# The Hackett Group, Inc. (HCKT)

> Source: Nexqual · https://nexqual.com/HCKT · data as of 2026-10-29 20:00 UTC · cite as "Nexqual, The Hackett Group, Inc. (HCKT), nexqual.com/HCKT" · informational, not investment advice.

**Price:** USD 12.62 (+0.72% on the day) · last close of Oct 29, 2026; US market closed, not a live price. Prev close 12.53 · day 12.38–12.68 · 52w 9.16–20.68 · market cap $314M · NMS

## Key facts
- Last four reported quarters (through Jun 26, 2026): revenue $287M, net income $16.8M (5.9% margin), free cash flow $31.2M (SEC filings).
- Valuation: P/E 18.7x (avg 29.9x at the last 3 fiscal year-ends), EV/EBITDA 10.4x, net debt $66.7M.
- Analysts: Buy (mean 1.67 on a 1–5 scale) (3 analysts), mean target USD 16.67 (range 15–19).
- Total return with dividends: 1Y -27.9% vs S&P 500 +14.8%; 5Y -32.8% vs S&P 500 +79.1%.
- Next earnings: 2026-11-03, EPS estimate USD 0.37, revenue estimate $69.6M. All companies reporting that day: https://nexqual.com/earnings/2026-11-03
- Dividend: USD 0.48 a year (yield 3.83%), paid quarterly; latest ex-dividend date 2026-09-18; annual dividends grew 2.9% a year 2022–2025.
- Short interest: 5.60% of float (as of 2026-10-15), 6.5 days to cover.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $279M | $294M | $297M | $314M | $306M | $287M |
| Gross profit | $83.8M | $89.5M | $84.4M | $123M | $117M | — |
| Operating income | $46.5M | $55.2M | $49.3M | $44.6M | $23.5M | $31.2M |
| Net income | $41.5M | $40.8M | $34.2M | $29.6M | $12.9M | $16.8M |
| EPS (diluted) | $1.26 | $1.28 | $1.24 | $1.05 | $0.46 | — |
| Free cash flow | $43.1M | $54.2M | $33.3M | $43.6M | $32.4M | $31.2M |
| Gross margin | 30.1% | 30.5% | 28.4% | 39.3% | 38.3% | — |
| Operating margin | 16.7% | 18.8% | 16.6% | 14.2% | 7.7% | 10.9% |
| Net margin | 14.9% | 13.9% | 11.5% | 9.4% | 4.2% | 5.9% |
| Revenue growth | +16.4% | +5.4% | +1.0% | +5.8% | -2.6% | — |
| Cash + short-term investments | $45.8M | $30.3M | $21.0M | $16.4M | $18.2M | — |
| Total debt | — | $59.7M | $32.7M | $12.7M | $75.8M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 26, 2026)
P/E 18.7x · P/S 1.1x · EV/EBITDA 10.4x · EV/Sales 1.3x · P/FCF 10.1x · P/B 4.6x · FCF yield 9.92% · Earnings yield 5.36% · Dividend yield (paid, TTM) 4.01% · Buyback yield (TTM) 20.87% · Net debt $66.7M · EV $381M
P/E at fiscal year-ends: Dec 2025 42.3x, Dec 2024 29.1x, Dec 2023 18.4x.

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 3 analysts; mean target USD 16.67 (low 15, high 19).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-30) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -27.9% | -32.8% |
| S&P 500 (SPY) | +14.8% | +79.1% |
| Per year | -28.0% | -7.6% |
| Volatility (annualized) | 56.0% | 34.7% |
| Max drawdown | -54.8% (Jan 2026→May 2026) | -69.7% (Dec 2024→May 2026) |

