TriNet Group (NYSE:TNET) to Repurchase $400.00 million in Outstanding Stock

TriNet Group (NYSE:TNET) announced that its Board of Directors has approved a stock buyback program on Thursday, February 12th, RTT News reports. The company plans to buyback $400.00 million in outstanding shares. This buyback authorization permits the business services provider to buy up to 18.4% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

TriNet Group Price Performance

Shares of NYSE:TNET opened at $40.46 on Friday. The company has a debt-to-equity ratio of 8.14, a quick ratio of 1.11 and a current ratio of 1.11. The business’s fifty day moving average price is $58.79 and its two-hundred day moving average price is $62.03. The stock has a market cap of $1.94 billion, a PE ratio of 14.93 and a beta of 0.81. TriNet Group has a one year low of $39.94 and a one year high of $88.56.

TriNet Group (NYSE:TNET) last released its quarterly 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. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $251.57 million. TriNet Group had a return on equity of 212.38% and a net margin of 2.64%.The business’s revenue for the quarter was down 2.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.44 earnings per share. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. On average, analysts forecast that TriNet Group will post 3.04 EPS for the current fiscal year.

TriNet Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Friday, January 2nd were paid a dividend of $0.275 per share. This represents a $1.10 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Friday, January 2nd. TriNet Group’s dividend payout ratio (DPR) is currently 40.59%.

Analyst Ratings Changes

TNET has been the subject of several research analyst reports. Zacks Research downgraded TriNet Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Weiss Ratings reissued a “sell (d+)” rating on shares of TriNet Group in a report on Wednesday, January 21st. TD Cowen dropped their price target on TriNet Group from $65.00 to $64.00 and set a “hold” rating for the company in a research report on Thursday, January 8th. JPMorgan Chase & Co. cut their price target on TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a research note on Thursday, October 30th. Finally, UBS Group decreased their price objective on shares of TriNet Group from $69.00 to $63.00 and set a “neutral” rating on the stock in a research report on Thursday, October 30th. Five analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus target price of $63.50.

Insiders Place Their Bets

In related news, 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 transaction of $25,024.68. Following the transaction, the senior vice president owned 28,224 shares of the company’s stock, valued at approximately $1,538,772.48. This represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Sidney A. Majalya sold 775 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at approximately $1,228,106.58. This trade represents a 3.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,798 shares of company stock valued at $162,593 in the last ninety days. Insiders own 38.10% of the company’s stock.

Key Headlines Impacting TriNet Group

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

• Positive Sentiment: Q4 EPS beat: TriNet reported $0.46 in Q4 EPS vs. the consensus $0.37, showing an operating beat that helped demonstrate earnings resiliency. Zacks: Q4 Earnings Surpass Estimates
• Positive Sentiment: $400M buyback authorized — management approved a repurchase program up to $400 million, which supports shareholder returns and offsets some dilution. PR Newswire: Q4 Results & FY2026 Guidance
• Positive Sentiment: Operational commentary: Management said retention is stabilizing and sales capacity is expanding, which could support revenue growth if execution continues. Seeking Alpha: Retention Stabilizes & Sales Capacity Expands
• Positive Sentiment: Institutional buying: Allianz Asset Management increased its stake, signalling some investor confidence from a large institutional holder. DefenseWorld: Allianz Boosts Position
• Neutral Sentiment: Full earnings and call transcripts available — useful for digging into management’s color on bookings, retention, and expense cadence. Yahoo Finance: Q4 Earnings Call Transcript
• Neutral Sentiment: Quarterly snapshot coverage highlights the beat and the revenue decline (down ~2.3% YoY) — good for context but not the main mover vs. guidance. Yahoo: Q4 Earnings Snapshot
• Negative Sentiment: FY‑2026 EPS guidance disappointed: TriNet set FY‑2026 EPS of $3.70–$4.70, below the consensus (~$4.55), which trimmed the upside from the Q4 beat and prompted the selloff. PR Newswire: Guidance Details
• Negative Sentiment: Revenue trends & valuation context: Q4 revenue was down ~2.3% YoY and the stock was trading below its 50‑ and 200‑day averages before today; combined with the guidance miss this pressured the share price. MarketBeat: Earnings Summary

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.