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Huron Consulting (HURN)
NASDAQ:HURN
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Huron Consulting (HURN) AI Stock Analysis

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HURN

Huron Consulting

(NASDAQ:HURN)

Rating:75Outperform
Price Target:
$137.00
▲(12.31%Upside)
Huron Consulting's strong financial performance, positive earnings outlook, and strategic credit facility expansion are significant strengths. While technical indicators suggest a bearish trend, the company's robust fundamentals and strategic initiatives provide a positive long-term outlook, justifying a solid overall score.
Positive Factors
Business Strategy
Huron's integrated go-to-market strategy combines the full breadth of the company’s service offerings to solve clients’ challenges, which is a competitive differentiator as it is difficult for larger competitors to foster collaboration between consulting practices.
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's revenue grew 17.0% year-over-year in Q1/25, driven by the acquisition of AXIA Consulting.
Negative Factors
Government Policy
NIH grants totaling ~$9.5 billion have been terminated this year, impacting Huron's clients in the Education segment.
Regulatory Impact
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 (HURN) vs. SPDR S&P 500 ETF (SPY)

Huron Consulting Business Overview & Revenue Model

Company DescriptionHuron 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 MoneyHuron Consulting Group generates revenue primarily through the provision of consulting services. The company's revenue streams are largely driven by fees charged for its advisory and implementation services across its key sectors. Huron's engagements often involve tailored solutions and strategic guidance, which are billed on a project or retainer basis. Additionally, the firm leverages its industry expertise and relationships to secure long-term partnerships with clients, contributing to sustained revenue. Huron's financial performance is influenced by its ability to maintain and expand client relationships, adapt to market demands, and effectively manage its project costs and workforce.

Huron Consulting Earnings Call Summary

Earnings Call Date:Jul 31, 2025
(Q2-2025)
|
% Change Since: -7.65%|
Next Earnings Date:Nov 04, 2025
Earnings Call Sentiment Positive
Huron Consulting Group experienced record-breaking RBR in Q2 2025 across its segments, with significant growth in the Commercial and Education segments. Despite challenges in the Healthcare segment, particularly due to legislative impacts and slower digital sales conversions, the company raised its annual guidance, indicating confidence in continued growth. However, a notable decline in net income due to impairment charges presents a downside. Overall, the highlights slightly outweigh the lowlights.
Q2-2025 Updates
Positive Updates
Record-Breaking RBR
Revenues before reimbursable expenses (RBR) in Q2 2025 reached a record high of $402.5 million, an 8.3% increase from the same quarter in 2024.
Commercial Segment Growth
The Commercial segment achieved a record RBR of $75.4 million, up 28.2% from Q2 2024, driven by the acquisition of AXIA and strong demand for digital offerings.
Education Segment Achievements
Education segment RBR grew by 5.3% year-over-year, reaching a record level due to strong demand for strategy and operations offerings and research software products.
Increased Annual Guidance
Huron raised its annual RBR guidance to a range of $1.64 billion to $1.68 billion, reflecting a 12% increase at the midpoint compared to 2024.
Negative Updates
Healthcare Segment Challenges
Healthcare segment RBR growth was slower at 4.1%, affected by slower sales conversions in digital transformation projects and the divestiture of Studer Education.
Legislative Impact on Healthcare
The passage of the One Big Beautiful Bill Act is expected to reduce federal spending on healthcare by over $1 trillion over the next decade, increasing the uninsured population by up to 10 million.
Net Income Decline
Net income for Q2 2025 was $19.4 million, down from $37.5 million in Q2 2024, partly due to an $8.2 million noncash impairment charge.
Company Guidance
During Huron Consulting Group's second quarter 2025 earnings call, the company provided updated annual guidance reflecting confidence in continued growth despite challenging macroeconomic conditions. The company increased its revenue before reimbursable expenses (RBR) guidance to a range of $1.64 billion to $1.68 billion, representing a 12% increase at the midpoint compared to 2024. Adjusted EBITDA margin guidance was maintained in the range of 14.0% to 14.5%, while adjusted non-GAAP EPS guidance was raised to $7.30 to $7.70, marking a 16% increase at the midpoint. This optimism is underpinned by an 8% RBR growth in the second quarter, strong demand across all segments, recent strategic acquisitions, and an effective response to market disruptions, particularly within the healthcare segment, despite pressures such as reduced federal spending on health care.

