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KFYKorn FerryHold5.6·$69.68+2.88%
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 $69.68, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Negative momentum.

Korn Ferry is a global consulting firm delivering executive search, consulting, digital, professional search & interim, and RPO (recruitment process outsourcing) services across the talent lifecycle, operating 103 offices in 51 countries. The company generated $2,730.1 million... Read more

$69.68+5.1% A.UpsideScore 5.6/10#1 of 9 Staffing & Employment Services
QualityF-score8 / 9FCF yield6.89%
IncomeYield3.16%(5y avg 1.56%)Payout38.12%sustainable
Stop $64.29Target $72.65(resistance)A.R:R -0.1:1
Analyst target$81.00+16.2%4 analysts
$72.65our TP
$69.68price
$81.00mean
$85

Hold if already holding. Not a fresh buy at $69.68, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Negative momentum. Chart setup: RSI 42 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.6/10, moderate confidence.

Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 67d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Korn Ferry

About Korn Ferry

Korn Ferry generated $2,730.1 million in fee revenue in fiscal 2025 across five Solution areas: Executive Search ($846.2 million), Consulting ($662.7 million), Professional Search & Interim ($503.5 million), Digital ($363.5 million), and RPO ($354.1 million). The firm operated 103 offices in 51 countries across four regions -- North America, EMEA, APAC, and Latin America -- with 9,253 full-time professionals as of April 30, 2025.

Revenue is built around long-term account relationships: Korn Ferry's 350 Marquee and Diamond accounts -- its largest, most complex clients -- generated approximately 39% of consolidated fee revenue in fiscal 2025, more than double their share at the program's inception, and 83% of fiscal 2025 assignments came from clients served within the prior three years. The firm also earns recurring subscription and license revenue of $137.7 million from its Korn Ferry Talent Suite digital platform, layered on top of project-based executive search, consulting, and RPO engagements billed largely on consultant time (average bill rates ranged from $133 per hour in Professional Search & Interim to $439 per hour in Consulting). Roughly a quarter of consolidated fee revenue came from cross-Solution referrals in fiscal 2025, reflecting a strategy of cross-selling Consulting, Digital, Executive Search, Professional Search & Interim, and RPO to the same client base rather than competing purely on price against fragmented regional rivals.

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A distinct risk lens is business portability tied to individual consultants rather than the firm's brand: Korn Ferry discloses that its top six consultants combined generated approximately 3% of total fee revenue in fiscal 2025, and its top ten generated about 5%, concentrations the 10-K frames as material because client relationships are often owned by a single consultant who could depart to join a rival search firm such as Egon Zehnder, Heidrick & Struggles, or Spencer Stuart. Because off-limit agreements restrict which candidates Korn Ferry can recruit from existing clients, and because there are no extensive barriers to entry in executive search, the loss of even a handful of senior consultants could shift client relationships to competitors faster than the firm's Marquee account program could offset.

See also: Industrials · Staffing & Employment Services

From Korn Ferry's most recent 10-K filing, extracted July 5, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Sep 9, 202667d to earnings· next earnings call

Thesis

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

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/C3.40bearish
IV72%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.

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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

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.4
Ma Position
5.0
Rsi
5.5
Volume distribution (falling OBV)Above 200-MA but MA slope flat
GatesMomentum 2.8<4.5A.R:R -0.1=NEGATIVEInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY 67d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
42 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $65.88Resistance $74.13

Price Targets

$64
$73
A.Upside+4.3%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-0.4% upside)
! momentum at 2.8 (below the engine's 4.5 threshold)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-09-09 (67d)

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 $69.68, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Negative momentum. Chart setup: RSI 42 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $72.65 (+4.3%), stop $64.29 (−8.4%), A.R:R -0.1:1. Score 5.6/10, moderate confidence.

What is the KFY stock price target?

Take-profit target: $72.65 (+5.1% upside). Target $72.65 (+4.3%), stop $64.29 (−8.4%), A.R:R -0.1:1. Stop-loss: $64.29.

What are the risks of investing in KFY?

Analyst target reached - limited upside remaining; Negative momentum.

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 executive search, consulting, digital, professional search & interim,...

Korn Ferry is a global consulting firm delivering executive search, consulting, digital, professional search & interim, and RPO (recruitment process outsourcing) services across the talent lifecycle, operating 103 offices in 51 countries. The company generated $2,730.1 million in fee revenue in fiscal 2025, with its 350 largest Marquee and Diamond accounts accounting for approximately 39% of that revenue and 83% of assignments coming from clients served in the prior three years.

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