## Dividends
Annual dividend rate USD 0.48 per share, yield 3.83% at the current price. Paid over the last 12 months: USD 0.48 in 4 payments (quarterly).
Most recent ex-dividend date: Sep 18, 2026; payment date: Oct 2, 2026. To receive a dividend, shares must be owned before the ex-dividend date.
Latest change: raised 9.1% to USD 0.12 per payment from USD 0.11, starting with the Mar 21, 2025 ex-dividend date.
Payout ratio 76% of earnings · 5-year average yield 2.09% · annual dividends grew 2.9% a year from 2022 to 2025.
| Ex-dividend date | Amount per share |
|---|---|
| 2026-09-18 | USD 0.12 |
| 2026-06-22 | USD 0.12 |
| 2026-03-20 | USD 0.12 |
| 2025-12-23 | USD 0.12 |
| 2025-09-19 | USD 0.12 |
| 2025-06-20 | USD 0.12 |
| 2025-03-21 | USD 0.12 |
| 2024-12-20 | USD 0.11 |
Total by calendar year: 2022 USD 0.44 · 2023 USD 0.44 · 2024 USD 0.44 · 2025 USD 0.48.

## Short interest
1,227,705 shares sold short, 5.60% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 1,241,007 shares (-1.1%). Days to cover: 6.5 (short shares ÷ average daily volume).

## Peers (Information Technology Services)
CHRN (ChronoScale Holdings Corporatio) USD 15.62 -8.25% · DXC (DXC Technology Company) USD 15.23 -5.34% · CSQR (Csquare, Inc.) USD 14.95 -2.86% · PENG (Penguin Solutions, Inc.) USD 58.79 -3.31% · KD (Kyndryl Holdings, Inc.) USD 13.94 -1.06% · CIFR (Cipher Digital Inc.) USD 8.1 -8.68%

## More
Full page: https://nexqual.com/HCKT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by business segment (quarter ended 2026-06-26)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Global S & BT | $36.0M | 52.0% | -18.5% |
| Sap Solutions | $17.8M | 25.7% | +28.2% |
| Oracle Solutions | $15.5M | 22.3% | -25.6% |
| Total revenue | $69.3M | 100% | — |

## Revenue by product line (quarter ended 2026-06-26)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Revenue Before Reimbursements | $68.3M | 98.6% | -12.0% |
| Consulting & Software Support & Maintenance | $15.5M | 22.3% | -25.6% |
| Software Sales | $4.2M | 6.0% | +167.6% |
| Reimbursements | $986,000 | 1.4% | -22.4% |
| Total revenue | $69.3M | 100% | — |
The lines above cover 128.3% of total revenue.

## Revenue by region (quarter ended 2026-06-26)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $56.2M | 81.1% | -10.3% |
| Europe | $7.3M | 10.5% | -17.5% |
| Other Australia Canada India & Uruguay | $5.8M | 8.4% | -21.0% |
| Total revenue | $69.3M | 100% | — |

## Customer concentration

Period ended 2025-12-26: 5% of revenue from unnamed direct customers (10-K, filed 2026-02-27).

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.37 | $0.40 | -5.9% | $69.6M | 3 |
| Next quarter (ends 2026-12-31) | $0.39 | $0.42 | -6.3% | $70.9M | 3 |
| Current fiscal year (ends 2026-12-31) | $1.45 | $1.50 | -3.6% | $278.6M | 3 |
| Next fiscal year (ends 2027-12-31) | $1.59 | $1.67 | -4.3% | $288.6M | 3 |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.34 | $0.34 | In line | — |
| — | Quarter ended Mar 31, 2026 | $0.34 | $0.35 | Miss −2.9% | — |
| — | Quarter ended Dec 31, 2025 | $0.40 | $0.39 | Beat +2.6% | — |
| — | Quarter ended Sep 30, 2025 | $0.37 | $0.37 | In line | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-08-05 | 10-Q | Quarterly report · period ended Jun 26, 2026 | https://www.sec.gov/Archives/edgar/data/1057379/000119312526335475/0001193125-26-335475-index.htm |
| 2026-08-04 | 8-K | Entered a material agreement; Quarterly results — “On August 3, 2026, The Hackett Group, Inc. (the "Company") entered into a Fourth Amended and Restated Credit Agreement (the "Credit Agreement") with Bank of America, N.A., as administrative agent, and the lenders party thereto, pursuant to which the lenders agreed to amend and restate the Third Amended and Restated Credit Agreement, dated November 7, 2022, with Bank of America, N.A., as lender, in order to extend the maturity date of the revolving credit facility and provide the Company with an additional $25…” | https://www.sec.gov/Archives/edgar/data/1057379/000119312526332885/0001193125-26-332885-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.