On May 15, 2026, Aristotle Capital Boston disclosed the sale of 40,351 shares of Ferret Consulting Group (NASDAQ: HURN)an estimated trade of $6.07 million based on the quarterly average price.
What happened
According to an SEC filing dated May 15, 2026, Aristotle Capital Boston sold 40,351 shares of Ferret Consulting Group (NASDAQ: HURN) during the first quarter of 2026. The estimated transaction value for this activity is approximately $6.07 million, calculated using the unadjusted average closing price for the quarter. The fund held 249,912 shares, worth $31.90 million, at the end of the quarter. The net value of the position decreased by $18.29 million during the period, affected by price changes.
what else to know
-
This was a position reduction; Huron Consulting Group now represents 1.98% of the fund’s 13F AUM after the deal.
-
Top five holdings after the presentation:
-
NASDAQ:AEIS: $48.88 million (3.0% of assets under management)
-
NASDAQ:MTSI: $45.84 million (2.8% of assets under management)
-
NYSE:HASI: $37.71 million (2.3% of assets under management)
-
NYSE:AER: $34.54 million (2.1% of assets under management)
-
New York Stock Exchange:AGI: $33.85 million (2.1% of assets under management)
-
-
On May 14, 2026, Huron Consulting Group shares were priced at $102.92, down 30% from last year and underperforming the S&P 500, which is instead up about 25%.
Company Overview
|
Metric |
Worth |
|---|---|
|
Revenue (TTM) |
1.74 billion dollars |
|
Net Income (TTM) |
$103.75 million |
|
Market capitalization |
1.67 billion dollars |
|
Price (at market close on May 14, 2026) |
$102.92 |
Company Snapshot
-
Huron Consulting offers healthcare consulting, business advisory and education services, including financial and operational improvements, digital solutions and organizational transformation.
-
The firm generates revenue primarily through professional services fees for advisory, technology and managed services engagements.
-
It serves hospitals, health systems, academic medical centers, universities, research institutes, and a variety of corporate and public sector clients.
Huron Consulting Group is a leading professional services firm specializing in consulting solutions for the healthcare, education and business sectors. The company leverages its deep industry expertise to drive operational efficiency, digital transformation, and strategic growth for its clients. With a diversified client base and a focus on value-added advisory services, Huron maintains a competitive position in the consulting industry.
What this transaction means for investors
Even after trimming the position, Aristotle Capital Boston still held nearly $32 million in Huron shares at the end of the quarter, suggesting the company hasn’t completely lost its conviction. But it hasn’t been the best time for the company, with shares falling 39% this year alone after crashing in early February.
However, Huron’s latest results were stronger than the stock chart might suggest. First-quarter revenue before reimbursable expenses rose 12% year over year to a record $443.7 million, while adjusted EBITDA rose nearly 22% to $50.6 million. The company also reaffirmed its full-year 2026 guidance, calling for up to $1.86 billion in revenue before reimbursable expenses.
Healthcare remains the largest growth driver, accounting for 51% of companywide revenue before reimbursable expenses, while management continues to lean on digital transformation and demand for AI-related consulting.
For long-term investors, the key question is whether Huron can continue to translate strong demand into sustained margin growth. The company’s order book and project pipeline appear healthy, but consulting firms can quickly fall out of favor when corporate spending slows. Still, a weaker valuation despite record revenue growth could start to attract investors looking for overlooked compounds rather than high-flying AI operations.