Huron Consulting Group, Inc. (HURN)

Q: What's priced into Huron Consulting Group, Inc. (HURN) stock?

Valuation is broadly aligned with the evidence, and the expectations gap is modest. HURN carries a small premium versus peers, so expectations do not appear especially stretched; recent valuation has also declined, though the evidence does not establish that the shares are cheap.

Q: What does the Huron Consulting Group, Inc. (HURN) outlook hinge on?

For the multi-year view, a key test is whether management sustains growth and margin execution without reversing its recent guidance increase. Sector signals also matter: continued strong results from EFX, BAH, and FCN could support the backdrop, while misses or lower guidance from those companies could weaken it.

NASDAQIndustrialsConsulting ServicesSnapshot 2026-10-23

$195.69+1.21%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Huron Consulting Group, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	481.26M
EPS	—	2.567
FY 2026 · Annual
Revenue	$1.85B–$1.89B	1.87B
EPS	$9–$9.4non-GAAP	9.198
FY 2027 · Annual
Revenue	—	2.04B
EPS	—	10.59

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
EPS at or above $7.6 per share for 2025	The company raised EPS guidance to about $7.6 per share for 2025.	Intact	EPS falls below $7.5 per share in FY25	Diluted EPS: $1.91 per share FY2026-Q2; GAAP. Published target: >= $7.6 per share. Target period is not explicitly aligned with this observation. Source published Jul 28, 20261.91 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 3b816585-e0be-4057-b7f9-670a45345a72. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Adjusted EBITDA margin near 14.5% to 15.0%	Profit margins stay near 15%.	Under Pressure	Margin falls below 14.5% in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin improved from 15.1% in 2025-Q2 to 15.6% in 2026-Q2. Management maintains 2026 guidance for adjusted EBITDA margin at 14.5% to 15.0%, showing delivering margin expansion consistent with guidance. Delivery assessment Oct 24, 2026
Maintain revenue near $1.82 billion in 2026	A primary condition in Huron Consulting Group, Inc.'s published investment case. The stated target is >= $1.78 billion and <= $1.86 billion.	Under Pressure	Revenue falls below $1.78 billion or above $1.86 billion in FY26	Revenue: $475.042M FY2026-Q2; GAAP. Published target: >= $1.78 billion and <= $1.86 billion. Target period is not explicitly aligned with this observation. Source published Jul 28, 2026475,042,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 3b816585-e0be-4057-b7f9-670a45345a72. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Revenue grew from $404.1 million in 2025-Q1 to $465.6 million in 2026-Q2, a 15.2% increase. Management increased full year 2026 revenue guidance from $1.78-$1.86 billion to $1.85-$1.89 billion in 2026-Q2, reflecting delivering growth and upward trajectory. Delivery assessment Oct 24, 2026
Maintain valuation discount to peer median P/E	It has a cheap valuation with a P/E of 13.4, half the peer median.	Intact	P/E rises above peer median of 27.0	P/E (TTM): 23.13x As of 2026-10-23; trailing twelve months. The target timing and basis require a separate assessment. Market data as of Oct 23, 202623.1312 ratio · calculatedLast status assessment Oct 24, 2026 Measurement source consolidated · TTM valuation Period ending Oct 23, 2026 Source: mart.stock_valuation_daily. Reference: HURN:2026-10-23. Source status: canonical calculation. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	4 / 4
2026-07-25	$10.22	$1,978,455,460	5 / 5
2026-07-26	$10.22	$1,978,455,460	5 / 5
