Huron Consulting Reports Strong 2025 Revenue & Adjusted EPS Growth, Boosts Share Buyback to $900M
HURN is trading near its 52-week low of $120.245 (5.1% above the low).
Summary
Huron Consulting Group reported an 11.9% increase in revenues and a 21.0% rise in adjusted diluted EPS for 2025, driven by six strategic acquisitions. The board also increased the share repurchase program authorization to $900 million.
Key Events · Earnings and Guidance · HURN
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Strong Financial Performance
Revenues before reimbursable expenses increased by 11.9% to $1.66 billion in 2025, with adjusted diluted EPS growing 21.0% to $7.83. Adjusted EBITDA also rose by 18.1% to $237.5 million.
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Expanded Share Repurchase Program
The board of directors authorized a further increase to the share repurchase program from $700 million to $900 million in Q1 2026. The company repurchased 1,166,077 shares for $166.2 million in 2025.
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Strategic Acquisitions Drive Growth
Huron completed six acquisitions in 2025, including Advancement Resources, Halpin Partnership, Eclipse Insights, TVG-Treliant Holdings, Wilson Perumal and Company, and AXIOM Systems Consulting Services, contributing $36.9 million in incremental revenues.
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Non-Cash Impairment Charges
The company recognized $10.4 million in credit-related impairment charges on a convertible debt investment and $5.0 million on an equity investment in 2025, impacting GAAP net income and diluted EPS.
Analysis · HURN · Trade & Services
Huron Consulting Group Inc. delivered a strong operational performance in 2025, marked by significant revenue and adjusted earnings growth, alongside an active M&A strategy and an expanded share repurchase program. While GAAP net income and diluted EPS saw a decrease due to non-cash impairment charges on investments and the absence of a prior-year litigation settlement gain, the underlying business health, as reflected in adjusted metrics, remains robust. The substantial increase in the share repurchase authorization signals strong confidence from management and a commitment to returning capital to shareholders. The company's strategic acquisitions further bolster its market position and service offerings.
At the time of this filing, HURN was trading at $126.36 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $2.2B. The 52-week trading range was $120.25 to $186.78. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.