Hackett Group, Inc. (HCKT)

Over the past six months, The Hackett Group's stock price has experienced a significant decline. As of January 21, 2026, the share price was $19.66, representing a 34.86% decrease from $30.18 on January 22, 2025. The stock has fallen by 14.23% in the past week and 19.00% in the past month (as of February 6, 2026). Key events impacting the stock include Q3 2025 financial results where the company matched earnings estimates but missed revenue expectations, a downgrade to "Sell" due to ongoing challenges in revenue growth and uncertainties surrounding the impact of generative AI projects, and the declaration of a quarterly dividend of $0.12 per share along with a $40.0 million modified Dutch auction tender offer.

The demand for The Hackett Group's products and services exhibits some seasonality. The company's Q4 2025 revenue outlook was expected to be impacted by "typical holiday seasonality," suggesting that demand may be lower during the holiday season.

The Hackett Group, Inc. is a strategic consultancy and executive advisory firm specializing in benchmarking, research, and digital transformation, with a strong focus on generative artificial intelligence (Gen AI). The company operates within the Information Technology Services sector, enabling organizations to achieve "Digital World Class" performance by deploying Gen AI and best practices across key business functions. The company's major products and services are delivered through three segments: Global Strategy & Business Transformation (S&BT), Oracle Solutions, and SAP Solutions. The Hackett Group also leverages proprietary platforms like Quantum Leap®, AI XPLR™, and ZBrain™ to accelerate digital transformations and enterprise cloud implementations.

The Hackett Group, Inc. has a global geographic footprint, operating in the United States, Europe, and internationally. The company serves clients in nearly 60 countries and maintains offices across the Americas, Europe, and Asia. Its headquarters are located in Miami, Florida.

In the past year, The Hackett Group has actively positioned itself as a leader in Generative AI strategic consulting and digital transformation. However, there has been some skepticism regarding the company's strong emphasis on AI, with some perceiving the company as a "vanilla tech consulting firm" with "some AI products." The underperformance of HCKT stock compared to the broader US IT industry and market over the past year could also indirectly affect its reputation among investors.

The ownership structure of The Hackett Group, Inc. is primarily concentrated among institutional investors and co-founding insiders. Major institutional owners include Royce & Associates Lp, Vanguard Group Inc, and BlackRock, Inc., among others. Insider ownership is also substantial, with co-founders Ted A. Fernandez (Chairman & CEO) and David N. Dungan (Vice Chairman & COO) being significant individual shareholders. Paul G. Yovovich is also noted as a large individual shareholder.