Leeward Investments, LLC - MA 13F: Cuts KFY Stake by $1.2M
Key Points
- Leeward Investments reduced its holdings in Korn Ferry by 16,563 shares, bringing its total to 274,449 shares worth about $21.5 million.
- Korn Ferry's stock recently traded around $78.85, which is about 0.7% above its closing price of $78.30 on the filing date.
- The company's market cap stands at approximately $4.4 billion, and it has a P/E ratio of about 14.8.
Since the filing, $KFY is up 0.7% to date (from the $78.30 close on Oct 23, 2026).
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On October 23, 2026, Leeward Investments, LLC trimmed its stake in Korn Ferry (KFY) by 16,563 shares. This move leaves the firm with a total of 274,449 shares valued at approximately $21.5 million, according to its latest Form 13F filing with the SEC.
KFY
Korn Ferry
Leeward Investments, LLC - MA vs. the S&P 500
Hypothetical returns from Leeward Investments, LLC - MA's disclosed trades, not real profit or advice. How we model this.
What Changed in Leeward Investments' Korn Ferry Position
Leeward Investments reduced its holdings by 16,563 shares, which is a 5.7% decrease from its previous total of 291,012 shares. This reduction is part of a larger strategy as the fund manages its portfolio, now representing 2.89% of its total reported value of about $680.7 million.
Other Institutional Activity in Korn Ferry
American Century Companies Inc increased its holdings in Korn Ferry by 283,778 shares, bringing its total to 1,654,689 shares valued at about $130.5 million. This change represents a 20.7% increase in their position.
Korn Ferry Stock Up 3.3%
Korn Ferry's stock recently traded around $78.85, which is above its 50-day moving average of $77.61 and its 200-day moving average of $70.91. However, it remains about 9.9% below its 52-week high of $87.51.
Recent Earnings
Korn Ferry reported trailing twelve-month revenue of approximately $2.96 billion and an EPS of $5.29. The next earnings report is scheduled for December 8, 2026.
Dividend
Korn Ferry pays an annual dividend of $2.20 per share, yielding about 2.81%. The dividend payout ratio is 38.9%.
Insider Buying and Selling at Korn Ferry
Recently, several insiders sold shares of Korn Ferry. Michael Distefano, an officer, sold 3,370 shares at an average price of $74.55 on July 15, 2026. Lesley Uren, another officer, sold 2,000 shares at $78.75 on July 16, 2026. Additionally, Angel R. Martinez, a director, sold 3,740 shares at $79.00 on July 17, 2026, and Robert P. Rozek, the CFO, sold 3,709 shares at $75.03 on September 23, 2026.
Analysts Set New Price Targets
On September 10, 2026, UBS maintained its Neutral rating on Korn Ferry and raised its price target to $82.00 from $75.00. The consensus among analysts is a strong buy with a mean price target of $90.25, based on four analyst opinions.
About Korn Ferry
Korn Ferry provides organizational consulting services worldwide. The company offers consulting for talent strategies, organizational structures, and workforce capabilities. This position change comes as Korn Ferry continues to navigate its market performance amid a competitive landscape.
Bottom Line
Investors should keep an eye on Korn Ferry's upcoming earnings report on December 8, 2026, as well as any further filings from Leeward Investments. The recent share trim indicates a tactical shift, and analysts remain optimistic about the stock's performance in the near future.
Related Filing Alerts
Source: Leeward Investments, LLC - MA's 13F filing on $KFY (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts