Huron Consulting (HURN)
NASDAQ:HURN
Advertisement

Huron Consulting (HURN) AI Stock Analysis

Compare
207 Followers

Top Page

HURN

Huron Consulting

(NASDAQ:HURN)

Select Model
Select Model
Select Model
Outperform 73 (OpenAI - 4o)
Rating:73Outperform
Price Target:
$189.00
▲(14.20% Upside)
Huron Consulting's strong financial performance and positive earnings call guidance are the most significant factors contributing to its score. The technical analysis suggests potential short-term risks due to overbought conditions, and the valuation indicates the stock may be overvalued. These factors collectively result in a moderate overall stock score.
Positive Factors
Revenue Growth
Strong revenue growth indicates robust demand for Huron's services across sectors, supporting long-term business expansion and market presence.
Healthcare Segment Performance
Record growth in the healthcare segment underscores Huron's competitive advantage and expertise in a critical industry, driving sustained revenue.
Increased Annual Guidance
Raising annual guidance reflects management's confidence in future performance, indicating strong operational execution and strategic positioning.
Negative Factors
Increased Leverage
Increased leverage could pose financial risks, limiting flexibility and increasing vulnerability to economic downturns if not managed prudently.
Decline in Free Cash Flow
A decline in free cash flow may impact Huron's ability to invest in growth opportunities or reduce debt, affecting long-term financial health.
Decreased Commercial Segment Margin
Margin decline in the commercial segment suggests rising costs, which could pressure profitability if not addressed through cost management or pricing strategies.

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 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 Earnings Call Summary

Earnings Call Date:Jul 31, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Mar 03, 2026
Earnings Call Sentiment Positive
The earnings call reflected a strong performance with record revenues and strategic acquisitions driving growth across segments, particularly in the Commercial and Healthcare segments. However, challenges such as the slowdown in healthcare digital transformations and the impact of Medicaid funding cuts were noted. Despite these challenges, the overall outlook remains positive with increased guidance for 2025.
Q2-2025 Updates
Positive Updates
Record Revenue Achievement
Revenues before reimbursable expenses grew 8% over the second quarter of 2024, reaching a record high for the business.
Healthcare Segment Growth
Healthcare segment revenue grew 4% over the prior year, with a 6% increase when excluding divested business, driven by strong demand for performance improvement and financial advisory services.
Strong Commercial Segment Performance
Commercial segment revenue grew 28% year-over-year, driven by the acquisition of AXIA and strong demand for digital offerings. Excluding AXIA, revenue grew 23%.
Acquisitions and Strategic Expansion
Acquired Eclipse Insights to enhance performance improvement offerings in healthcare and Treliant to strengthen capabilities in financial services, contributing to strategic growth.
Increased 2025 Revenue Guidance
Revenue guidance for 2025 was increased to a range of $1.64 billion to $1.68 billion, representing a 12% increase at the midpoint compared to full year 2024 results.
Negative Updates
Healthcare Digital Offering Slowdown
Slower sales conversion in certain digital transformation areas within healthcare, attributed to clients focusing on immediate financial priorities.
Impact of Medicaid Funding Cuts
Passage of the One Big Beautiful Bill Act projected to reduce federal spending on healthcare by over $1 trillion, potentially increasing uninsured patients by up to 10 million.
Decline in Net Income
Net income for Q2 2025 was $19.4 million, a decline from $37.5 million in Q2 2024, impacted by a non-cash impairment charge related to convertible debt investment.
Company Guidance
In the second quarter of 2025, Huron Consulting Group achieved record revenues before reimbursable expenses (RBR) of $402.5 million, reflecting an 8% increase over the same period in 2024. This growth was driven by strong performance across all three operating segments. The Healthcare segment saw a 4% increase in RBR, or 6% excluding the divested student education business, with demand for performance improvement and strategy services remaining robust despite a slowdown in digital offerings. The Education segment achieved a 5% increase in RBR, driven by demand for strategy and operations services, while the Commercial segment experienced a significant 28% growth, bolstered by the acquisition of AXIA and strong digital offerings. Looking ahead, Huron raised its annual RBR guidance to a range of $1.64 billion to $1.68 billion and adjusted non-GAAP EPS guidance to $7.30 to $7.70, reflecting a positive outlook for continued growth in 2025.

