Huron Consulting Group (NASDAQ:HURN) Issues Earnings Results

Huron Consulting Group (NASDAQ:HURN) issued its quarterly earnings results on Tuesday. The business services provider reported $1.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.15, Zacks reports. The firm had revenue of $451.77 million during the quarter, compared to analyst estimates of $437.12 million. Huron Consulting Group had a return on equity of 28.20% and a net margin of 6.18%.The firm’s quarterly revenue was up 12.1% on a year-over-year basis. During the same period last year, the company posted $1.68 EPS. Huron Consulting Group updated its FY 2026 guidance to 8.350-9.150 EPS.

Here are the key takeaways from Huron Consulting Group’s conference call:

• Huron reported RBR of $443.7M, up 12.1% year-over-year, driven by strength across Healthcare (Healthcare RBR $225.2M, +13.5%), Education, and Commercial segments.
• Management affirmed full-year targets: RBR $1.78B–$1.86B, adjusted EBITDA 14.5%–15% of RBR, and adjusted EPS $8.35–$9.15, citing strong pipeline and backlog.
• Margins expanded as adjusted EBITDA rose to $50.6M (11.4% of RBR) versus $41.5M (10.5%) a year ago, with operating-margin improvements in Education and Commercial segments.
• Cash flow and leverage pressures: Q1 free cash flow was negative ~$174M after $155.5M of share repurchases, net debt increased to $829.5M and leverage climbed to 3.1x adjusted EBITDA (management says this is seasonal and targets ~2.0x–2.5x by year-end).
• Huron is increasing investment in AI (organic hiring, partnerships like Hippocratic AI) and expects AI to be a material driver of future growth, margin expansion, and shareholder value.

Huron Consulting Group Price Performance

Shares of HURN traded up $0.12 during trading hours on Tuesday, hitting $132.22. 226,044 shares of the company were exchanged, compared to its average volume of 218,252. The company has a market capitalization of $2.19 billion, a PE ratio of 22.60 and a beta of 0.15. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.17 and a quick ratio of 1.17. The firm has a fifty day simple moving average of $130.68 and a 200-day simple moving average of $153.47. Huron Consulting Group has a one year low of $116.12 and a one year high of $186.77.

Insider Buying and Selling at Huron Consulting Group

In other news, Director John Mccartney sold 500 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $127.68, for a total transaction of $63,840.00. Following the completion of the sale, the director directly owned 40,817 shares of the company’s stock, valued at $5,211,514.56. This trade represents a 1.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 796 shares of company stock worth $101,411. Company insiders own 2.07% of the company’s stock.

Institutional Trading of Huron Consulting Group

Several hedge funds and other institutional investors have recently modified their holdings of the business. Mcguire Capital Advisors Inc. acquired a new stake in shares of Huron Consulting Group in the fourth quarter worth $50,000. Invesco Ltd. raised its holdings in shares of Huron Consulting Group by 12.2% during the fourth quarter. Invesco Ltd. now owns 247,393 shares of the business services provider’s stock worth $42,777,000 after acquiring an additional 26,933 shares in the last quarter. Susquehanna Fundamental Investments LLC raised its holdings in shares of Huron Consulting Group by 243.8% during the fourth quarter. Susquehanna Fundamental Investments LLC now owns 15,001 shares of the business services provider’s stock worth $2,594,000 after acquiring an additional 10,638 shares in the last quarter. Osterweis Capital Management Inc. purchased a new stake in shares of Huron Consulting Group during the fourth quarter worth $8,414,000. Finally, Janus Henderson Group PLC raised its holdings in shares of Huron Consulting Group by 688.5% during the fourth quarter. Janus Henderson Group PLC now owns 65,682 shares of the business services provider’s stock worth $11,356,000 after acquiring an additional 57,352 shares in the last quarter. Institutional investors and hedge funds own 93.90% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Barrington Research increased their price target on Huron Consulting Group from $190.00 to $207.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Weiss Ratings lowered Huron Consulting Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Wedbush assumed coverage on Huron Consulting Group in a research note on Thursday, April 9th. They set an “outperform” rating and a $160.00 price target for the company. Finally, Wall Street Zen raised Huron Consulting Group from a “hold” rating to a “buy” rating in a research note on Monday. Four analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $205.50.

Key Huron Consulting Group News

Here are the key news stories impacting Huron Consulting Group this week:

• Positive Sentiment: Q1 financial beats — Huron reported revenue of about $451.8M (≈+12% YoY) and an adjusted EPS that topped Street estimates; management highlighted margin expansion and strength across Healthcare, Education and Commercial segments. Huron Announces First Quarter 2026 Financial Results and Affirms Full Year 2026 Guidance
• Positive Sentiment: Revenue and EPS consensus beats picked up broad media coverage and the earnings call transcript provides management commentary supporting continued execution. Huron (HURN) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: FY26 guidance affirmed but conservative — Huron reiterated EPS guidance of $8.35–$9.15 and revenue guidance of $1.8B–$1.9B; the EPS range overlaps consensus (~$8.78) but the midpoint is slightly below, leaving room for investor interpretation. MarketBeat HURN summary
• Neutral Sentiment: Analyst and metric checks — coverage (Zacks, Stamford Advocate) is digging into key metrics vs. estimates; investors should watch margins, segment mix and the upcoming cadence of billable work. Huron Consulting (HURN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Mixed/weak cash-flow and reporting discrepancies — a third‑party report flagged a lower GAAP EPS figure, negative operating cash flow (≈-$162M), rising liabilities, and heavy insider selling in recent months, which could weigh on sentiment despite the revenue beat. Huron Consulting Group Inc. (HURN) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Ownership & technicals — recent large institutional reductions and the stock trading below its 200‑day average (200‑day > 50‑day) may cap near‑term upside until fundamentals or flows change. QuiverQuant institutional and insider data

Huron Consulting Group Company Profile

Huron Consulting Group (NASDAQ:HURN) is a global professional services firm that advises organizations across a range of industries on strategy, operations and technology. Founded in 2002 and headquartered in Chicago, the company helps clients address complex business challenges such as performance improvement, digital transformation and organizational change. Huron’s consultants work alongside executive leadership teams to develop and implement tailored solutions that drive growth, increase efficiency and manage risk.

Huron’s service offerings encompass business and financial advisory, healthcare performance improvement, life sciences consulting, higher education and research lifecycle support, as well as legal and regulatory consulting.