Why a $183 Million Bet on FTI Consulting Signals Upside Potential Amid a 16% One-Year Drop

9 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, February 14, 2026 astatine 11:39 AM CST 4 min read

On February 13, 2026, Black Creek Investment Management Inc. disclosed it bought 402,008 shares of FTI Consulting (NYSE:FCN), an estimated $66.27 cardinal commercialized based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Black Creek Investment Management Inc. accrued its presumption successful FTI Consulting by 402,008 shares during the 4th quarter. The estimated transaction worth was $66.27 million, calculated utilizing mean unadjusted closing prices for the period. The fund’s quarter-end worth successful the banal roseate by $74.83 million, reflecting some trading enactment and marketplace terms changes.

Black Creek’s accrued involvement brings its FTI Consulting presumption to 9.09% of 13F reportable AUM.
Top 5 holdings aft the filing:
- NYSE:ELAN: $250.32 cardinal (12.4% of AUM)
- NYSE:BAH: $211.34 cardinal (10.5% of AUM)
- NASDAQ:PSMT: $201.01 cardinal (10.0% of AUM)
- NASDAQ:PYPL: $187.56 cardinal (9.3% of AUM)
- NYSE:FCN: $183.17 cardinal (9.1% of AUM)
As of February 12, 2026, FTI Consulting shares were priced astatine $160.91; the banal fell 16.1% implicit the past year, underperforming the S&P 500 by 29.04 percent points.

Metric

Value

Price (as of marketplace adjacent February 12, 2026)	$160.91
Market capitalization	$5.31 billion
Revenue (TTM)	$3.69 billion
Net income (TTM)	$266.05 million

FTI Consulting offers concern advisory services crossed 5 segments, including firm concern and restructuring, forensic and litigation consulting, economical consulting, technology, and strategical communications.
The institution generates gross by providing specialized consulting solutions to negociate change, mitigate risk, and resoluteness disputes for organizations globally.
It serves a diversified lawsuit basal spanning industries specified arsenic aerospace, fiscal services, healthcare, energy, existent estate, and the nationalist sector.

FTI Consulting is simply a starring planetary supplier of concern advisory services, with a beardown beingness crossed aggregate industries. The institution leverages heavy assemblage expertise and multidisciplinary teams to code analyzable concern challenges, driving worth for clients done transformation, hazard mitigation, and quality resolution. Its diversified work portfolio and planetary scope underpin its competitory presumption successful the consulting services sector.

In October, FTI Consulting posted grounds third-quarter gross of $956.2 million, up 3% twelvemonth implicit year, and grounds diluted EPS of $2.60, up 41%. The firm’s firm concern and forensic segments some delivered double-digit gross growth, portion adjusted EBITDA borderline expanded to 13.7%. Management besides raised full-year 2025 EPS guidance to $7.62 to $8.12, with adjusted EPS projected arsenic precocious arsenic $8.70.

That backdrop matters. This is simply a steadfast with diversified vulnerability crossed restructuring, litigation, and strategical communications, not a azygous merchandise tech bet. Within the portfolio, the presumption present represents 9.1% of reportable AUM, placing it alongside halfway holdings specified arsenic ELAN, BAH, and FCN itself successful the apical tier of condemnation ideas.

Long-term investors should absorption little connected the past 12-month terms illustration and much connected net durability. Consulting request tied to restructuring and regulatory complexity seldom disappears. When profits deed records and shares retreat, that hostility tin make opportunity.

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