TNET

TRINET GROUP, INC.

NYSE · Services-Business Services, NEC · Inc. DE · CIK 0000937098
$47.82 +2.29% $2.1B
Insider Buying Cluster (2 insiders)
Vol
Market Cap$2.1B
Cap SizeMid Cap
Analyst ConsensusBuy (54%)
Inst. Holders8 funds
Inst. Value$270.2M
Inst. Activity1 buys / 1 sells
Insider Activity1B / 3S
Insider Net $$98.9K
SEC Reports2
Exchange NYSE·Sector Services-Business Services, NEC·Inc. DE·CIK 0000937098·Prev Close $46.75

Recent Activity

Jun 3, 2026 Insider
Kennedy Janet H sold 2,070 shares
Director @ $0.00 ($0.00)
May 29, 2026 Insider
KOSECOFF JACQUELINE B sold 2,649 shares
Director @ $0.00 ($0.00)
May 28, 2026 Insider
AGI-T, L.P. sold 4,735 shares
Director @ $0.00 ($0.00)
Apr 30, 2026 earnings_calendar
TNET Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026 SEC
TriNet Group filed an automatic shelf registration statement (S-3ASR) on April 27, 2026, registering an indeterminate am
S-3ASR — Impact 3/10
Apr 15, 2026 SEC
TriNet Group, Inc. filed a definitive proxy statement (DEFA14A) for its upcoming annual shareholder meeting. The filing
DEFA14A — Impact 3/10
Inst.
NORGES BANK — NEW
478,038 shares ($28.3M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
81,800 shares ($4.8M)

Price Targets

$51.80 +8.3% upside Buy
Current $47.82 Low $45.00 Median $48.00 High $70.00 5 analysts
$45.00 $70.00

Analyst Ratings

Hold54% buy · 13 analysts
4Strong Buy
3Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 5, 2026 UBS MAINTAIN Neutral → Neutral
May 1, 2026 TD Cowen MAINTAIN Hold → Hold
May 1, 2026 JP Morgan MAINTAIN Underweight → Underweight
Feb 13, 2026 Stifel MAINTAIN Buy → Buy
Jan 8, 2026 TD Cowen MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.93 $0.81 — $1.04 -19% YoY 7
Next Q $0.81 $0.67 — $0.93 -27% YoY 7
Current FY $4.53 $4.41 — $4.70 -4% YoY 7
Next FY $4.83 $4.50 — $5.44 7% YoY 7

Latest Reports

NEUTRAL S-3ASR 3/10
TriNet Group filed an automatic shelf registration statement (S-3ASR) on April 27, 2026, registering an indeterminate am
Apr 27, 2026
NEUTRAL DEFA14A 3/10
TriNet Group, Inc. filed a definitive proxy statement (DEFA14A) for its upcoming annual shareholder meeting. The filing
Apr 15, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$168.5M—
CHARLES SCHWAB INVESTMENT MANAGEMENT$28.7MNEW
NORGES BANK$28.3MNEW
MORGAN STANLEY$24.1M—
BANK OF AMERICA CORP$9.8M—

