TriNet Group（TNET）株式概要
トライネットグループは、米国の中小企業向けに包括的な人的資本管理サービスを提供しています。 詳細
TNET Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
TriNet Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$42.80 |
| 52週高値 | US$86.78 |
| 52週安値 | US$33.61 |
| ベータ | 1.01 |
| 1ヶ月の変化 | 23.59% |
| 3ヶ月変化 | -16.78% |
| 1年変化 | -49.33% |
| 3年間の変化 | -54.11% |
| 5年間の変化 | -46.34% |
| IPOからの変化 | 124.08% |
最新ニュース
ナラティブ更新 • May 03
TNET: Rebased Fair Value Will Anchor A Measured Risk Reward Outlook
Narrative Update: TriNet Group Analyst Price Target Shift The updated analyst fair value estimate for TriNet Group moves from $62 to $45. This reflects analysts' mixed price target revisions and recalibrated expectations for discount rate, revenue trends, profit margins, and future P/E multiples based on recent Street research.
ナラティブ更新 • Apr 18
TNET: AI HR Expansion And Buybacks Will Support Future Upside
Analysts have trimmed their price targets on TriNet Group, with the fair value estimate shifting from $54.80 to $54.00. Recent research reflects updated views on discount rates, revenue outlook, margin expectations, and a slightly lower future P/E, following recent target cuts of $4 and $22 cited in Street research.Recent updates
ナラティブ更新 • May 03
TNET: Rebased Fair Value Will Anchor A Measured Risk Reward Outlook
Narrative Update: TriNet Group Analyst Price Target Shift The updated analyst fair value estimate for TriNet Group moves from $62 to $45. This reflects analysts' mixed price target revisions and recalibrated expectations for discount rate, revenue trends, profit margins, and future P/E multiples based on recent Street research.ナラティブ更新 • Apr 18
TNET: AI HR Expansion And Buybacks Will Support Future Upside
Analysts have trimmed their price targets on TriNet Group, with the fair value estimate shifting from $54.80 to $54.00. Recent research reflects updated views on discount rates, revenue outlook, margin expectations, and a slightly lower future P/E, following recent target cuts of $4 and $22 cited in Street research.
ナラティブ更新 • Apr 04
TNET: Q4 Delivery And Buybacks Will Support Future Upside
Analysts have trimmed their average price target on TriNet Group to $64, citing updated estimates around revenue growth, profit margins and an adjusted future P/E outlook. This has led to a slightly higher discount rate in their models.ナラティブ更新 • Mar 21
TNET: AI HR Execution And Buybacks Will Support Future Upside
Analysts have trimmed their price targets on TriNet Group, with recent research pointing to cuts of $1 to $22 as they adjust estimates ahead of Q4 results and reassess the company’s valuation assumptions. Analyst Commentary Recent research around TriNet Group focuses on recalibrating targets and estimates ahead of Q4 results, with price objectives trimmed in moderate steps rather than through sweeping revisions.ナラティブ更新 • Mar 05
TNET: AI HR Execution And Buybacks Will Support Future Multiple Expansion
Analysts have trimmed their price expectations for TriNet Group, with the fair value estimate moving from about $70 to roughly $55, citing updated assumptions around discount rates, revenue trends, profit margins, and a lower future P/E multiple that align with recent target cuts from the Street. Analyst Commentary Recent Street updates on TriNet Group focus on recalibrated price targets and refreshed estimates ahead of upcoming results, which feed directly into the lower fair value range you saw earlier.ナラティブ更新 • Feb 19
TNET: Recalibrated Earnings Outlook And Buybacks Will Support Future Upside
Analysts have reduced their price target for TriNet Group by $22 to $75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples, consistent with recent Street target cuts. Analyst Commentary Bullish analysts are treating the recent price target reset as more of a recalibration than a shift in the core outlook for TriNet Group.分析記事 • Feb 12
TriNet Group, Inc. (NYSE:TNET) Might Not Be As Mispriced As It Looks After Plunging 28%
TriNet Group, Inc. ( NYSE:TNET ) shareholders won't be pleased to see that the share price has had a very rough month...ナラティブ更新 • Feb 05
TNET: Refreshed Q4 Assumptions Will Shape A Balanced Risk Outlook
Analysts trimmed their price target on TriNet Group to US$64 from US$65, citing refreshed estimates around Q4 results, along with updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bearish analysts recently trimmed their fair value assumptions, cutting the price target on TriNet Group to US$64 from US$65 ahead of Q4 results.分析記事 • Jan 29
When Should You Buy TriNet Group, Inc. (NYSE:TNET)?
