Black Creek's $66 Million Bet on FTI Consulting Signals Market Confidence
By John Nada·Feb 14, 2026·4 min read
Black Creek Investment Management's $66 million stake in FTI Consulting reflects confidence in the firm's long-term value despite recent market challenges.
Black Creek Investment Management Inc. recently disclosed a significant acquisition of 402,008 shares in FTI Consulting, amounting to an estimated $66.27 million based on quarterly average pricing. This move, as noted in a Securities and Exchange Commission filing, marks an increase in Black Creek's position in FTI Consulting during the fourth quarter, bringing its stake to 9.09% of reportable assets under management (AUM).
Despite a challenging market, where FTI Consulting's shares have dropped 16.1% over the past year, underperforming the S&P 500 substantially, the investment firm’s increased stake underscores a belief in the company's long-term potential. Notably, the stock price for FTI Consulting stood at $160.91 as of February 12, 2026, signaling a significant decline that contrasts sharply with the firm's recent operational successes. The recent trading activity has also boosted Black Creek's total value in FTI Consulting by $74.83 million, reflecting both market fluctuations and strategic positioning within its portfolio.
FTI Consulting maintains a diversified portfolio across five segments, including corporate finance and restructuring, forensic and litigation consulting, economic consulting, technology, and strategic communications. This breadth of services positions it well amidst ongoing economic shifts, particularly as industries face increasing complexities and regulatory demands. The firm serves a varied client base, spanning critical sectors such as aerospace, financial services, healthcare, energy, real estate, and the public sector, which adds to its resilience in the face of market challenges.
Recent financial results from FTI Consulting bolster this view of resilience, as the company posted record revenue in its third quarter, achieving an impressive year-over-year revenue increase of 3%. The corporate finance and forensic segments, in particular, achieved double-digit growth, showcasing the firm's ability to adapt and thrive in a complex regulatory environment. Additionally, the management's optimistic guidance for future earnings reflects confidence in their diversified service offerings, which cater to clients across various industries. Full-year 2025 earnings per share (EPS) guidance has been raised to between $7.62 to $8.12, with the potential for adjusted EPS to reach as high as $8.70.
Black Creek's strategic move to enhance its stake in FTI Consulting suggests a strong conviction in the firm’s ability to weather economic challenges and capitalize on consulting demand driven by restructuring and regulatory complexity. Investors should consider this as a signal that high-quality consulting firms can offer stability in turbulent markets. The nuanced dynamics of consulting demand could present opportunities for long-term investors, particularly when profits are robust even as stock prices fluctuate.
In a landscape where consulting services often become essential during periods of economic uncertainty, Black Creek's investment could be seen as a calculated bet on FTI Consulting's enduring relevance and growth potential. The firm's diversified expertise across multiple sectors is critical in navigating complex business challenges, which amplifies its value proposition in today’s market. As the financial system grapples with evolving regulatory demands and economic pressures, firms like FTI Consulting may play a pivotal role in guiding organizations through transformation and risk management, making them attractive investments for institutions focused on sustainable growth.
Furthermore, FTI Consulting's competitive edge lies in its ability to leverage deep sector expertise and multidisciplinary teams. This capability allows the firm to address complex business challenges effectively, driving value for clients through transformation, risk mitigation, and dispute resolution. As industries evolve and face unprecedented challenges, the demand for expert consulting services is likely to persist, reinforcing the company's market position.
The recent investment by Black Creek highlights an essential perspective for investors: the importance of focusing on long-term earnings durability rather than short-term price movements. Consulting demand tied to restructuring and regulatory complexity rarely disappears, and firms that can maintain profitability amid market volatility often present significant investment opportunities. When profits reach record levels, as seen with FTI Consulting, and shares decline, that tension can create an attractive entry point for discerning investors looking for stable returns.
Ultimately, this acquisition reinforces the narrative that looking beyond immediate market fluctuations can reveal profound insights into a firm's potential. For investors navigating a landscape characterized by complexity and uncertainty, the ability to adapt and provide strategic insights can be a powerful driver of long-term success. Black Creek's confidence in FTI Consulting stands as a testament to the belief that robust consulting services will continue to thrive, even in the face of adversity, making this investment a noteworthy example of strategic foresight in the financial world.