KORN FERRY
boothcheck covers KORN FERRY (KFY) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
At $71.48 the market pays roughly 9x company-wide operating income for Korn Ferry, a multiple that sits below what even a 5% per year decline in operating profit would justify. The implied bet is that the firm shrinks, not that it grows. Fiscal 2026 closed at a fee revenue high near $2.9 billion, up 7%, with a fifth straight quarter of top-line growth; Q4 fee revenue reached $759.8 million and adjusted diluted EPS was $1.40. The cyclical search business is recovering, not contracting. The bala
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331 institutional managers reported holding KFY in 13F filings for the quarter ended 2026-03-31. 46 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 2.0M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
KFY has cut its share count 2.3% over the past five years, spending $440.58M on repurchases. It pays a dividend, and has for 11 years running, raised 5 years straight; the current rate is $1.59 a share annually. Cash returned over the past three years: $214.39M in dividends and $207.14M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at KFY over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
KFY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-29 | -5.2% | +3.2% |
| 2023-09-09 | -2.6% | -0.8% |
| 2023-12-09 | +1.0% | +7.7% |
| 2024-03-09 | +1.5% | -1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
KFY's latest 8-K filings: 2026-06-29 (items 1.01, 3.02, 7.01, 9.01); 2026-06-23 (items 2.02, 9.01); 2026-06-22 (items 8.01, 9.01); 2026-03-09 (items 2.02, 9.01); 2026-03-06 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.