John McCartney, a director at Huron Consulting Group Inc. (NASDAQ: HURN), sold 500 shares of the company's common stock on March 2, 2026, at a per-share price of $139.15, generating proceeds of $69,575 from the transaction. The disposition was executed automatically under a Rule 10b5-1 trading plan that McCartney adopted on August 15, 2024.
Following the sale, McCartney retains direct ownership of 41,317 shares in Huron. Since the March 2 transaction the stock has moved higher, trading at $148.46 and reflecting an 11% gain over the past week.
Independent analysis from InvestingPro indicates that Huron’s shares appear undervalued at current levels. Investors seeking additional data can access 10 ProTips and comprehensive Pro Research Reports that cover this $2.36 billion consulting firm.
Huron’s recent quarterly results provide context for the market action. In the fourth quarter the company posted adjusted earnings per share of $2.17, above the consensus estimate of $1.95. Revenue before reimbursable expenses rose 11.3% year over year to $432.3 million from $388.4 million in the comparable period last year, a figure that was slightly beneath the expected $433.57 million.
The revenue improvement was driven by stronger performance in the healthcare and commercial segments, with particular strength noted in consulting and managed services. Despite the beat on adjusted EPS and solid top-line growth, the stock traded down 2.1% in after-hours trading following the release.
Investor reaction centered on the company’s broad guidance range for 2026. Market participants expressed concern about that wide range and, specifically, how the potential impact of artificial intelligence on the business might factor into future results. These developments have drawn attention from both investors and analysts.
Context and next steps
The insider sale was implemented under an established trading plan, and McCartney maintains a meaningful direct stake in the company. The quarter’s results show mixed signals: a clear beat on adjusted EPS and year-over-year revenue growth led by healthcare and commercial practices, paired with guidance-related uncertainty that prompted a modest post-close share decline.
Market participants weighing Huron’s outlook will likely watch management commentary on 2026 guidance and developments related to the firm’s service mix in consulting and managed services.