HURN Huron Consulting Group Inc

Burney Co. recently acquired a significant stake in Huron Consulting Group (NASDAQ: HURN) during Q3, valued at approximately $938,000, amidst notable insider selling activity. Despite insider sales amounting to $4.23 million, Huron has shown strong financial performance, beating Q3 earnings estimates and receiving multiple analyst upgrades with a consensus "Buy" rating. The company's stock has also demonstrated a positive price performance with a market capitalization of $3.11 billion.

Rice Hall James & Associates LLC reduced its stake in Huron Consulting Group Inc. by 31.9% in the third quarter, holding 18,824 shares valued at $2.76 million. Despite this, institutional ownership remains high at 93.9%, and the company has received multiple analyst upgrades, with an average "Buy" rating and a price target of $199. Huron also reported a strong earnings beat and provided positive FY2025 guidance.

Analysts have raised their price target for Huron Consulting Group to $203 per share, reflecting increased confidence in revenue growth, improved profit margins, and a richer valuation multiple. Bullish sentiment is driven by stronger growth prospects and execution discipline, although some caution remains regarding the stock's vulnerability to growth decelerations or operational missteps due to its current elevated valuation. The company also announced share repurchases and a collaboration for digital health initiatives.

Benchmark has reiterated a positive stance on Huron Consulting Group (HURN) due to improved growth visibility, driven by AI projects and the AXIOM Systems acquisition. Although the stock is near record highs with strong returns, its "Fairly Valued" narrative suggests only modest mispricing at approximately $178.33 per share, close to its current price of $180.06. This indicates the market might already be incorporating future growth expectations, despite the Price to Earnings ratio being slightly above fair value.

Huron Consulting Group (HURN) is under renewed focus following Benchmark's positive outlook, citing growth potential from AI-driven projects and the AXIOM Systems acquisition. Despite a strong stock performance and record highs, analysts are questioning whether the current market price already fully incorporates future growth expectations, as the stock's P/E ratio is slightly above its fair value and industry average. The company's fair value is estimated at $178.33 per share, indicating it is currently "about right."

Benchmark raised its price target for Huron Consulting Group (NASDAQ:HURN) to $215 from $180, maintaining a Buy rating, following virtual investor meetings that highlighted improved visibility into Huron's organic growth for 2026 and beyond. The firm noted Huron's strong financial performance, management's ability to improve AEBITDA margins, and the positive impact of AI on expanded engagements. Huron also recently reported strong Q3 2025 results and expanded its healthcare presence through an acquisition.