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 EPS guidance of 3.700-4.700 for the period, compared to the consensus EPS 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.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on TNET shares. Stifel Nicolaus lowered their target price on shares of TriNet Group from $97.00 to $75.00 and set a “buy” rating on the stock in a report on Friday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TriNet Group in a research note on Wednesday, January 21st. UBS Group dropped their price target on TriNet Group from $69.00 to $63.00 and set a “neutral” rating for the company in a research note on Thursday, October 30th. JPMorgan Chase & Co. reduced their price objective on TriNet Group from $75.00 to $65.00 and set an “underweight” rating on the stock in a research 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. One equities research analyst has rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Reduce” and an average target price of $65.80.

TriNet Group Stock Down 1.3%

Shares of NYSE TNET opened at $39.81 on Friday. The company’s 50 day moving average price is $58.44 and its 200-day moving average price is $61.81. 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 has a 52-week low of $38.61 and a 52-week high of $88.56. The company has a market capitalization of $1.91 billion, a P/E ratio of 12.60 and a beta of 0.81.

TriNet Group (NYSE:TNET) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $0.46 EPS for the quarter, beating analysts’ consensus estimates of $0.37 by $0.09. TriNet Group had a return on equity of 192.35% and a net margin of 3.09%.The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $251.57 million. During the same period in the prior year, the firm posted $0.44 EPS. TriNet Group’s quarterly revenue 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. Equities analysts forecast that TriNet Group will post 3.04 earnings per share for the current year.

TriNet Group Announces Dividend

The firm also recently announced 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 of this dividend was Friday, January 2nd. This represents a $1.10 annualized dividend and a dividend yield of 2.8%. TriNet Group’s dividend payout ratio (DPR) is currently 34.81%.

TriNet Group announced that its Board of Directors has authorized a stock buyback 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 reacquire up to 18.4% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Insider Transactions at TriNet Group

In other TriNet Group news, SVP Anthony Shea Treadway sold 459 shares of the business’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $54.52, for a total value of $25,024.68. Following the completion of the transaction, the senior vice president owned 28,224 shares of the company’s stock, valued at approximately $1,538,772.48. The trade was a 1.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Jeffery Jon Hayward sold 1,437 shares of the stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $57.51, for a total transaction of $82,641.87. Following the transaction, the chief technology officer owned 27,922 shares in the company, valued at approximately $1,605,794.22. This trade represents a 4.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 2,798 shares of company stock worth $162,593. Company insiders own 38.10% of the company’s stock.

Key TriNet Group News

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

• Positive Sentiment: Q4 earnings beat — TriNet reported $0.46 EPS vs. consensus $0.37, demonstrating earnings resilience despite top‑line pressures. Read More.
• Positive Sentiment: Large buyback authorized — the board approved up to $400M of repurchases (~18.4% of shares), a clear signal management views the shares as undervalued and one that can support the share price over time. Read More.
• Positive Sentiment: Analyst still constructive — Stifel cut its price target from $97 to $75 but retained a “buy” rating, indicating continued analyst conviction even after re‑setting expectations. Read More.
• Neutral Sentiment: Revenue guidance and operational commentary — management outlined 2026 revenue guidance of roughly $4.75B–$4.9B and said retention is stabilizing while sales capacity is expanding; these are constructive operational signals but depend on execution. Read More.
• Negative Sentiment: EPS guidance came in below consensus — TriNet set FY‑2026 EPS guidance at $3.70–$4.70 versus the sell‑side consensus (~$4.55), leaving the midpoint below expectations and weighing on the stock. Read More.
• Negative Sentiment: Top‑line softness — Q4 revenue totaled about $1.25B and was down ~2.3% year‑over‑year, a reminder that growth remains pressured and likely explains the cautious guidance. Read More.

Institutional Trading of TriNet Group

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Qube Research & Technologies Ltd boosted its stake in TriNet Group by 13.5% during the 2nd quarter. Qube Research & Technologies Ltd now owns 51,469 shares of the business services provider’s stock worth $3,764,000 after purchasing an additional 6,121 shares during the last quarter. Cerity Partners LLC boosted its holdings in TriNet Group by 13.9% in the 2nd quarter. Cerity Partners LLC now owns 6,665 shares of the business services provider’s stock valued at $487,000 after purchasing an additional 812 shares during the last quarter. Federated Hermes Inc. grew its stake in shares of TriNet Group by 15.2% in the 2nd quarter. Federated Hermes Inc. now owns 14,717 shares of the business services provider’s stock valued at $1,076,000 after buying an additional 1,944 shares during the period. Jump Financial LLC acquired a new stake in shares of TriNet Group during the 2nd quarter worth approximately $312,000. Finally, Marshall Wace LLP acquired a new stake in shares of TriNet Group during the 2nd quarter worth approximately $4,184,000. Hedge funds and other institutional investors own 96.81% of the company’s stock.

About TriNet Group

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.