TriNet Group, Inc.

TriNet Group, Inc.

TNETยทNYSE

$45.40

-7.2%
IndustrialsStaffing & Employment Services

TriNet Group, Inc. provides human resources (HR) solutions, payroll services, employee benefits, and employment risk mitigation services for small and midsize businesses in the United States. The company offers multi-state payroll processing and tax administration; employee benefits programs, including health insurance and retirement plans; workers compensation insurance and claims management; employment and benefits law compliance; and other HR related services. It serves clients in various industries, including technology, professional services, financial services, life sciences, not-for-profit, property management, retail, manufacturing, and hospitality. The company sells its solutions through its direct sales organization. TriNet Group, Inc. was incorporated in 1988 and is headquartered in Dublin, California.

At a Glance

Live Snapshot
Market Cap$2.09B
EPS3.1900
P/E Ratio14.23
Earnings Date07/24/2026
tnet

TriNet Group, Inc. Street Expectations Map

TNET ยท NYSE

Wall Street analysts project that TNET stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 68.50, with estimates ranging from a low of 62.00 to a high of 75.00.

Lowest Target
62.00
36.56%
Consensus Target
68.50
50.88%
Highest Target
75.00
65.20%

The consensus 1-year price target stands at 68.50, with estimates ranging from a low of 62.00 to a high of 75.00.

Analyst Consensus Analysis

Upside Potential

+50.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

19.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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TriNet Group, Inc. Forward Estimates of Revenue

TNET ยท NYSE
Latest Revenue
5.01B
FY 2025
Avg Estimate
1.19B
FY 2026
Estimate Range
1.16B - 1.21B
Analyst Spread

Forward Growth Analysis

Projected Growth-76.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TriNet Group, Inc. Forward Estimates of Net Income

TNET ยท NYSE
Latest Net Income
155.00M
FY 2025
Avg Estimate
246.68M
FY 2026
Estimate Range
240.42M - 252.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+59.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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TriNet Group, Inc. Forward Estimates of EPS

TNET ยท NYSE
Latest EPS
3.19
FY 2025
Avg Estimate
$4.95
FY 2026
Estimate Range
$4.81 - $5.06
Analyst Spread

Forward Growth Analysis

Projected Growth+55.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

tnet

TriNet Group, Inc. Forward Estimates of EBIT

TNET ยท NYSE
Latest EBIT
279.00M
FY 2025
Avg Estimate
113.06M
FY 2026
Estimate Range
110.28M - 114.92M
Analyst Spread

Forward Growth Analysis

Projected Growth-59.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TriNet Group, Inc. Forward Estimates of EBITDA

TNET ยท NYSE
Latest EBITDA
365.00M
FY 2025
Avg Estimate
133.21M
FY 2026
Estimate Range
129.93M - 135.39M
Analyst Spread

Forward Growth Analysis

Projected Growth-63.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TriNet Group, Inc. Forward Estimates of SG&A Expense

TNET ยท NYSE
Latest SG&A Expense
470.00M
FY 2025
Avg Estimate
112.06M
FY 2026
Estimate Range
109.30M - 113.89M
Analyst Spread

Forward Growth Analysis

Projected Growth-76.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

tnet

TriNet Group, Inc. Insider Positioning

TNET ยท NYSE

During the last 12 months, insiders have purchased $189K and sold $899K worth of TNET shares, resulting in $710K of net selling activity.

3 Months

Bought

0

0.00

Sold

1.7K

69.24K

Net Activity

-69K

-$69K

3-6 Months

Bought

5.0K

188.50K

Sold

1.3K

68.30K

Net Activity

+120K

+$120K

6-9 Months

Bought

0

0.00

Sold

3.4K

200.43K

Net Activity

-200K

-$200K

9-12 Months

Bought

0

0.00

Sold

8.4K

560.61K

Net Activity

-561K

-$561K

Top Buyers

1
EBC

Evanko Brian C

Director

5.0K sharesโ€ข1 transactions

$189K

Top Sellers

1
TAS

Treadway Anthony Shea

Officer: Svp, Chief Revenue Officer

4.5K sharesโ€ข4 transactions

$257K

2
CRA

Clark Ralph A.

Director

3.0K sharesโ€ข1 transactions

$199K

3
HJJ

Hayward Jeffery Jon

Officer: Chief Technology Officer

3.0K sharesโ€ข3 transactions

$188K

4
MSA

Majalya Sidney A.

Officer: Svp, Clo And Secretary

3.1K sharesโ€ข4 transactions

$181K

5
CPE

Chamberlain Paul Edward

Director

1.2K sharesโ€ข2 transactions

$73K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $710K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.21:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$69K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.