Earnings Beat and Acquisitions Could Be a Game Changer For Huron Consulting Group (HURN)

• In recent weeks, Huron Consulting Group reported second-quarter 2025 earnings that exceeded analyst expectations and announced the acquisitions of Wilson Perumal & Company and Treliant, LLC to expand its commercial consulting and financial services capabilities.
• An important insight is the company’s focus on strengthening its portfolio through targeted acquisitions, aiming to broaden expertise and reinforce its presence in high-demand sectors.
• We’ll explore how Huron Consulting Group’s latest acquisitions reinforce its drive for growth and diversification within its investment narrative.

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Huron Consulting Group Investment Narrative Recap

To own Huron Consulting Group stock, you need to believe the company can effectively grow and diversify its business through acquisitions and maintain demand for its consulting services across key sectors. While recent earnings outperformed expectations and the acquisitions of Wilson Perumal & Company and Treliant, LLC strengthen core capabilities, these moves do not materially change the immediate catalyst: ongoing client demand for digital solutions. The biggest risk remains integration costs, which could pressure margins if revenue growth slows.

The announcement of the Treliant, LLC acquisition is particularly relevant, as it expands Huron’s financial services offerings at a time when clients are seeking more comprehensive risk management and compliance solutions. This aligns directly with near-term catalysts related to tighter regulations and rising complexity, supporting demand for higher-margin advisory services. But on the flip side, investors should keep in mind that ongoing M&A integration expenses could impact profitability if...

Read the full narrative on Huron Consulting Group (it's free!)

Huron Consulting Group's narrative projects $2.0 billion revenue and $172.9 million earnings by 2028. This requires 9.4% yearly revenue growth and a $67.8 million earnings increase from $105.1 million.

Uncover how Huron Consulting Group's forecasts yield a $171.50 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Huron’s fair value estimates from the Simply Wall St Community span from US$171.50 to US$394.89, reflecting two distinct investor perspectives. While many see room for long-term growth from acquisitions, margin pressure from rising integration costs remains a key consideration for future performance.

Explore 2 other fair value estimates on Huron Consulting Group - why the stock might be worth over 2x more than the current price!

Build Your Own Huron Consulting Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Huron Consulting Group research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Huron Consulting Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Huron Consulting Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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