Korn/Ferry International (KFY)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-09-04
$85.35-0.28%
Close 2026-09-04 · 1-day change
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · KFY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -3.8% |
| Our one-year growth estimate | diamond | 4.4% |
Growth built into the price is above our model estimate.
The price assumes 8.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 12 industry peers
KFY — capital allocation — Unregistered Sales of Equity Securities
Dated 2026-09-01
Unregistered Sales of Equity Securities. The information set forth in “
Why it matters: Pete Shimer's skills may help with strategy. They could also make operations run better.
Supportive ifPublic announcements of new plans or changes linked to Pete Shimer's advice.
Worry ifThere are no clear changes in strategy. This is true after Shimer's appointment.
Why it matters: Approval is key to finishing the AMS acquisition. Delays could hurt growth plans.
Supportive ifRegulators approve the AMS acquisition. There are no major conditions.
Worry ifRegulators have concerns. They may deny approval for the AMS acquisition.
Why it matters: Continued dividend growth shows strong cash flow and management's trust in future earnings.
Supportive ifAnnouncement of a dividend increase beyond 15% in Q3 FY'26.
Worry ifNo dividend increase announced in Q3 FY'26.
Why it matters: Successfully integrating AMS is key to expanding Korn Ferry's talent consulting. This will impact future revenue growth.
Supportive ifManagement says AMS integration is on track. It will add to revenue by Q2 FY'27.
Worry ifThere are delays in integration. This will push back expected revenue contributions.
Why it matters: If fee revenue growth slows, it may show less demand for Korn Ferry's consulting.
Worry ifQ3 FY'26 fee revenue growth prints below 5% year-over-year.
Less concerning ifFee revenue growth remains at or above 5% year-over-year.
Why it matters: The dividend announcement shows Korn Ferry wants to give value back to shareholders.
Supportive ifDividend increase of over 15% was announced in April 2026.
Worry ifNo dividend increase or a decrease announced in April 2026.
Why it matters: This report will show if Korn Ferry continues its revenue growth trend.
Watch forEarnings per share were over $1.40. This shows strong performance.
Also watch forEarnings per share were under $1.20. This shows weak performance.
Why it matters: Earnings results will show if Korn Ferry maintains growth momentum and meets or exceeds expectations.
Watch forKorn Ferry reports Q2 earnings with fee revenue growth above 5% year-over-year.
Also watch forQ2 earnings show fee revenue growth below 5% year-over-year.
Why it matters: A drop in adjusted EBITDA margin may mean costs are rising or operations are weak.
Worry ifAdjusted EBITDA margin falls below 17% in Q3 FY'26.
Less concerning ifAdjusted EBITDA margin remains at or above 17% in Q3 FY'26.
Why it matters: Successful integration of AMS is key to expanding Korn Ferry's talent consulting services. This could drive revenue growth.
Supportive ifManagement says AMS integration is going well. It is helping to increase revenue.
Worry ifManagement says there are delays or problems with the AMS integration.
Why it matters: The AMS acquisition will help Korn Ferry grow its consulting work and make more money. If they integrate well, earnings could rise.
Supportive ifThe acquisition closes. Korn Ferry expects a $140 million boost in Adjusted EBITDA.
Worry ifThe acquisition may face delays or not close as planned.
Why it matters: The AMS acquisition is a key growth priority. It could boost Korn Ferry's revenue significantly.
Supportive ifQuarterly revenue grew more than 10% compared to last year after the acquisition.
Worry ifQuarterly revenue grew less than 5% compared to last year after the acquisition.
Why it matters: The AMS acquisition is a key growth priority. Its contribution to revenue will show if the strategy is working.
Supportive ifIn Q1 FY'27, fee revenue rises by at least 10% from last year. This shows good integration.
Worry ifQ1 FY'27 fee revenue growth is below 5% year over year, suggesting integration issues.
Why it matters: If industrial sector revenue growth speeds up, it may help Korn/Ferry's performance.
Supportive if3-year revenue growth in the industrial sector rises above 8%.
Worry if3-year revenue growth in the industrial sector stays below 6%.
Why it matters: The dividend increase shows Korn Ferry cares about its shareholders. Future dividends will show financial health.
Watch forThe Board declares a dividend of $0.55 or higher for the next quarter.
Also watch forThe Board cuts the dividend or does not declare a dividend for the next quarter.
Why it matters: This segment has driven Korn Ferry's recent revenue growth. Sustained growth signals strong demand.
Supportive ifProfessional Search & Interim revenue growth is over 10% from last year.
Worry ifProfessional Search & Interim revenue growth is below 5% from last year.
Why it matters: An increase in dividends would reflect Korn Ferry's commitment to returning value to shareholders. This can boost investor confidence.
Supportive ifManagement announces a dividend increase to more than $0.55 per share.
Worry ifManagement maintains the dividend at $0.55 per share without plans for an increase.
Why it matters: Earnings results will show if Korn Ferry continues its growth trend. Investors focus on revenue and profit margins.
Watch forEarnings report shows fee revenue growth above 7% year over year.
Also watch forEarnings report shows fee revenue growth below 5% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$98 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $262 loss on $10,000 · 2.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,958 loss on $10,000 · 19.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.