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

TriNet Group (NYSE:TNET) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.700-4.700 for the period, compared to the consensus 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 10.6%

Shares of NYSE TNET 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 debt-to-equity ratio of 8.14, a quick ratio of 1.11 and a current ratio of 1.11. The company has a market cap 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 200-day moving average price is $62.03.

TriNet Group (NYSE:TNET) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $0.46 EPS for the quarter, beating the consensus estimate of $0.37 by $0.09. TriNet Group had a return on equity of 212.38% and a net margin of 2.64%.The company had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $251.57 million. During the same quarter in the prior year, the company posted $0.44 EPS. TriNet Group’s quarterly revenue was down 2.3% on a year-over-year basis. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. On average, sell-side analysts expect 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 issued 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 dividend payout ratio (DPR) is presently 40.59%.

TriNet Group announced that its board has initiated a stock repurchase plan on Thursday, February 12th that authorizes the company to repurchase $400.00 million in shares. This repurchase authorization authorizes the business services provider to repurchase up to 18.4% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

TNET has been the topic of a number of research reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TriNet Group in a research report on Wednesday, January 21st. UBS Group lowered their price target on TriNet Group from $69.00 to $63.00 and set a “neutral” rating for the company in a report on Thursday, October 30th. TD Cowen reduced their price objective on TriNet Group from $65.00 to $64.00 and set a “hold” rating on the stock in a report on Thursday, January 8th. JPMorgan Chase & Co. lowered their target price on TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a report on Thursday, October 30th. Finally, Zacks Research downgraded TriNet Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Five analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $63.50.

Insider Buying and Selling

In other news, SVP Sidney A. Majalya sold 775 shares of the business’s stock in a transaction on 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 approximately $1,228,106.58. The trade was a 3.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CTO Jeffery Jon Hayward sold 1,437 shares of the company’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $57.51, for a total value of $82,641.87. Following the sale, the chief technology officer owned 27,922 shares of the company’s stock, valued at $1,605,794.22. This trade represents a 4.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,798 shares of company stock valued at $162,593 over the last 90 days. Corporate insiders own 38.10% of the company’s stock.

TriNet Group News Roundup

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

• Positive Sentiment: Board authorized a $400 million share repurchase (up to ~18.4% of shares), which supports EPS per share and signals management believes shares are undervalued. Read More.
• Positive Sentiment: Q4 EPS of $0.46 beat consensus ($0.37), showing profitability resilience despite top-line pressure. Read More.
• Neutral Sentiment: Company provided FY2026 revenue guidance of roughly $4.75B–$4.9B and described stabilization in client retention and expanded sales capacity — a potential growth setup but not an immediate upside trigger. Read More.
• Neutral Sentiment: Earnings call and transcripts are available for detail on margin drivers, retention trends and buyback timing for investors who want deeper color. Read More.
• Negative Sentiment: FY2026 EPS guidance of $3.70–$4.70 was issued below the consensus midpoint (~$4.55), creating downside to expectations for near-term earnings power. Read More.
• Negative Sentiment: Revenue for Q4 was $1.25 billion, down ~2.3% year-over-year, highlighting top-line pressure that may limit margin expansion absent faster client growth or cost offsets. Read More.

Institutional Investors Weigh In On TriNet Group

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Quarry LP boosted its stake in TriNet Group by 524.7% in the third quarter. Quarry LP now owns 456 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 383 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in shares of TriNet Group during the 3rd quarter valued at $213,000. Curi Capital LLC acquired a new stake in shares of TriNet Group in the 2nd quarter worth $243,000. State of Wyoming grew its stake in TriNet Group by 147.8% during the 2nd quarter. State of Wyoming now owns 3,353 shares of the business services provider’s stock worth $245,000 after buying an additional 2,000 shares during the last quarter. Finally, Tower Research Capital LLC TRC increased its position in TriNet Group by 47.4% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,789 shares of the business services provider’s stock valued at $277,000 after buying an additional 1,218 shares in the last quarter. Hedge funds and other institutional investors own 96.81% of the company’s stock.

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.