Huron Consulting Financial Statement Overview

Summary
Huron Consulting exhibits strong financial health with consistent revenue growth and improved leverage. While profitability margins have seen some decline, operational efficiency remains robust. The balance sheet shows reduced debt levels, enhancing financial stability, and cash flow metrics indicate effective cash management. Overall, the company is well-positioned for continued growth and stability.
Income Statement
75
Positive
Huron Consulting shows a consistent revenue growth trend with a TTM growth rate of 3.97% and a strong historical growth trajectory. The gross profit margin has decreased from 31.28% in 2024 to 22.91% in TTM, indicating potential cost pressures. Net profit margin has also declined to 6.54% in TTM from 7.66% in 2024, reflecting reduced profitability. However, EBIT and EBITDA margins remain stable, suggesting operational efficiency.
Balance Sheet
80
Positive
The company has significantly improved its debt-to-equity ratio from 0.71 in 2024 to 0.12 in TTM, indicating reduced leverage and enhanced financial stability. Return on equity is strong at 21.35% in TTM, showcasing effective use of equity to generate profits. The equity ratio is healthy, reflecting a solid capital structure.
Cash Flow
78
Positive
Huron Consulting demonstrates robust cash flow management with a free cash flow growth rate of 6.78% in TTM. The operating cash flow to net income ratio is 0.63, indicating strong cash generation relative to net income. The free cash flow to net income ratio is high at 0.93, suggesting efficient conversion of earnings to cash.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue1.63B1.49B1.36B1.13B905.64M844.13M
Gross Profit514.04M476.01M419.36M346.57M268.86M251.70M
EBITDA210.09M184.29M159.69M133.18M87.80M78.14M
Net Income108.38M116.63M62.48M75.55M62.99M-23.72M
Balance Sheet
Total Assets1.54B1.34B1.26B1.20B1.12B1.05B
Cash, Cash Equivalents and Short-Term Investments23.89M21.91M12.15M11.83M20.78M67.18M
Total Debt650.89M398.61M373.88M346.09M297.24M273.88M
Total Liabilities1.04B782.29M729.25M647.00M547.45M499.03M
Stockholders Equity499.78M561.33M532.89M552.04M571.90M551.94M
Cash Flow
Free Cash Flow191.53M192.67M100.08M61.10M2.23M120.34M
Operating Cash Flow206.60M201.32M135.26M85.40M17.99M136.74M
Investing Cash Flow-164.88M-79.75M-36.65M-20.13M-20.14M-42.03M
Financing Cash Flow-36.07M-111.64M-98.33M-74.11M-44.41M-39.62M

Huron Consulting Technical Analysis

Technical Analysis Sentiment
Positive
Last Price165.50
Price Trends
50DMA
151.52
Positive
100DMA
142.94
Positive
200DMA
141.84
Positive
Market Momentum
MACD
4.37
Positive
RSI
60.87
Neutral
STOCH
46.43
Neutral
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 165.5 is above the 20-day moving average (MA) of 161.31, above the 50-day MA of 151.52, and above the 200-day MA of 141.84, indicating a bullish trend. The MACD of 4.37 indicates Positive momentum. The RSI at 60.87 is Neutral, neither overbought nor oversold. The STOCH value of 46.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$3.62B35.1825.79%1.67%4.90%-1.52%
75
Outperform
$1.19B21.7627.83%1.06%8.69%34.58%
75
Outperform
$5.17B21.2813.30%-0.95%-10.54%
73
Outperform
$2.85B27.7421.20%12.50%29.40%
65
Neutral
$1.44B14.719.88%0.70%-3.81%-7.05%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
51
Neutral
$151.93M-0.80-61.44%7.29%-10.83%-1669.11%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HURN
Huron Consulting
165.50
46.63
39.23%
CRAI
Cra International
180.96
-3.76
-2.04%
EXPO
Exponent
69.94
-24.68
-26.08%
FCN
FTI Consulting
164.99
-30.80
-15.73%
ICFI
Icf International
78.05
-56.43
-41.96%
RGP
Resources Connection
4.80
-3.06
-38.93%

Huron Consulting Corporate Events

Huron Consulting Group Reports Strong Q3 Growth
Oct 30, 2025

Huron Consulting Group’s recent earnings call painted a picture of robust growth and optimism, despite some challenges. The company reported strong revenue growth across all segments, with particularly impressive performances in healthcare and education. While there were some hurdles in margin performance for the commercial segment and increased corporate expenses, the overall sentiment was positive, supported by upward adjustments in annual guidance.

Huron Consulting Group Reports Record Q3 2025 Results
Oct 29, 2025

Huron Consulting Group is a global professional services firm specializing in strategy, operations, digital transformation, and business empowerment across various sectors, including healthcare, education, and commercial industries. In its latest earnings report, Huron Consulting Group announced record financial results for the third quarter of 2025, highlighting a significant increase in revenues and adjusted earnings per share, along with an upward revision of its full-year earnings guidance. Key financial metrics for the third quarter of 2025 include a 16.8% increase in revenues to $432.4 million, a 12.0% rise in net income to $30.4 million, and a 22.9% boost in adjusted EBITDA to $67.4 million. Additionally, the company reported a 25.0% increase in adjusted diluted earnings per share to $2.10. Year-to-date, Huron’s revenues grew by 12.1% to $1.23 billion, although net income decreased due to a non-cash impairment charge. The company returned $152.5 million to shareholders through stock repurchases. Looking ahead, Huron remains optimistic about its growth prospects, with management affirming its revenue guidance and raising its adjusted earnings per share forecast for the full year 2025, driven by strong demand across its core markets and strategic acquisitions.

Huron Consulting Group Reports Record Q2 2025 Earnings
Aug 2, 2025

Huron Consulting Group’s recent earnings call conveyed a generally positive sentiment, as the company reported record-breaking revenues before reimbursable expenses (RBR) in the second quarter of 2025. This growth was primarily driven by significant gains in the Commercial and Education segments. Despite facing challenges in the Healthcare segment due to legislative impacts and slower digital sales conversions, Huron’s decision to raise its annual guidance underscores its confidence in continued growth. However, a decline in net income due to impairment charges presents a downside, although the overall highlights slightly outweigh the lowlights.

Huron Consulting Group Reports Q2 2025 Financial Results
Aug 1, 2025

Huron Consulting Group is a global professional services firm that specializes in creating strategies, optimizing operations, and accelerating digital transformation across various sectors, including healthcare, education, and commercial industries.

Business Operations and StrategyPrivate Placements and Financing
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.

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: Oct 30, 2025