Huron Consulting Group Inc. (HURN) AI Stock Analysis
HURN AI stock analysis summary
AI ResearchHuron Consulting Group Inc. is a global professional services firm focused on healthcare, business advisory, and education. Over the trailing twelve months, the company generated $1.77B in revenue with an operating margin of 11.7%. For the quarter ended June 30, 2026, revenue increased 15.7% year-over-year while quarterly earnings expanded by 75.2%.
- Market cap
- $2.78B
- Revenue (TTM)
- $1.77B
- P/E
- 26.3x fwd 15.5x
- 1Y return
- 18.8% S&P 500 16.8%
- Avg. target
- $190.75 9.1% vs last close
Bull case
- Quarterly earnings grew 75.2% year-over-year for the period ended June 30, 2026.
- Free cash flow reached $183.0M in FY2025, enabling $166.7M in share buybacks and a 5-year share count reduction of 23.7%.
- Consensus estimates project full-year EPS will increase 17.5% to $9.20 for the fiscal year ending December 31, 2026.
Bear case
- The company holds total debt of $864.5M against just $31.2M in cash and short-term investments as of June 30, 2026.
- Huron's debt-to-equity ratio stands at 2.25, with total debt exceeding shareholders' equity of $384.8M.
- The stock trades at a price-to-book multiple of 6.6x and sits 27.0% above its 200-day moving average.
What Huron Consulting does
Huron Consulting Group Inc. is a professional services firm that offers consultancy services across the United States and internationally. It operates through three main segments: Healthcare, Business Advisory, and Education. The Healthcare segment delivers advisory services targeting operational and financial improvements, care transformation, revenue cycle managed services, and digital analytics solutions to hospitals, health systems, and health plans. The Business Advisory segment provides cloud technology, analytics, restructuring, and capital advisory solutions across diverse sectors including life sciences, financial services, utilities, and industrials. The Education segment provides organizational transformation, research enterprise, student lifecycle, and digital solutions to institutions.
Growth and profitability
Huron expanded revenue from $905.6M in FY2021 to $1.70B in FY2025, reflecting a 5-year revenue CAGR of 15.0%. Net income rose from $63.0M in FY2021 to $105.0M in FY2025, while diluted EPS increased from $2.62 to $7.84. In FY2025, operating margin reached 11.7% and net margin was 6.2%. Trailing twelve months revenue stands at $1.77B with an operating margin of 11.7% and profit margin of 6.5%. For the latest quarter ended June 30, 2026, quarterly revenue grew 15.7% year-over-year, and quarterly earnings grew 75.2%.
Balance sheet and cash flow
As of June 30, 2026, Huron had $31.2M in cash and short-term investments against $864.5M in total debt, resulting in net debt of $833.3M. The company reported a current ratio of 1.71, shareholders' equity of $384.8M, and a debt-to-equity ratio of 2.25. In FY2025, operating cash flow was $193.4M and free cash flow was $183.0M. Huron directed capital toward $10.4M of capital expenditures and repurchased $166.7M of shares, helping drive a 5-year share count change of -23.7%.
Valuation and performance
Huron trades at a trailing P/E of 26.3x compared to 24.8x for the median of its US-listed Industrials peers, while its forward P/E of 15.5x sits below the peer median of 17.2x. The enterprise value to EBITDA multiple is 13.8x, matching closely with the peer median of 13.9x. The company's price-to-sales ratio is 1.6x against the peer median of 1.5x. Over the past year, Huron delivered a return of 18.8%, outpacing the S&P 500 ETF (SPY) return of 16.8%. Over a 5-year period, the stock gained 240.9% compared to 83.0% for the S&P 500 ETF.
What analysts expect
Wall Street analysts hold 4 Strong Buy ratings and 1 Buy rating on Huron, with no Hold or Sell recommendations. The mean price target is $190.75, implying 9.1% upside over the last close of $174.86. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $1.87B and EPS of $9.20, an increase of 17.5%. Huron has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is October 27, 2026.
Key risks and what to watch
- Net debt stands at $833.3M with $31.2M in cash as of June 30, 2026, leaving limited balance sheet cushion.
- Operating margin remained flat at 11.7% between FY2025 and the trailing twelve months, showing margin expansion has paused.
- Institutions hold 104.4% of the shares, while short interest represents 5.3% of the float.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this HURN AI stock analysis
This page is an AI-written research summary of Huron Consulting Group Inc. (HURN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: HURN income statement, HURN balance sheet, HURN key metrics, HURN analyst forecast, HURN chart. See the HURN stock overview for the latest quote and news.
HURN AI stock analysis FAQ
What is Huron Consulting Group's debt load?
As of June 30, 2026, Huron had $864.5M in total debt and $31.2M in cash and short-term investments, resulting in net debt of $833.3M and a debt-to-equity ratio of 2.25.
Does Huron Consulting Group pay a dividend?
Huron does not pay a regular dividend. Instead, the company returned capital through $166.7M of share buybacks in FY2025.
What do analysts expect for Huron's upcoming earnings?
Analysts estimate EPS of $9.20 on $1.87B in revenue for the fiscal year ending December 31, 2026, with the next earnings announcement scheduled for October 27, 2026.
How has Huron stock performed compared to the broader market?
Huron gained 18.8% over the past 1 year and 240.9% over 5 years, outperforming the S&P 500 ETF returns of 16.8% and 83.0% over the same periods.