Aristotle Capital Reduces Huron Consulting Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy HURN?
Source: Fool
- Share Reduction Transaction: Aristotle Capital sold 40,351 shares of Huron Consulting Group in Q1 2026, with an estimated trade value of approximately $6.07 million, indicating a reduction in confidence towards the company.
- Declining Share Value: As of the end of Q1 2026, Aristotle Capital held about 249,912 shares of Huron worth $31.90 million, but the net position value declined by $18.29 million during the period, reflecting weakened market confidence in Huron.
- Performance Metrics: Despite a 30% drop in stock price, Huron's Q1 2026 revenue grew 12% year-over-year to a record $443.7 million, with adjusted EBITDA rising nearly 22%, showcasing strong demand in the healthcare consulting sector.
- Future Outlook: Huron anticipates revenue of up to $1.86 billion in 2026, with healthcare accounting for 51% of total revenue, as management continues to focus on digital transformation and AI-related consulting demand, indicating potential for long-term growth.
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Analyst Views on HURN
Wall Street analysts forecast HURN stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 102.920
Low
207.00
Averages
211.00
High
215.00
Current: 102.920
Low
207.00
Averages
211.00
High
215.00
About HURN
Huron Consulting Group Inc. is a global professional service. The Company operates in three segments: Healthcare, Education, and Commercial. The Healthcare segment serves acute care providers, including national and regional health systems; academic health systems; community health systems; the federal health system; and public, children’s and critical access hospitals, and non-acute care providers, including physician practices and medical groups, payors, and long-term care or post-acute providers. The Education segment serves public and private colleges and universities, research institutes, not-for-profit organizations and other education-related organizations. The Commercial segment is focused on serving industries and organizations facing significant disruption and regulatory change by helping them adapt to rapidly changing environments and accelerate business transformation. Its products include TriZetto’s Facets, QNXT, and HealthEdge solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Aristotle Capital Reduces Huron Consulting Stake
- Share Reduction Transaction: Aristotle Capital sold 40,351 shares of Huron Consulting Group in Q1 2026, with an estimated trade value of approximately $6.07 million, indicating a reduction in confidence towards the company.
- Declining Share Value: As of the end of Q1 2026, Aristotle Capital held about 249,912 shares of Huron worth $31.90 million, but the net position value declined by $18.29 million during the period, reflecting weakened market confidence in Huron.
- Performance Metrics: Despite a 30% drop in stock price, Huron's Q1 2026 revenue grew 12% year-over-year to a record $443.7 million, with adjusted EBITDA rising nearly 22%, showcasing strong demand in the healthcare consulting sector.
- Future Outlook: Huron anticipates revenue of up to $1.86 billion in 2026, with healthcare accounting for 51% of total revenue, as management continues to focus on digital transformation and AI-related consulting demand, indicating potential for long-term growth.
See More
Huron's Q1 Performance Exceeds Expectations
- Significant Revenue Growth: Huron's Q1 revenue reached $451.8 million, surpassing analyst expectations of $448.6 million with an 11.8% year-on-year increase, demonstrating strong performance in the healthcare sector and further solidifying its market position.
- Improved Profitability: Adjusted EPS was $1.73, exceeding analyst estimates of $1.60 with an 8% increase, reflecting the company's success in cost control and rising service demand, which enhances investor confidence.
- Strong Orders and Pipeline: Bookings increased over 20% across all segments, with historically high backlog coverage and near-record pipeline levels, indicating sustainability and growth potential for future performance.
- AI Investment Strategy: CEO Hussey emphasized that AI capability development relies primarily on organic investments, complemented by targeted partnerships, showcasing the company's forward-looking approach in technological innovation, which is expected to drive future business growth.
See More
Lisanti Capital Fully Exits Huron Consulting Group
- Complete Exit: Lisanti Capital fully exited its position in Huron Consulting Group by selling 45,590 shares in Q1 2026 for an estimated $6.85 million, indicating a total loss of confidence in the firm's investment thesis.
- Net Position Change: The transaction resulted in a net position change of $7.88 million at quarter-end, reflecting fluctuations in Huron's share price during the period, suggesting market skepticism regarding the company's future prospects.
