Korn Ferry research snapshot

KFY AI Stock Analysis

KFY AI stock analysis as of the August 4, 2026 data cutoff reads Korn Ferry as a cash-generative talent and organizational consulting firm that is executing well and growing for the fifth consecutive quarter. At the August 3, 2026 market reading the stock traded at $83.13 with a market capitalization near $4.23 billion, above the 50-day moving average near $73.20 and the 200-day average near $67.46, and within a $58.95 to $85.69 52-week range. The Q4 FY26 report, released June 23, 2026, beat consensus with adjusted EPS of $1.40, and the June 29, 2026 announcement of a $1.1B acquisition of UK-based AMS from OMERS Private Equity is expected to be immediately accretive and to create a global leader in talent consulting with a $3.5 billion backlog pending regulatory approval. The KFY AI stock forecast remains scenario-based because AMS integration, consulting utilization, hiring demand, and Middle East-driven macro conditions can change the outcome. This page is informational research and not investment advice.

Current price

$83.13 at the August 3, 2026, 1:23 PM EDT reading, up $0.86 or 1.05% from the $82.27 previous close

Market cap

$4.23 billion

AI score

74 / 100

Rating

High-quality talent and organizational consulting franchise with five consecutive quarters of top-line growth, a transformative $1.1B AMS acquisition, and rising analyst targets, now priced close to the high end of its range

Trend status

Bullish medium-term trend with the stock above its 50-day and 200-day moving averages and trading near the $85.69 52-week high, while the latest RSI near 66 was strong but below overbought

Data cutoff (updated monthly)

August 4, 2026

Informational use only. This page is not investment advice.

Research quality check

information Richness
A-level information richness. Korn Ferry has traded since 1999, provides detailed SEC filings and quarterly earnings calls, and is covered by multiple firms including Goldman Sachs, Baird, Truist, William Blair, UBS, and Argus, with third-party datasets from StockAnalysis.com, Barchart, and Yahoo Finance. The August 4, 2026 refresh re-fetched the key figures and cross-validated FY2026 revenue near $2.9 billion across StockAnalysis.com, Yahoo Finance, and the Q4 FY26 earnings call, with the $4.23 billion market cap matching the $83.13 price times 50.86 million shares.
bias Check
The main AI bias risk is assuming the AMS deal closes on schedule and delivers its expected synergies, and extrapolating strong quarterly momentum into a durable trend. The countercheck is that the stock now trades above the $81.00 average analyst target, that management cited Middle East conflict as a drag on new business in APAC and EMEA, that consulting and RPO face competition, and that the new regional reporting segments starting in Q1 FY27 make historical comparison harder.
ai Confidence
High for the August 3, 2026 price and market cap math, FY2026 revenue and net income, balance sheet cash and debt, dividend, Q4 FY26 results, and the reported technical snapshot, which matched across StockAnalysis.com, Barchart, and Yahoo Finance. Medium for forward returns because the AMS integration, macro hiring cycles, Middle East conflict, and the outcome of consulting utilization are uncertain.
investment Certainty
Medium. Korn Ferry has a durable brand, a fortress balance sheet with net cash near $542 million, and a growing dividend, but the current price already reflects much of the recent momentum and the AMS deal adds integration risk, so the margin of safety is thinner than it was before the Q4 FY26 report.

Quick verdict table

DimensionConclusionConfidence
Business qualityKorn Ferry is a global organizational consulting firm offering executive search, professional search and interim, recruitment process outsourcing, consulting, and digital talent technology, with FY2026 fee revenue of about $2.9 billion, up 7%, and adjusted EBITDA of nearly $500 million.High
MoatThe moat comes from a 57-year brand in executive search, deep C-suite client relationships, a business referral rate of 29.1% of consolidated fee revenue, a library of over 113 million executive assessments, proprietary IP such as Korn Ferry Architect and Assess, and a global network of about 1,800 partners and principals.Medium-high
ManagementGary D. Burnison has served as CEO since 2003 and has returned $221 million to shareholders in FY2026 through buybacks and dividends, consistently grown the dividend, maintained a net cash balance sheet, and committed $1.1B to the largest acquisition in company history with the AMS deal.Medium-high
Financial trendFY2026 revenue reached about $2.91 billion, up 6.5%, with net income of $274.04 million and EPS of $5.22 on a TTM basis. Q4 FY26 adjusted EPS of $1.40 beat consensus of $1.38, estimated remaining fees under existing contracts rose 10% to about $1.9 billion, and adjusted free cash flow reached $324.29 million.High
ValuationAt $83.13, the trailing PE is about 15.76x with a forward PE near 14.23x, price to book near 2.09x, price to sales near 1.46x, EV/EBITDA near 7.81x, and a dividend yield of about 2.64%. The stock trades above the $81.00 average analyst target.Medium-high
Technical trendThe stock traded at $83.13 on August 3, 2026, above its 50-day moving average near $73.20 and 200-day moving average near $67.46, with 14-day RSI near 65.74 and Barchart technical opinion at Strong Buy with a 100% rating.Medium-high
Risk levelKey risks are AMS acquisition integration and regulatory approval, Middle East conflict weighing on new business in APAC and EMEA, macroeconomic hiring cycles, consulting and RPO competition from firms such as Robert Half, Manpower, Insperity, and Kforce, key-person risk among senior consultants, and currency fluctuations from global operations.High
AI confidenceHigh for reported facts and cross-checked math that matched across StockAnalysis.com, Barchart, Yahoo Finance, and the Q4 FY26 earnings call. Medium for the forecast because AMS integration, hiring demand, and macro conditions can shift.High data confidence
Investment certaintyMedium certainty. Korn Ferry has a durable brand, strong cash generation, and a shareholder-friendly capital allocation policy, but the current price requires successful AMS integration, continued talent market activity, and no major macro downturn.Medium

