Declared Dividend • Aug 10
Second quarter dividend of US$0.59 announced Shareholders will receive a dividend of US$0.59. Ex-date: 25th August 2026 Payment date: 15th September 2026 Dividend yield will be 5.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (205% earnings payout ratio) nor is it covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 128% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Announcement • Aug 04
Robert Half Inc. Declares Quarterly Cash Dividend on its Common Stock, Payable on September 15, 2026 Robert Half Inc. announced that its board of directors declared a quarterly cash dividend of $0.59 per share on the company's common stock. The dividend is payable on September 15, 2026, to shareholders of record at the close of business on August 25, 2026. Reported Earnings • Jul 24
Second quarter 2026 earnings released: EPS: US$0.26 (vs US$0.41 in 2Q 2025) Second quarter 2026 results: EPS: US$0.26 (down from US$0.41 in 2Q 2025). Revenue: US$1.34b (down 2.4% from 2Q 2025). Net income: US$26.3m (down 36% from 2Q 2025). Profit margin: 2.0% (down from 3.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings. Announcement • Jul 24
Robert Half Inc. Provides Earnings Guidance for the Third Quarter of 2026 Robert Half Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects revenues of $1.31 billion to $1.41 billion and Income per share of $0.43 to $0.53. Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to €35.62, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Professional Services industry in Europe. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.33 per share. Announcement • Jul 17
Robert Half Inc. to Report Q2, 2026 Results on Jul 23, 2026 Robert Half Inc. announced that they will report Q2, 2026 results at 4:05 PM, US Eastern Standard Time on Jul 23, 2026 Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Jana Barsten was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 02
Robert Half Inc. announces Quarterly dividend, payable on June 15, 2026 Robert Half Inc. announced Quarterly dividend of USD 0.5900 per share payable on June 15, 2026, ex-date on May 22, 2026 and record date on May 22, 2026. Announcement • Apr 17
Robert Half Inc. to Report Q1, 2026 Results on Apr 23, 2026 Robert Half Inc. announced that they will report Q1, 2026 results at 4:05 PM, US Eastern Standard Time on Apr 23, 2026 Announcement • Apr 13
Robert Half Inc., Annual General Meeting, May 13, 2026 Robert Half Inc., Annual General Meeting, May 13, 2026. Announcement • Feb 17
Robert Half Promotes Linda Christensen to Senior Vice President of Global Marketing, Effective February 17, 2026 Robert Half has promoted Linda Christensen to senior vice president of global marketing, effective February 17, 2026. Christensen will lead the company's global marketing organization and oversee strategies to strengthen brand positioning, advance marketing capabilities and support long-term growth objectives. Christensen brings more than 30 years of marketing and leadership experience, including more than two decades with Robert Half. Since joining the company, she has focused on aligning marketing strategy with enterprise priorities, accelerating growth and strengthening brand differentiation in competitive global markets. She has led complex, multi-channel programs across global teams, delivering cohesive, high-impact initiatives that enhance customer engagement and support business performance. As senior vice president, Christensen's priorities will include the continued modernization of Robert Half's digital platforms, elevating data-driven marketing capabilities and ensuring marketing strategies align with the company's operating model and growth plans. Announcement • Feb 13
Robert Half Announces Quarterly Dividend, Payable on March 13, 2026 Robert Half Inc. announced that its board of directors has approved a quarterly cash dividend of $0.59 per share on the company's common stock. The cash dividend is payable on March 13, 2026, to all shareholders of record at the close of business on February 25, 2026. Announcement • Feb 12