TriNet Group, Inc. ( NYSE:TNET ), is not the largest company out there, but it saw significant share price movement...ナラティブ更新 • Jan 22
TNET: AI HR Execution And Buybacks Will Support Future Earnings Upside
Analysts have reduced their price target on TriNet Group by US$1 to US$64, reflecting updated estimates ahead of upcoming Q4 results and a slightly lower assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the revised US$64 target as consistent with TriNet Group's current execution, suggesting the shares are reasonably aligned with updated earnings assumptions.ナラティブ更新 • Jan 08
TNET: AI HR Capabilities And Buybacks Will Support Future Earnings Upside
Analysts slightly reduced their price target on TriNet Group by about $2 to roughly $70, reflecting small tweaks to fair value, discount rate, profit margin assumptions, and a modestly higher future P/E multiple in their models. What's in the News Completed a share repurchase tranche, buying 481,649 shares (0.99% of outstanding shares) for $31.5 million between July 1 and September 30, 2025.ナラティブ更新 • Dec 17
TNET: Guidance And AI Tools Will Shape A Balanced Risk Outlook
Analysts have trimmed their fair value estimate for TriNet Group from 67 dollars to 62 dollars per share, citing slightly higher perceived risk, softer long term growth and margin expectations, and a richer forward earnings multiple. What's in the News TriNet reaffirmed its full year 2025 guidance, projecting total revenues of 4,950 to 5,140 million dollars and diluted EPS of 1.90 to 3.40 dollars, signaling confidence in its operating outlook (company guidance).ナラティブ更新 • Dec 03
TNET: AI-Driven HR Expansion Will Support Future Earnings Upside
Analysts have modestly adjusted their price target on TriNet Group to reflect updated but largely unchanged views on fair value at about $72.50 per share, citing stable assumptions on discount rate, revenue growth, profit margins, and future valuation multiples. What's in the News TriNet appointed Mala Murthy as Chief Financial Officer, effective November 28, succeeding Kelly Tuminelli, who will transition to a special advisor role through March 16, 2026 (Key Developments).ナラティブ更新 • Nov 19
TNET: Future AI-Driven HR Capabilities Will Support Earnings Stability
Narrative Update on TriNet Group Analyst Price Target Analysts have maintained TriNet Group's price target at $72.50, reflecting stable expectations as recent updates to the discount rate and earnings projections remain modest. What's in the News TriNet Group reaffirmed its full-year 2025 earnings guidance, projecting total revenues between $4,950 and $5,140 million and diluted net income per share of $1.90 to $3.40.分析記事 • Nov 08
There May Be Some Bright Spots In TriNet Group's (NYSE:TNET) Earnings
TriNet Group, Inc.'s ( NYSE:TNET ) earnings announcement last week didn't impress shareholders. Despite the soft profit...ナラティブ更新 • Nov 04
TNET: Reaffirmed Guidance and New CFO Appointment Will Drive Momentum
Analysts have revised TriNet Group's price target downward from $77.00 to $72.50. This change reflects updated forecasts for revenue growth and profit margins.ナラティブ更新 • Oct 21
Analysts Slightly Lower Price Target for TriNet Group Amid Updated Valuation and Guidance
Narrative Update on TriNet Group Analysts have slightly lowered their price target for TriNet Group from $78.00 to $77.00. This change is due to minor adjustments in fair value estimates and updated financial assumptions.分析記事 • Oct 01
Is Now The Time To Look At Buying TriNet Group, Inc. (NYSE:TNET)?
While TriNet Group, Inc. ( NYSE:TNET ) might not have the largest market cap around , it saw significant share price...Seeking Alpha • Sep 30
Mistakes Were Made: TriNet Group Looks To Stage Turnaround And Remains Buy
Summary TriNet Group is undergoing an operational reset that could provide mid-teens percentage improvements in shareholder value, with a viable path to improved margins. Operational missteps, underpriced policies, and rising healthcare costs hurt margins, but management targets 13-15% annualized shareholder returns via margin expansion and revenue growth. The turnaround hinges on repricing, improved sales force tenure, broker channel expansion, and expense control, with early signs of stabilization and ASO traction emerging. Risks include the opportunity cost of investing in a stock with poor sentiment and an ongoing early-innings turnaround. If TNET executes on ICR improvement, WSE growth, and sales initiatives, FCF and shareholder returns could rebound within 2-3 years, making the risk/reward attractive. Read the full article on Seeking Alpha分析記事 • Jul 18
Is There An Opportunity With TriNet Group, Inc.'s (NYSE:TNET) 20% Undervaluation?
Key Insights The projected fair value for TriNet Group is US$81.06 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Jun 30
Should You Think About Buying TriNet Group, Inc. (NYSE:TNET) Now?
TriNet Group, Inc. ( NYSE:TNET ), is not the largest company out there, but it saw significant share price movement...分析記事 • May 23
TriNet Group's (NYSE:TNET) Returns On Capital Not Reflecting Well On The Business
If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...分析記事 • May 05
TriNet Group's (NYSE:TNET) Soft Earnings Don't Show The Whole Picture
Shareholders appeared unconcerned with TriNet Group, Inc.'s ( NYSE:TNET ) lackluster earnings report last week. We did...分析記事 • Apr 22
TriNet Group, Inc.'s (NYSE:TNET) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...分析記事 • Mar 07
Is TriNet Group, Inc. (NYSE:TNET) Potentially Undervalued?
