Stock Repurchase Program Authorized by TriNet Group (NYSE:TNET) Board

TriNet Group (NYSE:TNET) announced that its Board of Directors has authorized a stock repurchase plan on Thursday, February 12th, RTT News reports. The company plans to buyback $400.00 million in shares. This buyback authorization allows the business services provider to purchase up to 18.4% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

TriNet Group Stock Performance

TNET traded down $4.80 during trading hours on Thursday, hitting $40.46. 1,157,016 shares of the stock were exchanged, compared to its average volume of 430,801. The stock has a market cap of $1.94 billion, a price-to-earnings ratio of 14.93 and a beta of 0.81. The stock has a 50-day simple moving average of $58.79 and a 200-day simple moving average of $62.03. The company has a debt-to-equity ratio of 8.14, a current ratio of 1.11 and a quick ratio of 1.11. TriNet Group has a 12 month low of $39.94 and a 12 month high of $88.56.

TriNet Group (NYSE:TNET) last released its earnings results 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 net margin of 2.64% and a return on equity of 212.38%. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $251.57 million. During the same quarter in the previous year, the firm earned $0.44 earnings per share. The firm’s revenue for the quarter was down 2.3% compared to the same quarter last year. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. Analysts anticipate that TriNet Group will post 3.04 earnings per share for the current year.

TriNet Group Dividend Announcement

The business also recently disclosed 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. The ex-dividend date was Friday, January 2nd. This represents a $1.10 dividend on an annualized basis and a yield of 2.7%. TriNet Group’s payout ratio is currently 40.59%.

Analyst Ratings Changes

Several research firms recently commented on TNET. Zacks Research cut TriNet Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. 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. UBS Group decreased their price target on shares of TriNet Group from $69.00 to $63.00 and set a “neutral” rating for the company in a research report on Thursday, October 30th. Weiss Ratings restated a “sell (d+)” rating on shares of TriNet Group in a research note on Wednesday, January 21st. Finally, Truist Financial began coverage on shares of TriNet Group in a research note on Friday, December 5th. They set a “hold” rating and a $62.00 price objective on the stock. Five analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus target price of $63.50.

Key TriNet Group News

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

Insider Buying and Selling

In other TriNet Group news, SVP Anthony Shea Treadway sold 459 shares of the stock in a transaction 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 sale, the senior vice president directly owned 28,224 shares of the company’s stock, valued at $1,538,772.48. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Sidney A. Majalya sold 775 shares of the business’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $61.86, for a total transaction of $47,941.50. Following the transaction, the senior vice president directly owned 19,853 shares of the company’s stock, valued at approximately $1,228,106.58. This trade represents a 3.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,798 shares of company stock worth $162,593 in the last three months. 38.10% of the stock is owned by insiders.

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.