Robert Half Appoints Ryan Skubis as Senior District President Robert Half has appointed Ryan Skubis to senior district president, business operations modernization. In this newly created role, Skubis will lead efforts to strengthen the company's operational infrastructure, advance technology adoption and accelerate strategic initiatives supporting teams and customers worldwide. Skubis joined Robert Half in 1999 and has held numerous leadership roles during his tenure. Most recently, he served as senior district president for talent solutions, overseeing operations across the Southeastern U.S. He has played a key role in several major modernization initiatives, including the expansion of Robert Half's proprietary AI and business development tools. Announcement • Jan 24
Robert Half Announces Senior Leadership Promotions Robert Half announced the promotion of three senior leaders. Danti Chen, Ph.D., has been promoted to senior vice president, applications, technology and innovation (ATI), head of data science. Under Chen's leadership, Robert Half has built a world-class data science organization delivering significant business impact. Her team has launched numerous advanced capabilities, including AI Recommended Client (ARC), which leverages predictive analytics to recommend clients and enhance sales strategies. Chen has also driven ongoing advancements in the company's AI-powered matching platform and led the development of generative AI solutions across the organization. Bhavit Desai has been promoted to senior vice president, business transformation. Since joining Robert Half in 2023, Desai has played a critical role in defining and delivering digital products that improve customer experiences and productivity for talent solutions professionals. In his expanded role, Desai will continue to focus on customer-impacting solutions that leverage advanced AI capabilities, including agentic AI. Clint Maples has been promoted to senior vice president and chief information security officer. Since joining Robert Half in 2020, Maples has built a global information security organization grounded in trusted partnerships and a pragmatic, risk-based approach. His leadership has strengthened the firm's security and data protection capabilities while ensuring investments remain aligned with business risk and cost effectiveness. Announcement • Jan 23
Robert Half Inc. to Report Q4, 2025 Results on Jan 29, 2026 Robert Half Inc. announced that they will report Q4, 2025 results at 4:05 PM, US Eastern Standard Time on Jan 29, 2026 Announcement • Oct 31
Robert Half Inc. Announces Quarterly Dividend, Payable on December 15, 2025 Robert Half Inc. announced that its board of directors has approved a quarterly cash dividend of $0.59 per share on the company's common stock. The cash dividend is payable on December 15, 2025, to all shareholders of record at the close of business on November 25, 2025. Announcement • Oct 23
Robert Half Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Robert Half Inc. provided earnings guidance for the fourth quarter of 2025. For the period, Company expects Revenues to be $1.245 billion to $1.345 billion and income per share to be $0.25 to $0.35. Announcement • Oct 16
Robert Half Inc. to Report Q3, 2025 Results on Oct 22, 2025 Robert Half Inc. announced that they will report Q3, 2025 results at 4:05 PM, Eastern Daylight on Oct 22, 2025 Announcement • Aug 06
Robert Half Inc. announces Quarterly dividend, payable on September 15, 2025 Robert Half Inc. announced Quarterly dividend of USD 0.5900 per share payable on September 15, 2025, ex-date on August 25, 2025 and record date on August 25, 2025. Announcement • Jul 17
Robert Half Inc. to Report Q2, 2025 Results on Jul 23, 2025 Robert Half Inc. announced that they will report Q2, 2025 results at 4:05 PM, Eastern Daylight on Jul 23, 2025 Announcement • May 02
Robert Half Inc. Announces Quarterly Cash Dividend, Payable on June 13, 2025 Robert Half Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.59 per share on the company's common stock. The cash dividend is payable on June 13, 2025, to shareholders of record at the close of business on May 23, 2025. Announcement • Apr 17
Robert Half Inc. to Report Q1, 2025 Results on Apr 23, 2025 Robert Half Inc. announced that they will report Q1, 2025 results at 4:05 PM, Eastern Daylight on Apr 23, 2025 Announcement • Apr 14
Robert Half Inc., Annual General Meeting, May 14, 2025 Robert Half Inc., Annual General Meeting, May 14, 2025. Announcement • Feb 20
