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    Is Korn Ferry’s Earnings Beat And Steady Dividend Altering The Investment Case For Korn Ferry (KFY)?

    Simply Wall St·12/11/2025 19:27:59
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    • Earlier this week, Korn Ferry reported past fiscal second-quarter 2026 results, with revenue rising to US$729.8 million and diluted EPS from continuing operations improving to US$1.36, while also issuing fiscal third-quarter guidance for revenue of US$680 million to US$694 million and diluted EPS of US$1.15 to US$1.21.
    • The company also maintained its quarterly dividend at US$0.48 per share and highlighted growing Executive Search and RPO activity, underlining continued demand across its consulting and talent solutions portfolio.
    • With this combination of earnings outperformance and measured guidance now on the table, we’ll explore how it affects Korn Ferry’s investment narrative.

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    Korn Ferry Investment Narrative Recap

    To own Korn Ferry, you need to believe its broad consulting and talent platform can convert strong new-contract activity into steadily growing, higher-margin revenue, despite a choppy consulting backdrop. The latest quarter’s higher revenue and EPS, paired with more cautious Q3 guidance, does not materially change that near term. The key short term catalyst remains how quickly large transformation and RPO wins turn into recognized revenue, while the biggest risk is that longer implementation cycles and macro pressure slow that conversion.

    Against that backdrop, Korn Ferry’s decision to maintain its US$0.48 quarterly dividend is particularly relevant. It reinforces the company’s message of balance between reinvesting in technology and solutions like its upcoming Talent Suite and returning cash to shareholders, even as guidance reflects macro and competitive headwinds that could weigh on consulting demand and pricing power.

    Yet, while the results look solid today, the risk that longer implementation timelines and a soft consulting market slow revenue conversion is something investors should be aware of...

    Read the full narrative on Korn Ferry (it's free!)

    Korn Ferry’s narrative projects $3.1 billion revenue and $331.4 million earnings by 2028. This requires 4.3% yearly revenue growth and about a $88.6 million earnings increase from $242.8 million today.

    Uncover how Korn Ferry's forecasts yield a $81.00 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    KFY 1-Year Stock Price Chart
    KFY 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently estimate Korn Ferry’s fair value between US$81 and US$2,997.37, showing just how far apart individual expectations can be. Against that backdrop, the recent guidance that reflects ongoing macro strain on consulting demand is a reminder to weigh several viewpoints when thinking about Korn Ferry’s future performance.

    Explore 4 other fair value estimates on Korn Ferry - why the stock might be a potential multi-bagger!

    Build Your Own Korn Ferry Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.