Dossier · HURN · Dormant
HURN · Huron Consulting Group Inc. · Stock research
Last analysed ·
Current thesis
HURN — research research dossier: thesis, invalidation trigger, archetype.
Invalidation trigger
A weekly close below $132 unwinds the advance that followed the 2026-07-28 guidance raise; secondarily, FY2026 RBR guidance walked back below the $1.85B floor or organic RBR growth decelerating to mid single digits from 10.8% at the Q3 print.
Thesis status
Open commitment scored if the trigger above fires How this is scored →Notes
- Huron guides and is scored on revenues before reimbursable expenses (RBR); total revenue is a larger, different number.
- Coverage is four sell-side analysts — consensus estimates and targets can move materially on a single note.
- No dividend. Capital return is entirely buyback, run alongside $812.8M long-term debt vs $31.2M cash at 2026-06-30.
- Fiscal year equals calendar year; Q3 results have historically landed in late October, with the date announced roughly three weeks ahead.
Related · shared themes
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XMTR
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DAVE
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