Robert Half Appoints Nick Cerise as Chief Marketing Officer Robert Half announced that it has named Nick Cerise its new chief marketing officer. In this role, Cerise will drive global marketing for the company, overseeing digital and web marketing, data analytics, customer insights, and brand strategy. Cerise is a seasoned marketing executive with more than 20 years of global experience and a proven history of driving business growth through cutting-edge, digital-first marketing strategies. As Robert Half evolves to meet the dynamic needs of clients and job seekers, Cerise will be instrumental in driving the company's innovative marketing strategy in an increasingly digital world. Prior to joining Robert Half, Cerise served as chief marketing officer and global head of revenue generation at TTEC. His contributions in this role earned him recognition as one of the "50 Influential Marketing Leaders Changing the Industry" by Comparably. Announcement • Jan 23
Robert Half Inc. to Report Q4, 2024 Results on Jan 29, 2025 Robert Half Inc. announced that they will report Q4, 2024 results at 4:05 PM, US Eastern Standard Time on Jan 29, 2025 Declared Dividend • Nov 04
Third quarter dividend of US$0.53 announced Shareholders will receive a dividend of US$0.53. Ex-date: 25th November 2024 Payment date: 13th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 23
Third quarter 2024 earnings released: EPS: US$0.64 (vs US$0.91 in 3Q 2023) Third quarter 2024 results: EPS: US$0.64 (down from US$0.91 in 3Q 2023). Revenue: US$1.47b (down 6.3% from 3Q 2023). Net income: US$65.5m (down 32% from 3Q 2023). Profit margin: 4.5% (down from 6.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Announcement • Oct 23
Robert Half Inc. Provides Earnings Guidance for the Fourth Quarter of 2024 Robert Half Inc. provided earnings guidance for the fourth quarter of 2024. For the period, company expected revenue to be $1.34 billion to $1.44 billion; income per share to be $0.47 to $0.61. Announcement • Oct 16
Robert Half Inc. to Report Q3, 2024 Results on Oct 22, 2024 Robert Half Inc. announced that they will report Q3, 2024 results at 4:05 PM, Eastern Daylight on Oct 22, 2024 Announcement • Sep 23
Robert Half Inc.(NYSE:RHI) dropped from FTSE All-World Index (USD) Robert Half Inc.(NYSE:RHI) dropped from FTSE All-World Index (USD) Upcoming Dividend • Aug 19
Upcoming dividend of US$0.53 per share Eligible shareholders must have bought the stock before 23 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.3%). Declared Dividend • Aug 05
Second quarter dividend of US$0.53 announced Shareholders will receive a dividend of US$0.53. Ex-date: 23rd August 2024 Payment date: 13th September 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 31
Robert Half Inc. Announces Quarterly Dividend, Payable on September 13, 2024 Robert Half Inc. announced that its board of directors has approved a quarterly cash dividend of $0.53 per share. The cash dividend will be paid on September 13, 2024, to all shareholders of record as of August 23, 2024. Reported Earnings • Jul 25
Second quarter 2024 earnings released: EPS: US$0.66 (vs US$1.00 in 2Q 2023) Second quarter 2024 results: EPS: US$0.66 (down from US$1.00 in 2Q 2023). Revenue: US$1.47b (down 10% from 2Q 2023). Net income: US$68.2m (down 36% from 2Q 2023). Profit margin: 4.6% (down from 6.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 10% per year. Announcement • Jul 18
Robert Half Inc. to Report Q2, 2024 Results on Jul 24, 2024 Robert Half Inc. announced that they will report Q2, 2024 results at 4:05 PM, Eastern Daylight on Jul 24, 2024 Announcement • Jun 24
Robert Half Inc.(NYSE:RHI) dropped from S&P 500 Ex-Financials, Real Estate, Utilities and Transportation Index Robert Half Inc.(NYSE:RHI) dropped from S&P 500 Ex-Financials, Real Estate, Utilities and Transportation Index Declared Dividend • May 06
First quarter dividend of US$0.53 announced Shareholders will receive a dividend of US$0.53. Ex-date: 23rd May 2024 Payment date: 14th June 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 28
Robert Half Inc. Provides Earnings Guidance for the Second Quarter of 2024 Robert Half Inc. provided earnings guidance for the second quarter of 2024. revenues $1.45 billion to $1.55 billion. Income per share $0.63 to $0.77. Midpoint revenue of $1.5 billion or 9% lower than the same period in 2023 on an as-adjusted basis. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: US$0.61 (vs US$1.15 in 1Q 2023) First quarter 2024 results: EPS: US$0.61 (down from US$1.15 in 1Q 2023). Revenue: US$1.48b (down 14% from 1Q 2023). Net income: US$63.7m (down 48% from 1Q 2023). Profit margin: 4.3% (down from 7.1% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year. Announcement • Apr 20
