TriNet Group (NYSE:TNET) Releases FY 2026 Earnings Guidance

TriNet Group (NYSE:TNET) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.700-4.700 for the period, compared to the consensus EPS estimate of 4.550. The company issued revenue guidance of $4.8 billion-$4.9 billion, compared to the consensus revenue estimate of $1.2 billion.

TriNet Group Trading Down 10.0%

Shares of NYSE:TNET traded down $4.53 on Thursday, hitting $40.73. 611,721 shares of the company’s stock were exchanged, compared to its average volume of 437,415. The stock has a market capitalization of $1.96 billion, a price-to-earnings ratio of 15.06 and a beta of 0.81. TriNet Group has a 12 month low of $40.38 and a 12 month high of $88.56. The company has a debt-to-equity ratio of 8.14, a current ratio of 1.11 and a quick ratio of 1.11. The business’s 50 day simple moving average is $59.13 and its two-hundred day simple moving average is $62.18.

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

TriNet Group Dividend Announcement

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

Analyst Upgrades and Downgrades

TNET has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TriNet Group in a research report on Wednesday, January 21st. TD Cowen cut their target price on TriNet Group from $65.00 to $64.00 and set a “hold” rating on the stock in a research report on Thursday, January 8th. Truist Financial started coverage on TriNet Group in a research report on Friday, December 5th. They set a “hold” rating and a $62.00 price target for the company. UBS Group dropped their price target on TriNet Group from $69.00 to $63.00 and set a “neutral” rating on the stock in a research note on Thursday, October 30th. Finally, JPMorgan Chase & Co. reduced their price objective on TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a research note on Thursday, October 30th. Five equities research analysts have rated the stock with a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, TriNet Group has a consensus rating of “Reduce” and a consensus price target of $63.50.

Insider Transactions at TriNet Group

In other news, CTO Jeffery Jon Hayward sold 1,437 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $57.51, for a total transaction of $82,641.87. Following the sale, the chief technology officer directly owned 27,922 shares in the company, valued at $1,605,794.22. This trade represents a 4.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 value of $47,941.50. Following the completion of the transaction, the senior vice president directly owned 19,853 shares of the company’s stock, valued at $1,228,106.58. The trade was a 3.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,798 shares of company stock worth $162,593 over the last quarter. 38.10% of the stock is currently owned by insiders.

TriNet Group News Roundup

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

• Positive Sentiment: Q4 EPS beat — TriNet reported $0.46 GAAP EPS vs. consensus ~$0.37, showing stronger-than-expected profitability for the quarter. TriNet Q4 Earnings Beat (Zacks)
• Positive Sentiment: $400M share repurchase — The board authorized up to $400 million for share buybacks, which supports EPS and can provide price support over time. Press Release: Q4 Results & Buyback (PR Newswire)
• Positive Sentiment: Short interest fell sharply in January (down ~22.5%), reducing a potential short‑squeeze tail risk and lowering bearish positioning.
• Neutral Sentiment: Institutional buying — Allianz Asset Management increased its stake by ~27.9%, a steadying signal from a large manager. Allianz Raises Holding
• Negative Sentiment: FY‑2026 guidance light — TriNet set FY‑2026 EPS guidance of $3.70–$4.70, below the prior Street consensus (~$4.55), which is a primary reason the stock is under pressure. Guidance & Results (PR Newswire)
• Negative Sentiment: Revenue softness — Q4 revenue was $1.25B, down ~2.3% year‑over‑year, underscoring near‑term top‑line pressure in a competitive SMB HCM market. Earnings Call Transcript (Seeking Alpha)

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in TNET. Boston Partners acquired a new position in TriNet Group in the third quarter valued at approximately $97,712,000. Earnest Partners LLC raised its position in TriNet Group by 3.4% in the fourth quarter. Earnest Partners LLC now owns 898,319 shares of the business services provider’s stock valued at $53,118,000 after purchasing an additional 29,613 shares during the period. Man Group plc lifted its stake in shares of TriNet Group by 286.6% in the 3rd quarter. Man Group plc now owns 468,897 shares of the business services provider’s stock valued at $31,365,000 after purchasing an additional 347,622 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of TriNet Group by 0.3% during the 4th quarter. Goldman Sachs Group Inc. now owns 407,829 shares of the business services provider’s stock worth $24,115,000 after purchasing an additional 1,325 shares during the period. Finally, Cubist Systematic Strategies LLC increased its position in shares of TriNet Group by 23.0% during the 2nd quarter. Cubist Systematic Strategies LLC now owns 252,065 shares of the business services provider’s stock worth $18,436,000 after purchasing an additional 47,087 shares during the last quarter. 96.81% of the stock is owned by institutional investors and hedge funds.

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.