TriNet Group, Inc. (NYSE:TNET) Given Consensus Recommendation of “Reduce” by Analysts

TriNet Group, Inc. (NYSE:TNET) has been given a consensus recommendation of “Reduce” by the seven ratings firms that are covering the firm, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell rating and five have issued a hold rating on the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $63.50.

A number of research firms have recently weighed in on TNET. UBS Group reduced their target price on shares of TriNet Group from $69.00 to $63.00 and set a “neutral” rating on the stock in a research report on Thursday, October 30th. Weiss Ratings restated a “sell (d+)” rating on shares of TriNet Group in a report on Wednesday, January 21st. Truist Financial started coverage on shares of TriNet Group in a report on Friday, December 5th. They set a “hold” rating and a $62.00 target price for the company. TD Cowen dropped their price target 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. Finally, Zacks Research downgraded TriNet Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th.

More 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

TriNet Group Stock Down 10.6%

TNET stock opened at $40.46 on Friday. TriNet Group has a fifty-two week low of $39.94 and a fifty-two week high of $88.56. The company has a market capitalization of $1.94 billion, a price-to-earnings ratio of 14.93 and a beta of 0.81. The business’s 50 day moving average price is $58.79 and its two-hundred day moving average price is $62.03. The company has a debt-to-equity ratio of 8.14, a quick ratio of 1.11 and a current ratio of 1.11.

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

TriNet Group declared that its Board of Directors has authorized a stock repurchase plan on Thursday, February 12th that authorizes the company to buyback $400.00 million in shares. This buyback authorization authorizes the business services provider to repurchase 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 Announces Dividend

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

Insider Transactions at TriNet Group

In other TriNet Group news, SVP Sidney A. Majalya sold 775 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $61.86, for a total transaction of $47,941.50. Following the completion of the sale, the senior vice president directly owned 19,853 shares in the company, valued at approximately $1,228,106.58. This trade represents a 3.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Anthony Shea Treadway sold 459 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $54.52, for a total transaction of $25,024.68. Following the completion of the transaction, the senior vice president owned 28,224 shares in the company, valued at approximately $1,538,772.48. This represents a 1.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,798 shares of company stock valued at $162,593 in the last quarter. 38.10% of the stock is owned by insiders.

Hedge Funds Weigh In On TriNet Group

A number of hedge funds have recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA lifted its position in TriNet Group by 19.7% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,353,004 shares of the business services provider’s stock valued at $157,392,000 after acquiring an additional 387,940 shares in the last quarter. Boston Partners purchased a new position in shares of TriNet Group in the third quarter worth $97,712,000. American Century Companies Inc. lifted its holdings in shares of TriNet Group by 14.4% during the third quarter. American Century Companies Inc. now owns 1,327,636 shares of the business services provider’s stock valued at $88,806,000 after purchasing an additional 167,599 shares in the last quarter. Earnest Partners LLC boosted its position in shares of TriNet Group by 3.4% during the fourth quarter. Earnest Partners LLC now owns 898,319 shares of the business services provider’s stock valued at $53,118,000 after buying an additional 29,613 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its holdings in TriNet Group by 0.6% in the 4th quarter. Dimensional Fund Advisors LP now owns 893,701 shares of the business services provider’s stock worth $52,845,000 after buying an additional 5,036 shares in the last quarter. 96.81% of the stock is currently owned by hedge funds and other institutional investors.

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.