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KFYKorn FerryHold5.7·$71.10+2.04%
HoldModerate Confidence
Investment thesis

Korn Ferry has delivered four consecutive earnings beats at consistent margins and trades at an attractive 12.4x forward earnings, but with an earnings report due in two days, only 2.6% headroom to the near-term price target, and falling on-balance volume, the setup demands patience rather than immediate action.

Thesis pillars

  • Perfect Earnings Beat StreakStable
  • Attractive Forward ValuationStable
  • Earnings Binary Event RiskStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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Korn Ferry (KFY) Stock Analysis

Range Bound setup

HoldModerate Confidence

Industrials · Staffing & Employment Services

Hold if already holding. Not a fresh buy at $71.10, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining.

Korn Ferry is a global consulting firm delivering talent and organizational-performance services — including executive search, professional and interim search, consulting, digital subscription products, and recruitment process outsourcing — through 103 offices in 51 countries.... Read more

$71.10+2.2% A.UpsideScore 5.7/10#1 of 9 Staffing & Employment Services
QualityF-score8 / 9FCF yield6.89%
IncomeYield3.16%(5y avg 1.56%)Payout38.12%sustainable
Stop $66.12Target $72.65(resistance)A.R:R -0.4:1
Analyst target$81.00+13.9%4 analysts
$72.65our TP
$71.10price
$81.00mean
$85

Hold if already holding. Not a fresh buy at $71.10, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: RSI 47 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.7/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 65d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Korn Ferry

About Korn Ferry

Executive Search generated $846.2 million of Korn Ferry's $2,730.1 million in fiscal 2025 fee revenue, the largest of five Solution areas that also include Consulting ($662.7 million), Digital ($363.5 million), Professional Search & Interim ($503.5 million), and RPO ($354.1 million). Korn Ferry employed 9,253 full-time professionals across 103 offices in 51 countries as of April 30, 2025.

Korn Ferry earns fee revenue across five Solution areas — Consulting, Digital, Executive Search, Professional Search & Interim, and Recruitment Process Outsourcing — sold through custom engagements, embedded subscription and license products, and its Korn Ferry Talent Suite platform. As of fiscal year-end 2025, 350 Marquee and Diamond accounts contributed approximately 39% of consolidated fee revenue, more than double their share at the program's inception, while roughly 25% of fiscal 2025 fee revenue came from cross-Solution referrals, up from 14% in 2018. More than 83% of fiscal 2025 assignments were with clients served in the prior three years. In consulting, named competitors include Deloitte, Mercer, and Willis Towers Watson; in executive search, named rivals include Heidrick & Struggles, Russell Reynolds Associates, and Spencer Stuart.

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Client relationships at Korn Ferry concentrate around individual consultants rather than the firm as a whole: the top six consultants combined generated about 3% of total fiscal 2025 fee revenue, and the top ten roughly 5%, but the 10-K notes that because client responsibility is so concentrated, the departure of a single high-profile consultant can carry an entire client relationship to a competing firm. That risk sits alongside the growing Marquee and Diamond account program, where the largest 350 relationships already supply 39% of fee revenue — a favorable retention signal so long as the assigned consultants stay in place, but a two-sided dependency if they do not.

See also: Industrials · Staffing & Employment Services

From Korn Ferry's most recent 10-K filing, extracted July 6, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Sep 9, 202665d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)13.3
P/E (Fwd)11.0
Mkt Cap$3.5B
EV/EBITDA7.3
Profit Mgn9.5%
ROE14.6%
Rev Growth6.7%
Beta1.22
Dividend3.16%
Rating analysts9

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C2.83bearish
IV63%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerMarquee and Diamond accounts39%
    10-K Item 1: 'our 350 Marquee and Diamond accounts represented approximately 39% of consolidated fee revenue'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R -0.4=NEGATIVEMomentum 4.8<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.8>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 65d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
47 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $65.88Resistance $74.13

Price Targets

$66
$73
A.Upside+2.2%
A.R:R-0.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-3.2% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-09-09 (65d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KFY stock a buy right now?

Hold if already holding. Not a fresh buy at $71.10, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: RSI 47 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $72.65 (+2.2%), stop $66.12 (−7.5%), A.R:R -0.4:1. Score 5.7/10, moderate confidence.

What is the KFY stock price target?

Take-profit target: $72.65 (+2.2% upside). Target $72.65 (+2.2%), stop $66.12 (−7.5%), A.R:R -0.4:1. Stop-loss: $66.12.

What are the risks of investing in KFY?

Analyst target reached - limited upside remaining.

Is KFY overvalued or undervalued?

Korn Ferry trades at a P/E of 13.3 (forward 11.0). TrendMatrix value score: 7.7/10. Verdict: Hold.

What do analysts say about KFY?

9 analysts cover KFY with a consensus score of 4.1/5. Average price target: $81.

What does Korn Ferry do?Korn Ferry is a global consulting firm delivering talent and organizational-performance services — including executive...

Korn Ferry is a global consulting firm delivering talent and organizational-performance services — including executive search, professional and interim search, consulting, digital subscription products, and recruitment process outsourcing — through 103 offices in 51 countries. The company generated $2,730.1 million in fee revenue in fiscal 2025, with roughly 39% of that revenue coming from its 350 Marquee and Diamond strategic accounts.

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