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
85
Very Positive
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
78
Positive
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
80
Positive
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.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue1.59B1.52B1.40B1.16B926.96M871.01M
Gross Profit368.18M476.01M419.29M346.41M268.81M251.67M
EBITDA174.87M204.66M161.84M154.19M120.64M12.82M
Net Income105.10M116.63M62.48M75.55M62.99M-23.72M
Balance Sheet
Total Assets1.48B1.34B1.26B1.20B1.12B1.06B
Cash, Cash Equivalents and Short-Term Investments61.01M21.91M12.15M11.83M20.78M67.18M
Total Debt50.73M398.61M373.88M346.09M297.24M273.88M
Total Liabilities1.01B782.29M729.25M647.00M547.45M505.53M
Stockholders Equity475.00M561.33M532.89M552.04M571.90M551.94M
Cash Flow
Free Cash Flow179.37M192.67M100.08M61.10M2.23M120.34M
Operating Cash Flow198.04M201.32M135.26M85.40M17.99M136.74M
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
Negative
Last Price121.98
Price Trends
50DMA
137.00
Negative
100DMA
140.57
Negative
200DMA
132.49
Negative
Market Momentum
MACD
-2.09
Positive
RSI
25.54
Positive
STOCH
34.28
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 121.98 is below the 20-day moving average (MA) of 132.78, below the 50-day MA of 137.00, and below the 200-day MA of 132.49, indicating a bearish trend. The MACD of -2.09 indicates Positive momentum. The RSI at 25.54 is Positive, neither overbought nor oversold. The STOCH value of 34.28 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

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
$13.52B13.4796.28%1.93%9.25%75.69%
75
Outperform
$2.11B21.3021.55%8.99%35.56%
73
Outperform
$5.36B23.2712.33%-0.89%-23.72%
72
Outperform
$1.63B15.3811.09%0.63%-0.47%10.03%
69
Neutral
$1.12B20.6229.05%1.11%9.28%44.19%
65
Neutral
€4.18B7.4516.55%6.60%3.58%-77.67%
56
Neutral
$3.47B34.2925.05%1.70%3.47%-2.16%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HURN
Huron Consulting
121.98
17.26
16.48%
BAH
Booz Allen
109.70
-32.51
-22.86%
CRAI
Cra International
170.16
17.40
11.39%
EXPO
Exponent
68.33
-32.12
-31.98%
FCN
FTI Consulting
165.52
-49.66
-23.08%
ICFI
Icf International
88.45
-63.65
-41.85%

Huron Consulting Corporate Events

Private Placements and FinancingBusiness Operations and Strategy
Huron Consulting Expands Credit Facility to $1.1 Billion
Positive
Jul 31, 2025

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.

The most recent analyst rating on (HURN) stock is a Buy with a $173.00 price target. To see the full list of analyst forecasts on Huron Consulting stock, see the HURN Stock Forecast page.

Executive/Board ChangesShareholder Meetings
Huron Consulting Approves Key Amendments at Annual Meeting
Neutral
May 13, 2025

On May 9, 2025, Huron Consulting Group Inc. held its Annual Meeting of Stockholders where several key decisions were made. The stockholders approved an amendment to the company’s Amended and Restated 2012 Omnibus Incentive Plan, increasing the number of shares authorized for issuance by 900,000. Additionally, the meeting included the election of directors, approval of executive compensation, amendments to the Stock Ownership Participation Plan, and the ratification of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025.

The most recent analyst rating on (HURN) stock is a Buy with a $133.00 price target. To see the full list of analyst forecasts on Huron Consulting stock, see the HURN Stock Forecast page.

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.Date of analysis: Aug 02, 2025