TriNet Group, Inc. (NYSE:TNET) Receives Consensus Recommendation of “Reduce” from Brokerages

Shares of TriNet Group, Inc. (NYSE:TNET) have earned a consensus rating of “Reduce” from the seven brokerages that are covering the firm, MarketBeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation and five have given a hold recommendation to the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $63.50.

Several research firms recently commented on TNET. Zacks Research lowered shares of TriNet Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. JPMorgan Chase & Co. cut their price target on shares of TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a research report on Thursday, October 30th. TD Cowen reduced their price objective on TriNet Group from $65.00 to $64.00 and set a “hold” rating on the stock in a research note on Thursday, January 8th. Truist Financial started coverage on TriNet Group in a research note on Friday, December 5th. They issued a “hold” rating and a $62.00 target price for the company. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of TriNet Group in a report on Wednesday, January 21st.

Insider Buying and Selling

In other news, CTO Jeffery Jon Hayward sold 1,437 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $57.51, for a total transaction of $82,641.87. Following the completion of the transaction, the chief technology officer directly owned 27,922 shares of the company’s stock, valued at approximately $1,605,794.22. This represents a 4.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Sidney A. Majalya sold 775 shares of the stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $61.86, for a total transaction of $47,941.50. Following the sale, the senior vice president owned 19,853 shares of the company’s stock, valued at approximately $1,228,106.58. This represents a 3.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,798 shares of company stock valued at $162,593 over the last three months. 38.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TNET. Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of TriNet Group by 3.2% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 5,894 shares of the business services provider’s stock valued at $350,000 after buying an additional 185 shares during the period. Verdence Capital Advisors LLC boosted its holdings in TriNet Group by 3.0% in the second quarter. Verdence Capital Advisors LLC now owns 6,481 shares of the business services provider’s stock valued at $474,000 after acquiring an additional 188 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in TriNet Group by 45.2% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 646 shares of the business services provider’s stock valued at $38,000 after purchasing an additional 201 shares during the period. Farther Finance Advisors LLC lifted its position in shares of TriNet Group by 4.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 4,672 shares of the business services provider’s stock worth $313,000 after purchasing an additional 216 shares during the period. Finally, Quantinno Capital Management LP lifted its position in shares of TriNet Group by 5.9% in the 2nd quarter. Quantinno Capital Management LP now owns 5,652 shares of the business services provider’s stock worth $413,000 after purchasing an additional 317 shares during the period. Institutional investors own 96.81% of the company’s stock.

TriNet Group Price Performance

TNET opened at $40.46 on Friday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 8.14. The stock has a market capitalization of $1.94 billion, a P/E ratio of 14.93 and a beta of 0.81. The stock has a 50-day moving average price of $58.79 and a 200-day moving average price of $62.03. TriNet Group has a 12-month low of $39.94 and a 12-month high of $88.56.

TriNet Group (NYSE:TNET) last issued its earnings results on Thursday, February 12th. The business services provider reported $0.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.09. TriNet Group had a return on equity of 212.38% and a net margin of 2.64%.The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $251.57 million. During the same quarter in the prior year, the firm earned $0.44 earnings per share. TriNet Group’s revenue for the quarter was down 2.3% on a year-over-year basis. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. Equities analysts predict that TriNet Group will post 3.04 earnings per share for the current fiscal year.

TriNet Group declared that its Board of Directors has initiated a stock repurchase program on Thursday, February 12th that permits the company to repurchase $400.00 million in outstanding shares. This repurchase authorization permits the business services provider to reacquire up to 18.4% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

TriNet Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Friday, January 2nd were paid a dividend of $0.275 per share. This represents a $1.10 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Friday, January 2nd. TriNet Group’s dividend payout ratio is 40.59%.

TriNet Group News Summary

Here are the key news stories impacting TriNet Group this week:

• Positive Sentiment: Q4 EPS beat: TriNet reported $0.46 in Q4 EPS vs. the consensus $0.37, showing an operating beat that helped demonstrate earnings resiliency. Zacks: Q4 Earnings Surpass Estimates
• Positive Sentiment: $400M buyback authorized — management approved a repurchase program up to $400 million, which supports shareholder returns and offsets some dilution. PR Newswire: Q4 Results & FY2026 Guidance
• Positive Sentiment: Operational commentary: Management said retention is stabilizing and sales capacity is expanding, which could support revenue growth if execution continues. Seeking Alpha: Retention Stabilizes & Sales Capacity Expands
• Positive Sentiment: Institutional buying: Allianz Asset Management increased its stake, signalling some investor confidence from a large institutional holder. DefenseWorld: Allianz Boosts Position
• Neutral Sentiment: Full earnings and call transcripts available — useful for digging into management’s color on bookings, retention, and expense cadence. Yahoo Finance: Q4 Earnings Call Transcript
• Neutral Sentiment: Quarterly snapshot coverage highlights the beat and the revenue decline (down ~2.3% YoY) — good for context but not the main mover vs. guidance. Yahoo: Q4 Earnings Snapshot
• Negative Sentiment: FY‑2026 EPS guidance disappointed: TriNet set FY‑2026 EPS of $3.70–$4.70, below the consensus (~$4.55), which trimmed the upside from the Q4 beat and prompted the selloff. PR Newswire: Guidance Details
• Negative Sentiment: Revenue trends & valuation context: Q4 revenue was down ~2.3% YoY and the stock was trading below its 50‑ and 200‑day averages before today; combined with the guidance miss this pressured the share price. MarketBeat: Earnings Summary

TriNet Group Company Profile

TriNet Group, Inc is a leading professional employer organization (PEO) that offers integrated human capital management solutions to small and medium-size businesses. Through a bundled suite of services, TriNet manages payroll administration, employee benefits, workers’ compensation, risk mitigation and federal and state compliance. Its cloud-based platform provides clients with centralized access to HR tools, analytics and streamlined workforce management capabilities.

Founded in 1988 and headquartered in Dublin, California, TriNet has grown to support thousands of organizations across the United States.