KFY AI stock forecast

KFY AI Stock Forecast Scenarios

The KFY AI stock forecast uses scenario math around the $83.13 August 3, 2026 reference price and the FY2027 consensus adjusted EPS of about $5.78. A three year financial_rigor.py framework using 15%, 9%, and negative 3% annual EPS growth with 16x, 14x, and 9x terminal multiples produced mechanical values near $141, $105, and $48. These are sensitivity ranges, not price promises, and they exclude the dividend yield of approximately 2.6% per year.

Bullish case

$125 to $145

More likely if the AMS acquisition closes on schedule and delivers cost and revenue synergies, estimated remaining fees keep growing, executive search and interim demand stay strong across the Americas and EMEA, consulting utilization holds up, and investors apply a higher earnings multiple.

Base case

$95 to $115

More likely if Korn Ferry compounds adjusted EPS near the consensus growth rate, AMS integration proceeds on plan, fee revenue growth continues in the mid single digits, buybacks continue, and the market holds roughly a 14x forward multiple.

Bearish case

$45 to $60

More likely if the Middle East conflict or a broader slowdown reduces executive search and consulting demand, the AMS deal is delayed or diluted, the dividend is cut, EPS contracts, and the market rerates KFY toward a single-digit earnings multiple.

KFY AI technical analysis

KFY AI Technical Analysis

KFY AI technical analysis uses the August 3, 2026 market reading and available chart data. The stock traded at $83.13, up $0.86 or 1.05%, above its 50-day moving average near $73.20 and 200-day moving average near $67.46, and within the upper part of its $58.95 to $85.69 52-week range. Barchart rates the technical setup Strong Buy with a 100% rating, and the stock is about 3% below the $85.69 52-week high reached on July 29, 2026.

LevelValueWhy it matters
Current price$83.13StockAnalysis.com real-time reading for August 3, 2026 at 1:23 PM EDT, up $0.86 or 1.05% from the $82.27 previous close.
Near support$81 to $82Barchart lists first support near $81.24 and second support near $80.21. A hold above $81 keeps the short-term trend intact.
Secondary support$75 to $76The 61.8% Fibonacci retracement of the recent range sits near $75.48. This area is a value zone if the stock pulls back.
Near resistance$84 to $85.69Barchart lists first resistance near $82.82 and third resistance near $84.40. The 52-week high of $85.69 is the key breakout level.
50-day moving average$73.20StockAnalysis.com reports the 50-day moving average near $73.20. Price above this level supports the bullish setup.
200-day moving average$67.46StockAnalysis.com reports the 200-day moving average near $67.46. This remains a structural floor far below the current price.
MomentumPositive but not extremeThe stock is up about 20% over the last month and 25% over three months. 14-day RSI near 65.74 is strong but below the overbought threshold.
VolumeAverage volume near 423,748 shares over 20 daysStockAnalysis.com reports average 20-day volume of about 423,748 shares. Volume expansion on a move through $85.69 would add conviction.
VolatilityBeta near 1.20, with implied volatility near 35%Barchart reports implied volatility near 35.38% with a 33.35% IV rank, suggesting options priced for the September 8 earnings report.
InvalidationClose below $81, then $75A sustained close below $81 would weaken the near-term setup. A break below the $75 area would signal a deeper correction.

KFY AI trading strategy

KFY AI Trading Strategy Framework

The KFY AI trading strategy is a rules-based framework for a cash-generative, cyclical talent and consulting company. It is not personalized advice and should be paired with live chart data, earnings releases, AMS integration and regulatory updates, consulting utilization metrics, hiring market data, and explicit invalidation levels.

Trend-following setup

Watch for KFY to hold above the $81 support zone and break the $85.69 52-week high on above-average volume, with confirmation from AMS closing news, continued fee revenue growth, and strong new business trends in the Americas.

A failed breakout that closes back below $82 should invalidate the near-term trend setup. A close below $81 reduces the bullish setup confidence.

Mean-reversion setup

If KFY pulls back toward the $75 to $76 Fibonacci area or the 50-day moving average near $73 without deterioration in the balance sheet, cash flow, dividend, or consulting pipeline, compare the lower price with the talent and organizational consulting thesis.

