Reading HURN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track HURN free→Reading HURN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track HURN free→NASDAQIndustrialsConsulting ServicesSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, and earnings quality is mixed. Management's recent track record has been steady, and it has a capital-friendly stance. Risk is elevated, and the sector backdrop is a headwind, while HURN trades above typical for sector peers. Peer multiples imply a price about 42% above where it trades (it looks cheap on this basis); the read is cheap, quality intact. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $107.66. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $108 HURN trades at 14× p/e, below its 24× p/e peer median. Our $185 fair value sits above the price; medium confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 42% below a flat-multiple fair value, below our forecast of about 14%. This describes what's priced in, not a forecast of the move.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
Over the trailing year it converted 1.33x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 60% for the rest of the cohort, n=4440).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $2.19 → $2.17 (-0.6% / 30d). 2 raised, 2 cut, 5 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 100% of analysts rate Buy.
1 PT revisions / 30d. Avg target 39.5% above current price.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$171.
How much price usually moves either way.
On a bad day, this stock has moved -$396.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,454.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The FOMC decision can impact interest rates and economic growth. This affects consulting demand.
Confirms one read:FOMC raises interest rates by more than 25 basis points.
Confirms the other:FOMC keeps interest rates unchanged or lowers them.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for HURN yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
and the attached Exhibit 99.1 shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Research & Consulting Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
HURN Huron Consulting Group, Inc. | Above typical Show detailsSector percentile: 78 of 100 | inexpensive | elevated |
VRSK Verisk Analytics | Above typical Show detailsSector percentile: 84 of 100 | fair | elevated |
EFX Equifax | Above typical Show detailsSector percentile: 85 of 100 | fair | elevated |
TRU TransUnion | Above typical Show detailsSector percentile: 92 of 100 | fair | moderate |
BAH Booz Allen Hamilton | Above typical Show detailsSector percentile: 96 of 100 | inexpensive | elevated |
2 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 59% for the rest of the cohort, n=792).
Not investment advice. As of 2026-06-16.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Maintain revenue guidance for 2026 in the range of $1.78 billion to $1.86 billion.
Continue to anticipate adjusted EBITDA as a percentage of RBR in a range of 14.5% to 15.0%.
Why it matters: If the sector starts to grow again, it may help Huron's performance. This could indicate a better business environment.
Confirms:Revenue growth in the industrials sector rises above 7% year over year.
Disproves:Revenue growth in the sector remains below 5% year over year.
Why it matters: Earnings results will show how well Huron is managing in a tough sector. Investors will look for signs of growth or weakness.
Confirms one read:Earnings per share (EPS) beats expectations by more than 5%.
Confirms the other:EPS falls short of expectations by more than 5%.
and the attached Exhibit 99.1 shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.
and the attached Exhibit 99.1 shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.
Entry into a Material Definitive Agreement. On July 30, 2025, Huron Consulting Group Inc. (the "Company" or "Huron"), and certain of the Company's subsidiaries entered into a Fourth Amended and Restated Credit Agreement dated as of July 30, 2025 (the "Amended Credit Agreement") by and among the Company, as borrower, certain subsidiaries of the Company, as guarantors, the lenders identified therein and Bank of America, N.A., as administrative agent and collateral agent, consisting of a $700 mi…
and the attached Exhibit 99.1 shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.