Huron Consulting Group Inc.
- Open
- 91.20
- Day high
- 98.47
- Day low
- 90.25
- Prev close
- 90.16
- Volume
- 191K
- Mkt cap
- $1.6B
- P/E (TTM)
- 16.3
- EPS (TTM)
- $6.01
- P/B
- 4.0
- P/S
- 0.9
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$482K over the last 3 months (0 open-market buys, 9 sales)
- 🏛Institutions mixed (13F)
Huron Consulting Group Inc. (HURN) is a Industrials company listed on NASDAQ. The stock is down 34% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 9 sales (SEC Form 4).
Huron Consulting Group Inc. (HURN) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
HURN earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $1.58 | $1.73 | +9.5% | $444M | +1.5% |
| Feb 24, 2026 | $1.94 | $2.17 | +11.9% | $442M | -0.2% |
| Jul 31, 2025 | $1.79 | $1.89 | +5.6% | $403M | -2.3% |
| Feb 25, 2025 | $1.52 | $1.90 | +25.0% | $399M | +4.9% |
| Apr 30, 2024 | $0.89 | $1.23 | +38.2% | $363M | +3.5% |
| Feb 27, 2024 | $1.12 | $1.29 | +15.2% | $350M | +2.4% |
| Nov 2, 2023 | $1.18 | $1.39 | +17.8% | $367M | +7.5% |
| Jul 27, 2023 | $1.00 | $1.38 | +38.0% | $355M | +11.8% |
| May 2, 2023 | $0.66 | $0.87 | +31.8% | $326M | +8.9% |
| Feb 28, 2023 | $0.99 | $1.12 | +13.1% | $321M | +13.7% |
| Nov 1, 2022 | $0.99 | $1.01 | +2.0% | $292M | +9.4% |
| Jul 28, 2022 | $0.80 | $0.83 | +3.7% | $281M | +10.9% |
HURN insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 27, 2026 | Brown Joydirector | Sell | 1,099 | $105.43 |
| May 27, 2026 | Brown Joydirector | Sell | 622 | $104.08 |
| May 27, 2026 | Brown Joydirector | Sell | 100 | $106.25 |
| May 13, 2026 | Zumwalt Debradirector | Sell | 598 | $118.44 |
| May 13, 2026 | Singh-Bushell Ektadirector | Sell | 443 | $118.44 |
| May 12, 2026 | Brown Joydirector | Grant | 1,500 | — |
| May 12, 2026 | MCCARTNEY JOHNdirector | Grant | 1,500 | — |
| May 12, 2026 | Zumwalt Debradirector | Grant | 1,500 | — |
| May 12, 2026 | SAWYER HUGH E IIIdirector | Grant | 1,500 | — |
| May 12, 2026 | Markell Peter Kennethdirector | Grant | 1,500 | — |
| May 12, 2026 | LOCKHART H EUGENEdirector | Grant | 1,500 | — |
| May 5, 2026 | MCCARTNEY JOHNdirector | Sell | 500 | $132.04 |
| Apr 6, 2026 | Zumwalt Debradirector | Sell | 170 | $126.93 |
| Apr 6, 2026 | Singh-Bushell Ektadirector | Sell | 126 | $126.93 |
| Apr 3, 2026 | Calder-Katz Hopeofficer: EVP, Gen. Counsel & Corp Sec | Tax | 78 | $127.49 |
Source: HURN SEC Form 4 filings, latest May 27, 2026. For informational purposes only — not investment advice.
See the full HURN insider & 13F page →Huron Consulting Group Inc. company profile
Overview
Huron Consulting Group Inc. (NASDAQ:HURN) is a Chicago-based professional services firm founded in 2002 and publicly traded since 2004. The company provides specialized consulting services across three primary sectors: healthcare, education, and commercial industries. Over its two-decade history, Huron has evolved from a traditional consulting firm into a comprehensive advisory and digital solutions provider, serving clients throughout the United States and internationally. The firm has built its reputation on helping organizations navigate complex operational, financial, and regulatory challenges while transforming their business models through technology and process improvements.