While TriNet Group, Inc. ( NYSE:TNET ) might not have the largest market cap around , it saw a double-digit share price...分析記事 • Feb 14
TriNet Group's (NYSE:TNET) Returns Have Hit A Wall
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 22
TriNet Group, Inc.'s (NYSE:TNET) Share Price Not Quite Adding Up
There wouldn't be many who think TriNet Group, Inc.'s ( NYSE:TNET ) price-to-earnings (or "P/E") ratio of 17.7x is...分析記事 • Nov 17
What Is TriNet Group, Inc.'s (NYSE:TNET) Share Price Doing?
TriNet Group, Inc. ( NYSE:TNET ), is not the largest company out there, but it saw a double-digit share price rise of...Seeking Alpha • Oct 20
I Was Too Optimistic On TriNet, But Now It's Undervalued And Ready For A Return To Growth
Summary TriNet Group is managing a challenging hiring environment with strong new sales and near-record retention rates, positioning it for future growth. Rising healthcare costs have pressured short-term profitability, but strategic repricing, operational improvements, the Zenefits acquisition, and high ROIC offer long-term potential. Despite near-term volatility, TriNet's valuation is attractive, providing a healthy margin of safety for investors willing to weather current challenges. Long-term demand for PEOs and HR solutions supports TriNet's relevance, making it a compelling buy opportunity for long-term investors. Read the full article on Seeking Alpha分析記事 • Oct 10
TriNet Group, Inc.'s (NYSE:TNET) Share Price Is Matching Sentiment Around Its Earnings
TriNet Group, Inc.'s ( NYSE:TNET ) price-to-earnings (or "P/E") ratio of 15.5x might make it look like a buy right now...
新しいナラティブ • Aug 30
Calculated Growth Efforts Clashing With Analysts' Gloomy Revenue And Margin Outlook
Strengthening top of the sales funnel through targeted marketing and value proposition enhancement is expected to positively impact future revenue growth.分析記事 • Aug 05
At US$100, Is TriNet Group, Inc. (NYSE:TNET) Worth Looking At Closely?
While TriNet Group, Inc. ( NYSE:TNET ) might not have the largest market cap around , it saw significant share price...株主還元
| TNET | US Professional Services | US 市場 | |
|---|---|---|---|
| 7D | -0.3% | -0.8% | 2.2% |
| 1Y | -49.3% | -22.6% | 31.1% |
業界別リターン: TNET過去 1 年間で-22.6 % の収益を上げたUS Professional Services業界を下回りました。
リターン対市場: TNETは、過去 1 年間で31.1 % のリターンを上げたUS市場を下回りました。
価格変動
| TNET volatility | |
|---|---|
| TNET Average Weekly Movement | 8.4% |
| Professional Services Industry Average Movement | 8.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TNET 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TNETの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1988 | 302,834 | Mike Simonds | www.trinet.com |
トライネット・グループは、米国の中小企業向けに包括的な人的資本管理サービスを提供している。同社は、複数州にまたがる給与計算処理と税務管理、健康保険と退職金制度を含む従業員福利厚生プログラム、労災保険と保険金請求管理、雇用法と福利厚生法の遵守、その他の人事関連サービスを提供している。また、人事情報の保存・閲覧・管理、給与計算、税務管理・控除、従業員の入社・解雇、従業員の業績管理、勤怠管理、報酬報告、経費管理、福利厚生の加入・管理など、さまざまな人事取引の管理を可能にするオンラインおよびモバイルツールであるテクノロジープラットフォームや、労働力分析を組み込んだ、人事データ、給与、報酬、その他のカスタムレポートの作成をクライアントに提供するプロフェッショナルな雇用者組織・管理サービスも提供している。同社は、テクノロジー、プロフェッショナルサービス、金融サービス、ライフサイエンス、非営利団体など様々な業界の顧客にサービスを提供している。直販組織を通じてソリューションを販売している。トライネットグループは1988年に設立され、カリフォルニア州ダブリンに本社を置く。
TriNet Group, Inc. 基礎のまとめ
| TNET 基礎統計学 | |
|---|---|
| 時価総額 | US$1.97b |
| 収益（TTM） | US$159.00m |
| 売上高(TTM) | US$4.88b |
12.4x
PER（株価収益率0.4x
P/SレシオTNET は割高か？
公正価値と評価分析を参照収益と収入
| TNET 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.88b |
| 売上原価 | US$4.04b |
| 売上総利益 | US$844.00m |
| その他の費用 | US$685.00m |
| 収益 | US$159.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.46 |
| グロス・マージン | 17.29% |
| 純利益率 | 3.26% |
| 有利子負債／自己資本比率 | 1,079.5% |
TNET の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.7%
現在の配当利回り33%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 15:35 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TriNet Group, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Samuel England | Berenberg |
| Paul Ginocchio | Deutsche Bank |
| Jason Kupferberg | Jefferies LLC |