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

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

TriNet Group Price Performance

Shares of NYSE:TNET traded down $4.80 during trading hours on Thursday, hitting $40.46. 1,157,016 shares of the company’s stock traded hands, compared to its average volume of 430,801. The company’s fifty day simple moving average is $58.79 and its two-hundred day simple moving average is $62.03. The company has a market cap of $1.94 billion, a price-to-earnings ratio of 14.93 and a beta of 0.81. The company has a debt-to-equity ratio of 8.14, a quick ratio of 1.11 and a current ratio of 1.11. TriNet Group has a 52 week low of $39.94 and a 52 week high of $88.56.

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

TriNet Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Stockholders 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 annualized dividend and a dividend yield of 2.7%. TriNet Group’s dividend payout ratio (DPR) is currently 40.59%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. TD Cowen decreased 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. decreased their target price on shares of TriNet Group from $75.00 to $65.00 and set an “underweight” rating for the company in a research report on Thursday, October 30th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TriNet Group in a research note on Wednesday, January 21st. Truist Financial assumed coverage on shares of TriNet Group in a report on Friday, December 5th. They issued a “hold” rating and a $62.00 price objective for the company. Finally, UBS Group dropped their target price on TriNet Group from $69.00 to $63.00 and set a “neutral” rating on the stock in a report on Thursday, October 30th. Five research analysts have rated the stock with a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $63.50.

Insider Buying and Selling

In related news, SVP Anthony Shea Treadway sold 459 shares of TriNet Group stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $54.52, for a total value 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 trade represents a 1.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Sidney A. Majalya sold 775 shares of the business’s 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 sale, the senior vice president owned 19,853 shares in the company, valued at approximately $1,228,106.58. The trade was 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 worth $162,593 in the last three months. 38.10% of the stock is currently owned by insiders.

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.