Robert Half Inc. to Report Q1, 2024 Results on Apr 25, 2024 Robert Half Inc. announced that they will report Q1, 2024 results at 4:05 PM, Eastern Daylight on Apr 25, 2024 Announcement • Apr 13
Robert Half Inc., Annual General Meeting, May 15, 2024 Robert Half Inc., Annual General Meeting, May 15, 2024, at 10:00 Pacific Daylight. Agenda: To elect the nine directors named in the proxy statement; to cast an advisory vote to approve executive compensation; To ratify the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for 2024; To transact such other business as may properly come before the meeting or any postponement or adjournment of the meeting. Announcement • Mar 16
Robert Half Appoints John Reed as Senior District President for Technology Talent Solutions Robert Half announced that John Reed, a 25-year veteran of global talent solutions and business consulting firm Robert Half, has been named senior district president for technology talent solutions, overseeing operations throughout the Western United States. In this role, Reed will lead Robert Half's technology and marketing and creative practice groups, matching specialized talent with and providing unique consulting solutions for companies across the region. Possessing an extensive background in both technology and talent solutions, Reed brings considerable experience and knowledge to the role. During his tenure with Robert Half, he has held key leadership positions within the technology practice, including regional director, district president and executive director. As executive director he championed many key initiatives and operational best practices for the business. In 2017, building upon on his deep knowledge of customer needs and enterprise capabilities, Reed helped launch Robert Half's managed technology solutions, which offers a strategic blend of talent solutions and consulting services. Reed is also responsible for cultivating partnerships with numerous alliance and professional organizations within Robert Half's network, including the International Association of Microsoft Channel Partners (IAMCP), The Association of IT Professionals (AITP) and HDI, an association for technical support professionals. Recent Insider Transactions • Mar 10
Insider recently sold €552k worth of stock On the 7th of March, Robert Glass sold around 8k shares on-market at roughly €73.62 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months. Declared Dividend • Feb 19
Fourth quarter dividend of US$0.53 announced Shareholders will receive a dividend of US$0.53. Ex-date: 22nd February 2024 Payment date: 15th March 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Feb 14
Robert Half Inc. Declares Quarterly Cash Dividend, Payable on March 15, 2024 Robert Half Inc. announced that its board of directors has approved an increase to its quarterly cash dividend, from $0.48 to $0.53 per share. The cash dividend will be paid on March 15, 2024, to all shareholders of record as of Feb. 23, 2024. Reported Earnings • Jan 31
Full year 2023 earnings released: EPS: US$3.90 (vs US$6.08 in FY 2022) Full year 2023 results: EPS: US$3.90 (down from US$6.08 in FY 2022). Revenue: US$6.39b (down 12% from FY 2022). Net income: US$411.1m (down 38% from FY 2022). Profit margin: 6.4% (down from 9.1% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year. Announcement • Jan 24
Robert Half Inc. to Report Q4, 2023 Results on Jan 30, 2024 Robert Half Inc. announced that they will report Q4, 2023 results at 4:05 PM, US Eastern Standard Time on Jan 30, 2024 Recent Insider Transactions • Dec 05
Insider recently sold €1.1m worth of stock On the 30th of November, Robert Glass sold around 15k shares on-market at roughly €74.69 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.7m more than they bought in the last 12 months. Upcoming Dividend • Nov 15
Upcoming dividend of US$0.48 per share at 2.4% yield Eligible shareholders must have bought the stock before 22 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (2.6%). Announcement • Oct 31
Robert Half Inc. Announces Quarterly Dividend, Payable on December 15, 2023 Robert Half Inc. announced that its board of directors has approved a quarterly cash dividend of $0.48 per share. The cash dividend will be paid on December 15, 2023, to all shareholders of record as of November 24, 2023. Announcement • Oct 18