Do not treat a lower share price as automatic value. A macro-driven hiring slowdown or a delayed AMS closing can compress earnings and multiples simultaneously.

Fundamental monitor

Track KFY quarterly fee revenue by solution group (search, talent and organizational solutions, workforce solutions) and by region under the new Q1 FY27 segment reporting, plus adjusted EBITDA margin near the 16% to 18% range, estimated remaining fees, buyback activity, dividend growth, debt levels, and AMS deal milestones.

Reduce confidence if fee revenue growth stagnates, AMS integration disappoints, adjusted EBITDA margin slips below guidance, or management signals caution on Middle East and macro hiring trends.

Investment research summary

Four-master Research Compression

Business essence

Korn Ferry helps organizations find, assess, develop, and reward their leaders and talent. Customers pay for access to a global network of senior executives, proprietary psychometric and leadership assessment data, and consulting expertise on organization design, succession, and compensation.

Moat

The moat is built from a 57-year brand reputation in executive search, deep C-suite client relationships across industries, a global consultant base of about 1,800 partners and principals, proprietary assessment tools, and a business referral rate of 29.1% of consolidated fee revenue.

Munger risk inversion

The thesis fails if the AMS acquisition is delayed or diluted, the Middle East conflict or a broader slowdown cuts executive hiring and consulting demand, key senior consultants leave, AI or technology reduces the need for traditional search, or competition from larger HR services firms intensifies.

Management

Gary D. Burnison has led Korn Ferry since 2003, consistently growing the business through organic investment, bolt-on acquisitions, and buybacks, returning $221 million to shareholders in FY2026. The $1.1B AMS deal is the largest in company history and a key test of capital allocation discipline.

Industry trend

The talent and organizational consulting market benefits from secular trends in workforce transformation, leadership development, and specialized talent demand. AI is changing how companies hire and assess talent, but management argues the human judgment element in executive search remains highly valued. This is a steady-growth services industry, not a hypergrowth technology market.

Valuation and margin of safety

At about 15.8x trailing EPS, 14.2x forward EPS, 2.1x book value, and a 2.6% dividend yield, KFY is reasonably valued but trades above its $81.00 average analyst target. The margin of safety improves if the price falls toward the $75 to $76 Fibonacci area while the balance sheet and dividend remain intact.

Source-backed data

KFY Data Table

Every metric below includes a source and last verification date.

MetricValueSourceLast verified
Current price$83.13StockAnalysis.com KFY quoteAugust 3, 2026
Market capitalization$4.23 billionStockAnalysis.com KFY statisticsAugust 3, 2026
Shares outstandingAbout 50.86 millionCalculated from market cap and price; StockAnalysis.comAugust 3, 2026
FY2026 revenue$2.91 billionStockAnalysis.com KFY financialsAugust 3, 2026
TTM net income$274.04 millionStockAnalysis.com KFY statisticsAugust 3, 2026
TTM EPS$5.22StockAnalysis.com KFY statisticsAugust 3, 2026
Trailing P/E15.76xStockAnalysis.com KFY statisticsAugust 3, 2026
Forward P/E14.23xStockAnalysis.com KFY statisticsAugust 3, 2026
Price/Book2.09xStockAnalysis.com KFY statisticsAugust 3, 2026
Cash and equivalents$1.12 billionStockAnalysis.com KFY statisticsAugust 3, 2026
Total debt$596.17 millionStockAnalysis.com KFY statisticsAugust 3, 2026
Net cash$541.71 million or $10.65 per shareStockAnalysis.com KFY statisticsAugust 3, 2026
Free cash flow (TTM)$324.29 millionStockAnalysis.com KFY statisticsAugust 3, 2026
Dividend and yield$2.20 per share, 2.64% yieldStockAnalysis.com KFY statisticsAugust 3, 2026
Beta (5Y monthly)1.20StockAnalysis.com KFY statisticsAugust 3, 2026
52-week range$58.95 to $85.69StockAnalysis.com and BarchartAugust 3, 2026
Average daily volume (20d)423,748 sharesStockAnalysis.com KFY statisticsAugust 3, 2026
50-day and 200-day moving averages$73.20 and $67.46StockAnalysis.com KFY statisticsAugust 3, 2026
14-day RSI65.74StockAnalysis.com KFY statisticsAugust 3, 2026
Q4 FY26 revenue and adjusted EPS$768.3 million revenue and $1.40 adjusted EPSKorn Ferry Q4 FY26 earnings release and earnings callJune 23, 2026
AMS acquisition$1.1 billion acquisition of UK-based AMSKorn Ferry press release and investor callJune 29, 2026
Analyst consensus target$81.00 average, range $75 to $85StockAnalysis.com KFY forecastJune 30, 2026

Frequently Asked Questions

This KFY AI stock analysis page is an informational research tool only. It is not investment advice, financial planning, a recommendation, or a guarantee of future performance. Forecast scenarios are based on available public data and simplified assumptions as of the stated cutoff date, and they may be wrong.