- Poor Performance: As of May 6, 2026, Huron's shares were priced at $120.11, down 19.5% over the past year, significantly underperforming the S&P 500 by 50.9 percentage points, highlighting its weak market performance.
- Investor Concerns: Despite Huron's Q1 earnings beating expectations with a 12% revenue increase, Lisanti's decision to sell before the results indicates caution regarding the sustainability of future growth, reflecting broader market concerns about consulting demand.
See More
Huron Consulting Group Q1 2026 Earnings Call Insights
- Significant Revenue Growth: In Q1 2026, Huron Consulting Group's revenues before reimbursable expenses (RBR) increased by 12% year-over-year to $443.7 million, driven by strong performance across healthcare, education, and commercial segments, particularly in healthcare where RBR reached record levels, indicating the company's competitive position in the market.
- Healthcare Segment Outperformance: The healthcare segment saw a 14% increase in RBR with an organic growth rate of 10%, despite challenges such as rising operational costs and labor shortages, demonstrating the company's effective strategies in addressing client needs and market pressures.
- Strong Growth in Commercial Sector: The commercial segment experienced a 22% increase in RBR, with an organic growth rate of 8%, reflecting that the company's investments have yielded more durable growth, showcasing its adaptability and business resilience in a competitive landscape.
- Stable Financial Outlook: The company reaffirmed its 2026 guidance for RBR in the range of $1.78 billion to $1.86 billion and adjusted EBITDA margin of 14.5% to 15%, indicating management's confidence in future performance despite market challenges.
See More
Huron to Announce Q1 2026 Financial Results on May 5
- Earnings Announcement Schedule: Huron will release its financial results for the first quarter ended March 31, 2026, after market close on May 5, 2026, providing investors with the latest performance data.
- Conference Call Details: CEO C. Mark Hussey and CFO John D. Kelly will host a conference call on May 5, 2026, at 5:00 p.m. Eastern Time (4:00 p.m. Central Time) to discuss the financial results, enhancing transparency for stakeholders.
- Webcast Access: The conference call will be webcast by Notified, allowing investors to access it via Huron's website, ensuring broad participation and information dissemination.
- Replay Availability: A replay will be available approximately two hours after the conclusion of the call and will remain accessible for 90 days, providing convenience for investors who could not participate live.
See More
Huron Recognized as Great Place to Work for Second Consecutive Year
- High Employee Satisfaction: 87% of employees affirm that Huron is a great place to work, reflecting the strength and consistency of the company's culture, which enhances employee engagement and overall productivity.
- Consecutive Certification Achievement: Huron has been certified as a Great Place to Work® for the second consecutive year across the U.S., Canada, India, Singapore, and the U.K., indicating the company's commitment to fostering a supportive and inclusive work environment globally.
- Investment in Employee Development: Huron continues to invest in leadership development, flexible work arrangements, and well-being initiatives aimed at enhancing employee experience and promoting personal and professional growth, thereby improving client outcomes and long-term company value.
- Talent Attraction Advantage: According to Great Place to Work research, job seekers are 4.5 times more likely to find great bosses at certified great workplaces, giving Huron a significant competitive edge in the talent market.
See More
Aristotle Capital Reduces Huron Consulting Stake
- Share Reduction Transaction: Aristotle Capital sold 40,351 shares of Huron Consulting Group in Q1 2026, with an estimated trade value of approximately $6.07 million, indicating a reduction in confidence towards the company.
- Declining Share Value: As of the end of Q1 2026, Aristotle Capital held about 249,912 shares of Huron worth $31.90 million, but the net position value declined by $18.29 million during the period, reflecting weakened market confidence in Huron.
- Performance Metrics: Despite a 30% drop in stock price, Huron's Q1 2026 revenue grew 12% year-over-year to a record $443.7 million, with adjusted EBITDA rising nearly 22%, showcasing strong demand in the healthcare consulting sector.
- Future Outlook: Huron anticipates revenue of up to $1.86 billion in 2026, with healthcare accounting for 51% of total revenue, as management continues to focus on digital transformation and AI-related consulting demand, indicating potential for long-term growth.
See More
Huron's Q1 Performance Exceeds Expectations
- Significant Revenue Growth: Huron's Q1 revenue reached $451.8 million, surpassing analyst expectations of $448.6 million with an 11.8% year-on-year increase, demonstrating strong performance in the healthcare sector and further solidifying its market position.
