On Might 15, 2026, Aristotle Capital Boston disclosed promoting 40,351 shares of Huron Consulting Group (NASDAQ:HURN)an estimated $6.07 million commerce based mostly on quarterly common pricing.
What occurred
In keeping with an SEC filing dated Might 15, 2026, Aristotle Capital Boston bought 40,351 shares of Huron Consulting Group (NASDAQ:HURN) through the first quarter of 2026. The estimated transaction worth for this exercise is roughly $6.07 million, calculated utilizing the imply unadjusted closing value for the quarter. The fund held 249,912 shares, value $31.90 million, at quarter-end. The web place worth declined by $18.29 million over the interval, impacted by value adjustments.
What else to know
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This was a discount in place; Huron Consulting Group now makes up 1.98% of the fund’s 13F AUM following the commerce.
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Prime 5 holdings after the submitting:
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NASDAQ:AEIS: $48.88 million (3.0% of AUM)
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NASDAQ:MTSI: $45.84 million (2.8% of AUM)
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NYSE:DOWN: $37.71 million (2.3% of AUM)
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NYSE:AER: $34.54 million (2.1% of AUM)
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NYSE:AGI: $33.85 million (2.1% of AUM)
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As of Might 14, 2026, Huron Consulting Group shares had been priced at $102.92, down 30% over the previous yr and underperforming the S&P 500, which is as an alternative up about 25%.
Firm overview
|
Metric |
Worth |
|---|---|
|
Income (TTM) |
$1.74 billion |
|
Internet Earnings (TTM) |
$103.75 million |
|
Market Capitalization |
$1.67 billion |
|
Worth (as of market shut Might 14, 2026) |
$102.92 |
Firm snapshot
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Huron Consulting presents consulting providers throughout healthcare, enterprise advisory, and training, together with monetary and operational enchancment, digital options, and organizational transformation.
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The agency generates income primarily by skilled service charges for advisory, know-how, and managed providers engagements.
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It serves hospitals, well being techniques, educational medical facilities, universities, analysis institutes, and a variety of company and public sector purchasers.
Huron Consulting Group is a number one skilled providers agency specializing in consulting options for healthcare, training, and enterprise sectors. The corporate leverages deep business experience to drive operational effectivity, digital transformation, and strategic development for its purchasers. With a diversified shopper base and a concentrate on value-added advisory providers, Huron maintains a aggressive place within the consulting business.
What this transaction means for buyers
Even after trimming the place, Aristotle Capital Boston nonetheless held practically $32 million value of Huron shares at quarter-end, suggesting the agency hasn’t absolutely misplaced conviction. But it surely hasn’t been one of the best stretch for the agency, with shares down 39% this yr alone after collapsing in early February.
Nonetheless, Huron’s latest results had been stronger than the inventory chart would possibly counsel. First-quarter income earlier than reimbursable bills climbed 12% yr over yr to a report $443.7 million, whereas adjusted EBITDA rose practically 22% to $50.6 million. The corporate additionally reaffirmed full-year 2026 steerage, calling for as a lot as $1.86 billion in income earlier than reimbursable bills.
Healthcare stays the largest development engine, accounting for 51% of companywide income earlier than reimbursable bills, whereas administration continues leaning into digital transformation and AI-related consulting demand.
For long-term buyers, the important thing query is whether or not Huron can preserve translating sturdy demand into sustained margin development. The corporate’s backlog and pipeline seem wholesome, however consulting companies can rapidly fall out of favor when company spending tightens. Nonetheless, a softer valuation regardless of report income development may begin attracting buyers on the lookout for missed compounders slightly than high-flying AI trades.
