TriNet Group (NYSE:TNET) Price Target Lowered to $75.00 at Stifel Nicolaus

by · The Cerbat Gem

TriNet Group (NYSE:TNET – Free Report) had its target price cut by Stifel Nicolaus from $97.00 to $75.00 in a research note released on Friday morning,Benzinga reports. They currently have a buy rating on the business services provider’s stock.

Other equities analysts have also issued reports about the stock. Truist Financial started coverage on shares of TriNet Group in a research report on Friday, December 5th. They issued a “hold” rating and a $62.00 price objective on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of TriNet Group in a research note on Wednesday, January 21st. TD Cowen lowered their price target on shares of 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. cut their price objective on shares of TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a research report on Thursday, October 30th. Finally, UBS Group decreased their target price on TriNet Group from $69.00 to $63.00 and set a “neutral” rating on the stock in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average price target of $65.80.

Read Our Latest Research Report on TriNet Group

TriNet Group Stock Performance

TNET opened at $39.81 on Friday. TriNet Group has a 12-month low of $38.61 and a 12-month high of $88.56. The stock has a market cap of $1.91 billion, a price-to-earnings ratio of 12.60 and a beta of 0.81. The business has a 50 day moving average of $58.44 and a 200-day moving average of $61.81. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 8.14.

TriNet Group (NYSE:TNET – Get Free Report) last posted its earnings results on Thursday, February 12th. The business services provider reported $0.46 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $251.57 million. During the same period in the previous year, the firm earned $0.44 EPS. The firm’s 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. On average, equities research analysts expect that TriNet Group will post 3.04 earnings per share for the current year.

TriNet Group declared that its Board of Directors has approved a stock buyback program on Thursday, February 12th that allows the company to buyback $400.00 million in outstanding shares. This buyback authorization allows the business services provider to purchase up to 18.4% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s management believes its shares are undervalued.

TriNet Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Friday, January 2nd were given a dividend of $0.275 per share. This represents a $1.10 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Friday, January 2nd. TriNet Group’s dividend payout ratio is presently 34.81%.

Insider Activity

In other TriNet Group news, SVP Sidney A. Majalya sold 775 shares of TriNet Group 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 $1,228,106.58. The trade was a 3.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Jeffery Jon Hayward sold 1,437 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were 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 approximately $1,605,794.22. The trade was a 4.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,798 shares of company stock worth $162,593. Corporate insiders own 38.10% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of TNET. Massachusetts Financial Services Co. MA increased its holdings in shares of TriNet Group by 19.7% during the third quarter. Massachusetts Financial Services Co. MA now owns 2,353,004 shares of the business services provider’s stock worth $157,392,000 after buying an additional 387,940 shares in the last quarter. Hsbc Holdings PLC grew its position in TriNet Group by 758.6% during the 2nd quarter. Hsbc Holdings PLC now owns 35,247 shares of the business services provider’s stock worth $2,563,000 after acquiring an additional 31,142 shares during the last quarter. Heron Bay Capital Management grew its position in TriNet Group by 28.2% during the 2nd quarter. Heron Bay Capital Management now owns 78,620 shares of the business services provider’s stock worth $5,750,000 after acquiring an additional 17,287 shares during the last quarter. Entropy Technologies LP acquired a new position in TriNet Group in the 2nd quarter worth about $492,000. Finally, Y Intercept Hong Kong Ltd bought a new position in TriNet Group in the second quarter valued at about $1,098,000. Institutional investors own 96.81% of the company’s stock.

Key Stories Impacting TriNet Group

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.

About TriNet Group

(Get Free Report)

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.

Further Reading