Robert Half (NYSE:RHI) Shares Gap Up After Better-Than-Expected Earnings

Robert Half Inc. (NYSE:RHI)’s share price gapped up before the market opened on Friday following a stronger than expected earnings report. The stock had previously closed at $27.09, but opened at $32.96. Robert Half shares last traded at $32.7110, with a volume of 718,874 shares changing hands.

The business services provider reported $0.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.30 by $0.02. The company had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.29 billion. Robert Half had a net margin of 2.85% and a return on equity of 11.76%. The firm’s revenue was down 5.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.53 earnings per share.

Robert Half News Roundup

Here are the key news stories impacting Robert Half this week:

• Positive Sentiment: Q4 results topped consensus — EPS of $0.32 vs. $0.30 expected and revenue of $1.30B vs. $1.29B expected, giving investors a near‑term earnings catalyst. ROBERT HALF REPORTS FOURTH-QUARTER FINANCIAL RESULTS
• Positive Sentiment: Management issued Q1 FY2026 revenue guidance of $1.26B–$1.36B, calling for sequential growth — a constructive signal that hiring demand may be stabilizing. Robert Half outlines Q1 2026 revenue guidance
• Positive Sentiment: Market reaction was strong — multiple outlets report the stock surged after the beat-and-guide release, reflecting short‑term investor optimism. Robert Half shares surge after beating Q4 expectations
• Neutral Sentiment: The earnings‑call transcript provides color on client activity and staffing trends — useful for judging whether guidance is sustainable but not adding new quantitative beats. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst commentary highlights Robert Half’s longer‑term earnings potential if staffing demand recovers — a reminder this name is sensitive to economic hiring cycles. A Glimpse of Robert Half’s Earnings Potential
• Negative Sentiment: Underlying fundamentals show year‑over‑year weakness: revenue fell ~5.8% vs. prior year and EPS declined from $0.53 to $0.32, signaling ongoing demand pressure that could limit upside absent sustained improvement. Robert Half Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Profitability is modest — net margin around 2.85% and lower year‑over‑year results raise questions about margin leverage even if revenue stabilizes. Robert Half Surpasses Q4 Earnings and Revenue Estimates

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on RHI shares. Zacks Research cut Robert Half from a “hold” rating to a “strong sell” rating in a report on Wednesday, November 19th. Truist Financial set a $35.00 price target on Robert Half in a research note on Friday, December 12th. Weiss Ratings reiterated a “sell (d)” rating on shares of Robert Half in a research report on Monday, December 29th. Robert W. Baird set a $50.00 target price on shares of Robert Half in a research report on Friday. Finally, UBS Group reduced their price target on shares of Robert Half from $30.00 to $27.00 and set a “sell” rating on the stock in a report on Thursday, October 23rd. One investment analyst has rated the stock with a Buy rating, three have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $34.13.

Institutional Trading of Robert Half

A number of large investors have recently modified their holdings of RHI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in Robert Half during the 2nd quarter worth $34,000. Caitong International Asset Management Co. Ltd raised its holdings in shares of Robert Half by 927.7% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 853 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 770 shares in the last quarter. Danske Bank A S purchased a new stake in shares of Robert Half in the 3rd quarter worth approximately $37,000. Hantz Financial Services Inc. boosted its stake in shares of Robert Half by 952.4% during the third quarter. Hantz Financial Services Inc. now owns 1,105 shares of the business services provider’s stock valued at $38,000 after purchasing an additional 1,000 shares in the last quarter. Finally, True Wealth Design LLC increased its holdings in Robert Half by 393.8% during the second quarter. True Wealth Design LLC now owns 963 shares of the business services provider’s stock valued at $40,000 after buying an additional 768 shares during the period. Hedge funds and other institutional investors own 92.41% of the company’s stock.

Robert Half Stock Up 22.8%

The company has a market cap of $3.37 billion, a P/E ratio of 21.50 and a beta of 0.85. The business’s 50 day moving average is $27.67 and its 200 day moving average is $31.72.

Robert Half Company Profile

Robert Half International Inc, founded in 1948 by Robert Half, is a global professional staffing and consulting firm headquartered in Menlo Park, California. As a pioneer in specialized staffing, the company has built a reputation for matching skilled professionals with leading organizations across a range of industries. Robert Half’s shares trade on the New York Stock Exchange under the ticker RHI, reflecting its position as one of the longest‐standing and best‐known firms in the staffing sector.

The company offers a comprehensive suite of services, including temporary staffing, permanent placement, and consulting solutions.