Robert Half Inc. to Report Q3, 2023 Results on Oct 24, 2023 Robert Half Inc. announced that they will report Q3, 2023 results at 4:05 PM, Eastern Daylight on Oct 24, 2023 Recent Insider Transactions • Aug 31
Insider recently sold €1.0m worth of stock On the 29th of August, Robert Glass sold around 15k shares on-market at roughly €69.30 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months. Announcement • Aug 18
Robert Half Inc. Elects Jana L. Barsten as Director, Effective as of December 15, 2023 On August 17, 2023, the Board of Directors of Robert Half Inc. elected Jana L. Barsten to serve as a director of the Company effective as of December 15, 2023. Ms. Barsten is an audit partner with KPMG LLP in its Silicon Valley office; she has held this position for 21 years. Ms. Barsten has 37 years of experience in public accounting with a focus on internet, software and service industries. She serves as a member of KPMG’s global technology, media and telecommunications board and serves as the Global Audit Sector Leader for KMPG’s Technology Industry practice. Ms. Barsten will be retiring from KPMG on September 30, 2023. Ms. Barsten has entered into the Company’s customary indemnification agreement for its directors. The Board has not yet determined on which committee or committees of the Board Ms. Barsten will serve. Upcoming Dividend • Aug 17
Upcoming dividend of US$0.48 per share at 2.6% yield Eligible shareholders must have bought the stock before 24 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.7%). Announcement • Aug 01
Robert Half Inc. Approves A Quarterly Cash Dividend, Payable on September 15, 2023 Robert Half Inc. announced that its board of directors has approved a quarterly cash dividend of $0.48 per share. The cash dividend will be paid on September 15, 2023, to all shareholders of record as of August 25, 2023. Reported Earnings • Jul 26
Second quarter 2023 earnings released: EPS: US$1.00 (vs US$1.62 in 2Q 2022) Second quarter 2023 results: EPS: US$1.00 (down from US$1.62 in 2Q 2022). Revenue: US$1.64b (down 12% from 2Q 2022). Net income: US$106.3m (down 40% from 2Q 2022). Profit margin: 6.5% (down from 9.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Jul 21
Robert Half Inc. to Report Q2, 2023 Results on Jul 25, 2023 Robert Half Inc. announced that they will report Q2, 2023 results at 4:05 PM, Eastern Daylight on Jul 25, 2023 Board Change • May 23
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Marnie Wilking was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 19
Protiviti's Joseph Tarantino Names Robert Half Executive Officer ROBERT HALF INTERNATIONAL INC ("RHI-N;RHJ-F") - Protiviti's Joseph Tarantino Named a Robert Half Executive Officer. Global talent solutions and business consulting firm Robert Half announced that Joseph Tarantino has been named an RHI executive officer. He will also continue to serve in his current capacity as president and CEO of Protiviti, Robert Half's global business consulting subsidiary. Under Tarantino's leadership, Protiviti has consistently been named to the Fortune100 Best Companiesto Work Forand Consulting magazine 'Best Firms to Work For' lists. Tarantino has also received several individual accolades, including being recognized by Glassdoor as one of its Top CEOs and named three times to the NACD (National Association of Corporate Directors) Directorship 100 in the Governance Professionals category. As a leader committed to advancing diversity, equity and inclusion, Tarantino is a signatory of theCEO Action for Diversity &Inclusion and theCatalyst CEO Champions for Change. He currently serves on the board for Calvary Hospital in New York and the board of trustees for St. John's University. Upcoming Dividend • May 17
Upcoming dividend of US$0.48 per share at 2.9% yield Eligible shareholders must have bought the stock before 24 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%). Reported Earnings • Apr 28
First quarter 2023 earnings released: EPS: US$1.15 (vs US$1.54 in 1Q 2022) First quarter 2023 results: EPS: US$1.15 (down from US$1.54 in 1Q 2022). Revenue: US$1.72b (down 5.4% from 1Q 2022). Net income: US$122.0m (down 28% from 1Q 2022). Profit margin: 7.1% (down from 9.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 08
Insider recently sold €955k worth of stock On the 3rd of March, Robert Glass sold around 13k shares on-market at roughly €76.36 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.9m more than they bought in the last 12 months. Recent Insider Transactions • Feb 26
