TriNet Group, Inc.

NYSE:TNET 株式レポート

時価総額:US$2.0b

TriNet Group マネジメント

マネジメント 基準チェック /34

TriNet Groupの CEO はMike Simondsで、 Feb2024年に任命され、 の在任期間は 2.25年です。 の年間総報酬は$ 10.55Mで、 9.5%給与と90.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.087%を直接所有しており、その価値は$ 1.71M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と5.3年です。

主要情報

Mike Simonds

最高経営責任者

US$10.6m

報酬総額

CEO給与比率9.48%
CEO在任期間2.3yrs
CEOの所有権0.09%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
User avatar
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...

CEO報酬分析

TriNet Group の収益と比較して、Mike Simonds の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$159m

Dec 31 2025US$11mUS$1m

US$155m

Sep 30 2025n/an/a

US$133m

Jun 30 2025n/an/a

US$143m

Mar 31 2025n/an/a

US$167m

Dec 31 2024US$18mUS$890k

US$173m

報酬と市場: Mikeの 総報酬 ($USD 10.55M ) は、 US市場 ($USD 5.47M ) の同規模の企業の平均を上回っています。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Simonds (52 yo)

2.3yrs
在職期間
US$10,552,055
報酬

Mr. Michael Quinn Simonds, also known as Mike, is President, CEO & Director of TriNet Group, Inc. since February 16, 2024. He served as Non-Executive Director of Unum Limited from December 2, 2021, until F...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Simonds
President2.3yrsUS$10.55m0.087%
$ 1.7m
Mala Murthy
Executive VP & CFOless than a yearUS$5.24m0.26%
$ 5.2m
Jeffery Hayward
Executive VP and Chief Service & Technology Officer3.9yrsUS$3.34m0.015%
$ 287.6k
Jay Venkat
Executive Vice President of Strategy3.9yrsUS$3.19m0.087%
$ 1.7m
Anthony Treadway
Senior VP & Chief Revenue Officer1.8yrsUS$3.35m0.15%
$ 2.9m
Alex Bauer
Executive Director of Investor Relationsno dataデータなしデータなし
Sidney Majalya
Senior VP1.7yrsデータなし0.12%
$ 2.4m
Catherine Wragg
Chief People Officer9.3yrsデータなしデータなし
Timothy Torres
Chief Security Officerno dataデータなしデータなし
Elizabeth Reeves
Chief Product Officer4.9yrsデータなしデータなし
Timothy Nimmer
Senior Vice President of Insurance Services & Operations1.9yrsデータなし0.013%
$ 252.6k
Lisa Waggoner
Privacy Officer & Lead Counselno dataデータなしデータなし
2.3yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: TNETの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Simonds
President2.3yrsUS$10.55m0.087%
$ 1.7m
David Hodgson
Chairman of the Board & Lead Independent Director20.9yrsUS$435.03k0.064%
$ 1.3m
Michael Angelakis
Independent Director9.3yrsUS$300.05k0.070%
$ 1.4m
Jacqueline Kosecoff
Independent Director6.3yrsUS$300.05k0.031%
$ 614.2k
Ralph Clark
Independent Director5.2yrsUS$310.05k0.015%
$ 288.3k
Wayne Lowell
Independent Director16.8yrsUS$325.05k0.19%
$ 3.8m
Madhu Ranganathan
Independent Directorless than a yearUS$159.88k0%
$ 0
Maria Contreras-Sweet
Independent Director5.5yrsUS$305.05k0.023%
$ 445.0k
Myrna Soto
Independent Director5yrsUS$298.80k0.020%
$ 387.6k
Janet Kennedy
Independent Directorless than a yearUS$161.13k0%
$ 0
Paul Chamberlain
Independent Director10.4yrsUS$320.05k0.077%
$ 1.5m
Brian Evanko
Independent Director1.8yrsUS$290.05k0.0042%
$ 82.0k
5.3yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: TNETの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


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2026/05/26 14:16
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 EnglandBerenberg
Paul GinocchioDeutsche Bank
Jason KupferbergJefferies LLC