TriNet Group, Inc. (NYSE:TNET) Sees Significant Decrease in Short Interest

TriNet Group, Inc. (NYSE:TNET) was the recipient of a large decline in short interest in the month of January. As of January 30th, there was short interest totaling 1,773,966 shares, a decline of 22.5% from the January 15th total of 2,288,752 shares. Approximately 5.9% of the company’s shares are short sold. Based on an average daily trading volume, of 332,678 shares, the days-to-cover ratio is presently 5.3 days. Based on an average daily trading volume, of 332,678 shares, the days-to-cover ratio is presently 5.3 days. Approximately 5.9% of the company’s shares are short sold.

TriNet Group Stock Down 1.3%

TriNet Group stock traded down $0.54 during trading on Friday, hitting $39.81. 1,277,312 shares of the company were exchanged, compared to its average volume of 476,718. The company has a market capitalization of $1.91 billion, a P/E ratio of 12.60 and a beta of 0.81. The business’s 50 day moving average is $58.44 and its 200 day moving average is $61.75. TriNet Group has a 52 week low of $38.61 and a 52 week high of $88.56. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 8.14.

TriNet Group (NYSE:TNET) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $0.46 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.09. TriNet Group had a return on equity of 192.35% and a net margin of 3.09%.The business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $251.57 million. During the same period last year, the business earned $0.44 EPS. The business’s revenue was down 2.3% on a year-over-year basis. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. Analysts predict that TriNet Group will post 3.04 earnings per share for the current year.

TriNet Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Friday, January 2nd were given a dividend of $0.275 per share. This represents a $1.10 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, January 2nd. TriNet Group’s dividend payout ratio (DPR) is presently 34.81%.

TriNet Group announced that its Board of Directors has initiated a stock repurchase plan on Thursday, February 12th that allows the company to buyback $400.00 million in shares. This buyback authorization allows the business services provider to purchase up to 18.4% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board of directors believes its stock is undervalued.

TriNet Group News Summary

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

• Positive Sentiment: Q4 earnings beat — TriNet reported $0.46 EPS vs. consensus $0.37, demonstrating earnings resilience despite top‑line pressures. Read More.
• Positive Sentiment: Large buyback authorized — the board approved up to $400M of repurchases (~18.4% of shares), a clear signal management views the shares as undervalued and one that can support the share price over time. Read More.
• Positive Sentiment: Analyst still constructive — Stifel cut its price target from $97 to $75 but retained a “buy” rating, indicating continued analyst conviction even after re‑setting expectations. Read More.
• Neutral Sentiment: Revenue guidance and operational commentary — management outlined 2026 revenue guidance of roughly $4.75B–$4.9B and said retention is stabilizing while sales capacity is expanding; these are constructive operational signals but depend on execution. Read More.
• Negative Sentiment: EPS guidance came in below consensus — TriNet set FY‑2026 EPS guidance at $3.70–$4.70 versus the sell‑side consensus (~$4.55), leaving the midpoint below expectations and weighing on the stock. Read More.
• Negative Sentiment: Top‑line softness — Q4 revenue totaled about $1.25B and was down ~2.3% year‑over‑year, a reminder that growth remains pressured and likely explains the cautious guidance. Read More.

Analysts Set New Price Targets

TNET has been the topic of several recent research reports. Zacks Research lowered TriNet Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. JPMorgan Chase & Co. lowered their target price on TriNet Group from $75.00 to $65.00 and set an “underweight” rating on the stock in a research report on Thursday, October 30th. Stifel Nicolaus cut their target price on TriNet Group from $97.00 to $75.00 and set a “buy” rating on the stock in a report on Friday. Weiss Ratings reissued a “sell (d+)” rating on shares of TriNet Group in a research report on Wednesday, January 21st. Finally, TD Cowen decreased their price target on shares of TriNet Group from $65.00 to $64.00 and set a “hold” rating for the company in a research note on Thursday, January 8th. One research analyst has rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, TriNet Group has a consensus rating of “Reduce” and a consensus price target of $65.80.

Insider Buying and Selling at TriNet Group

In related news, SVP Sidney A. Majalya sold 775 shares of the company’s 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 in the company, valued at $1,228,106.58. This represents a 3.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Anthony Shea Treadway sold 459 shares of TriNet Group stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $54.52, for a total value of $25,024.68. Following the completion of the sale, the senior vice president owned 28,224 shares of the company’s stock, valued at approximately $1,538,772.48. The trade was a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 2,798 shares of company stock worth $162,593. Insiders own 38.10% of the company’s stock.

Institutional Trading of TriNet Group

Large investors have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in TriNet Group by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,009 shares of the business services provider’s stock valued at $1,506,000 after acquiring an additional 819 shares during the last quarter. Millennium Management LLC raised its holdings in shares of TriNet Group by 3,995.7% in the 1st quarter. Millennium Management LLC now owns 138,926 shares of the business services provider’s stock worth $11,008,000 after purchasing an additional 135,534 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in TriNet Group by 0.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,575 shares of the business services provider’s stock valued at $6,068,000 after purchasing an additional 470 shares during the last quarter. Jane Street Group LLC purchased a new position in TriNet Group in the first quarter valued at approximately $3,204,000. Finally, Intech Investment Management LLC grew its holdings in TriNet Group by 10.3% during the first quarter. Intech Investment Management LLC now owns 16,862 shares of the business services provider’s stock valued at $1,336,000 after purchasing an additional 1,577 shares during the period. Hedge funds and other institutional investors own 96.81% of the company’s stock.

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.