Business
Huron operates as a professional services consulting firm specializing in three distinct business segments that address different market needs and client bases. The Healthcare segment represents approximately 50-52% of total revenues and focuses on serving hospitals, health systems, academic medical centers, and healthcare organizations. This division provides financial and operational improvement services, helping healthcare providers optimize their revenue cycles, reduce costs, and improve patient care delivery. The segment also offers managed services for revenue cycle operations, where Huron takes over and manages specific business processes for clients on an ongoing basis. Additionally, the healthcare team provides digital transformation services, implementing technology solutions and analytics to modernize healthcare operations. The Education segment accounts for roughly 31-33% of revenues and serves colleges, universities, academic medical centers, and research institutions. This division helps educational organizations manage research administration, optimize student lifecycle processes, and navigate complex regulatory environments. Key services include research enterprise management, student enrollment advisory, and digital transformation initiatives. The segment has particular expertise in helping institutions manage federal research funding and compliance requirements. The Commercial segment comprises approximately 16-19% of revenues and serves clients across various industries including life sciences, financial services, energy, utilities, and manufacturing. This division provides restructuring and turnaround services, capital advisory, digital transformation, and strategic consulting. The commercial team helps companies navigate financial distress, optimize operations, and implement technology solutions to improve business performance. Across all segments, Huron has developed significant digital capabilities that reached nearly $500 million in annual revenue by 2024. These digital services include technology implementation, data analytics, artificial intelligence solutions, and cloud-based platforms that help clients modernize their operations and improve decision-making processes.
Revenue model
Huron generates revenue through multiple business models that vary by segment and service type. The company's revenue structure includes both project-based consulting work and ongoing managed services contracts. Project-based consulting represents a significant portion of revenue, where Huron charges clients for specific engagements such as operational improvements, financial restructuring, digital implementations, or strategic advisory work. These projects typically range from several months to multiple years and are billed based on time and materials or fixed-fee arrangements. The healthcare and education segments often involve complex, multi-year transformation projects that can generate substantial revenue per engagement. Managed services provide a recurring revenue stream, particularly in the healthcare segment where Huron operates revenue cycle management services for clients. Under these arrangements, Huron takes over specific business processes and charges ongoing fees based on performance metrics or transaction volumes. This model provides more predictable revenue and typically generates higher margins once established. Digital solutions and technology services generate revenue through software licensing, implementation services, and ongoing support. As organizations increasingly adopt digital transformation initiatives, this revenue stream has grown significantly and often involves both upfront implementation fees and recurring subscription or support revenues. Several factors influence Huron's profitability and margins. Utilization rates of consulting staff directly impact margins, with the company targeting utilization rates above 75% across its workforce. Pricing power varies by market conditions and client urgency, with distressed situations and regulatory compliance needs often commanding premium rates. The company's global delivery model helps reduce costs by leveraging lower-cost resources in international locations for certain service components. Market conditions significantly affect demand patterns. Healthcare organizations facing financial pressures from rising costs and regulatory changes drive strong demand for Huron's performance improvement services. Educational institutions dealing with enrollment declines and funding uncertainties create opportunities for operational optimization work. Economic downturns typically increase demand for restructuring services in the commercial segment, though they may reduce spending on discretionary strategic consulting projects.
