KFY at a glance
KORN FERRY (KFY, SEC CIK 56679) filed its latest 10-K annual report on June 26, 2026, a 10-Q quarterly report on September 9, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as September 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 30, 2026 (FY2026), KORN FERRY (KFY) reported revenue of $2.9 billion (up 6.4% from FY2025) and net income of $277.4 million. Diluted EPS was $5.22.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding KORN FERRY (KFY) shares worth $1.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by ROZEK ROBERT P on September 23, 2026 of 3,709 shares at $75.03 per share.
- In the last 90 days, KFY insiders reported 0 open-market purchases ($0) and 4 open-market sales ($982K) on Form 4, a net sale of $982K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.9B
- +6.4% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$982K
- 13F holders
- 34 funds
- $1.8B · +3 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 5.02 · Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Apr 30, 2026
Management Discussion & Analysis
- Revenue $2,907.5M, up 7% YoY from $2,730.1M; driven by Professional Search & Interim (+11%), Executive Search North America (+9%), EMEA (+11%), Asia Pacific (+12%), and Consulting (+4%)
- Net income $277.4M with margin 9.5% vs 9.0% prior year; Adjusted EBITDA $497.8M with margin stable at 17.1%
- Best segment: Executive Search North America fee revenue $583.4M (+9%) with 30% Adjusted EBITDA margin; Worst: Executive Search Latin America revenue down 3%, Adjusted EBITDA margin 20% vs 28% prior year
- Cash from operations $414.2M; invested $98.7M (down from $125.5M prior year); share repurchases $116.1M (up from $88.9M); dividends increased 15% to $0.55/share quarterly
- Management cautious on macro risks including inflation, geopolitical tensions, potential recession; expects sufficient liquidity from operations and credit facility for next 12 months and beyond
Risk Factors
- Regulatory risk: EU proposed stringent AI regulations impacting Korn Ferry’s AI use and compliance, with potential penalties and operational limits
- Geopolitical threat: 48% of fee revenue from international operations exposed to instability from Middle East conflict and Russia-Ukraine tensions
- Operational vulnerability: Dependence on top 10 consultants generating ~4% of total fee revenues risks client loss if they depart
- Competitive disruption: AI-enabled competitors like Eightfold AI, Google for Jobs, LinkedIn threaten Korn Ferry’s executive search and digital services
- Financial risk: $400M senior unsecured notes due 2027 with $845.7M available under revolving credit facility, high leverage constrains operations and growth
Business Overview
- Core business: Global consulting firm delivering integrated talent, leadership, and organizational solutions across workforce strategy and execution
- New emphasis: Expanded AI integration across platforms and workflows, accelerating digital transformation in fiscal 2026
- Strategic shift: Transitioning external reporting to a regional model from fiscal 2027 to better align with client delivery and We Are Korn Ferry initiative
- Quantitative standout: 8,965 employees worldwide; $2.91B fee revenue with 9.5% net margin, up 50bps from prior year
- Noteworthy fact: Named Official Talent and Organizational Consulting Partner for the LA28 Olympic and Paralympic Games, managing 5,000+ workforce planning
AI summary of the KFY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Fee revenue $756.5M, up 7% from $708.6M YoY
- Net income attributable to Korn Ferry $69.0M, margin 9.1% vs 9.4% YoY
- Americas best performer: revenue $442.1M, up 9%; Adjusted EBITDA $116.4M, margin 26.3% vs 24.9%
- APAC weakest: Adjusted EBITDA $19.2M, down 3%; margin 22.2% vs 23.1%
- Adjusted EBITDA $128.2M, margin 17.0% vs 17.0%; integration costs $7.6M vs $1.5M YoY
Risk Factors
- No new risk factors; company reported no material changes from its Form 10-K
- Carried-forward regulatory risk: SEC filings caution that additional unknown or currently immaterial risks may impair operations
- Carried-forward financial risk: dividends and repurchases require consolidated net leverage ratio no greater than 5.00 to 1.00
- Carried-forward liquidity risk: A&R Credit Agreement restrictions apply during any default or Financial Covenant noncompliance
AI summary of the KFY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 1,400,000 additional shares for stock-based awards, increasing potential equity dilution
- Amended plan extended through September 24, 2036, supporting long-term employee and executive retention
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected, supporting board continuity through the 2027 annual meeting
- Executive compensation advisory vote approved, with 43,800,129 votes for and 1,145,915 against
Item 7.01: Regulation FD Disclosure
- Fiscal 2027 reporting shifts to geography: Americas, EMEA, and Asia Pacific
