Kforce (NASDAQ:KFRC) Issues Quarterly Earnings Results, Misses Estimates By $0.04 EPS

Kforce (NASDAQ:KFRC) released its quarterly earnings results on Monday. The business services provider reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.04), Briefing.com reports. Kforce had a net margin of 3.59% and a return on equity of 30.34%. During the same period in the previous year, the firm earned $0.60 earnings per share. The firm’s revenue for the quarter was down 3.4% on a year-over-year basis. Kforce updated its Q1 2026 guidance to 0.370-0.450 EPS.

Kforce Stock Up 3.7%

NASDAQ:KFRC opened at $36.63 on Tuesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.06 and a quick ratio of 2.06. The company’s fifty day moving average price is $31.98 and its 200-day moving average price is $31.69. Kforce has a 1-year low of $24.49 and a 1-year high of $55.40. The firm has a market capitalization of $664.58 million, a P/E ratio of 13.67 and a beta of 0.55.

Kforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a $0.40 dividend. The ex-dividend date is Friday, March 6th. This is an increase from Kforce’s previous quarterly dividend of $0.39. This represents a $1.60 dividend on an annualized basis and a dividend yield of 4.4%. Kforce’s dividend payout ratio (DPR) is currently 68.72%.

Institutional Trading of Kforce

Hedge funds have recently modified their holdings of the stock. AQR Capital Management LLC boosted its position in Kforce by 9.7% in the 1st quarter. AQR Capital Management LLC now owns 22,785 shares of the business services provider’s stock worth $1,114,000 after purchasing an additional 2,017 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Kforce by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,841 shares of the business services provider’s stock worth $530,000 after acquiring an additional 474 shares in the last quarter. Millennium Management LLC grew its position in shares of Kforce by 3.5% during the 1st quarter. Millennium Management LLC now owns 133,829 shares of the business services provider’s stock valued at $6,543,000 after acquiring an additional 4,511 shares during the period. Goldman Sachs Group Inc. grew its position in shares of Kforce by 64.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 251,712 shares of the business services provider’s stock valued at $12,306,000 after acquiring an additional 99,050 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Kforce by 5.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 39,416 shares of the business services provider’s stock valued at $1,927,000 after purchasing an additional 2,159 shares in the last quarter. Hedge funds and other institutional investors own 92.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on KFRC shares. UBS Group decreased their price objective on shares of Kforce from $40.00 to $34.50 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. Truist Financial upped their price target on shares of Kforce from $35.00 to $38.00 and gave the company a “hold” rating in a research note on Tuesday, January 27th. Finally, Zacks Research downgraded shares of Kforce from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, January 28th. Three investment analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $36.25.

Key Headlines Impacting Kforce

Here are the key news stories impacting Kforce this week:

• Positive Sentiment: Board raised the quarterly dividend to $0.40 (2.6% q/q increase; ~4.4% yield) — a shareholder-friendly move that supports the stock’s lift and signals confidence in cash flow.
• Positive Sentiment: Management is signaling operating-margin improvement in 2026 via organizational refinements and cost efficiencies, giving investors a path to recover profitability over the year. Kforce signals operating margin improvement in 2026
• Positive Sentiment: Consulting and higher-margin solutions helped offset some margin pressure in Q4, showing service mix can stabilize revenue and margins as macro uncertainty persists. KFRC Q4 Deep Dive: Consulting Solutions Offset Margin Pressures
• Neutral Sentiment: Revenue was essentially in line with expectations at about $332.0M but is down ~3.4% year-over-year — stable versus estimates but still showing demand softness. Kforce Reports Fourth Quarter 2025 Revenue of $332.0 Million
• Neutral Sentiment: Company set Q1 2026 EPS guidance of $0.370–$0.450, giving a roadmap for the quarter but a range that leaves outcomes uncertain for near-term earnings.
• Negative Sentiment: KFRC missed consensus EPS: reported $0.43 vs. ~$0.47 expected (multiple outlets), which is weighing on near-term sentiment and analyst models. Kforce (KFRC) Lags Q4 Earnings Estimates
• Negative Sentiment: Profitability metrics deteriorated: operating profit and net income declined materially year-over-year (operating profit and net income down substantially), highlighting margin pressure and higher liabilities noted in quarterly detail. Kforce Inc. Releases Q4 2025 Earnings
• Negative Sentiment: Initial market reaction included a notable intraday sell-off in some sessions after the print, reflecting investor concern over the EPS miss and margin trajectory. Kforce posts mixed Q4 results, shares dip slightly

Kforce Company Profile

Kforce Inc is a professional staffing services firm headquartered in Tampa, Florida, trading on NASDAQ under the symbol KFRC. The company specializes in connecting organizations with skilled talent in technology, finance and accounting, and related business functions. Through a nationwide network of offices, Kforce partners with clients across industries to deliver both flexible contract staffing and direct hire placement solutions.

Kforce’s core offerings include temporary staffing, permanent placement, and project-based consulting engagements.