Huron Consulting Group Inc.

Huron Consulting Group Inc.

HURNยทNASDAQ

$104.81

-0.0048%
IndustrialsConsulting Services

Huron Consulting Group Inc., a professional services firm, provides consultancy services in the United States and internationally. It operates through three segments: Healthcare, Business Advisory, and Education. The Healthcare segment provides advisory services in the areas of financial and operational improvement, care transformation, and revenue cycle managed services; organizational transformation; and digital, technology and analytic solutions to national and regional hospitals, integrated health systems, academic medical centers, community hospitals, medical groups, and health plans. The Business Advisory segment offers cloud-based technology, analytics, restructuring, and capital advisory solutions to life science, financial, healthcare, education, energy and utilities, and industrials and manufacturing industries, as well as to public sectors. The Education segment provides research enterprise and student lifecycle; digital, technology and analytic solutions; and organizational transformation services to public and private colleges and universities, academic medical centers, research institutes, and other not-for-profit organizations. Huron Consulting Group Inc. was incorporated in 2002 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$1.70B
EPS6.0200
P/E Ratio17.41
Earnings Date07/30/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 17.4).

Valuation inputs: P/E 17.4, earnings yield +5.7%, momentum -0.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is strong (ROE +19.9%, ROIC +13.2%).

Profitability stack: net margin +6.2%, ROE +19.9%, ROIC +13.2%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +65.4%, momentum -0.0%, net margin +6.2%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Huron Consulting Group Inc. Market vs Earnings Trajectory

HURN ยท NASDAQ

Loading price and EPS data...

Huron Consulting Group Inc.

Huron Consulting Group Inc. Fair Value Envelope

HURN ยท NASDAQ

Our analysis suggests that HURN has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $104.805, this represents a potential HIDDEN relative to our calculated worth for Huron Consulting Group Inc..

Intrinsic Value
Current Price: $104.805
3Y+61.0%
5Y-657.0%
10Y+238.0%
3Y+50.0%
5Y+101.0%
10Y+134.0%
3Y+39.0%
5Y-543.0%
10Y+179.0%
3Y+126.0%
5Y+41.0%
10Y+51.0%
3Y+199.0%
5Y+52.0%
10Y+61.0%
3Y+27.0%
5Y+45.0%
10Y+32.0%
Huron Consulting Group Inc.

Huron Consulting Group Inc. Profit Bridge

HURN ยท NASDAQ
Revenue1.70B
Cost of Goods Sold (1.19B)
Gross Profit508.79M
Operating Expenses (309.49M)
Operating Income199.30M
Interest Expense (34.20M)
Other Income/Expense-64.22M
Pretax Income135.08M
Income Tax (30.04M)
Net Income105.04M
Net Income
105.04M

Profitability Analysis

Gross Margin

29.9%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

11.7%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

6.2%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

22.2%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

29.94%
Gross Profit Margin
-7%
3Y-2.0%
5Y-
10Y-25.0%
11.73%
Operating Profit Margin
3%
3Y+33.0%
5Y-443.0%
10Y+15.0%
6.18%
Net Profit Margin
-21%
3Y-7.0%
5Y-320.0%
10Y+19.0%
19.87%
Return on Equity
-4%
3Y+45.0%
5Y-562.0%
10Y+242.0%
6.88%
Return on Assets
-21%
3Y+9.0%
5Y-405.0%
10Y+111.0%
13.16%
Return on Invested Capital
6%
3Y+83.0%
5Y-669.0%
10Y+170.0%
HURN

Huron Consulting Group Inc. Cash Conversion Engine

HURN ยท NASDAQ
Net Income105.04M
Depreciation & Amortization32.43M
Stock-Based Compensation46.51M
Change in Working Capital-29.54M
Others28.07M
Capital Expenditures-10.44M
Free Cash Flow182.96M

Cash Flow Quality Analysis

FCF Conversion Rate

174.2%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

5.4%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-5.0%

Declining FCF warrants attention. Investigate whether due to temporary factors or fundamental deterioration.

Working Capital Impact

-$29.54M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

hurn

Huron Consulting Group Inc. Funding & Solvency Profile

HURN ยท NASDAQ
Cash & Cash Equivalents26.46M
Net Receivables209.06M
Inventory0.00
Other Current Assets279.22M
Total Current Assets515 M
Property, Plant & Equipment43.68M
Goodwill & Intangible Assets855.92M
Long-Term Investments36.43M
Other Non-Current Assets135.10M
Total Non-Current Assets215 M
Total Assets
1.59B

Financial Health Analysis

Current Ratio

2.22x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

3.00x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

283 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

32% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Mixed signals: Strong short-term liquidity provides comfort, but high overall leverage requires careful monitoring of debt servicing capabilities and refinancing risk.

hurn

Huron Consulting Group Inc. Street Expectations Map

HURN ยท NASDAQ

Wall Street analysts project that HURN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 160.00, with estimates ranging from a low of 160.00 to a high of 160.00.

Lowest Target
160.00
52.66%
Consensus Target
160.00
52.66%
Highest Target
160.00
52.66%

The consensus 1-year price target stands at 160.00, with estimates ranging from a low of 160.00 to a high of 160.00.

Analyst Consensus Analysis

Upside Potential

+52.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Huron Consulting Group Inc. Insider Positioning

HURN ยท NASDAQ

During the last 12 months, insiders have sold $3.90M worth of HURN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

3.0K

355.46K

Net Activity

-355K

-$355K

3-6 Months

Bought

0

0.00

Sold

4.4K

745.35K

Net Activity

-745K

-$745K

6-9 Months

Bought

0

0.00

Sold

11.7K

1.86M

Net Activity

-1.9M

-$1.86M

9-12 Months

Bought

0

0.00

Sold

7.0K

945.83K

Net Activity

-946K

-$946K

Top Buyers

No buying activity

Top Sellers

1
MJ

Mccartney John

Director

9.9K sharesโ€ข11 transactions

$1.52M

2
RJH

Roth James H

Director

4.1K sharesโ€ข6 transactions

$610K

3
SHEI

Sawyer Hugh E Iii

Director

3.6K sharesโ€ข11 transactions

$541K

4
DJR

Dail James Ronald

Officer: Chief Operating Officer

3.2K sharesโ€ข6 transactions

$505K

5
SE

Singh-Bushell Ekta

Director

1.9K sharesโ€ข6 transactions

$304K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.90M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$355K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

No Dividend Yield Data

HURN has not reported any dividend yield values in the available annual periods.

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hurn Dividend History

HURN
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%