HURN close: $96 on 2023-08-21 to $162 on 2026-08-21.
Split-adj closes · 240 of 5,310 · price returnⓘ
At a glance
Short interest4.8% of sh out
Days to cover1.7d
13F net flow (QoQ)−2.06%
Top-10 13F concentration45.9%
Next report (est.)2026-10-27
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
P/E (FY)27.7×
Sales (TTM)$1.75B
Earnings (TTM)$103.8M
ROE19.3%
Net margin6.2%
ROIC14.5%
Debt / equity0.96×
Total debt / EBITDA2.42×
EPS growth 3Y17.1%
Sales growth 3Y13.6%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD−6.5%
1Y+19.4%
3Y+68.4%
5Y+227.3%
10Y+160.7%
Since incept. (ann.)+9.2%
Total return · from 2005-07-11ⓘ
Risk
Ann. volatility (1Y)60.8%
Ann. volatility (3Y)43.6%
Sharpe (1Y)0.57
Sharpe (3Y)0.61
Max drawdown (1Y)−51.4%
Max drawdown (3Y)−51.4%
Beta (3Y vs SPY)0.11
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
1.3M
$167M
7.76%
−0.8%
FIDUCIARY MANAGEMENT INC /WI/
903,400
$115M
5.34%
+72.3%
Boston Partners
800,025
$102M
4.73%
−4.3%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
752,216
$96M
4.44%
−3.7%
VANGUARD PORTFOLIO MANAGEMENT LLC
751,727
$96M
4.44%
new
VANGUARD CAPITAL MANAGEMENT LLC
737,708
$94M
4.36%
new
MORGAN STANLEY
693,948
$88M
4.10%
−10.9%
JENNISON ASSOCIATES LLC
667,887
$85M
3.95%
+13.6%
Δ vs 2025-Q4 · Institutional 13F holdings sum to 101.7% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 626,054 shares (settlement 2026-05-15) accounts for the excess.ⓘ
Latest reported quarterslast report 2026-07-28
Period end
Reported
EPS
EPS YoY
Revenue
Rev YoY
2026-03-31
2026-05-05
$1.34
+0.8%
$451.8M
+11.8%
2025-12-31
2026-02-24
$1.71
−6.0%
$442.0M
+10.7%
2025-09-30
2025-10-28
$1.71
+16.3%
$441.3M
+16.7%
2025-06-30
2025-07-31
$1.09
−46.3%
$411.8M
+8.1%
As-reported XBRL · next 2026-10-27 est.ⓘ
Segment mixFY2025 (ended Dec 2025)
Healthcare 50% · Education 30% · Commercial 20%
business · TAGGED revenueⓘ
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
