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/KFY
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Korn Ferry

Korn Ferry

KFY
$77.59USD↓-0.70%-0.55 today

MARKET CAP

4.2B

P/E (TTM)

14.4x

FWD P/E

13.4x

DAY RANGE

$77 – $79

52W RANGE

$59
$88

AI Summary

Stalk
StalkMedium

KFY is in a sustained uptrend with bullish medium-term continuation confirmed by higher highs and higher lows; however, the recent short-term pullback into the rising 9EMA and 20EMA calls for patience, positioning a deferred entry (Stalk) near the structural support zone.

  • ↑7% YoY fee revenue to $756M marks sixth straight quarterly increase
  • ↑AMS acquisition set to add $140M in run-rate EBITDA within one year
  • ↓Negative Growth score indicates challenges expanding market footprint
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Korn Ferry (NYSE: KFY) is a leading global organizational consulting firm focused on talent acquisition, workforce solutions, and organizational consulting. The firm has strengthened its position in the talent management industry through its recent acquisition of AMS, enhancing its service offerings and operational capabilities across multiple regions. Korn Ferry is strategically positioned to capitalize on the growing demand for integrated organizational solutions in response to evolving market dynamics.

Bull says

  • ↑7% YoY fee revenue to $756M marks sixth straight quarterly increase
  • ↑AMS acquisition set to add $140M in run-rate EBITDA within one year
  • ↑Workforce Solutions segment generated $160M in new business this quarter
  • ↑Q1 adjusted EBITDA of $128M (+7%) with 17% margin; EPS $1.43 (+9%)
  • ↑Declared $0.55 dividend, implying 0.55% yield, supported by strong FCF
  • ↑Favorable earnings yield and dividend yield factors with manageable leverage

Bear says

  • ↓Negative Growth score indicates challenges expanding market footprint
  • ↓Poor analyst Revisions score suggests downgraded future performance expectations
  • ↓Profitability near zero shows limited conversion of revenue into profits
  • ↓Key clients account for ~40% of revenue, raising concentration risk
  • ↓Geopolitical tensions may disrupt new business amid ongoing conflicts
  • ↓Liquidity concerns and elevated short interest reflect market skepticism

Investment themes with KFY

High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 09-09-2026bullish

Transcript signals

Bull points

  • I'm really, really pleased with our performance in the quarter.
  • In fact, when you consider our diversification strategy and the current and future demographic trends alone, the opportunity is immense.
  • In the quarter, we won a number of notable engagements.

Bear points

  • The global business environment over the last quarter remained extremely uncertain, with many lingering economic challenges keeping investment spending cautious.
  • fee revenue in the Americas was down 2% year-over-year with growth in executive search and RPO being offset by slightly lower demand in consulting, digital, and professional search in interim.
Read full transcript analysis ›