Huron Consulting (HURN)
NASDAQ:HURN
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Huron Consulting
(NASDAQ:HURN)
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Rating:71Outperform
Price Target:
$133.00
▲(9.19% Upside)
Action:ReiteratedDate:02/27/26
The score is driven primarily by strong financial performance (growth, cash generation, and improved leverage) and supportive earnings-call guidance for continued revenue and earnings expansion. Offsetting these positives, technical indicators show clear bearish momentum with the stock trading below key moving averages, while valuation appears moderate without dividend support.
Positive Factors
Sustained Revenue & Backlog
Consistent multi-year top-line growth and a record backlog create durable revenue visibility. A near‑record pipeline and management guidance for ~9.5% RBR growth in 2026 indicate repeatable demand and higher conversion potential across healthcare, education and commercial verticals.
Negative Factors
Margin Data/Quality Uncertainty
Inconsistencies in reported 2025 margin line items reduce confidence in trend analysis and forecasting. If margin measurement or one‑offs obscure underlying profitability, it complicates sustainable margin improvement plans and raises forecasting risk for investors and management.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue & Backlog
Consistent multi-year top-line growth and a record backlog create durable revenue visibility. A near‑record pipeline and management guidance for ~9.5% RBR growth in 2026 indicate repeatable demand and higher conversion potential across healthcare, education and commercial verticals.
Read all positive factors
Huron Consulting (HURN) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.06B
Dividend YieldN/A
Average Volume (3M)336.22K
Price to Earnings (P/E)28.7
Beta (1Y)0.72
Revenue Growth12.50%
EPS Growth29.40%
CountryUS
Employees6,405
SectorIndustrials
Sector Strength72
IndustryConsulting Services
Share Statistics
EPS (TTM)2.17
Shares Outstanding16,922,924
10 Day Avg. Volume230,757
30 Day Avg. Volume336,222
Financial Highlights & Ratios
PEG Ratio-3.74
Price to Book (P/B)5.71
Price to Sales (P/S)1.78
P/FCF Ratio16.49
Enterprise Value/Market Cap1.26
Enterprise Value/Revenue1.55
Enterprise Value/Gross Profit4.97
Enterprise Value/Ebitda11.97
Forecast
1Y Price Target
$203.50Price Target Upside67.06% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)8.79
Revenue Forecast (FY)$1.82B
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 ad...
How the Company Makes Money
Huron primarily makes money by billing clients for professional services delivered through consulting engagements and, where applicable, ongoing managed services. Revenue is largely generated from (1) time-and-materials and other fee-based consult...
Huron Consulting Earnings Call Summary
Earnings Call Date:Feb 24, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 05, 2026
Earnings Call Sentiment Positive
The call communicated a predominantly positive operating and financial momentum: record RBR, multiyear margin expansion, record adjusted EPS, strong commercial and healthcare bookings, robust digital and AI adoption, healthy cash generation and active share repurchases. Offsetting items include a decline in GAAP net income, margin pressure in Education and Commercial on a full-year basis driven by people and integration costs, higher corporate expenses, and a few one-time impairments and contingent charges. Management provided constructive 2026 guidance anchored by strong backlog and pipeline. On balance the positives (revenue, adjusted profitability, AI/digital growth, backlog and shareholder returns) materially outweigh the near-term headwinds and one-time items.Positive Updates
Record Company Revenue (RBR) and Multi-Year Growth
Fourth quarter RBR of $432.3M, up 11.3% year-over-year; full year RBR of $1.66B, up 11.9% versus 2024. 2025 marked record RBR and the fifth consecutive year of RBR growth.
Negative Updates
GAAP Net Income Decline
GAAP net income fell to $30.7M in Q4 2025 (vs. $34.0M in Q4 2024) and full-year net income declined to $105.0M in 2025 from $116.6M in 2024. Net income margin decreased to 6.2% for 2025 from 7.7% in 2024.