2026-07-27	$10.22	$1,978,455,460	5 / 5
2026-07-28	Unavailable	Unavailable	4 / 4
2026-07-29	$10.22	$1,978,455,460	5 / 5
2026-07-30	$10.22	$1,978,455,460	5 / 5
2026-07-31	$10.46	$2,025,892,100	5 / 5
2026-08-01	Unavailable	Unavailable	4 / 4
2026-08-02	$10.46	$2,025,892,100	5 / 5
2026-08-03	Unavailable	Unavailable	4 / 4
2026-08-04	$10.59	$2,039,967,700	5 / 5
2026-08-05	$10.59	$2,039,967,700	5 / 5
2026-08-06	$10.59	$2,039,967,700	5 / 5
2026-08-07	Unavailable	Unavailable	4 / 4
2026-08-08	Unavailable	Unavailable	4 / 4
2026-08-09	Unavailable	Unavailable	4 / 4
2026-08-10	$10.59	$2,039,967,700	5 / 5
2026-08-12	$10.59	$2,039,967,700	5 / 5
2026-08-13	Unavailable	Unavailable	4 / 4
2026-08-14	Unavailable	Unavailable	4 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	Unavailable	Unavailable	4 / 4
2026-08-21	Unavailable	Unavailable	4 / 4
2026-08-22	Unavailable	Unavailable	4 / 4
2026-08-23	Unavailable	Unavailable	4 / 4
2026-08-24	Unavailable	Unavailable	4 / 4
2026-08-25	Unavailable	Unavailable	4 / 4
2026-08-26	Unavailable	Unavailable	4 / 4
2026-08-27	Unavailable	Unavailable	4 / 4
2026-08-28	Unavailable	Unavailable	4 / 4
2026-08-29	Unavailable	Unavailable	4 / 4
2026-08-30	Unavailable	Unavailable	4 / 4
2026-08-31	Unavailable	Unavailable	4 / 4
2026-09-01	Unavailable	Unavailable	4 / 4
2026-09-02	Unavailable	Unavailable	4 / 4
2026-09-03	Unavailable	Unavailable	4 / 4
2026-09-04	Unavailable	Unavailable	4 / 4
2026-09-05	Unavailable	Unavailable	4 / 4
2026-09-06	Unavailable	Unavailable	4 / 4
2026-09-07	Unavailable	Unavailable	4 / 4
2026-09-08	Unavailable	Unavailable	4 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	Unavailable	Unavailable	4 / 4
2026-09-13	Unavailable	Unavailable	4 / 4
2026-09-14	Unavailable	Unavailable	4 / 4
2026-09-15	Unavailable	Unavailable	4 / 4
2026-09-16	Unavailable	Unavailable	4 / 4
2026-09-17	Unavailable	Unavailable	4 / 4
2026-09-18	Unavailable	Unavailable	4 / 4
2026-09-19	Unavailable	Unavailable	4 / 4
2026-09-20	Unavailable	Unavailable	4 / 4
2026-09-21	Unavailable	Unavailable	4 / 4
2026-09-22	Unavailable	Unavailable	4 / 4
2026-09-23	Unavailable	Unavailable	4 / 4
2026-09-24	Unavailable	Unavailable	4 / 4
2026-09-25	Unavailable	Unavailable	4 / 4
2026-09-26	Unavailable	Unavailable	4 / 4
2026-09-27	Unavailable	Unavailable	4 / 4
2026-09-28	Unavailable	Unavailable	4 / 4
2026-09-29	Unavailable	Unavailable	4 / 4
2026-09-30	Unavailable	Unavailable	4 / 4
2026-10-01	Unavailable	Unavailable	4 / 4
2026-10-02	Unavailable	Unavailable	4 / 4
2026-10-03	Unavailable	Unavailable	4 / 4
2026-10-04	Unavailable	Unavailable	4 / 4
2026-10-05	Unavailable	Unavailable	4 / 4
2026-10-06	Unavailable	Unavailable	4 / 4
2026-10-07	Unavailable	Unavailable	4 / 4
2026-10-08	Unavailable	Unavailable	4 / 4
2026-10-09	Unavailable	Unavailable	4 / 4
2026-10-10	Unavailable	Unavailable	4 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	Unavailable	Unavailable	4 / 4
2026-10-15	Unavailable	Unavailable	4 / 4
2026-10-16	Unavailable	Unavailable	4 / 4
2026-10-17	Unavailable	Unavailable	4 / 4
2026-10-18	Unavailable	Unavailable	4 / 4
2026-10-19	Unavailable	Unavailable	4 / 4
2026-10-20	Unavailable	Unavailable	4 / 4
2026-10-21	Unavailable	Unavailable	4 / 4
2026-10-22	Unavailable	Unavailable	4 / 4
2026-10-23	Unavailable	Unavailable	4 / 4
2026-10-24	Unavailable	Unavailable	4 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	5	0	0
2026-06-01	5	0	0
2026-07-01	5	0	0
2026-08-01	5	0	0
2026-09-01	5	0	0
2026-10-01	5	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 5 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Truist FinancialOct 23 · prior Jun 9

