Q4 EPS Forecast for Barrett Business Services Cut by Analyst

Barrett Business Services, Inc. (NASDAQ:BBSI) – Analysts at Sidoti reduced their Q4 2026 EPS estimates for shares of Barrett Business Services in a research note issued to investors on Friday, February 27th. Sidoti analyst M. Riddick now expects that the business services provider will earn $0.65 per share for the quarter, down from their previous forecast of $0.73. The consensus estimate for Barrett Business Services’ current full-year earnings is $2.00 per share. Sidoti also issued estimates for Barrett Business Services’ Q2 2027 earnings at $0.82 EPS, Q3 2027 earnings at $0.93 EPS and Q4 2027 earnings at $0.72 EPS.

Barrett Business Services (NASDAQ:BBSI) last announced its quarterly earnings results on Wednesday, February 25th. The business services provider reported $0.64 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.64. The firm had revenue of $2.40 billion during the quarter, compared to analysts’ expectations of $323.43 million. Barrett Business Services had a net margin of 4.39% and a return on equity of 23.67%. The company’s revenue was up 5.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.63 EPS.

A number of other brokerages also recently issued reports on BBSI. Barrington Research dropped their price target on shares of Barrett Business Services from $46.00 to $41.00 and set an “outperform” rating on the stock in a research report on Thursday. CJS Securities raised shares of Barrett Business Services to a “strong-buy” rating in a research note on Thursday, December 11th. Roth Mkm dropped their target price on shares of Barrett Business Services from $54.00 to $42.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Barrett Business Services in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $41.50.

Barrett Business Services Price Performance

Shares of BBSI stock opened at $27.77 on Monday. The stock has a market capitalization of $699.80 million, a PE ratio of 13.29, a PEG ratio of 0.81 and a beta of 1.03. The business’s 50 day simple moving average is $35.75 and its 200 day simple moving average is $39.53. Barrett Business Services has a one year low of $25.33 and a one year high of $49.65.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of BBSI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Barrett Business Services by 4.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,219 shares of the business services provider’s stock worth $626,000 after acquiring an additional 633 shares during the last quarter. Millennium Management LLC bought a new position in shares of Barrett Business Services during the first quarter valued at about $3,747,000. Jane Street Group LLC bought a new position in shares of Barrett Business Services during the first quarter valued at about $1,732,000. Envestnet Asset Management Inc. purchased a new position in Barrett Business Services during the second quarter worth about $454,000. Finally, Corton Capital Inc. bought a new stake in Barrett Business Services in the 2nd quarter worth about $212,000. Hedge funds and other institutional investors own 86.76% of the company’s stock.

Barrett Business Services Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 13th will be paid a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, March 13th. Barrett Business Services’s dividend payout ratio (DPR) is 15.31%.

Trending Headlines about Barrett Business Services

Here are the key news stories impacting Barrett Business Services this week:

• Positive Sentiment: Q4 and full‑year results showed strength (record sales volume and solid full‑year metrics); EPS was roughly in line with consensus, supporting the upbeat tone from management. BBSI Reports Strong Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analysts trimmed price targets but kept bullish ratings: Barrington lowered its PT to $41 (outperform) and Roth MKM lowered its PT to $42 (buy) — both still imply ~45–50% upside vs. current levels, which supports further upside potential. Benzinga PT Coverage Roth MKM Price Target Note
• Positive Sentiment: The company declared a quarterly dividend of $0.08 (ex‑dividend March 13), adding a modest income component that can support investor demand.
• Neutral Sentiment: Analyst and media write‑ups digging into key metrics (e.g., Zacks review) give investors detail on what drove the quarter but don’t substantially change the verdict — useful for judging sustainability. Compared to Estimates, Barrett (BBSI) Q4 Earnings: A Look at Key Metrics
• Neutral Sentiment: Some short‑interest data feeds show inconsistent/zero values for late‑February (likely reporting errors); treat those data points cautiously until exchanges reconcile filings.
• Negative Sentiment: Short interest reportedly rose earlier in February to ~717,409 shares (about 2.9% of float) with a short‑interest ratio ~3.3 days, signaling increased bearish bets that can add selling pressure or volatility.
• Negative Sentiment: At least one headline highlighted that Barrett missed Q4 sales expectations, a reminder that revenue execution is under scrutiny and could cap multiple expansion until clear momentum resumes. Barrett (NASDAQ:BBSI) Misses Q4 CY2025 Sales Expectations

Barrett Business Services Company Profile

Barrett Business Services, Inc (NASDAQ: BBSI) is a professional employer organization (PEO) headquartered in Northridge, California. Founded in 1971 by Barrett K. Levesque, the company provides comprehensive human resources outsourcing solutions to small and mid-sized businesses. Through its consultative model, Barrett Business Services helps clients streamline administrative processes, mitigate regulatory risk and focus on core operations.

The company’s core offerings include payroll administration, employee benefits management, workers’ compensation and risk management services.