Huron Revenue Hit a Record $444 Million. So Why Did This Fund Trim Its Stake?

2 hours ago 4

Jonathan Ponciano, The Motley Fool

Sat, May 16, 2026 astatine 1:16 PM CDT 4 min read

On May 15, 2026, Aristotle Capital Boston disclosed selling 40,351 shares of Huron Consulting Group (NASDAQ:HURN), an estimated $6.07 cardinal commercialized based connected quarterly mean pricing.

What happened

According to an SEC filing dated May 15, 2026, Aristotle Capital Boston sold 40,351 shares of Huron Consulting Group (NASDAQ:HURN) during the archetypal 4th of 2026. The estimated transaction worth for this enactment is astir $6.07 million, calculated utilizing the mean unadjusted closing terms for the quarter. The money held 249,912 shares, worthy $31.90 million, astatine quarter-end. The nett presumption worth declined by $18.29 cardinal implicit the period, impacted by terms changes.

What other to cognize

This was a simplification successful position; Huron Consulting Group present makes up 1.98% of the fund’s 13F AUM pursuing the trade.
Top 5 holdings aft the filing:
- NASDAQ:AEIS: $48.88 cardinal (3.0% of AUM)
- NASDAQ:MTSI: $45.84 cardinal (2.8% of AUM)
- NYSE:HASI: $37.71 cardinal (2.3% of AUM)
- NYSE:AER: $34.54 cardinal (2.1% of AUM)
- NYSE:AGI: $33.85 cardinal (2.1% of AUM)
As of May 14, 2026, Huron Consulting Group shares were priced astatine $102.92, down 30% implicit the past twelvemonth and underperforming the S&P 500, which is alternatively up astir 25%.

Company overview

Metric

Value

Revenue (TTM)	$1.74 billion
Net Income (TTM)	$103.75 million
Market Capitalization	$1.67 billion
Price (as of marketplace adjacent May 14, 2026)	$102.92

Company snapshot

Huron Consulting offers consulting services crossed healthcare, concern advisory, and education, including fiscal and operational improvement, integer solutions, and organizational transformation.
The steadfast generates gross chiefly done nonrecreational work fees for advisory, technology, and managed services engagements.
It serves hospitals, wellness systems, world aesculapian centers, universities, probe institutes, and a scope of firm and nationalist assemblage clients.

Huron Consulting Group is simply a starring nonrecreational services steadfast specializing successful consulting solutions for healthcare, education, and concern sectors. The institution leverages heavy manufacture expertise to thrust operational efficiency, integer transformation, and strategical maturation for its clients. With a diversified lawsuit basal and a absorption connected value-added advisory services, Huron maintains a competitory presumption successful the consulting industry.

What this transaction means for investors

Even aft trimming the position, Aristotle Capital Boston inactive held astir $32 cardinal worthy of Huron shares astatine quarter-end, suggesting the steadfast hasn’t afloat mislaid conviction. But it hasn’t been the champion agelong for the firm, with shares down 39% this twelvemonth unsocial aft collapsing successful aboriginal February.

Nevertheless, Huron’s latest results were stronger than the banal illustration mightiness suggest. First-quarter gross earlier reimbursable expenses climbed 12% twelvemonth implicit twelvemonth to a grounds $443.7 million, portion adjusted EBITDA roseate astir 22% to $50.6 million. The institution besides reaffirmed full-year 2026 guidance, calling for arsenic overmuch arsenic $1.86 cardinal successful gross earlier reimbursable expenses.

Healthcare remains the biggest maturation engine, accounting for 51% of companywide gross earlier reimbursable expenses, portion absorption continues leaning into integer translation and AI-related consulting demand.

For semipermanent investors, the cardinal question is whether Huron tin support translating beardown request into sustained borderline growth. The company’s backlog and pipeline look healthy, but consulting firms tin rapidly autumn retired of favour erstwhile firm spending tightens. Still, a softer valuation contempt grounds gross maturation could commencement attracting investors looking for overlooked compounders alternatively than high-flying AI trades.

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