Public Employees Retirement System of Ohio Has $2.59 Million Stock Position in FTI Consulting, Inc. $FCN

Public Employees Retirement System of Ohio lowered its position in FTI Consulting, Inc. (NYSE:FCN) by 25.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,652 shares of the business services provider’s stock after selling 5,039 shares during the period. Public Employees Retirement System of Ohio’s holdings in FTI Consulting were worth $2,590,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Sei Investments Co. increased its holdings in shares of FTI Consulting by 5.9% during the first quarter. Sei Investments Co. now owns 93,707 shares of the business services provider’s stock valued at $16,564,000 after acquiring an additional 5,185 shares in the last quarter. State of Wyoming lifted its holdings in shares of FTI Consulting by 46.8% in the 1st quarter. State of Wyoming now owns 1,681 shares of the business services provider’s stock worth $297,000 after purchasing an additional 536 shares in the last quarter. Cetera Investment Advisers lifted its holdings in shares of FTI Consulting by 17.1% in the 1st quarter. Cetera Investment Advisers now owns 3,880 shares of the business services provider’s stock worth $686,000 after purchasing an additional 567 shares in the last quarter. PNC Financial Services Group Inc. grew its position in FTI Consulting by 0.8% in the 1st quarter. PNC Financial Services Group Inc. now owns 18,313 shares of the business services provider’s stock valued at $3,237,000 after purchasing an additional 144 shares during the period. Finally, Dimensional Fund Advisors LP grew its position in FTI Consulting by 6.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 921,218 shares of the business services provider’s stock valued at $162,836,000 after purchasing an additional 59,524 shares during the period. Institutional investors and hedge funds own 99.36% of the company’s stock.

Insider Transactions at FTI Consulting

In other news, CFO Eun Nam bought 2,000 shares of FTI Consulting stock in a transaction dated Wednesday, May 13th. The stock was purchased at an average price of $144.59 per share, for a total transaction of $289,180.00. Following the purchase, the chief financial officer directly owned 21,592 shares in the company, valued at $3,121,987.28. The trade was a 10.21% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Steven Henry Gunby purchased 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were purchased at an average cost of $144.17 per share, for a total transaction of $1,441,700.00. Following the completion of the transaction, the chief executive officer directly owned 326,984 shares of the company’s stock, valued at $47,141,283.28. This represents a 3.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders bought a total of 14,400 shares of company stock worth $2,076,576 in the last quarter. 1.80% of the stock is currently owned by corporate insiders.

Key Stories Impacting FTI Consulting

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

• Positive Sentiment: Second-quarter revenue reached a record $993.5 million, up 5.3% year over year and broadly in line with analyst expectations. Growth was led by Corporate Finance, Technology, and Forensic and Litigation Consulting. FTI Consulting Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Adjusted EPS increased to $2.16 from $2.13 a year earlier after excluding $6.6 million of extraordinary litigation-related expenses. Operating cash flow improved sharply to $152.3 million for the quarter, supporting capital returns. FTI Consulting Posts Record Q2 Revenue, Reaffirms 2026 Outlook
• Positive Sentiment: FTI Consulting repurchased approximately 2.6 million shares for $390.9 million during the quarter and has about $344 million remaining under its buyback authorization, potentially supporting per-share results.
• Neutral Sentiment: The company reaffirmed 2026 revenue guidance of $3.94 billion to $4.10 billion and introduced adjusted EPS guidance of $9.10 to $9.70, indicating confidence in underlying operations.
• Negative Sentiment: Adjusted EPS of $2.16 missed the $2.26 consensus estimate, while revenue was slightly below the $997.6 million consensus. GAAP diluted EPS fell to $1.99 from $2.13, and net income declined to $57.8 million from $71.7 million.
• Negative Sentiment: Full-year GAAP EPS guidance was reduced to $8.70-$9.30 from $8.90-$9.60, below the roughly $9.23 analyst expectation. Management attributed the gap partly to anticipated litigation-related expenses.
• Negative Sentiment: Adjusted EBITDA fell to $104.5 million from $111.6 million, reducing the margin to 10.5% from 11.8%. Higher compensation, selling expenses, interest costs, and weakness in Economic Consulting pressured profitability. Net debt also increased substantially as buybacks were funded with debt.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Wall Street Zen downgraded shares of FTI Consulting from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Truist Financial lifted their price objective on shares of FTI Consulting from $165.00 to $180.00 and gave the company a “hold” rating in a report on Monday, May 4th. The Goldman Sachs Group set a $169.00 target price on shares of FTI Consulting in a research report on Tuesday, May 19th. Finally, Weiss Ratings lowered shares of FTI Consulting from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, July 8th. Two equities research analysts have rated the stock with a Hold rating, According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $174.50.

FTI Consulting Stock Down 2.7%

Shares of NYSE:FCN opened at $159.68 on Friday. The stock has a market cap of $4.81 billion, a price-to-earnings ratio of 19.31 and a beta of -0.04. The company has a quick ratio of 2.30, a current ratio of 2.03 and a debt-to-equity ratio of 0.76. FTI Consulting, Inc. has a 12-month low of $137.65 and a 12-month high of $189.30. The business’s 50 day moving average is $155.45 and its 200 day moving average is $165.33.

FTI Consulting (NYSE:FCN) last announced its quarterly earnings results on Thursday, July 30th. The business services provider reported $2.16 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.17 by ($0.01). The company had revenue of $993.46 million for the quarter, compared to the consensus estimate of $992.75 million. FTI Consulting had a return on equity of 15.91% and a net margin of 6.44%.The company’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter last year, the company posted $2.13 EPS. FTI Consulting has set its FY 2026 guidance at 8.700-9.300 EPS. On average, sell-side analysts forecast that FTI Consulting, Inc. will post 9.1 earnings per share for the current fiscal year.

FTI Consulting declared that its board has approved a stock buyback program on Friday, June 5th that permits the company to buyback $370.00 million in outstanding shares. This buyback authorization permits the business services provider to reacquire up to 7.9% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

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.