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

TriNet Group (NYSE:TNET) had its target price lowered by Stifel Nicolaus from $97.00 to $75.00 in a research report sent to investors on Friday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the business services provider’s stock.

TNET has been the subject of several other research reports. Truist Financial started coverage on shares of TriNet Group in a research note on Friday, December 5th. They issued a “hold” rating and a $62.00 price target for the company. UBS Group lowered their price objective on TriNet Group from $69.00 to $63.00 and set a “neutral” rating for the company in a research report on Thursday, October 30th. TD Cowen cut their target price on TriNet Group from $65.00 to $64.00 and set a “hold” rating for the company in a research note on Thursday, January 8th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TriNet Group in a research note on Wednesday, January 21st. Finally, JPMorgan Chase & Co. cut their price objective on TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a research report on Thursday, October 30th. One equities research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $65.80.

TriNet Group Trading Down 1.3%

TNET stock 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 business’s 50-day moving average is $58.44 and its 200 day moving average is $61.70. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 16.57. The stock has a market cap of $1.88 billion, a price-to-earnings ratio of 12.60 and a beta of 0.81.

TriNet Group (NYSE:TNET) last released its earnings results on Thursday, February 12th. The business services provider reported $0.46 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.09. TriNet Group had a return on equity of 215.01% and a net margin of 3.09%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $251.57 million. During the same quarter last year, the business posted $0.44 earnings per share. The business’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. On average, sell-side analysts anticipate that TriNet Group will post 3.04 EPS for the current fiscal year.

TriNet Group declared that its Board of Directors has approved a stock buyback plan on Thursday, February 12th that allows the company to repurchase $400.00 million in shares. This repurchase authorization allows the business services provider to reacquire up to 18.4% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s leadership believes its stock is 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 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 2.8%. TriNet Group’s dividend payout ratio is 34.81%.

Insiders Place Their Bets

In other news, SVP Sidney A. Majalya sold 775 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $61.86, for a total transaction of $47,941.50. Following the sale, the senior vice president owned 19,853 shares of the company’s stock, valued at approximately $1,228,106.58. This trade represents a 3.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Anthony Shea Treadway sold 459 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The shares were 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 directly owned 28,224 shares of the company’s stock, valued at $1,538,772.48. This trade represents a 1.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,798 shares of company stock worth $162,593 over the last 90 days. Corporate insiders own 37.10% of the company’s stock.

Institutional Trading of TriNet Group

A number of hedge funds have recently added to or reduced their stakes in TNET. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of TriNet Group by 106.0% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 445 shares of the business services provider’s stock worth $30,000 after acquiring an additional 229 shares during the period. Quarry LP increased its position in TriNet Group by 524.7% during the 3rd quarter. Quarry LP now owns 456 shares of the business services provider’s stock worth $31,000 after purchasing an additional 383 shares during the period. CWM LLC lifted its holdings in shares of TriNet Group by 140.5% in the 2nd quarter. CWM LLC now owns 582 shares of the business services provider’s stock valued at $43,000 after buying an additional 340 shares during the period. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of TriNet Group in the 3rd quarter valued at approximately $46,000. Finally, Covestor Ltd boosted its stake in shares of TriNet Group by 402.7% in the third quarter. Covestor Ltd now owns 1,282 shares of the business services provider’s stock valued at $86,000 after buying an additional 1,027 shares in the last quarter. 96.81% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about 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

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.