$155.00 → $220.00+41.9%

$0$121.00$242.00

1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

EPS at or above $7.6 per share for 2025Diluted EPS: $1.91 per share
Adjusted EBITDA margin near 14.5% to 15.0%Published status: Under Pressure
Maintain revenue near $1.82 billion in 2026Published status: Under Pressure
Maintain valuation discount to peer median P/EP/E (TTM): 23.13x

Next proof point

Nov 3, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.8%Typical daily move · historical

Downside history

-51.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Huron Consulting Group, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

HURN is a growth-oriented professional services business with execution and sector-cycle risks, rather than a low-risk compounder. Its long-term thesis is intact: recent performance remains in the top half of its industry, and management is on track with its stated priorities.

What's priced into Huron Consulting Group, Inc.

Valuation is broadly aligned with the evidence, and the expectations gap is modest. HURN carries a small premium versus peers, so expectations do not appear especially stretched; recent valuation has also declined, though the evidence does not establish that the shares are cheap.

What the fundamentals likely do

Near term, revenue growth and adjusted EBITDA margin progress support the business, and management raised full-year 2026 revenue guidance after the latest quarter. Earnings quality remains fragile, however, and the sector backdrop is a headwind; a recent history of a deep miss and peers missing add risk despite a low current miss-risk estimate.

What Huron Consulting Group, Inc. hinges on

For the multi-year view, a key test is whether management sustains growth and margin execution without reversing its recent guidance increase. Sector signals also matter: continued strong results from EFX, BAH, and FCN could support the backdrop, while misses or lower guidance from those companies could weaken it.

Bottom line

Over the next 1 to 3 years, the thesis rests on continued execution and a steadier sector backdrop, with fragile earnings quality and high risk limiting confidence. Not investment advice.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	481.26M
EPS	—	2.567
FY 2026 · Annual
Revenue	$1.85B–$1.89B	1.87B
EPS	$9–$9.4non-GAAP	9.198
FY 2027 · Annual
Revenue	—	2.04B
EPS	—	10.59

