FTI Consulting CEO Boosts Stake with RSU Exercise, Signals Steady Confidence in Growth Strategy

Insider Activity Highlights Leadership Confidence in FTI Consulting

Gunby Steven Henry, the company’s CEO, Chairman and President, has recently completed a performance‑based restricted stock unit (RSU) exercise, adding 12,197 shares to his holding on 23 Feb 2026. The transaction was executed at a zero purchase price—typical for RSU vesting—while a separate sale of 5,061 shares was recorded to satisfy the tax withholding requirement. After the transactions, Henry’s post‑trade equity stake stands at roughly 306,000 shares, representing about 6 % of the outstanding shares. The move underscores continued confidence in the firm’s strategic direction and aligns with Henry’s historical pattern of buying shares when performance targets are met, as seen in the 7,500‑share purchase on 24 Oct 2025 at $151.12 per share.

Implications for Investors and Market Sentiment

The timing of Henry’s RSU exercise coincides with a modest 0.02 % uptick in the stock price, a reflection of market softness that has persisted through the year‑long decline of 12.8 %. While insider buying can be interpreted as a signal of long‑term belief, the accompanying sell for tax purposes and the overall subdued trading volume suggest a cautious stance. With the company’s price‑to‑earnings ratio at 20.26 and a market cap of $4.73 billion, FTI sits within a stable mid‑cap niche in the professional services space. Investors should weigh the insider activity against the backdrop of recent quarterly earnings and the broader industrial services cycle, noting that the firm’s diversified portfolio—spanning restructuring, forensic accounting, and technology consulting—provides a buffer against sector volatility.

Henry’s Insider Profile: A Consistent Long‑Term Investor

Across the last two years, Henry has executed a limited number of direct equity transactions, all linked to RSU vesting and performance milestones. The 24 Oct 2025 purchase of 7,500 shares at $151.12 was the sole recorded trade before the current February transaction, indicating a disciplined approach that avoids short‑term speculation. His post‑transaction holdings have steadily increased, now exceeding 300,000 shares, reinforcing a pattern of accumulating equity when company performance justifies it. Henry’s commitment is further illustrated by his dual roles as CEO and Chairman, which grant him a comprehensive view of strategic initiatives and an incentive to align his interests with long‑term shareholder value.

Company‑Wide Insider Activity: A Snapshot

In the same reporting period, other senior executives have shown modest activity. General Counsel Lu Curtis P and CSTO/Interim CFO Linton Paul Alderman each executed two transactions, primarily purchases, reflecting confidence in the firm’s trajectory. The broader insider community has maintained stable holdings, with a recent increase in Rabl Ulrike’s HR leadership shares to 978 shares. This collective pattern of limited, purpose‑driven transactions suggests that FTI’s top management is focused on operational excellence rather than frequent trading, a factor that can enhance investor trust.

Looking Forward

Henry’s recent RSU exercise aligns with FTI’s broader strategic initiatives, including expansion into technology consulting and deepening relationships in restructuring services. The modest share price movement and low buzz intensity (10 %) indicate that the market has not yet fully digested the insider activity, leaving room for upside if the company continues to deliver on its performance targets. For investors, the key will be to monitor upcoming earnings releases and client win announcements, as these will likely be the catalysts that convert insider confidence into broader market enthusiasm.