Competitive moat
Huron's competitive position relies on several defensive characteristics, though the consulting industry generally lacks strong structural moats. The company's primary competitive advantages stem from specialized expertise and relationships built over decades of serving specific industries. In healthcare, Huron has developed deep domain knowledge of revenue cycle management, regulatory compliance, and operational improvement specific to hospitals and health systems. The complexity of healthcare operations and the critical nature of financial performance create high switching costs once Huron becomes embedded in a client's operations. The managed services model particularly strengthens client relationships, as changing providers involves significant operational risk and disruption. The education segment benefits from Huron's specialized understanding of research administration, federal funding requirements, and academic operations. Universities and research institutions face unique regulatory and operational challenges that require specific expertise, creating barriers for generalist consulting firms to compete effectively. Client relationships and repeat business provide some defensive characteristics, with approximately 88% of revenue coming from repeat clients. Long-term relationships reduce client acquisition costs and provide insights into client needs that competitors may lack. However, Huron faces meaningful competitive threats. Large consulting firms like McKinsey, Deloitte, and PwC have significantly greater resources and can compete aggressively for major engagements. Specialized boutique firms may offer deeper expertise in specific areas or more competitive pricing. The rise of technology solutions and automation could potentially reduce demand for traditional consulting services, though Huron has been investing in digital capabilities to address this threat. The consulting industry's project-based nature means client relationships must be continuously renewed, and there are limited barriers preventing clients from switching providers between engagements. While Huron's industry specialization provides some protection, the competitive moat is relatively narrow and requires constant reinforcement through superior service delivery and relationship management.
Risks & safety
Huron demonstrates a moderate margin of safety with manageable financial risks but some areas of concern. Liquidity and Debt Position: - Cash and short-term investments of $23.4 million as of Q1 2025 - Current ratio of 2.08, indicating adequate short-term liquidity - Debt-to-equity ratio of 1.24, representing moderate leverage levels - Negative free cash flow of -$108.7 million in Q1 2025, though this appears seasonal as full-year 2024 generated positive $192.7 million Valuation Metrics: - Price-to-earnings ratio of 26.0 based on Q1 2025 results - EV/EBITDA of 19.2, suggesting elevated valuation - Price-to-book ratio of 5.17, indicating premium valuation relative to book value - Graham number of 29.3 compared to current price of $135.94, suggesting potential overvaluation Other Considerations: - Strong return on equity of 20.8% for full year 2024 - Consistent profitability with net income margins around 6-8% - Revenue growth trajectory averaging 10-15% annually - Professional services model provides asset-light operations but creates earnings volatility
Recent development
Over the past several years, Huron has executed a strategic transformation focused on expanding digital capabilities, strengthening market positions, and improving operational efficiency. The company has pursued both organic growth initiatives and strategic acquisitions to build a more comprehensive service portfolio. Digital Transformation and AI Integration: Huron has significantly expanded its digital capabilities, growing this segment to nearly $500 million in annual revenue by 2024. The company is actively incorporating artificial intelligence solutions across all three business segments, building AI capabilities internally while using AI tools to improve operational efficiency. This digital focus positions Huron to compete more effectively against technology-focused competitors and meet evolving client demands. Strategic Acquisitions: The company completed the acquisition of AXIA Consulting to expand supply chain and technology capabilities, particularly benefiting the commercial segment. Huron also announced plans to acquire GG&A, a philanthropy-focused consulting firm, to strengthen its education segment offerings. These acquisitions reflect a strategy of adding specialized capabilities rather than pursuing scale-focused deals. Portfolio Optimization: Huron divested its Studer Education business to focus resources on higher-growth, higher-margin opportunities. This divestiture demonstrates management's willingness to exit non-core businesses that don't align with strategic priorities. Operational Excellence Initiatives: The company has implemented several margin expansion initiatives including utilization rate improvements (targeting above 77%), pricing optimization, and expanding its global delivery model to reduce service delivery costs. These efforts have contributed to consecutive years of EBITDA margin expansion. Market Position Strengthening: In healthcare, Huron has diversified its service portfolio beyond traditional performance improvement to include more managed services and digital solutions. The education segment has expanded its research administration capabilities and digital transformation services. The commercial segment has focused on building stronger digital offerings while maintaining its restructuring and turnaround expertise.
HURN company profile · for informational purposes only — not investment advice.
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