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Kennedy JanetG$0.00
May 29, 2026KOSECOFF JACQUELINEG$0.00
May 28, 2026AGI-T, L.P.A$0.00
May 28, 2026LOWELL WAYNEA$0.00
May 28, 2026KOSECOFF JACQUELINEA$0.00
8 institutional holders with $270.2M total value (4,570,108 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,848,996$168.5M62.3%—
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC486,110$28.7M10.6%NEW
3NORGES BANK478,038$28.3M10.5%NEW
4MORGAN STANLEY408,085$24.1M8.9%—
5BANK OF AMERICA CORP /DE/166,077$9.8M3.6%—
6WELLS FARGO & COMPANY/MN96,838$5.7M2.1%ADD +29.2%
7RENAISSANCE TECHNOLOGIES LLC81,800$4.8M1.8%TRIM -46.1%
8FMR LLC4,164$246.2K0.1%TRIM -56.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—478,038—$28.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM151,80081,800-46.1%$4.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD100,900151,800+50.4%$10.2M2025-Q3
FMR LLCTRIM10,1684,395-56.8%$293.9K2025-Q3
NORGES BANKEXIT85,4620-100.0%$0.002025-Q3
Mawer Investment Management Ltd.EXIT2,806,5730-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT5,2170-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW—100,900—$7.4M2025-Q2
WELLS FARGO & COMPANY/MNADD74,80196,649+29.2%$7.1M2025-Q2
NORGES BANKNEW—85,462—$6.3M2025-Q2
FMR LLCTRIM15,63010,168-34.9%$743.7K2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT111,4115,217-95.3%$381.6K2025-Q2
TWO SIGMA INVESTMENTS, LPADD88,449111,411+26.0%$8.8M2025-Q1
UBS Group AGTRIM196,461104,343-46.9%$8.3M2025-Q1
FMR LLCADD9,36915,630+66.8%$1.2M2025-Q1
NORGES BANKEXIT150,4860-100.0%$0.002025-Q1
UBS Group AGDOUBLED18,763196,461+947.1%$17.8M2024-Q4
CITADEL ADVISORS LLCTRIM250,218134,445-46.3%$12.2M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT24,0000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—473,353—$45.9M2024-Q3
18 unique insiders with 4 transactions. Net insider value: $98.9K ($188.5K bought, $89.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Kennedy Janet HDirectorG2,070$0.00$0.00
May 29, 2026KOSECOFF JACQUELINE BDirectorG2,649$0.00$0.00
May 28, 2026AGI-T, L.P.DirectorA4,735$0.00$0.00
May 28, 2026LOWELL WAYNE BDirectorA4,735$0.00$0.00
May 28, 2026KOSECOFF JACQUELINE BDirectorA4,735$0.00$0.00
May 28, 2026Soto MyrnaDirectorA4,735$0.00$0.00
May 28, 2026Ranganathan MadhuDirectorA4,735$0.00$0.00
May 28, 2026Evanko Brian CDirectorA4,735$0.00$0.00
May 28, 2026Clark Ralph A.DirectorA4,735$0.00$0.00
May 28, 2026Chamberlain Paul EdwardDirectorA4,735$0.00$0.00
May 28, 2026Kennedy Janet HDirectorA4,735$0.00$0.00
May 28, 2026HODGSON DAVID CDirectorA7,378$0.00$0.00
May 28, 2026Contreras-Sweet MariaDirectorA4,735$0.00$0.00
May 27, 2026LOWELL WAYNE BDirectorG2,649$0.00$0.00
May 19, 2026Treadway Anthony SheaSVP, Chief Revenue OfficerSELL933$43.46$40.5K
May 15, 2026Treadway Anthony SheaSVP, Chief Revenue OfficerA81$34.44$2.8K
May 15, 2026Treadway Anthony SheaSVP, Chief Revenue OfficerF381$39.64$15.1K
May 15, 2026Hayward Jeffery JonEVP, Chief Svcs & Tech OfficerA406$34.44$14.0K
May 15, 2026Hayward Jeffery JonEVP, Chief Svcs & Tech OfficerF196$39.64$7.8K
May 15, 2026Majalya Sidney A.SVP, CLO and SecretaryA375$34.44$12.9K
May 15, 2026Majalya Sidney A.SVP, CLO and SecretaryF120$39.64$4.8K
