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

TriNet Group (NYSE:TNET) declared that its board has authorized a share buyback program on Thursday, February 12th, RTT News reports. The company plans to repurchase $400.00 million in shares. This repurchase authorization permits the business services provider to repurchase up to 18.4% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

TriNet Group Price Performance

NYSE:TNET opened at $39.81 on Friday. The business’s 50-day moving average is $58.44 and its 200 day moving average is $61.81. TriNet Group has a 12 month low of $38.61 and a 12 month high of $88.56. The company has a market capitalization of $1.91 billion, a P/E ratio of 12.60 and a beta of 0.81. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 8.14.

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, beating the consensus estimate of $0.37 by $0.09. The business 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 192.35% and a net margin of 3.09%.The firm’s revenue for the quarter was down 2.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.44 EPS. TriNet Group has set its FY 2026 guidance at 3.700-4.700 EPS. On average, equities research analysts forecast that TriNet Group will post 3.04 earnings per share for the current fiscal year.

TriNet Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Friday, January 2nd were paid a dividend of $0.275 per share. The ex-dividend date of this dividend 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 presently 34.81%.

Analyst Ratings Changes

Several brokerages have recently commented on TNET. Truist Financial began coverage on shares of TriNet Group in a research report on Friday, December 5th. They set a “hold” rating and a $62.00 price objective on the stock. TD Cowen cut their price target 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. JPMorgan Chase & Co. lowered their price objective on TriNet Group from $75.00 to $65.00 and set an “underweight” rating on the stock in a research report on Thursday, October 30th. UBS Group dropped their price objective on TriNet Group from $69.00 to $63.00 and set a “neutral” rating for the company in a research note on Thursday, October 30th. Finally, Zacks Research downgraded TriNet Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average price target of $65.80.

Insider Buying and Selling at TriNet Group

In related news, SVP Sidney A. Majalya sold 775 shares of TriNet Group stock in a transaction dated 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 owned 19,853 shares in the company, valued at approximately $1,228,106.58. This trade represents a 3.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CTO Jeffery Jon Hayward sold 1,437 shares of the business’s stock in a transaction that occurred 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 in the company, valued at $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. Insiders sold 2,798 shares of company stock worth $162,593 over the last 90 days. 38.10% of the stock is owned by insiders.

TriNet Group News Summary

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.