Hackett Group, Inc. (HCKT)

The Hackett Group's stock price has experienced significant pressure over the past six months, with the share price at $13.70 as of May 4, 2026, a 48.61% decline from May 5, 2025. Key events impacting the stock include Q4 2025 earnings and Q1 2026 outlook, which met or exceeded guidance but saw a revenue decrease in the Global S&BT segment due to a market shift towards AI-enabled services. Q1 2026 results showed a decrease in total revenue and adjusted diluted earnings per share. The company estimated total revenue before reimbursements for Q2 2026 to be in the range of $68.5 million to $70.0 million, and adjusted diluted EPS between $0.33 and $0.35. Management cited ongoing demand pressure due to macroeconomic uncertainty and uncertainty around AI return on investment (ROI). The Board of Directors declared a quarterly dividend of $0.12 per share, and as of March 27, 2026, the company had $22.0 million available under its share repurchase plan.

Demand for consulting services, including those offered by The Hackett Group, can exhibit seasonality. There tends to be a dip in project sales during mid-summer and a more significant slowdown during the holiday season, specifically from Thanksgiving to New Year. Conversely, other periods can be busy, with many companies initiating engagements around their fiscal year turnovers due to new budget allocations. Consulting firms often adjust their activities and investments to capitalize on these natural cycles, offering specialized services during peak demand or optimizing processes during slower periods.

The Hackett Group, Inc. operates as an intellectual property platform-based generative artificial intelligence (Gen AI) strategic consulting and executive advisory firm, specializing in digital transformation for large enterprises. The company operates within the Technology sector and the Information Technology Services industry, delivering services through three primary segments: Global Strategy & Business Transformation (S&BT), Oracle Solutions, and SAP Solutions. The Global S&BT segment is the largest revenue generator and includes Gen AI consulting, benchmarking, business transformation offerings, and executive advisory programs. The company leverages a suite of proprietary Gen AI-assisted platforms and capabilities and provides dedicated expertise in areas such as finance, human capital management, strategic sourcing, procurement, and information technology, including implementation offerings for Oracle, SAP, OneStream, and Coupa.

Headquartered in Miami, Florida, The Hackett Group, Inc. has a global presence with offices across the Americas, Europe, and Asia, serving clients in nearly 60 countries. Specific office locations include Atlanta, USA; Frankfurt, Germany; Hyderabad, India; London, United Kingdom; Montevideo, Uruguay; and Saint John, Canada.

The Hackett Group maintains a strong brand reputation within the management consulting industry. In 2026, Forbes recognized the company in its "America's Best Management Consulting Firms" list, and in 2025, it was included in "World's Best Management Consulting Firms" and ranked #63 among "Best Small Cap Companies." The company launched "Applied Intelligence" and "AskHackett™" in April 2026, released the 2026 Procurement Key Issues Study, and published AI adoption studies in March 2026. In August 2025, The Hackett Group announced a collaboration with Celonis, and launched its 2025 Digital World Class Matrix.

The ownership structure of The Hackett Group, Inc. is predominantly held by institutional investors, who collectively owned approximately 79.26% of the company's stock as of July 2025, 84.54% as of November 2025 and 87.51% as of May 2026. Major institutional owners include Royce & Associates Lp, BlackRock, Inc., and Vanguard Group Inc, among others. Individual insiders account for about 9.48% of the company's shares as of July 2025, and 10.38% as of November 2025. Paul G. Yovovich is the largest individual shareholder, holding 36.95% ownership as of July 2025, while Ted A. Fernandez, the Chairman and CEO, is also a significant insider shareholder.