May 15, 2026Murthy MalaEVP, Chief Financial OfficerF1,166$39.64$46.2K
May 15, 2026Nimmer Timothy NSVP, Insurance Services & OpsA405$34.44$13.9K
May 15, 2026Nimmer Timothy NSVP, Insurance Services & OpsF167$39.64$6.6K
May 15, 2026Simonds Michael QPRESIDENT & CEOF1,000$39.64$39.6K
May 15, 2026Venkataramani JayaramanEVP Strat, Prdts & TransfA457$34.44$15.7K
May 15, 2026Venkataramani JayaramanEVP Strat, Prdts & TransfF429$39.64$17.0K
Apr 1, 2026Majalya Sidney A.SVP, CLO and SecretarySELL775$37.02$28.7K
Mar 20, 2026Venkataramani JayaramanEVP Strat, Prdts & TransfA26,435$0.00$0.00
Mar 20, 2026Murthy MalaEVP, Chief Financial OfficerA46,260$0.00$0.00
Mar 20, 2026Simonds Michael QPRESIDENT & CEOA115,649$0.00$0.00
Mar 20, 2026Hayward Jeffery JonEVP, Chief Svcs & Tech OfficerA33,043$0.00$0.00
Mar 20, 2026Majalya Sidney A.SVP, CLO and SecretaryA23,130$0.00$0.00
Mar 20, 2026Treadway Anthony SheaSVP, Chief Revenue OfficerA26,435$0.00$0.00
Mar 20, 2026Nimmer Timothy NSVP, Insurance Services & OpsA26,435$0.00$0.00
Mar 4, 2026Evanko Brian CDirectorBUY5,000$37.70$188.5K
Mar 3, 2026Treadway Anthony SheaSVP, Chief Revenue OfficerA16,199$0.00$0.00
Mar 3, 2026Simonds Michael QPRESIDENT & CEOA66,818$0.00$0.00
Mar 3, 2026Nimmer Timothy NSVP, Insurance Services & OpsA16,199$0.00$0.00
Mar 3, 2026Venkataramani JayaramanEVP Strat, Prdts & TransfA16,199$0.00$0.00
Feb 18, 2026Treadway Anthony SheaSVP, Chief Revenue OfficerSELL487$41.81$20.4K
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
NEUTRAL S-3ASR 3/10
TriNet Group filed an automatic shelf registration statement (S-3ASR) on April 27, 2026, registering
Apr 27, 2026
NEUTRAL DEFA14A 3/10
TriNet Group, Inc. filed a definitive proxy statement (DEFA14A) for its upcoming annual shareholder
Apr 15, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (54% buy). Based on 13 analysts: 4 strong buy, 3 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$51.80 mean target +8.3% upside Buy (2.57)
$45.00 Low $70.00 High
MetricValue
Current Price$47.82
Target Low$45.00
Target Mean$51.80
Target Median$48.00
Target High$70.00
# Analysts5
RecommendationBuy (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.93 $0.81 $1.04 -19.0% +0.0% 0↑ 6↓ $1.2B -4.6% 7
Next Q
2026-09-30
 $0.81 $0.67 $0.93 -27.0% +0.0% 0↑ 6↓ $1.2B -4.0% 7
Current FY
2026-12-31
 $4.53 $4.41 $4.70 -4.1% +0.0% 6↑ 1↓ $4.8B -3.6% 7
Next FY
2027-12-31
 $4.83 $4.50 $5.44 6.6% +0.0% 5↑ 1↓ $5.0B 3.8% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.931
7d ago$0.931
30d ago$0.931
60d ago$1.059-0.128
90d ago$1.059-0.128
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 5, 2026 UBS MAINTAIN Neutral Neutral
May 1, 2026 TD Cowen MAINTAIN Hold Hold
May 1, 2026 JP Morgan MAINTAIN Underweight Underweight
Feb 13, 2026 Stifel MAINTAIN Buy Buy
Jan 8, 2026 TD Cowen MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264351054%
May 1, 20264351054%
Apr 1, 20264351054%
Mar 1, 20264351054%
Feb 1, 20264351054%
Jan 1, 20264351054%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 30, 2026
earnings_calendar
TNET Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 24, 2026
earnings_calendar
TNET Q1 2026 Earnings Before Market Open — 2026-04-24