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

Core Insights - Black Creek Investment Management Inc. increased its stake in FTI Consulting by acquiring 402,008 shares, valued at approximately $66.27 million based on average pricing [2][7] - FTI Consulting reported record third-quarter revenue of $956.2 million, reflecting a 3% year-over-year increase, and a record diluted EPS of $2.60, up 41% [7][9] - As of February 12, 2026, FTI Consulting shares were priced at $160.91, with a market capitalization of $5.31 billion and a revenue of $3.69 billion [4][8] Company Overview - FTI Consulting is a global provider of business advisory services, specializing in transformation, risk mitigation, and dispute resolution across various industries [6][8] - The company operates in five segments: corporate finance and restructuring, forensic and litigation consulting, economic consulting, technology, and strategic communications [8] - FTI Consulting serves a diversified client base, including sectors such as aerospace, financial services, healthcare, energy, real estate, and the public sector [8] Investment Implications - Black Creek's increased stake now represents 9.09% of its reportable assets under management (AUM), positioning FTI Consulting among its top holdings [7][10] - Despite a 16.1% decline in stock price over the past year, FTI Consulting's strong earnings performance may present investment opportunities [7][11] - The firm's diversified exposure to restructuring and regulatory complexities suggests a stable demand for consulting services, which may support long-term growth [11]