- Historical fiscal 2026 fee revenue recast by geography and Solution Group in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Korn Ferry shifted reporting to Americas, EMEA, and APAC, improving geographic visibility and aligning disclosures with client buying patterns
- Americas remained dominant, with 58.9% of Q4 fiscal 2026 fee revenue and $447.7 million
Item 2.02: Results of Operations and Financial Condition
- Korn Ferry reported first-quarter fiscal 2027 results on September 9, 2026
- Detailed financial results, operating metrics, and management commentary are contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 FY27 fee revenue $756.5M, up 7%; sixth consecutive quarter of growth, supporting sustained demand momentum
- Adjusted EBITDA $128.2M, up 7%, while margin held at 17.0%; net income margin declined to 9.1% from 9.4%
AI summaries of KFY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KFY
Don't miss the next KFY filing
- Alerts as it files. A push when KFY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut KFY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Shimer Peter A | A | Sep 24, 2026 | 2,780 | - |
| Robinson Lori Jean | A | Sep 24, 2026 | 2,780 | - |
| Bishop Laura M | A | Sep 24, 2026 | 2,780 | - |
| Leamon Jerry | A | Sep 24, 2026 | 2,780 | - |
| ESPE MATTHEW J | A | Sep 24, 2026 | 2,780 | - |
| Hagey Russell | A | Sep 24, 2026 | 4,100 | - |
| Beneby Doyle N | A | Sep 24, 2026 | 2,780 | - |
| MARTINEZ ANGEL R | A | Sep 24, 2026 | 2,780 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.8B | $2.9B |
| Operating Income | $212.9M | $346.3M | $374.7M |
| Net Income | $169.2M | $246.1M | $277.4M |
| Op. Margin | - | 12.5% | 12.8% |
| Net Margin | - | 8.9% | 9.4% |
| Balance Sheet | |||
| Total Assets | - | $3.9B | $4.1B |
| Equity | - | $1.9B | $2.0B |
| ROE | - | 13.2% | 14.1% |
| Per Share | |||
| EPS | - | $4.60 | $5.22 |
| Cash Flow | |||
| Operating CF | $284.0M | $364.4M | $414.2M |
| CapEx | $55.1M | $62.5M | $89.9M |
Source: XBRL data in KORN FERRY (KFY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KFY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.78B |
| Q1 2026 | 31 | $1.59B |
| Q4 2025 | 29 | $1.67B |
| Q3 2025 | 31 | $1.79B |
| Q2 2025 | 31 | $1.90B |
| Q1 2025 | 28 | $1.21B |
| Q4 2024 | 24 | $1.12B |
| Q3 2024 | 20 | $751.6M |
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- Dimensional Fund Advisors+162.7K (+5%)
- Morgan Stanley+134.7K (+14%)
- Citadel Advisors LLC−369.8K (-90%)
- Prudential Financial−57.8K (-33%)
- FMR LLC (Fidelity)−52.0K (-81%)
- D.E. Shaw & Co−41.7K (-59%)
- Bank of America Corp−40.8K (-10%)
- Millennium Management+304.2K
- Two Sigma Investments+22.4K
- Blackstone Group+11.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 228 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KFY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 10-Q | Sep 9, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
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KFY SEC filings: frequently asked questions
Are KFY insiders buying or selling?
In the last 90 days, KORN FERRY (KFY) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $982,477 by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KFY stock?
As of June 30, 2026, the largest KORN FERRY (KFY) holders among the 13F filers tracked by SignalX were BlackRock ($531.8 million), Vanguard Portfolio Management LLC ($229.3 million), Dimensional Fund Advisors ($210.8 million), Vanguard Capital Management LLC ($155.0 million), State Street Corp ($140.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KFY's revenue in fiscal year 2026?
For the fiscal year ended April 30, 2026 (FY2026), KORN FERRY (KFY) reported revenue of $2.9 billion (up 6.4% from FY2025) and net income of $277.4 million. Diluted EPS was $5.22. The figures come from the XBRL data in the 10-K.
What are the main risks in KFY's latest 10-K?
In the 10-K filed June 26, 2026, KORN FERRY (KFY) flagged: Regulatory risk: EU proposed stringent AI regulations impacting Korn Ferry’s AI use and compliance, with potential penalties and operational limits. Geopolitical threat: 48% of fee revenue from international operations exposed to instability from Middle East conflict and Russia-Ukraine tensions. (AI summary of the Risk Factors section.)
What did KFY report in its latest 8-K?
KORN FERRY (KFY) filed an 8-K on September 29, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Stockholders approved 1,400,000 additional shares for stock-based awards, increasing potential equity dilution.
What are the latest KFY SEC filings?
KORN FERRY (KFY) filed its latest 10-K annual report on June 26, 2026, a 10-Q quarterly report on September 9, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on September 25, 2026.
What is KFY's SEC CIK number?
KORN FERRY (KFY)'s SEC Central Index Key (CIK) is 56679. EDGAR lists every KFY filing under that number.
Ask anything about KFY
The research agent reads KFY's filings, financials, insider trades and 13F holders, then answers with sources.