- Improved Profitability: Adjusted EPS was $1.73, exceeding analyst estimates of $1.60 with an 8% increase, reflecting the company's success in cost control and rising service demand, which enhances investor confidence.
- Strong Orders and Pipeline: Bookings increased over 20% across all segments, with historically high backlog coverage and near-record pipeline levels, indicating sustainability and growth potential for future performance.
- AI Investment Strategy: CEO Hussey emphasized that AI capability development relies primarily on organic investments, complemented by targeted partnerships, showcasing the company's forward-looking approach in technological innovation, which is expected to drive future business growth.
See More
Lisanti Capital Fully Exits Huron Consulting Group
- Complete Exit: Lisanti Capital fully exited its position in Huron Consulting Group by selling 45,590 shares in Q1 2026 for an estimated $6.85 million, indicating a total loss of confidence in the firm's investment thesis.
- Net Position Change: The transaction resulted in a net position change of $7.88 million at quarter-end, reflecting fluctuations in Huron's share price during the period, suggesting market skepticism regarding the company's future prospects.
- Poor Performance: As of May 6, 2026, Huron's shares were priced at $120.11, down 19.5% over the past year, significantly underperforming the S&P 500 by 50.9 percentage points, highlighting its weak market performance.
- Investor Concerns: Despite Huron's Q1 earnings beating expectations with a 12% revenue increase, Lisanti's decision to sell before the results indicates caution regarding the sustainability of future growth, reflecting broader market concerns about consulting demand.
See More
Huron Consulting Group Q1 2026 Earnings Call Insights
- Significant Revenue Growth: In Q1 2026, Huron Consulting Group's revenues before reimbursable expenses (RBR) increased by 12% year-over-year to $443.7 million, driven by strong performance across healthcare, education, and commercial segments, particularly in healthcare where RBR reached record levels, indicating the company's competitive position in the market.
- Healthcare Segment Outperformance: The healthcare segment saw a 14% increase in RBR with an organic growth rate of 10%, despite challenges such as rising operational costs and labor shortages, demonstrating the company's effective strategies in addressing client needs and market pressures.
- Strong Growth in Commercial Sector: The commercial segment experienced a 22% increase in RBR, with an organic growth rate of 8%, reflecting that the company's investments have yielded more durable growth, showcasing its adaptability and business resilience in a competitive landscape.
- Stable Financial Outlook: The company reaffirmed its 2026 guidance for RBR in the range of $1.78 billion to $1.86 billion and adjusted EBITDA margin of 14.5% to 15%, indicating management's confidence in future performance despite market challenges.
See More
Huron to Announce Q1 2026 Financial Results on May 5
- Earnings Announcement Schedule: Huron will release its financial results for the first quarter ended March 31, 2026, after market close on May 5, 2026, providing investors with the latest performance data.
- Conference Call Details: CEO C. Mark Hussey and CFO John D. Kelly will host a conference call on May 5, 2026, at 5:00 p.m. Eastern Time (4:00 p.m. Central Time) to discuss the financial results, enhancing transparency for stakeholders.
- Webcast Access: The conference call will be webcast by Notified, allowing investors to access it via Huron's website, ensuring broad participation and information dissemination.
- Replay Availability: A replay will be available approximately two hours after the conclusion of the call and will remain accessible for 90 days, providing convenience for investors who could not participate live.
See More
Huron Recognized as Great Place to Work for Second Consecutive Year
- High Employee Satisfaction: 87% of employees affirm that Huron is a great place to work, reflecting the strength and consistency of the company's culture, which enhances employee engagement and overall productivity.
- Consecutive Certification Achievement: Huron has been certified as a Great Place to Work® for the second consecutive year across the U.S., Canada, India, Singapore, and the U.K., indicating the company's commitment to fostering a supportive and inclusive work environment globally.
- Investment in Employee Development: Huron continues to invest in leadership development, flexible work arrangements, and well-being initiatives aimed at enhancing employee experience and promoting personal and professional growth, thereby improving client outcomes and long-term company value.
- Talent Attraction Advantage: According to Great Place to Work research, job seekers are 4.5 times more likely to find great bosses at certified great workplaces, giving Huron a significant competitive edge in the talent market.
See More