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	4 / 4
2026-07-25	$10.22	$1,978,455,460	5 / 5
2026-07-26	$10.22	$1,978,455,460	5 / 5
2026-07-27	$10.22	$1,978,455,460	5 / 5
2026-07-28	Unavailable	Unavailable	4 / 4
2026-07-29	$10.22	$1,978,455,460	5 / 5
2026-07-30	$10.22	$1,978,455,460	5 / 5
2026-07-31	$10.46	$2,025,892,100	5 / 5
2026-08-01	Unavailable	Unavailable	4 / 4
2026-08-02	$10.46	$2,025,892,100	5 / 5
2026-08-03	Unavailable	Unavailable	4 / 4
2026-08-04	$10.59	$2,039,967,700	5 / 5
2026-08-05	$10.59	$2,039,967,700	5 / 5
2026-08-06	$10.59	$2,039,967,700	5 / 5
2026-08-07	Unavailable	Unavailable	4 / 4
2026-08-08	Unavailable	Unavailable	4 / 4
2026-08-09	Unavailable	Unavailable	4 / 4
2026-08-10	$10.59	$2,039,967,700	5 / 5
2026-08-12	$10.59	$2,039,967,700	5 / 5
2026-08-13	Unavailable	Unavailable	4 / 4
2026-08-14	Unavailable	Unavailable	4 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	Unavailable	Unavailable	4 / 4
2026-08-21	Unavailable	Unavailable	4 / 4
2026-08-22	Unavailable	Unavailable	4 / 4
2026-08-23	Unavailable	Unavailable	4 / 4
2026-08-24	Unavailable	Unavailable	4 / 4
2026-08-25	Unavailable	Unavailable	4 / 4
2026-08-26	Unavailable	Unavailable	4 / 4
2026-08-27	Unavailable	Unavailable	4 / 4
2026-08-28	Unavailable	Unavailable	4 / 4
2026-08-29	Unavailable	Unavailable	4 / 4
2026-08-30	Unavailable	Unavailable	4 / 4
2026-08-31	Unavailable	Unavailable	4 / 4
2026-09-01	Unavailable	Unavailable	4 / 4
2026-09-02	Unavailable	Unavailable	4 / 4
2026-09-03	Unavailable	Unavailable	4 / 4
2026-09-04	Unavailable	Unavailable	4 / 4
2026-09-05	Unavailable	Unavailable	4 / 4
2026-09-06	Unavailable	Unavailable	4 / 4
2026-09-07	Unavailable	Unavailable	4 / 4
2026-09-08	Unavailable	Unavailable	4 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	Unavailable	Unavailable	4 / 4
2026-09-13	Unavailable	Unavailable	4 / 4
2026-09-14	Unavailable	Unavailable	4 / 4
2026-09-15	Unavailable	Unavailable	4 / 4
2026-09-16	Unavailable	Unavailable	4 / 4
2026-09-17	Unavailable	Unavailable	4 / 4
2026-09-18	Unavailable	Unavailable	4 / 4
2026-09-19	Unavailable	Unavailable	4 / 4
2026-09-20	Unavailable	Unavailable	4 / 4
2026-09-21	Unavailable	Unavailable	4 / 4
2026-09-22	Unavailable	Unavailable	4 / 4
2026-09-23	Unavailable	Unavailable	4 / 4
2026-09-24	Unavailable	Unavailable	4 / 4
2026-09-25	Unavailable	Unavailable	4 / 4
2026-09-26	Unavailable	Unavailable	4 / 4
2026-09-27	Unavailable	Unavailable	4 / 4
2026-09-28	Unavailable	Unavailable	4 / 4
2026-09-29	Unavailable	Unavailable	4 / 4
2026-09-30	Unavailable	Unavailable	4 / 4
2026-10-01	Unavailable	Unavailable	4 / 4
2026-10-02	Unavailable	Unavailable	4 / 4
2026-10-03	Unavailable	Unavailable	4 / 4
2026-10-04	Unavailable	Unavailable	4 / 4
2026-10-05	Unavailable	Unavailable	4 / 4
2026-10-06	Unavailable	Unavailable	4 / 4
2026-10-07	Unavailable	Unavailable	4 / 4
2026-10-08	Unavailable	Unavailable	4 / 4
2026-10-09	Unavailable	Unavailable	4 / 4
2026-10-10	Unavailable	Unavailable	4 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	Unavailable	Unavailable	4 / 4
2026-10-15	Unavailable	Unavailable	4 / 4
2026-10-16	Unavailable	Unavailable	4 / 4
2026-10-17	Unavailable	Unavailable	4 / 4
2026-10-18	Unavailable	Unavailable	4 / 4
2026-10-19	Unavailable	Unavailable	4 / 4
2026-10-20	Unavailable	Unavailable	4 / 4
2026-10-21	Unavailable	Unavailable	4 / 4
2026-10-22	Unavailable	Unavailable	4 / 4
2026-10-23	Unavailable	Unavailable	4 / 4
2026-10-24	Unavailable	Unavailable	4 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings