Korn Ferry Q4 revenue beats estimates, UBS raises target to $75
Korn Ferry reported fiscal Q4 revenue of $768.3 million and EPS of $1.40, surpassing analyst estimates. UBS maintained a Neutral rating with a raised price target of $75, while Baird kept an Outperform rating and lifted its target to $85. The company provided Q1 fiscal 2027 fee revenue guidance of $725–$745 million.
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Korn Ferry reported better-than-expected fiscal fourth-quarter 2026 results, with revenue increasing 6.7% year over year to $768.3 million, exceeding analysts’ estimates of $743.3 million. The strong performance, which marks the fifth consecutive quarter of top-line growth, drove adjusted diluted EPS to $1.40 from $1.32, topping the consensus estimate of $1.38. CEO Gary D. Burnison attributed the success to the strength of the company's strategy and the increasing relevance of its solutions amid an uneven economic environment.
Following the earnings announcement, analysts adjusted their price targets. UBS analyst Joshua Chan maintained a Neutral rating on the stock while raising the price target to $75 from $70. Baird analyst Mark Marcon maintained an Outperform rating and increased the price target from $84 to $85.
Q4 Performance and Outlook
Fee revenue rose 7% to $759.8 million, or 5% on a constant-currency basis. For the first quarter of fiscal 2027, Korn Ferry expects fee revenue between $725 million and $745 million. The company forecast GAAP diluted EPS of $1.32 to $1.38, compared with the analyst estimate of $1.33. The outlook assumes no material adverse impact from the recent Middle East conflict and stable geopolitical, economic, financial market, and foreign exchange conditions.
Analyst Ratings and Targets
| Firm | Analyst | Rating | Previous Target | New Target |
|---|---|---|---|---|
| UBS | Joshua Chan | Neutral | $70 | $75 |
| Baird | Mark Marcon | Outperform | $84 | $85 |
Korn Ferry shares rose 0.4% to trade at $72.12 on Wednesday.
How might the ongoing Middle East conflict alter Korn Ferry's Q1 guidance if geopolitical conditions deteriorate?
What specific factors are driving the divergence between UBS's Neutral rating and Baird's Outperform rating?
Can Korn Ferry sustain its streak of top-line growth given the forecasted dip in Q1 fee revenue?
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