Korn/Ferry International (NYSE:KFY) Announces Quarterly Earnings Results

Korn/Ferry International (NYSE:KFY) announced its earnings results on Tuesday. The business services provider reported $1.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.03, FiscalAI reports. Korn/Ferry International had a return on equity of 14.34% and a net margin of 9.44%.The firm had revenue of $768.26 million during the quarter, compared to analyst estimates of $743.35 million. During the same period last year, the firm posted $1.32 EPS. The business’s revenue was up 6.7% compared to the same quarter last year. Korn/Ferry International updated its Q1 2027 guidance to 1.320-1.380 EPS.

Here are the key takeaways from Korn/Ferry International’s conference call:

• Korn Ferry reported its fifth consecutive quarter of top-line growth, with Q4 fee revenue up 7% to $760 million and full-year fee revenue up 7% to about $2.9 billion.
• Profitability remained strong, with Q4 adjusted EBITDA up 7% to $130 million and margin at 17%, while full-year adjusted EBITDA reached nearly $500 million and adjusted EPS rose 8% to $5.28.
• Demand indicators improved across the business: ending estimated remaining fees grew 10% year over year to almost $1.9 billion, business referrals increased to 29.1% of revenue, and Marquee/Diamond account penetration stayed strong at 40%.
• Key solutions continued to perform well, including executive search growth of 7% for the quarter, professional search and interim up 14%, digital subscriptions up 10%, and consulting up 7%.
• The company is changing its external reporting structure starting in Q1 FY2027 to three regions—Americas, EMEA, and APAC—while also reporting solution data by search, talent and organizational solutions, and workforce solutions to better match how clients buy its services.

Korn/Ferry International Price Performance

Korn/Ferry International stock opened at $70.34 on Thursday. The stock has a market cap of $3.65 billion, a price-to-earnings ratio of 13.42 and a beta of 1.21. The company has a quick ratio of 2.01, a current ratio of 1.94 and a debt-to-equity ratio of 0.20. The business has a 50-day simple moving average of $68.35 and a 200 day simple moving average of $66.20. Korn/Ferry International has a 52 week low of $58.95 and a 52 week high of $78.50.

Korn/Ferry International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Monday, July 6th. Korn/Ferry International’s dividend payout ratio (DPR) is 43.48%.

More Korn/Ferry International News

Here are the key news stories impacting Korn/Ferry International this week:

• Positive Sentiment: Korn/Ferry beat fiscal Q4 estimates, reporting $1.40 EPS on $768.26 million in revenue versus consensus expectations of $1.37 EPS and $743.35 million in revenue, with revenue up 6.7% year over year. Earnings report and conference call
• Positive Sentiment: UBS Group raised its price target on Korn/Ferry to $75 from $70, and Robert W. Baird lifted its target to $85 from $84, signaling continued confidence in the company’s outlook. UBS price target update
• Positive Sentiment: The company declared a quarterly dividend of $0.55 per share, reinforcing shareholder returns and supporting the stock’s income appeal. Dividend announcement
• Neutral Sentiment: Management guided first-quarter 2027 EPS to $1.32-$1.38, essentially matching the Street’s expectations and suggesting a stable near-term outlook rather than a major surprise.
• Neutral Sentiment: Commentary from the earnings call pointed to stronger cross-selling, search momentum, and a deeper regional push, but also noted uneven macro conditions that could temper the pace of improvement. Earnings call analysis

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of Korn/Ferry International from a “hold” rating to a “buy” rating in a research note on Sunday, March 1st. Weiss Ratings upgraded shares of Korn/Ferry International from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. Robert W. Baird boosted their price target on shares of Korn/Ferry International from $84.00 to $85.00 and gave the company an “outperform” rating in a research report on Wednesday. UBS Group lifted their price objective on shares of Korn/Ferry International from $70.00 to $75.00 and gave the company a “neutral” rating in a research note on Wednesday. Finally, Truist Financial boosted their target price on shares of Korn/Ferry International from $75.00 to $80.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Four research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Korn/Ferry International currently has an average rating of “Moderate Buy” and an average target price of $78.50.

Institutional Trading of Korn/Ferry International

A number of large investors have recently modified their holdings of the business. Wellington Management Group LLP grew its stake in Korn/Ferry International by 48.3% in the 3rd quarter. Wellington Management Group LLP now owns 3,475,576 shares of the business services provider’s stock worth $243,221,000 after buying an additional 1,132,473 shares in the last quarter. Adage Capital Partners GP L.L.C. purchased a new stake in shares of Korn/Ferry International during the 2nd quarter valued at $32,559,000. Boston Partners bought a new stake in shares of Korn/Ferry International during the 4th quarter worth $26,081,000. Bank of America Corp DE grew its position in Korn/Ferry International by 68.4% in the second quarter. Bank of America Corp DE now owns 665,145 shares of the business services provider’s stock worth $48,775,000 after acquiring an additional 270,256 shares in the last quarter. Finally, SG Capital Management LLC bought a new position in Korn/Ferry International in the fourth quarter valued at $13,256,000. Institutional investors own 98.82% of the company’s stock.

About Korn/Ferry International

Korn Ferry International is a global organizational consulting firm that partners with clients to design optimal structures, roles and responsibilities. The company’s core offerings include executive search, talent acquisition, leadership development and succession planning. By blending deep industry expertise with data-driven insights, Korn Ferry helps organizations identify, assess and develop executives and high-potential talent for critical roles.

Since its founding in 1969 and with headquarters in Los Angeles, Korn Ferry has expanded its presence to more than 50 offices across North America, Europe, Asia Pacific and Latin America.