirect cost payments at 15% for new and existing grants at medical schools would have an impact of ~$3.3 billion.

Huron Consulting Business Overview & Revenue Model

Company Description

Huron Consulting Group Inc., a professional services firm, provides consultancy services in the United States and internationally. It operates through three segments: Healthcare, Business Advisory, and Education. The Healthcare segment provides advisory services in the areas of financial and operational improvement, care transformation, and revenue cycle managed services; organizational transformation; and digital, technology and analytic solutions to national and regional hospitals, integrated health systems, academic medical centers, community hospitals, medical groups, and health plans. The Business Advisory segment offers cloud-based technology, analytics, restructuring, and capital advisory solutions to life science, financial, healthcare, education, energy and utilities, and industrials and manufacturing industries, as well as to public sectors. The Education segment provides research enterprise and student lifecycle; digital, technology and analytic solutions; and organizational transformation services to public and private colleges and universities, academic medical centers, research institutes, and other not-for-profit organizations. Huron Consulting Group Inc. was incorporated in 2002 and is headquartered in Chicago, Illinois.

How the Company Makes Money

Huron Consulting generates revenue primarily through consulting fees charged for its professional services. The company typically bills clients on a time-and-materials basis, which includes hourly rates for consultants and project staff based on their expertise and the nature of the engagement. Key revenue streams include consulting engagements across its various sectors, particularly in healthcare and higher education, where it assists organizations with strategic planning, operational improvements, and technology implementation. Additionally, Huron may engage in long-term contracts and retainers that provide a more stable revenue base. The company also benefits from strategic partnerships with technology firms, which can enhance its service offerings and create additional revenue opportunities through collaborative projects.

Huron Consulting Financial Statement Overview

Summary

Huron Consulting demonstrates strong financial health with robust revenue and profit growth, efficient operating margins, and prudent financial management. The balance sheet reflects a significant reduction in leverage, enhancing financial stability. Strong cash flow generation supports the company's ability to fund operations and invest in growth.

Income Statement

Huron Consulting has demonstrated strong revenue growth with a consistent upward trajectory, particularly noteworthy with a TTM revenue of $1.56 billion, up from $1.52 billion annually. Gross profit margins have improved significantly to 49.37% from 31.28% last year, alongside a solid net profit margin of 7.88% in TTM, indicating effective cost management. The EBIT margin is stable at 10.74%, and EBITDA margin at 12.54% shows strong operating efficiency.

Balance Sheet

The company maintains a healthy balance sheet with a debt-to-equity ratio of 0.11 in TTM, significantly reduced from 0.71 in the previous year, indicating improved leverage management. However, the equity ratio has slightly decreased to 36.25% from 41.77%, which suggests a need to increase equity levels relative to assets. Return on Equity (ROE) is robust at 24.91%, reflecting effective capital utilization.

Cash Flow

Cash flow analysis shows a strong operating cash flow to net income ratio of 1.83, indicating good cash generation relative to earnings. Free cash flow has grown to $199.58 million, with a free cash flow to net income ratio of 1.62, highlighting strong cash conversion. The free cash flow growth rate is commendable compared to prior periods, despite capital expenditure increases.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.59B	1.52B	1.40B	1.16B	926.96M	871.01M
Gross Profit	501.66M	476.01M	419.29M	346.41M	268.81M	251.67M
EBITDA	202.66M	204.66M	161.84M	154.19M	120.64M	12.82M
Net Income	105.10M	116.63M	62.48M	75.55M	62.99M	-23.72M
Balance Sheet
Total Assets	1.48B	1.34B	1.26B	1.20B	1.12B	1.06B
Cash, Cash Equivalents and Short-Term Investments	61.01M	21.91M	12.15M	11.83M	20.78M	67.18M
Total Debt	693.89M	398.61M	373.88M	346.09M	297.24M	273.88M
Total Liabilities	1.01B	782.29M	729.25M	647.00M	547.45M	505.53M
Stockholders Equity	475.00M	561.33M	532.89M	552.04M	571.90M	551.94M
Cash Flow
Free Cash Flow	179.37M	192.67M	100.08M	61.10M	2.23M	120.34M
Operating Cash Flow	198.04M	201.32M	135.26M	85.40M	17.99M	136.74M
Investing Cash Flow	-110.15M	-79.75M	-36.65M	-20.13M	-20.14M	-42.03M
Financing Cash Flow	-44.56M	-111.64M	-98.33M	-74.11M	-44.41M	-39.62M

Huron Consulting Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 138.73
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HURN, the sentiment is Positive. The current price of 138.73 is above the 20-day moving average (MA) of 132.43, above the 50-day MA of 133.64, and above the 200-day MA of 134.34, indicating a bullish trend. The MACD of 0.80 indicates Negative momentum. The RSI at 60.51 is Neutral, neither overbought nor oversold. The STOCH value of 89.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HURN.

Huron Consulting Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CRAI	78 Outperform	$1.26B	23.18	29.05%	0.96%	9.28%	44.19%
BAH	76 Outperform	$13.43B	13.38	96.28%	1.96%	9.25%	75.69%
FCN	75 Outperform	$5.47B	23.68	12.33%	―	-0.89%	-23.72%
HURN	72 Outperform	$2.35B	23.63	21.55%	―	8.99%	35.56%
ICFI	70 Outperform	$1.81B	17.05	11.09%	0.57%	-0.47%	10.03%
Sector *	64 Neutral	$10.71B	16.03	7.42%	2.02%	2.57%	-16.39%
EXPO	56 Neutral	$3.56B	35.37	25.05%	1.60%	3.47%	-2.16%

Huron Consulting Corporate Events

Huron Consulting Expands Credit Facility to $1.1 Billion

On July 30, 2025, Huron Consulting Group Inc. announced the successful refinancing and expansion of its senior secured credit facility. The amended agreement extends the maturity date to July 2030, increases borrowing capacity to $1.1 billion, and improves pricing and flexibility to support Huron’s capital deployment strategy. This move strengthens Huron’s balance sheet, enabling the company to return capital to shareholders, maintain its target leverage ratio, and pursue acquisitions. The support from major banks reflects confidence in Huron’s financial strength and strategic direction.