Huron Consulting (HURN) AI Stock Analysis

• Market Cap: $2.44B
• Dividend Yield: N/A
• Average Volume (3M): 350.40K
• Price to Earnings (P/E): 24.7
• Beta (1Y): 0.68
• Revenue Growth: 12.50%
• EPS Growth: 29.40%
• Country: US
• Employees: 6,405
• Sector: Industrials
• Sector Strength: 72
• Industry: Consulting Services
• EPS (TTM): 2.17
• Shares Outstanding: 16,922,924
• 10 Day Avg. Volume: 391,404
• 30 Day Avg. Volume: 350,405
• PEG Ratio: -3.74
• Price to Book (P/B): 5.71
• Price to Sales (P/S): 1.78
• P/FCF Ratio: 16.49
• Enterprise Value/Market Cap: 1.26
• Enterprise Value/Revenue: 1.83
• Enterprise Value/Gross Profit: 5.90
• Enterprise Value/Ebitda: 14.20
• 1Y Price Target: $207.33
• Price Target Upside: 43.53% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): 8.74
• Revenue Forecast (FY): $1.82B

• Rating: 71 Outperform
• Price Target: $158.00 ▲(9.38% Upside)
• Action: Reiterated Date: 02/27/26
• Date: Action: Reiterated 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

Multi‑year Revenue Growth

Sustained revenue growth over multiple years indicates durable demand across Huron's core verticals. This trend reflects successful client acquisition and expansion in Healthcare, Education and Commercial, supporting predictable backlog conversion and a stronger base for continued margin improvement and scale benefits.

Strong Cash Generation & Deleveraging

Consistent operating and free cash flow provides structural financial flexibility: enables share repurchases, deleveraging and reinvestment. Coupled with a sharp drop in reported leverage in 2025, this supports capital allocation choices and reduces financial risk over the medium term.

Digital & AI Revenue Acceleration

Rapid growth in digital, analytics and AI services signals structural product differentiation and higher-value offerings. A nearly half share of RBR from digital services diversifies revenue, raises stickiness with clients, and positions Huron to capture secular demand for technology-led transformation.

Negative Factors

2025 Margin Data Inconsistency

Inconsistent or missing margin data for 2025 reduces confidence in assessing sustainable profitability trends. Without clear gross/EBIT margin continuity, it is harder to separate one‑time items from structural margin drivers, complicating forecasts and long‑term margin planning.

Segment Margin Pressure & Rising Corporate Costs

Wider corporate expenses and education/commercial margin compression reflect structural cost pressures—higher salaries, third‑party fees and M&A integration costs. These recurring expense tails can constrain sustainable EBITDA expansion unless revenue mix or productivity offsets are realized.

Elevated Receivables / DSO

Persistently high DSO ties up working capital and increases cash conversion volatility, raising funding needs during growth. Even with strong operating cash flow, elevated receivables can strain liquidity timing and magnify sensitivity to client payment cycles across large healthcare and education contracts.

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 its consulting services, which encompass a wide range of advisory and implementation projects. The company charges fees based on hourly rates or fixed project costs, depending on the nature of the engagement. Key revenue streams include consulting contracts with healthcare institutions, educational organizations, and corporate clients, often tied to performance improvement or transformation initiatives. Additionally, Huron may benefit from partnerships with technology providers and other consulting firms that enhance its service offerings, contributing to its overall earnings. The firm's ability to establish long-term relationships with clients also plays a crucial role in its revenue generation, as repeat business and referrals are significant factors in its growth strategy.

Huron Consulting Financial Statement Overview

Summary

Strong multi-year revenue growth and earnings recovery, supported by solid operating cash flow and free cash flow. Balance sheet leverage appears meaningfully reduced in 2025, lowering financial risk. Main constraint is reduced confidence in the latest-year margin trend due to noted 2025 income statement data inconsistencies and a modest 2025 FCF dip.

Income Statement

Revenue has expanded steadily from $844M (2020) to $1.70B (2025), with strong growth in 2022–2023 and a more moderate 2024–2025 trajectory. Profitability has improved materially versus the 2020 loss, with net margins reaching ~6.2% in 2025 and ROE near ~20%, though net margin eased from ~7.8% in 2024. A key weakness is data quality/consistency in 2025 margins (gross profit and EBIT margin show as 0), which limits confidence in the margin trend for the latest year despite solid earnings.

Balance Sheet

Leverage looks conservative and improving: debt-to-equity was ~0.52–0.71 during 2021–2024 but drops sharply to ~0.11 in 2025, indicating meaningful de-risking. Equity is relatively stable (~$529M in 2025), assets have grown alongside the business ($1.53B in 2025), and returns on equity are strong (~20% in 2024–2025). The main watch-out is the step-change in debt levels from 2024 to 2025, which may reflect a balance sheet event (repayment/reclassification) rather than purely organic drift.

Cash Flow

Cash generation is strong and consistent in recent years: operating cash flow is ~$193M (2025) and free cash flow is ~$183M (2025), with free cash flow running close to net income (~0.95x in 2024–2025). The business has recovered dramatically from weak 2021 free cash flow. Offsetting this, free cash flow dipped modestly in 2025 (about -4.5% growth) and the cash conversion metric provided is only moderate (~0.50 in 2025; ~0.59 in 2024), suggesting some working-capital or timing volatility.

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

• Technical Analysis Sentiment: Neutral
• Last Price: 144.45
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• 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 Neutral. The current price of 144.45 is above the 20-day moving average (MA) of 143.47, below the 50-day MA of 163.82, and below the 200-day MA of 150.72, indicating a neutral trend. The MACD of -8.10 indicates Negative momentum. The RSI at 47.07 is Neutral, neither overbought nor oversold. The STOCH value of 91.70 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HURN.

Huron Consulting Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HURN	71 Outperform	$2.44B	24.70	19.27%	―	12.50%	29.40%
EXPO	71 Outperform	$3.63B	35.18	26.13%	1.66%	4.90%	-1.52%
FCN	68 Neutral	$5.01B	19.86	13.30%	―	-0.95%	-10.54%
CRAI	67 Neutral	$1.18B	21.20	25.72%	0.97%	8.69%	34.58%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
ICFI	62 Neutral	$1.42B	16.81	9.88%	0.65%	-3.81%	-7.05%
RGP	47 Neutral	$123.62M	-0.92	-61.44%	6.74%	-10.83%	-1669.11%