Independent Director recently sold €262k worth of stock On the 22nd of February, Dirk Kempthorne sold around 3k shares on-market at roughly €75.75 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.9m more than they bought in the last 12 months. Upcoming Dividend • Feb 16
Upcoming dividend of US$0.48 per share at 2.3% yield Eligible shareholders must have bought the stock before 23 February 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%). Announcement • Feb 10
Robert Half International Inc. Approves Quarterly Dividend, Payable on March 15, 2023 Robert Half International Inc. announced that its board of directors has approved an increase to its quarterly cash dividend, from $0.43 to $0.48 per share. The cash dividend will be paid on March 15, 2023, to all shareholders of record as of February 24, 2023. Announcement • Jan 28
Robert Half International Inc. Announces Executive Promotes Robert Half International Inc. has promoted Alexandra Von Tiergarten and Tony Uyehara to district president. They will oversee various operations for Robert Half's professional talent solutions in California and the Southwestern United States. Von Tiergarten joined Robert Half in 2003 and has since held several leadership roles, most recently serving as senior regional vice president for professional talent solutions in Los Angeles. During her tenure, she has received multiple awards for outstanding achievement and leadership. As district president, Von Tiergarten will lead Robert Half's finance and accounting, healthcare, administrative, and contract and consulting practice groups, matching specialized talent with companies throughout the greater Los Angeles area. In his nearly 20 years at Robert Half, Uyehara has also held several leadership positions and received multiple awards for outstanding achievement and leadership. In his new role, he will lead operations for Robert Half's management resources practice group -- providing senior and management-level finance, accounting and business systems professionals on a project and interim basis -- in Northern and Southern California, Arizona and Utah. Reported Earnings • Jan 27
Full year 2022 earnings released: EPS: US$6.08 (vs US$5.42 in FY 2021) Full year 2022 results: EPS: US$6.08 (up from US$5.42 in FY 2021). Revenue: US$7.24b (up 12% from FY 2021). Net income: US$657.9m (up 9.9% from FY 2021). Profit margin: 9.1% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Jan 20
Robert Half International Inc. to Report Q4, 2022 Results on Jan 26, 2023 Robert Half International Inc. announced that they will report Q4, 2022 results at 4:05 PM, Eastern Standard Time on Jan 26, 2023 Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Marnie Wilking was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 22
Third quarter 2022 earnings released: EPS: US$1.54 (vs US$1.55 in 3Q 2021) Third quarter 2022 results: EPS: US$1.54 (down from US$1.55 in 3Q 2021). Revenue: US$1.83b (up 7.1% from 3Q 2021). Net income: US$166.2m (down 2.7% from 3Q 2021). Profit margin: 9.1% (in line with 3Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Aug 19
Independent Director recently sold €212k worth of stock On the 17th of August, Dirk Kempthorne sold around 3k shares on-market at roughly €79.77 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months. Upcoming Dividend • Aug 17
Upcoming dividend of US$0.43 per share Eligible shareholders must have bought the stock before 24 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.5%). Reported Earnings • Jul 22
Second quarter 2022 earnings released: EPS: US$1.62 (vs US$1.35 in 2Q 2021) Second quarter 2022 results: EPS: US$1.62 (up from US$1.35 in 2Q 2021). Revenue: US$1.86b (up 18% from 2Q 2021). Net income: US$175.8m (up 18% from 2Q 2021). Profit margin: 9.4% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year. Buying Opportunity • Jun 11
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 20%. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is forecast to decline by 8.1% per annum over the same time period. Upcoming Dividend • May 17
Upcoming dividend of US$0.43 per share Eligible shareholders must have bought the stock before 24 May 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.4%). Recent Insider Transactions • May 14
President & CEO of Talent Solutions recently sold €4.5m worth of stock On the 12th of May, Paul Gentzkow sold around 50k shares on-market at roughly €89.18 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months. Reported Earnings • Apr 28
