TriNet Group, Inc.

NYSE:TNET Stok Raporu

Piyasa değeri: US$2.0b

TriNet Group Yönetim

Yönetim kriter kontrolleri 3/4

TriNet Group CEO'su Mike Simonds, Feb2024 tarihinde atandı, in görev süresi 2.25 yıldır. in toplam yıllık tazminatı $ 10.55M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.5% maaş ve 90.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.087% ine doğrudan sahiptir ve bu hisseler $ 1.70M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 5.3 yıldır.

Anahtar bilgiler

Mike Simonds

İcra Kurulu Başkanı

US$10.6m

Toplam tazminat

CEO maaş yüzdesi9.48%
CEO görev süresi2.3yrs
CEO sahipliği0.09%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi5.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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 Tazminat Analizi

Mike Simonds'un ücretlendirmesi TriNet Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Mike 'nin toplam tazminatı ($USD 10.55M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.53M ).

Tazminat ve Kazançlar: Mike 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mike Simonds (52 yo)

2.3yrs
Görev süresi
US$10,552,055
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Michael Simonds
President2.3yrsUS$10.55m0.087%
$ 1.7m
Mala Murthy
Executive VP & CFOless than a yearUS$5.24m0%
$ 0
Jeffery Hayward
Executive VP and Chief Service & Technology Officer3.9yrsUS$3.34m0.015%
$ 286.7k
Jay Venkat
Executive Vice President of Strategy3.9yrsUS$3.19m0.087%
$ 1.7m
Anthony Treadway
Senior VP & Chief Revenue Officer1.8yrsUS$3.35m0.0090%
$ 177.2k
Alex Bauer
Executive Director of Investor Relationsno dataVeri yokVeri yok
Sidney Majalya
Senior VP1.7yrsVeri yok0.12%
$ 2.4m
Catherine Wragg
Chief People Officer9.3yrsVeri yokVeri yok
Timothy Torres
Chief Security Officerno dataVeri yokVeri yok
Elizabeth Reeves
Chief Product Officer4.9yrsVeri yokVeri yok
Timothy Nimmer
Senior Vice President of Insurance Services & Operations1.9yrsVeri yok0.013%
$ 251.9k
Lisa Waggoner
Privacy Officer & Lead Counselno dataVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş

Deneyimli Yönetim: TNET 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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%
$ 612.5k
Ralph Clark
Independent Director5.2yrsUS$310.05k0.015%
$ 287.5k
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%
$ 443.7k
Myrna Soto
Independent Director5yrsUS$298.80k0.020%
$ 386.5k
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%
$ 81.7k
5.3yrs
Ortalama Görev Süresi
62.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TNET 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 01:46
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

TriNet Group, Inc. 15 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Samuel EnglandBerenberg
Paul GinocchioDeutsche Bank
Jason KupferbergJefferies LLC