)
Overview
<ul>
<li>HR solutions provider’s Q4 revenue slightly missed analyst expectations</li>
<li>Adjusted EPS for Q4 missed analyst expectations</li>
<li>Company returned $109 mln to shareholders through buybacks and dividends in 2025</li>
</ul>
Outlook
<ul>
<li>Insperity expects Q1 2026 adjusted EPS between $1.03 and $1.50</li>
<li>Company projects full-year 2026 adjusted EBITDA of $170 mln to $230 mln</li>
</ul>
Result Drivers
<ul>
<li>HIGHER BENEFITS COSTS - Gross profit decreased 21% due to elevated benefits costs driven by inpatient, outpatient, and pharmacy trends</li>
<li>OPERATING EXPENSE REDUCTION - Operating expenses decreased 6% due to reduced costs from Workday partnership and office consolidation</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Slight $1.67 $1.68
Revenue Miss* bln bln (5
Analysts
)
Q4 Miss -$0.60 -$0.47
Adjusted (5
EPS Analysts
)
Q4 Net -$33 mln
Income
Q4 Miss -$13 mln -$8.62
Adjusted mln (5
EBITDA Analysts
)
Q4 Gross $172 mln
Profit
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 1 “strong buy” or “buy”, 3 “hold” and 1 “sell” or “strong sell”</li>
<li>The average consensus recommendation for the employment services peer group is “buy.”</li>
<li>Wall Street’s median 12-month price target for Insperity Inc is $37.50, about 2.2% above its February 9 closing price of $36.70</li>
<li>The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 16 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

HR services firm Insperity's Q4 revenue slightly misses estimates