Pulling SEC filings + quote and writing the call…

KORN FERRY
Next earnings Jun 23, 2026 (before open) · consensus $1.39 EPS, $751M rev
Last earnings +5.8% on 2026-06-23
Cheap, cash-rich talent consultant with rebounding margins but flat-to-shrinking top line — a fair hold, not a table-pound buy.
Sources: SEC EDGAR (CIK 0000056679, latest 10-K filed 2026-06-26) · EODHD · analysis by claude-code · as of 6/25/2026, 1:26:58 PM.
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Middling fundamentals offset by an attractive price (~142% below fair value) — worth a look on the value angle.
Korn Ferry trades at 15.4x trailing earnings and 1.3x sales with a fortress balance sheet — $1.01B cash against just $398M long-term debt and $1.87B equity (L/E of 1.07x). FY2025 was a margin recovery story: operating income jumped 62.6% to $346M and net income rose 45.5% to $246M despite revenue slipping 1.2% to $2.76B. Operating cash flow of $364M (up 28.3%) easily funds the $62.5M capex, $88.8M of buybacks and $83.6M of dividends, with room to spare. ROE of 13.2% is decent but not exceptional for an asset-light consulting model.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.82B | $2.64B | $2.86B | $2.80B | $2.76B |
| Gross profit | — | — | — | — | — |
| Operating income | $156M | $470M | $316M | $213M | $346M |
| Net income | $114M | $326M | $210M | $169M | $246M |
| Diluted EPS | $2.09 | $5.98 | $3.95 | $3.23 | $4.60 |
| Net margin | 6.3% | 12.3% | 7.3% | 6.1% | 8.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Q4/FY26 earnings release; EPS growth continues with margin expansion
Other event disclosure with exhibits; routine corporate update
Q3 FY26 10-Q: revenue stable, EPS/margins improving vs prior year
Q3 FY26 earnings release posted; results in line with recovery trend
Executive officer/board change disclosed under Item 5.02
Other event update with exhibits; no financial impact flagged
Q2 FY26 10-Q filed; ops cash flow strong, balance sheet healthy
Q2 FY26 10-Q filed; ops cash flow strong, balance sheet healthy
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1047 tracked peers · median
| 2026-03-05 | Shimer Peter A Director | Award | 1.66K | |
| 2025-12-23 | ROZEK ROBERT P EVP, CFO & CCO | Gift | 22.5K | |
| 2025-10-14 | Robinson Lori Jean Director | Sell | 2.00K @ $69.44 | $139K |
| 2025-10-09 | BURNISON GARY D CEO | Sell | 16.9K @ $70.01 | $1.18M |
| 2025-10-08 | BURNISON GARY D CEO | Sell | 31.8K @ $70.59 | $2.24M |
| 2025-10-07 | BURNISON GARY D CEO | Sell | 28.4K @ $70.61 | $2.00M |
| 2025-09-18 | Hagey Russell Director | Award | 4.01K | |
| 2025-09-18 | Beneby Doyle N Director | Award | 2.72K | |
| 2025-09-18 | Bishop Laura M Director | Award | 2.72K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.