Zacks Research Upgrades Insperity (NYSE:NSP) to Hold

Insperity (NYSE:NSP) was upgraded by Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued to investors on Wednesday,Zacks.com reports.

Several other brokerages also recently commented on NSP. JPMorgan Chase & Co. lowered their price objective on Insperity from $35.00 to $33.00 and set an “underweight” rating on the stock in a research report on Friday, May 1st. Weiss Ratings upgraded Insperity from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday, July 15th. Roth Capital reissued a “buy” rating and set a $59.00 target price on shares of Insperity in a research note on Thursday. Truist Financial set a $52.00 price target on Insperity and gave the stock a “hold” rating in a report on Wednesday, July 22nd. Finally, Wall Street Zen upgraded Insperity from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. One equities research analyst has rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average price target of $49.67.

Insperity Trading Up 1.7%

Insperity stock opened at $54.10 on Wednesday. The firm has a 50 day moving average of $41.35 and a 200 day moving average of $34.58. The firm has a market capitalization of $2.07 billion, a price-to-earnings ratio of -125.83 and a beta of 0.55. Insperity has a 12-month low of $18.57 and a 12-month high of $60.50. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 5.51.

Insperity (NYSE:NSP) last announced its quarterly earnings data on Wednesday, July 29th. The business services provider reported $0.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.02. Insperity had a negative net margin of 0.23% and a negative return on equity of 19.57%. The firm had revenue of $1.69 billion during the quarter, compared to analysts’ expectations of $1.67 billion. During the same period in the prior year, the company posted $0.26 earnings per share. The company’s revenue for the quarter was up 1.7% compared to the same quarter last year. Insperity has set its FY 2026 guidance at 1.880-2.430 EPS and its Q3 2026 guidance at -0.090-0.410 EPS. As a group, research analysts predict that Insperity will post 0.99 earnings per share for the current year.

Insider Transactions at Insperity

In other news, CEO Paul J. Sarvadi acquired 233,000 shares of Insperity stock in a transaction on Wednesday, June 3rd. The shares were acquired at an average price of $34.05 per share, with a total value of $7,933,650.00. Following the purchase, the chief executive officer directly owned 1,105,912 shares in the company, valued at $37,656,303.60. The trade was a 26.69% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 5.77% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Insperity

Hedge funds have recently bought and sold shares of the business. Hawk Ridge Capital Management LP purchased a new position in shares of Insperity in the 1st quarter worth $39,608,000. Goldman Sachs Group Inc. boosted its stake in Insperity by 140.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,471,160 shares of the business services provider’s stock worth $56,963,000 after buying an additional 859,326 shares during the period. Invesco Ltd. lifted its holdings in shares of Insperity by 117.8% in the 4th quarter. Invesco Ltd. now owns 1,137,255 shares of the business services provider’s stock worth $44,035,000 after acquiring an additional 615,100 shares during the last quarter. Reinhart Partners LLC. grew its holdings in Insperity by 24.6% during the 4th quarter. Reinhart Partners LLC. now owns 2,745,035 shares of the business services provider’s stock valued at $106,288,000 after purchasing an additional 542,709 shares during the last quarter. Finally, Pine Valley Investments Ltd Liability Co purchased a new position in shares of Insperity during the first quarter valued at approximately $12,890,000. Hedge funds and other institutional investors own 93.44% of the company’s stock.

Key Stories Impacting Insperity

Here are the key news stories impacting Insperity this week:

• Positive Sentiment: Insperity reported adjusted EPS of $0.34, ahead of the $0.32-$0.33 analyst consensus, while revenue reached approximately $1.69 billion versus expectations of $1.67 billion. EPS improved from $0.26 in the prior-year quarter, and revenue rose roughly 2% year over year. Insperity Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised or maintained a favorable full-year 2026 adjusted EPS outlook of $1.88 to $2.43, above the approximately $1.84 consensus, and forecast adjusted EBITDA of $185 million to $225 million. The company also said its HRScale initiative had sold coverage for nearly 8,000 worksite employees, supporting the longer-term growth story. Insperity Forecasts 2026 Adjusted EBITDA
• Positive Sentiment: Operating expenses declined 8% to $211 million, helping drive reported net income to $4 million from $1.4 million a year earlier. Company insiders, including CEO Paul Sarvadi, have been consistent open-market buyers, a signal that leadership may view the valuation as attractive. Insperity Q2 Net Income Rises
• Neutral Sentiment: The quarter included $8 million of expenses related to Insperity’s Workday strategic partnership. Management is investing for future expansion, but those costs may continue to weigh on near-term margins.
• Negative Sentiment: Average paid worksite employees fell 1% to 305,764, gross profit declined 3% to $217 million, and the company remained only marginally profitable on a GAAP basis. Full-year GAAP EPS guidance of $0.76 to $1.31 also highlights the difference between reported and adjusted earnings.
• Negative Sentiment: Third-quarter adjusted EPS guidance ranges from a loss of $0.09 to $0.41, substantially below the $0.17 consensus at the midpoint and indicating significant seasonal or execution uncertainty. Insperity Q2 2026 Earnings Call Transcript

About Insperity

Insperity, Inc is a leading provider of human resources and business performance solutions designed to help small and midsize businesses operate more efficiently. Headquartered in Kingwood, Texas, the company offers a comprehensive suite of products and services that span workforce management, payroll administration, employee benefits, risk management, and talent development. By leveraging its proprietary technology platform and team of HR experts, Insperity enables clients to focus on core business objectives while outsourcing complex administrative functions.

The company’s flagship offering is its Professional Employer Organization (PEO) service, which allows clients to outsource critical HR tasks such as payroll processing, workers’ compensation administration, and compliance with employment regulations.