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Huron Consulting
(NASDAQ:HURN)
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Rating:61Neutral
Price Target:
$96.00
▼(-25.68% Downside)
Action:Reiterated
Date:06/23/26
The score is primarily driven by solid operating performance but rising leverage and weaker cash-flow trends, which reduce the margin of safety. Technicals are a meaningful drag due to a clear downtrend despite oversold readings. Valuation is supportive at a mid-teens P/E, while the earnings call was constructive on guidance and demand indicators but tempered by near-term cash and leverage pressure.
Positive Factors
Multi-year Revenue Growth & Diversified End Markets
Huron's revenue roughly doubled over several years, driven by healthcare, education and commercial engagements. Durable demand for transformation and system implementations across these sectors supports repeatable project pipelines and reduces single-market exposure, improving revenue resilience over 2–6 months.
Negative Factors
Elevated Balance‑Sheet Leverage
Leverage stepped up materially, reducing financial flexibility and raising sensitivity to revenue or margin softness. Higher net debt elevates refinancing and covenant risk and limits discretionary investments or M&A optionality until management reduces leverage toward its 2.0x–2.5x target.
Read all positive and negative factors
Positive Factors
Negative Factors
Multi-year Revenue Growth & Diversified End Markets
Huron's revenue roughly doubled over several years, driven by healthcare, education and commercial engagements. Durable demand for transformation and system implementations across these sectors supports repeatable project pipelines and reduces single-market exposure, improving revenue resilience over 2–6 months.
Read all positive factors
Huron Consulting (HURN) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.58B
Dividend YieldN/A
Average Volume (3M)264.37K
Price to Earnings (P/E)16.2
Beta (1Y)0.59
Revenue Growth11.79%
EPS Growth-13.03%
CountryUS
Employees8,610
SectorIndustrials
Sector Strength72
IndustryConsulting Services
Share Statistics
EPS (TTM)6.01
Shares Outstanding16,211,828
10 Day Avg. Volume257,329
30 Day Avg. Volume264,370
Financial Highlights & Ratios
PEG Ratio-3.75
Price to Book (P/B)5.71
Price to Sales (P/S)1.78
P/FCF Ratio16.49
Enterprise Value/Market Cap1.64
Enterprise Value/Revenue1.49
Enterprise Value/Gross Profit4.86
Enterprise Value/Ebitda11.64
Forecast
1Y Price Target
$173.80Price Target Upside34.55% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)8.84
Revenue Forecast (FY)$1.83B
Huron Consulting Business Overview & Revenue Model
Company Description
Huron Consulting Group Inc. provides global professional services in the United States and internationally. It operates through three segments: Healthcare, Education, and Commercial. The company offers financial and operational performance improve...
How the Company Makes Money
Huron makes money primarily by selling professional services to clients under consulting engagements. Revenue is largely generated from fees billed for time-and-materials work (e.g., hourly or daily billing for consultants and project teams) and, ...
Huron Consulting Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 23, 2026
Earnings Call Sentiment Positive
The call conveyed solid top-line growth, margin expansion, record healthcare performance, strong bookings and backlog, and confidence in AI-driven opportunities—leading management to reaffirm full-year guidance. Offsetting items include significant Q1 cash outflows (annual bonuses and buybacks) that produced negative free cash flow, higher net debt and leverage (3.1x), rising corporate costs, and some digital revenue softness and timing-related DSO increases. Management signaled they will moderate repurchases and target leverage reduction to the low twos by year-end.Positive Updates
Strong Overall Revenue Growth (RBR)
Revenues before reimbursable expenses (RBR) were $443.7M in Q1 2026, up 12.1% versus $395.7M in Q1 2025, driven by growth across health care, education, and commercial segments.
Negative Updates
Negative Free Cash Flow and Large Cash Usage
Q1 operating cash flow used $162.2M (versus $106.8M in Q1 2025) and free cash flow was negative $174.1M in Q1 2026, driven by annual incentive payments and capital spending.
Read all updates
Q1-2026 Updates
Positive
Negative
Strong Overall Revenue Growth (RBR)
Revenues before reimbursable expenses (RBR) were $443.7M in Q1 2026, up 12.1% versus $395.7M in Q1 2025, driven by growth across health care, education, and commercial segments.
