FCN FTI CONSULTING, INC

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Jun 5, 2026 Processed 7d 23h ago SEC 0001193125-26-258397
8-K context-dependent: Items 8.01

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Executive Summary

FTI Consulting filed an 8-K reporting routine shareholder meeting results and a $370M increase to its existing stock repurchase program. The board authorized an additional $370M on June 3, 2026, bringing total program authorization to $2.6B, with $507.4M remaining available for repurchases as of June 2, 2026. This is a capital allocation decision with no accompanying financial results or guidance.

Actionable Insight

The buyback authorization is a modest positive signal of management's confidence in cash generation and undervaluation, but the program is discretionary and has no time limit. Monitor future 10-Q filings for actual repurchase activity and any change in the pace of buybacks relative to prior quarters.

Key Facts

  • Board authorized an additional $370.0 million for share repurchases on June 3, 2026.
  • Total repurchase authorization now stands at $2.6 billion since program inception in June 2016.
  • As of June 2, 2026, FTI had repurchased 19,104,867 shares at an average price of $107.94 for ~$2.1 billion.
  • Remaining authorization after the increase is approximately $507.4 million.
  • All eight director nominees were elected, KPMG was ratified as auditor, and say-on-pay passed with strong support.
  • No time limit on the program; management retains discretion on timing and amount of repurchases.

Financial Impact

No financial results reported. The $370M authorization increase represents ~7.9% of the $4.7B market cap, but actual deployment is discretionary and not guaranteed.

share countcash deployment

Risk Factors

  • Repurchases may be suspended or discontinued at any time without notice.
  • Funding may rely on debt, increasing leverage.
  • Buyback does not offset any underlying business deterioration; no financial results were provided in this filing.

Market Snapshot

Exchange
NYSE
Sector
Services-Management Consulting Services
Analyst Consensus
50% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-258397
Document: fcn-ex99_1.htm0001193125-26-258397
Document: 0001193125-26-258397-index-headers.html0001193125-26-258397
Document: 0001193125-26-258397-index.html0001193125-26-258397
Document: 0001193125-26-258397.txt0001193125-26-258397
9 reports for FCN
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Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 4/10
$159.99 awaiting T+5awaiting T+5$158.57 (−0.89%)
Jun 5, 2026
7d ago
Press Release
NEUTRAL ★ 3/10
$156.09 awaiting T+5awaiting T+5$158.57 (+1.59%)
May 27, 2026
16d ago
Press Release
NEUTRAL ★ 2/10
$154.42 $154.66▲ +0.16%▼ −0.31%$158.57 (+2.69%)
May 13, 2026
4w ago
Insider Cluster
BULLISH ★ 6/10
$144.83 $154.46▲ +6.65%▲ +6.79%$158.57 (+9.49%)
May 1, 2026
6w ago
8-K
BEARISH ★ 5/10
$168.05 $159.09▲ +5.33%▲ +8.27%$158.57 (+5.64%)
Apr 30, 2026
6w ago
Press Release
MIXED ★ 5/10
$179.30 $160.99▼ −10.21%▼ −11.94%$158.57 (−11.56%)
Apr 21, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$187.03 $182.71▼ −2.31%▼ −3.39%$158.57 (−15.22%)
Apr 9, 2026
9w ago
Press Release
NEUTRAL ★ 3/10
$181.01 $182.25▲ +0.69%▼ −2.50%$158.57 (−12.40%)
Mar 11, 2026
13w ago
Press Release
NEUTRAL ★ 3/10
$162.84 $164.99▲ +1.32%▲ +3.51%$158.57 (−2.62%)
Showing 9 of 9

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