Read all updates
Q4-2025 Updates
Positive
Negative
Record Company Revenue (RBR) and Multi-Year Growth
Fourth quarter RBR of $432.3M, up 11.3% year-over-year; full year RBR of $1.66B, up 11.9% versus 2024. 2025 marked record RBR and the fifth consecutive year of RBR growth.
Read all positive updates
Company Guidance
Huron guided 2026 RBR of $1.78 billion to $1.86 billion (midpoint ≈ 9.5% growth vs. 2025’s $1.66B) with adjusted EBITDA margins of 14.5%–15.0% of RBR (about a 50 bps improvement at the midpoint vs. 2025) and adjusted diluted EPS of $8.35–$9.15 (midpoint $8.75, ~12% above 2025’s $7.83); they expect operating cash flow of $220M–$260M, capital expenditures of $30M–$40M, free cash flow of $180M–$220M, a weighted average diluted share count of 17.2M–17.8M, and a full-year tax rate of 28%–30% (Q1 tax ~15%–20%), noting they begin 2026 with the strongest backlog coverage in five years and a near‑record pipeline.Huron Consulting Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
86
Very Positive
Cash Flow
83
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.70B | 1.49B | 1.36B | 1.13B | 905.64M |
| Gross Profit | 508.79M | 476.01M | 419.36M | 346.57M | 268.86M |
| EBITDA | 201.71M | 184.29M | 159.69M | 133.18M | 87.80M |
| Net Income | 105.04M | 116.63M | 62.48M | 75.55M | 62.99M |
Balance Sheet | |||||
| Total Assets | 1.53B | 1.34B | 1.26B | 1.20B | 1.12B |
| Cash, Cash Equivalents and Short-Term Investments | 24.51M | 21.91M | 12.15M | 11.83M | 20.78M |
| Total Debt | 548.34M | 398.61M | 373.88M | 346.09M | 297.24M |
| Total Liabilities | 998.05M | 782.29M | 729.25M | 647.00M | 547.45M |
| Stockholders Equity | 528.63M | 561.33M | 532.89M | 552.04M | 571.90M |
Cash Flow | |||||
| Free Cash Flow | 182.96M | 192.67M | 100.08M | 61.10M | 2.23M |
| Operating Cash Flow | 193.39M | 201.32M | 135.26M | 85.40M | 17.99M |
| Investing Cash Flow | -145.75M | -79.75M | -36.65M | -20.13M | -20.14M |
| Financing Cash Flow | -45.03M | -111.64M | -98.33M | -74.11M | -44.41M |
Huron Consulting Technical Analysis
Negative
121.81
Price Trends
145.95
Negative
158.92
Negative
149.37
Negative
Market Momentum
-6.30
Positive
34.40
Neutral
24.90
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HURN, the sentiment is Negative. The current price of 121.81 is below the 20-day moving average (MA) of 132.74, below the 50-day MA of 145.95, and below the 200-day MA of 149.37, indicating a bearish trend. The MACD of -6.30 indicates Positive momentum. The RSI at 34.40 is Neutral, neither overbought nor oversold. The STOCH value of 24.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HURN.
Huron Consulting Risk Analysis
Huron Consulting disclosed 34 risk factors in its most recent earnings report. Huron Consulting reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Huron Consulting Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $2.06B | 28.72 | 21.03% | ― | 12.50% | 29.40% | |
71 Outperform | $3.22B | 33.69 | 25.51% | 1.66% | 4.90% | -1.52% | |
68 Neutral | $5.24B | 19.86 | 13.30% | ― | -0.95% | -10.54% | |
67 Neutral | $1.03B | 24.31 | 26.10% | 0.97% | 8.69% | 34.58% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
60 Neutral | $1.20B | 17.06 | 9.11% | 0.65% | -3.81% | -7.05% | |
48 Neutral | $124.63M | -3.17 | -59.80% | 6.74% | -10.83% | -1669.11% |
* Industrials Sector Average
HURN
Huron Consulting
122.64
-19.66
-13.82%
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ICFI
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64.77
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RGP
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3.62
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-41.38%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.