Read all positive updates
Company Guidance
Management affirmed 2026 guidance, reiterating RBR of $1.78–$1.86 billion, adjusted EBITDA of 14.5%–15.0% of RBR, and adjusted (non‑GAAP) diluted EPS of $8.35–$9.15; they also expect a full‑year effective tax rate of about 28%–30%, positive free cash flow of $180–$220 million (net of cash taxes and interest, excluding noncash stock‑based comp), and a year‑end leverage target of 2.0x–2.5x adjusted EBITDA (after a seasonal Q1 leverage of 3.1x). Management reiterated disciplined capital allocation—continued programmatic tuck‑in M&A (M&A contribution to growth ~2%–4%, likely toward the lower end) and ongoing share repurchases (Q1 buybacks were $155.5M, ~1.1M shares).Huron Consulting Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
52
Neutral
Cash Flow
64
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.74B | 1.70B | 1.49B | 1.36B | 1.13B | 905.64M |
| Gross Profit | 531.00M | 508.79M | 476.01M | 419.36M | 346.57M | 268.86M |
| EBITDA | 221.83M | 201.71M | 184.29M | 159.69M | 133.18M | 87.80M |
| Net Income | 103.75M | 105.04M | 116.63M | 62.48M | 75.55M | 62.99M |
Balance Sheet | ||||||
| Total Assets | 1.59B | 1.53B | 1.34B | 1.26B | 1.20B | 1.12B |
| Cash, Cash Equivalents and Short-Term Investments | 26.46M | 24.51M | 21.91M | 12.15M | 11.83M | 20.78M |
| Total Debt | 887.43M | 548.34M | 398.61M | 373.88M | 346.09M | 297.24M |
| Total Liabilities | 1.19B | 998.05M | 782.29M | 729.25M | 647.00M | 547.45M |
| Stockholders Equity | 397.44M | 528.63M | 561.33M | 532.89M | 552.04M | 571.90M |
Cash Flow | ||||||
| Free Cash Flow | 117.61M | 182.96M | 192.67M | 100.08M | 61.10M | 2.23M |
| Operating Cash Flow | 138.05M | 193.39M | 201.32M | 135.26M | 85.40M | 17.99M |
| Investing Cash Flow | -138.28M | -145.75M | -79.75M | -36.65M | -20.13M | -20.14M |
| Financing Cash Flow | 3.46M | -45.03M | -111.64M | -98.33M | -74.11M | -44.41M |
Huron Consulting Technical Analysis
Negative
129.17
Price Trends
109.92
Negative
120.84
Negative
142.61
Negative
Market Momentum
-4.46
Negative
44.33
Neutral
52.75
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 129.17 is above the 20-day moving average (MA) of 101.35, above the 50-day MA of 109.92, and below the 200-day MA of 142.61, indicating a bearish trend. The MACD of -4.46 indicates Negative momentum. The RSI at 44.33 is Neutral, neither overbought nor oversold. The STOCH value of 52.75 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 |
|---|---|---|---|---|---|---|---|
70 Outperform | $2.96B | 28.36 | 27.94% | 1.66% | 7.82% | 4.63% | |
70 Outperform | $4.63B | 18.05 | 15.14% | ― | 5.60% | 14.32% | |
67 Neutral | $1.36B | 16.13 | 8.35% | 0.65% | -9.45% | -20.88% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
61 Neutral | $1.58B | 16.17 | 21.83% | ― | 11.79% | -13.03% | |
60 Neutral | $948.71M | 20.16 | 23.64% | 0.97% | 10.50% | -3.09% | |
50 Neutral | $158.60M | -1.56 | -49.24% | 6.74% | -13.38% | 9.50% |
* Industrials Sector Average
HURN
Huron Consulting
97.16
-41.47
-29.91%
CRAI
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146.79
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EXPO
Exponent
60.98
-13.27
-17.88%
FCN
FTI Consulting
153.59
-12.41
-7.48%
ICFI
Icf International
74.99
-12.76
-14.54%
RGP
Resources Connection
4.62
-0.96
-17.14%
Huron Consulting Corporate Events
Executive/Board Changes
Huron Consulting Adds Shoshana Vernick to Board of Directors
Positive
Jun 22, 2026
On June 19, 2026, Huron Consulting Group Inc. appointed Shoshana M. Vernick, co-founder and managing partner of education-focused private equity firm Avathon Capital, to its Board of Directors to serve until the 2027 Annual Meeting, with roles on ...
Executive/Board ChangesShareholder Meetings
Huron Consulting Shareholders Back Directors, Pay and Auditor
Positive
May 12, 2026
At its May 8, 2026 virtual annual meeting, Huron Consulting Group Inc. stockholders voted on board membership, executive pay, and auditor selection, with 15,777,409 shares represented in person or by proxy. Shareholders elected eight directors to ...
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.