FTI Consulting (NYSE:FCN) Lowered to "Hold" Rating by Wall Street Zen

Key Points

• Wall Street Zen downgraded FTI Consulting from "buy" to Hold, joining Weiss in a cautious stance and leaving the consensus rating at Hold with an average price target of $165.00.
• Revenue beat but EPS missed: Q1 revenue rose 9.5% to $983.35M, topping estimates, while EPS was $1.90 vs. $2.11 expected; management set FY2026 EPS guidance of 8.900–9.600 (midpoint ~9.25).
• Heavy institutional activity: major investors (e.g., Victory Capital, Black Creek) materially increased stakes and institutions own about 99.36% of the stock; shares traded near $173.95, down roughly 3% on the news.

FTI Consulting (NYSE:FCN - Get Free Report) was downgraded by stock analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research note issued to investors on Saturday.

Separately, Weiss Ratings restated a "hold (c)" rating on shares of FTI Consulting in a research note on Monday, March 23rd. Two analysts have rated the stock with a Hold rating, According to MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $165.00.

FTI Consulting Stock Down 3.0%

FTI Consulting stock opened at $173.95 on Friday. The firm has a market cap of $5.24 billion and a PE ratio of 21.09. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.56 and a current ratio of 2.30. The firm's 50 day moving average price is $173.18 and its two-hundred day moving average price is $170.34. FTI Consulting has a twelve month low of $149.31 and a twelve month high of $189.30.

FTI Consulting (NYSE:FCN - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The business services provider reported $1.90 earnings per share for the quarter, missing the consensus estimate of $2.11 by ($0.21). The company had revenue of $983.35 million during the quarter, compared to analyst estimates of $971.17 million. FTI Consulting had a net margin of 6.88% and a return on equity of 15.14%. The firm's quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.29 EPS. FTI Consulting has set its FY 2026 guidance at 8.900-9.600 EPS. On average, research analysts predict that FTI Consulting will post 9.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of FCN. Victory Capital Management Inc. increased its stake in shares of FTI Consulting by 44.6% during the 4th quarter. Victory Capital Management Inc. now owns 1,634,051 shares of the business services provider's stock worth $279,145,000 after purchasing an additional 503,885 shares during the last quarter. Black Creek Investment Management Inc. boosted its holdings in shares of FTI Consulting by 60.0% during the 4th quarter. Black Creek Investment Management Inc. now owns 1,072,250 shares of the business services provider's stock worth $183,172,000 after buying an additional 402,008 shares during the period. Norges Bank bought a new stake in shares of FTI Consulting during the 4th quarter worth $61,137,000. M&T Bank Corp boosted its holdings in shares of FTI Consulting by 10,081.4% during the 4th quarter. M&T Bank Corp now owns 321,731 shares of the business services provider's stock worth $54,961,000 after buying an additional 318,571 shares during the period. Finally, Vaughan Nelson Investment Management L.P. bought a new stake in shares of FTI Consulting during the 4th quarter worth $43,516,000. Institutional investors and hedge funds own 99.36% of the company's stock.

Key Headlines Impacting FTI Consulting

Here are the key news stories impacting FTI Consulting this week:

• Positive Sentiment: Revenue beat and solid top-line growth — Q1 revenue was $983.3M, up 9.5% year-over-year and above analyst estimates, showing demand across the business and supporting longer-term revenue momentum. FTI Consulting Reports First Quarter 2026 Financial Results
• Neutral Sentiment: FY 2026 EPS guidance reaffirmed/updated to a range of 8.900–9.600; the midpoint (~9.25) is essentially in line with but slightly below the consensus (~9.28), so investors may view guidance as cautious but not a material cut. Press release / guidance details
• Neutral Sentiment: Company released earnings materials and the earnings call transcript/slide deck, useful for detail on segment performance and margin dynamics — monitoring management commentary on margin drivers and bookings will be important for near-term sentiment. Q1 2026 Earnings Call Transcript
• Negative Sentiment: EPS missed consensus — reported $1.90 vs. $2.11 expected (and below last year's $2.29), which highlights margin pressure or higher costs despite revenue growth and is the primary near-term negative catalyst. FTI Consulting (FCN) Lags Q1 Earnings Estimates

FTI Consulting Company Profile

FTI Consulting, Inc is a global business advisory firm providing multidisciplinary solutions designed to address complex challenges and strategic opportunities. The company's primary service offerings encompass corporate finance & restructuring, economic consulting, forensic & litigation consulting, strategic communications, and technology. These capabilities enable clients to manage financial distress, navigate regulatory environments, resolve disputes, build trust with stakeholders, and leverage data-driven insights.

In its corporate finance & restructuring practice, FTI delivers restructuring, interim management, and transaction advisory services to companies facing operational or financial pressures.

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