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TickerTalks›$KFY
KFKFY

Korn Ferry

$KFY·$4.3B·Staffing & Employment Services·Industrials
$84.19-0.8%YTD+26.0%1Y+14.9%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 3 posts2026-08-11: 1 posts2026-08-12: 2 posts2026-08-13: 0 posts2026-08-14: 0 posts6+40%
Price updated 1d ago·X counts updated 1d ago
KFKFY
$KFYKorn Ferry
$84.19-0.75%6 posts+40%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KFY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Korn Ferry closed the AMS acquisition + printed clean beats — 97% of range and cheapest big-services multiple in the group.

Korn Ferry is the global talent + org-consulting firm (executive search + interim + consulting). $4.3B mcap, price $84.83, YTD +26.0%, t12m +13.8%, sitting at 97% of the 52-week range — full breakout.

What's on the tape:

  • Q4 FY26 (4/30) revenue $768M (+6.7% YoY), EPS $1.42. Prior three: +7.2%, +7.0%, +4.8% — steady mid-single-digit growth.
  • Q4 EPS surprise pattern: +1.5%, +4.9%, +1.5%, +5.6% — reliable modest beats.
  • 6/29 8-K: agreed to acquire AMS (Auxey Holdco Ltd.) from Auxey Holdings/OMERS/AMS Cayco for ~GBP 850M (~$1.1B) — GBP 659M cash + GBP 191M contingent. Huge acquisition for a $4.3B mcap.
  • 8/3 8-K: entered into a Purchase Agreement — likely the AMS deal close.
  • 6/22 8-K: quarterly dividend $0.55 declared.
  • Analyst estimates FY26 rev $2.89B growing to $3.15B by FY28, EPS $5.33 → $6.32 — mid-teens EPS growth.
  • 13.2x TTM P/E is cheap for a compounder in the human-capital services space.
  • D/E 0.29, ROE 14.2%, FCF yield 7.9% — clean.
  • INSIDER: 7/15-17 THREE S-Sales (Martinez $295K, Uren $158K, Distefano $251K) — modest cluster of officer selling into the strength.
  • No X sentiment sample.

What you're watching: Q1 FY27 print 9/8 for post-AMS-acquisition revenue-run-rate and integration commentary, continued dividend cadence, and whether officer-selling pattern extends.

What to watch: Q1 FY27 print 9/8 (post-AMS revenue), continued dividend cadence, and officer-selling pattern.

On the calendar: 2026-09-08 — Q1 FY27 earnings

no sentiment

Read the AI verdict + X sentiment for $KFY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global organizational consulting and executive search firm placing C-suite and board talent and advising on workforce strategy.

Industry overviewAI analysisGenerated by AI from underlying data

Where Staffing & Employment Services sits in its cycle right now — and what that implies for $KFY.

Staffing & Employment Services · Industrials

No material change from last week — Mastech Digital provides IT solutions and data analytics staffing as enterprises continue deploying AI and cloud infrastructure.

What this means for $KFY

Neutral — Global organizational consulting and executive search firm placing C-suite and board talent and advising on workforce strategy; limited read-through from staffing & employment services macro dynamics to this specific revenue mix.

Industry benchmark

6-name peer basket
+30.6%YTD
+30.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 23, 2026$1.40$1.38+1.4%
Q4 2025Mar 9, 2026$1.28$1.22+4.9%
Q3 2025Dec 9, 2025$1.33$1.31+1.5%
Q2 2025Sep 9, 2025$1.31$1.24+5.6%
Next earningsTue, Sep 8·consensus EPS $1.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$768.3M+6.7%-151%13.2%$1.42—
Q3 FY26$725.0M+7.2%87.8%12.6%$1.27$211.7M
Q2 FY26$729.8M+7.0%88.1%13.5%$1.38$100.7M
Q1 FY26$715.5M+4.8%88.2%11.7%$1.28$-260.0M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B$5.33$5.30 – $5.383
FY27$3.0B$3.0B – $3.0B$5.78$5.74 – $5.843
FY28$3.2B$3.1B – $3.2B$6.32$6.28 – $6.383
FY29$3.2B$3.2B – $3.2B$6.87$6.82 – $6.931

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 17Angel R MartinezDirector3.7K sh$295KSellJul 16Lesley UrenCEO2.0K sh$158KSellJul 15Michael DistefanoSee Remarks3.4K sh$251K
+ 13 other (9 awards · 4 inkinds) in window

See when $KFY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 38-K — Item 1.01: Material agreement
AI summary

KFY entered into a Purchase Agreement. terms of the Purchase Agreement. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by KFY.

8-KMaterial agreementJun 298-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Korn Ferry agreed to acquire AMS (Auxey Holdco Ltd.) from Auxey Holdings, OMERS, and AMS Cayco for approximately GBP 850M (approximately $1.1B): approximately GBP 659M cash plus approximately GBP 191M in Korn Ferry shares. AMS is a global talent solutions company. Large-scale approximately $1.1B acquisition materially expanding Korn Ferry's talent management capabilities.

3New insider — initial holdingsMar 63
8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change
+ 14 other (4 13Gs · 3 routine 8-Ks · 2 proxys · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Korn/Ferry (KFY) is a Top Dividend Stock for Your Portfoliozacks.com·1d agoHuron Consulting Group (NASDAQ:HURN) & Korn/Ferry International (NYSE:KFY) Critical Contrastdefenseworld.net·5d agoCalifornia State Teachers Retirement System Boosts Stock Position in Korn/Ferry International $KFYdefenseworld.net·7d agoServices Activity Making Solid Rebound: 4 Stocks to Boost Your Portfoliozacks.com·10d agoTop Stocks From the Staffing Services Industry to Buy Nowzacks.com·15d ago

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Voices on X · last 7 days

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