Robert Half (NYSE:RHI) Shares Gap Up Following Better-Than-Expected Earnings

Shares of Robert Half Inc. (NYSE:RHI) gapped up before the market opened on Friday following a better than expected earnings announcement. The stock had previously closed at $27.09, but opened at $32.96. Robert Half shares last traded at $32.7110, with a volume of 718,874 shares changing hands.

The business services provider reported $0.32 earnings per share for the quarter, topping analysts’ consensus estimates of $0.30 by $0.02. Robert Half had a net margin of 2.47% and a return on equity of 10.20%. The company had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.29 billion. During the same period last year, the firm posted $0.53 earnings per share. The business’s quarterly revenue was down 5.8% compared to the same quarter last year.

Robert Half News Summary

Here are the key news stories impacting Robert Half this week:

• Positive Sentiment: Q4 results beat consensus: Robert Half reported Q4 EPS of $0.32 versus the $0.30 consensus and revenue of $1.30B versus $1.29B expected, which helped spark buying interest. Robert Half’s (RHI) Q4 Earnings Surpass Estimates, Decline Y/Y
• Positive Sentiment: Q1 revenue guidance signals sequential growth: Management guided Q1 revenue to $1.26B–$1.36B, above Street expectations and framed as a return to sequential growth — a key reason the stock rallied. Robert Half outlines Q1 2026 revenue guidance of $1.26B–$1.36B as sequential growth returns
• Positive Sentiment: Protiviti outperformed: The consulting arm (Protiviti) showed relative resilience versus the staffing/Talent Solutions business, helping margins and signaling diversification benefits. Robert Half International Q4 Earnings & Revenues Beat Estimates
• Neutral Sentiment: Official release and call provide detail: The PR release and earnings call include full financials, segment commentary and management color that investors will parse for sustainability of revenue recovery. ROBERT HALF REPORTS FOURTH-QUARTER FINANCIAL RESULTS
• Negative Sentiment: Underlying year‑over‑year weakness: Revenue declined ~5.8% YoY and EPS fell from $0.53 a year ago — the beat was modestly offset by continued weakness in Talent Solutions, which is a demand-sensitivity risk if macro hiring softens. Robert Half (RHI) Surpasses Q4 Earnings and Revenue Estimates

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. JPMorgan Chase & Co. increased their price target on Robert Half from $29.00 to $31.00 and gave the stock a “neutral” rating in a report on Friday. UBS Group decreased their price objective on Robert Half from $30.00 to $27.00 and set a “sell” rating for the company in a research report on Thursday, October 23rd. The Goldman Sachs Group lowered their target price on Robert Half from $31.00 to $27.00 and set a “sell” rating for the company in a research note on Thursday, October 23rd. Truist Financial set a $40.00 price objective on shares of Robert Half in a research report on Friday. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Robert Half in a research report on Monday, December 29th. One analyst has rated the stock with a Buy rating, three have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $33.00.

Institutional Investors Weigh In On Robert Half

Several institutional investors and hedge funds have recently added to or reduced their stakes in RHI. AQR Capital Management LLC boosted its holdings in shares of Robert Half by 190.5% in the 2nd quarter. AQR Capital Management LLC now owns 6,201,209 shares of the business services provider’s stock valued at $254,560,000 after buying an additional 4,066,328 shares during the last quarter. Capital World Investors increased its position in shares of Robert Half by 460.5% in the third quarter. Capital World Investors now owns 4,341,133 shares of the business services provider’s stock worth $147,512,000 after purchasing an additional 3,566,645 shares during the period. Qube Research & Technologies Ltd boosted its position in shares of Robert Half by 1,478.6% during the 2nd quarter. Qube Research & Technologies Ltd now owns 1,145,456 shares of the business services provider’s stock worth $47,021,000 after acquiring an additional 1,072,895 shares in the last quarter. Norges Bank acquired a new stake in Robert Half in the second quarter valued at about $43,804,000. Finally, Pzena Investment Management LLC boosted its position in Robert Half by 80.3% in the second quarter. Pzena Investment Management LLC now owns 2,377,277 shares of the business services provider’s stock valued at $97,587,000 after buying an additional 1,058,569 shares in the last quarter. 92.41% of the stock is owned by institutional investors.

Robert Half Price Performance

The stock has a market capitalization of $3.50 billion, a P/E ratio of 25.97 and a beta of 0.85. The firm has a 50-day simple moving average of $27.81 and a 200 day simple moving average of $31.62.

Robert Half Company Profile

Robert Half International Inc, founded in 1948 by Robert Half, is a global professional staffing and consulting firm headquartered in Menlo Park, California. As a pioneer in specialized staffing, the company has built a reputation for matching skilled professionals with leading organizations across a range of industries. Robert Half’s shares trade on the New York Stock Exchange under the ticker RHI, reflecting its position as one of the longest‐standing and best‐known firms in the staffing sector.

The company offers a comprehensive suite of services, including temporary staffing, permanent placement, and consulting solutions.