TriNet Group, Inc. (TNET)

Investors need to pay close attention to TNET stock based on the movements in the options market lately.

I'm upgrading TNET to 'Buy' as margin recovery and improved execution signal undervaluation, with a forward EV/EBITDA of ~7.1x and strong FCF yield. Recent earnings beat estimates despite YoY declines, and repricing efforts are driving insurance cost ratio back toward target by FY2026. EBITDA margin is set to recover to 10-11% by FY2026, supporting a bullish reversal in the stock price as valuation premium has faded.

TriNet Group, Inc. (NYSE:TNET ) Q2 2025 Earnings Conference Call July 25, 2025 8:30 AM ET Company Participants Alex Bauer - Executive Director of Investor Relations Kelly Lee Tuminelli - Executive VP & CFO Michael Quinn Simonds - President, CEO & Director Conference Call Participants Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division David Michael Grossman - Stifel, Nicolaus & Company, Incorporated, Research Division Jared Marshall Levine - TD Cowen, Research Division Kevin Damien McVeigh - UBS Investment Bank, Research Division Kyle David Peterson - Needham & Company, LLC, Research Division Operator Good day, and welcome to the TriNet Second Quarter 2025 Earnings Conference Call.

While the top- and bottom-line numbers for TriNet (TNET) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

TriNet Group (TNET) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $1.53 per share a year ago.

DUBLIN, Calif. , July 25, 2025 /PRNewswire/ -- TriNet Group, Inc. (NYSE: TNET), a leading provider of comprehensive and flexible human capital management (HCM) solutions for small and medium-size businesses (SMBs), today announced financial results for the second quarter ended June 30, 2025.

DUBLIN, Calif. , July 11, 2025 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), today announced it will release financial results for the second quarter ended June 30, 2025 before U.S. market hours on Friday, July 25, 2025.

Provides a pathway to comprehensive training and a successful career in sales DUBLIN, Calif. , July 2, 2025 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), today announced the launch of TriNet Ascend, a specialized program designed to enrich, educate and empower aspiring sales professionals.

DUBLIN, Calif. , June 12, 2025 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), today announced its Board of Directors approved a dividend of $0.275 per share of the Company's common stock with a record date and ex-dividend date of July 1, 2025 and a payout date of July 28, 2025.

DUBLIN, Calif. , June 3, 2025 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), has been recognized by U.S. News & World Report as one of the 2025-2026 Best Companies to Work For.

ATLANTA--(BUSINESS WIRE)--GID, a vertically-integrated real estate owner, operator, developer and investor today announced a 150,000-square-foot lease with TriNet that will bring the HR solutions company to High Street, the 36-acre mixed-use town center district located within Atlanta's Central Perimeter market. TriNet's selection of the High Street location is the result of a multi-state search. The move is expected to create 750 jobs over the next five years and represents Atlanta's largest o.

Buy TNET, UPWK, and PCTY as they capitalize on the evolving staffing industry trends and drive growth in the flexible workforce market.

Features TriNet Customers Van Leeuwen Ice Cream, Zap Surgical Systems, Good Culture, and Zymo Research   DUBLIN, Calif. , May 12, 2025 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), today unveiled its new brand campaign.

NEW YORK , May 8, 2025 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), today announced a series of new HR products and enhancements to help entrepreneurs navigate an increasingly challenging business landscape. These solutions are designed to help businesses thrive as they navigate economic uncertainty, an evolving workforce, and AI-driven disruption.

TriNet Group, Inc. (NYSE:TNET ) Q1 2025 Earnings Conference Call April 25, 2025 8:30 AM ET Company Participants Alex Bauer – Head of Investor Relations Mike Simonds – President and Chief Executive Officer Kelly Tuminelli – Chief Financial Officer Conference Call Participants Jared Levine – Cowen Kyle Peterson – Needham Andrew Nicholas – William Blair Andrew Polkowitz – JPMorgan David Grossman – Stifel Operator Good day, and welcome to the TriNet Group, Inc. First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.

Although the revenue and EPS for TriNet (TNET) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.