| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 63 | 22.4x | 17.8x | Around median | |
Growth | 68 | 13.6% | 7.1% | Top tier | |
Quality | 79 | 11.9% | 4.5% | Top tier | |
Safety | 42 | 3.8x | 2.6x | Around median | |
Capital Return | 18 | — | 2.12% | Bottom tier | |
Momentum | 60 | 8.6% | 2.9% | Around median | |
Sentiment | 34 | 4 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Huron Consulting Group provides consulting, digital, and managed services to the healthcare, education, and commercial sectors. It generates revenue from performance improvement, strategy, financial advisory, systems implementation, and digital transformation, along with managed services contracts, many of which follow an outcomes-based model; in Q2 FY2026, healthcare accounted for 50% of RBR, education 30%, and commercial 20%. The company uses its industry expertise, proprietary data, and AI tools to deliver solutions including healthcare revenue cycle improvement, university research administration, and data and systems modernization.
In Q2 FY2026, Huron reported record revenue before reimbursable expenses RBR of $465.6 million, up 15.7% from $402.5 million in Q2 FY2025, with organic growth of 10.8%. Net income increased to $31.2 million, or $1.91 per diluted share, from $19.4 million, or $1.09 per share, and net income margin improved to 6.6% of total revenues from 4.7%. Adjusted EBITDA also reached $72.6 million, representing a margin of 15.6% of RBR, compared with $60.6 million and a margin of 15.1% a year earlier, while adjusted earnings per share increased 30.2% to $2.46.
Healthcare RBR reached $232.3 million, growing 17.4%, while its operating income margin remained at 30.1%. Education reported $139.4 million, growing 7.8%, with operating margin improving to 26.8% from 25%, while commercial RBR jumped 24.6% to $94 million and its operating margin increased to 21% from 16.6%. These results reflect broad-based growth across all three sectors, although part of the growth in healthcare and commercial came from acquisitions.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $176, with a wide range between $155 and $213 and a consensus rating of "Buy." The average is about 5.8% below the 52-week range high of $186.78, while the highest target exceeds that high by about 14%. The breadth of the targets, compared with the 52-week range of $84.88–$186.78, indicates meaningful differences in assessments of the sustainability of growth and margins, particularly given debt of $834 million and the expected slowdown in commercial sector growth in the second half of FY2026.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
RBR increased 15.7% to a record $465.6 million, while organic growth was 10.8%. Healthcare grew 17.4%, education 7.8%, and commercial 24.6%. Net income increased to $31.2 million, and adjusted EBITDA margin improved to 15.6% from 15.1% in Q2 FY2025.
Digital capability bookings increased by more than 20% in the first half of FY2026, and more than 60% were directly related to AI or to implementation heavily supported by its tools. Huron provides services including strategy, governance, data modernization, implementation, and managed services in collaboration with Anthropic, Microsoft, and AWS. In healthcare, the intelligent clinical automation tool reduces the time needed to reach performance improvement recommendations from days or weeks to hours, while management expects double-digit digital growth in the second half of FY2026.
Huron completed the acquisition of RelateCare on June 3, 2026, to strengthen AI-enabled managed services in clinical access and the patient journey. Management expects the transaction to add about $30 million to FY2026 RBR and increase adjusted earnings per share by about $0.10. Healthcare results in Q2 FY2026 included only a partial contribution from RelateCare, within the $10.1 million of additional RBR generated by RelateCare, Eclipse Insights, and Axiom.
Huron expects RBR to range between $1.85 billion and $1.89 billion, with an adjusted EBITDA margin between 14.5% and 15%. It expects adjusted earnings per share between $9.00 and $9.40 and free cash flow between $180 million and $220 million. By sector, it expects mid-teens growth for healthcare, mid- to high-single-digit growth for education, and low-double-digit growth for commercial.
Net debt was $802.8 million on June 30, 2026, down $26.8 million from March 31, 2026, and the leverage ratio declined from 3.1 times to 2.8 times. This was achieved despite spending $53.1 million to repurchase about 438 thousand shares during Q2 FY2026 and making acquisition payments. Management targets a leverage ratio between 2.0 and 2.5 times by the end of FY2026, supported by expected annual free cash flow of $180–$220 million.
Consulting teams operated at utilization above 80% in Q2 FY2026, compared with a target range of 77%–79%, requiring additional hiring to support execution. Management also expects pressure on commercial sector growth in the second half of FY2026 as two projects conclude and the year-over-year comparison with previous acquisitions is completed. In addition, debt was $834 million on June 30, 2026, and the company expects low-teens percentage growth in unallocated corporate expenses during FY2026.
