Huron Consulting Group Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Huron reported Q3 2026 revenues before reimbursable expenses (RBR) of $482.5M, up 11.6% YoY ($50.2M increase), with organic growth of 6.7% excluding $21.1M from acquisitions. The company raised its full-year 2026 adjusted diluted EPS guidance midpoint to $9.30 and narrowed RBR guidance to $1.855B–$1.885B range. Board authorized increased share repurchase program from $900M to $1.1B through December 31, 2028; YTD 2026 repurchases totaled $234.9M (1.73M shares, 10% of shares outstanding as of Dec 31, 2025).
Why this rating
Strong organic growth, guidance raise, and record revenues are positive; however, acquisition-dependent growth ($21.1M of $50.2M quarterly gain), modest net income decline Q3 YoY, and $5.9M convertible debt credit loss dampen momentum. Relative to $2.3B market cap, $1.39B YTD RBR and guidance raise are material but not transformational.
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