Analysts Set TriNet Group, Inc. (NYSE:TNET) Price Target at $63.50

TriNet Group, Inc. (NYSE:TNET) has earned an average rating of “Reduce” from the eight brokerages that are covering the stock, Marketbeat reports. Two analysts have rated the stock with a sell rating, five have given a hold rating and one has given a buy rating to the company. The average 12 month price target among brokers that have issued ratings on the stock in the last year is $65.80.

A number of equities research analysts recently weighed in on TNET shares. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TriNet Group in a research note on Wednesday, January 21st. Stifel Nicolaus decreased their price objective on TriNet Group from $97.00 to $75.00 and set a “buy” rating on the stock in a report on Friday. UBS Group lowered their price target on shares of TriNet Group from $69.00 to $63.00 and set a “neutral” rating for the company in a report on Thursday, October 30th. Truist Financial assumed coverage on TriNet Group in a report on Friday, December 5th. They issued a “hold” rating and a $62.00 price objective for the company. Finally, Zacks Research lowered shares of TriNet Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th.

TriNet Group Trading Down 1.3%

NYSE:TNET opened at $39.81 on Friday. TriNet Group has a 1 year low of $38.61 and a 1 year high of $88.56. The stock’s fifty day moving average price is $58.44 and its two-hundred day moving average price is $61.70. The company has a debt-to-equity ratio of 16.57, a current ratio of 1.09 and a quick ratio of 1.09. The company has a market cap of $1.88 billion, a P/E ratio of 12.60 and a beta of 0.81.

TriNet Group (NYSE:TNET) last announced its quarterly earnings results on Thursday, February 12th. The business services provider reported $0.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.37 by $0.09. TriNet Group had a net margin of 3.09% and a return on equity of 215.01%. The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $251.57 million. During the same period in the prior year, the firm posted $0.44 earnings per share. The company’s revenue for the quarter was down 2.3% on a year-over-year basis. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. As a group, analysts expect that TriNet Group will post 3.04 EPS for the current year.

TriNet Group declared that its Board of Directors has initiated a stock buyback program on Thursday, February 12th that allows the company to repurchase $400.00 million in shares. This repurchase authorization allows the business services provider to repurchase up to 18.4% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its shares are undervalued.

TriNet Group Dividend Announcement

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

More 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.

Insider Buying and Selling

In other news, CTO Jeffery Jon Hayward sold 1,437 shares of the stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $57.51, for a total value of $82,641.87. Following the sale, the chief technology officer directly owned 27,922 shares of the company’s stock, valued at approximately $1,605,794.22. This represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Sidney A. Majalya sold 775 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $61.86, for a total transaction of $47,941.50. Following the sale, the senior vice president directly owned 19,853 shares in the company, valued at $1,228,106.58. This trade represents a 3.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,798 shares of company stock valued at $162,593 over the last quarter. Corporate insiders own 37.10% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Massachusetts Financial Services Co. MA grew its position in 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 valued at $157,392,000 after buying an additional 387,940 shares during the period. Hsbc Holdings PLC boosted its stake in shares of 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 boosted its stake in shares of 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 bought a new stake in shares of TriNet Group during the 2nd quarter valued at $492,000. Finally, Y Intercept Hong Kong Ltd purchased a new stake in shares of TriNet Group in the 2nd quarter worth $1,098,000. 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.