First quarter 2022 earnings released: EPS: US$1.54 (vs US$0.99 in 1Q 2021) First quarter 2022 results: EPS: US$1.54 (up from US$0.99 in 1Q 2021). Revenue: US$1.81b (up 30% from 1Q 2021). Net income: US$168.2m (up 52% from 1Q 2021). Profit margin: 9.3% (up from 7.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Julia Suzanne Coronado was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Feb 17
Upcoming dividend of US$0.43 per share Eligible shareholders must have bought the stock before 24 February 2022. Payment date: 15 March 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.0%). Buying Opportunity • Feb 12
Now 20% undervalued Over the last 90 days, the stock is up 4.9%. The fair value is estimated to be US$135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.6% per annum over the last 3 years. Board Change • Feb 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Julia Suzanne Coronado was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 28
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$5.42 (up from US$2.72 in FY 2020). Revenue: US$6.46b (up 27% from FY 2020). Net income: US$598.6m (up 96% from FY 2020). Profit margin: 9.3% (up from 6.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 9.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Nov 23
Insider recently sold €520k worth of stock On the 19th of November, Robert Glass sold around 5k shares on-market at roughly €104 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €15m more than they bought in the last 12 months. Upcoming Dividend • Nov 16
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 23 November 2021. Payment date: 15 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%). Reported Earnings • Oct 22
Third quarter 2021 earnings released: EPS US$1.55 (vs US$0.67 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.71b (up 44% from 3Q 2020). Net income: US$170.9m (up 126% from 3Q 2020). Profit margin: 10.0% (up from 6.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Aug 25
Insider recently sold €864k worth of stock On the 19th of August, Robert Glass sold around 10k shares on-market at roughly €86.42 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €15m more than they bought in the last 12 months. Upcoming Dividend • Aug 17
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 24 August 2021. Payment date: 15 September 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.9%). Announcement • Jul 25
Robert Half International Inc. Announces Earnings Guidance for the Third Quarter of 2021 Robert Half International Inc. announced earnings guidance for the third quarter of 2021. For the quarter, the company expects revenue in the range of $1.61 billion to $1.69 billion and income per share $1.35 to $1.45. Reported Earnings • Jul 24
Second quarter 2021 earnings released: EPS US$1.35 (vs US$0.41 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.58b (up 43% from 2Q 2020). Net income: US$149.2m (up 223% from 2Q 2020). Profit margin: 9.4% (up from 4.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Upcoming Dividend • May 17
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 24 May 2021. Payment date: 15 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%). Announcement • Apr 30
Robert Half International Inc. Announces Approves Quarterly Dividend, Payable on June 15, 2021 Robert Half International Inc. announced that its board of directors has approved a quarterly cash dividend of $0.38 per share. The cash dividend will be paid on June 15, 2021, to all shareholders of record as of May 25, 2021. Reported Earnings • Apr 24
First quarter 2021 earnings released: EPS US$0.99 (vs US$0.79 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$1.40b (down 7.2% from 1Q 2020). Net income: US$110.6m (up 23% from 1Q 2020). Profit margin: 7.9% (up from 6.0% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Recent Insider Transactions • Feb 27
Executive Chairman recently sold €6.7m worth of stock On the 24th of February, Harold Messmer sold around 100k shares on-market at roughly €67.03 per share. This was the largest sale by an insider in the last 3 months. This was Harold's only on-market trade for the last 12 months. Is New 90 Day High Low • Feb 12
New 90-day high: €60.00 The company is up 15% from its price of €52.00 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.00 per share. 
