Insperity Reports Q4 Earnings Miss
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy NSP?
Source: seekingalpha
- Earnings Miss: Insperity's Q4 non-GAAP EPS of -$0.60 fell short by $0.13, indicating challenges in profitability that could undermine investor confidence and stock performance.
- Lackluster Revenue Growth: The company's Q4 revenue of $1.67 billion, up 3% year-over-year, still missed expectations by $10 million, reflecting weak market demand that may pressure future performance.
- Employee Count Stability: Average paid WSEEs increased by 1% to 312,377 in Q4, demonstrating stability in workforce management, which is crucial for maintaining service quality amidst growth challenges.
- Uncertain Future Outlook: For Q1 2026, average paid WSEEs are projected between 303,000 and 305,000, indicating a cautious approach to future growth that may affect market perceptions of the company's long-term prospects.
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Analyst Views on NSP
Wall Street analysts forecast NSP stock price to rise
2 Analyst Rating
1 Buy
0 Hold
1 Sell
Hold
Current: 25.920
Low
62.00
Averages
62.00
High
62.00
Current: 25.920
Low
62.00
Averages
62.00
High
62.00
About NSP
Insperity, Inc. provides an array of human resources (HR) and business solutions designed to help improve business performance. Its HR services offerings are provided through its Workforce Optimization and Workforce Synchronization solutions, which encompass a range of human resources functions, including payroll and employment administration, employee benefits, workers' compensation, government compliance, performance management, and training and development services, along with its cloud-based human capital management platform, its Insperity Premier platform. Workforce Optimization is its comprehensive HR outsourcing solution and includes the same compliance and administrative services as Workforce Optimization and allows clients to select, for an additional fee, from the strategic HR products and services that are included with Workforce Optimization. It offers a comprehensive traditional payroll and human capital management solution, known as its Workforce Acceleration solution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Insperity Q4 2025 Earnings Call Insights and Strategic Outlook
- Sales and Retention Achievements: Insperity successfully completed its fall sales and retention campaign in Q4 2025, achieving measurable margin recovery, with new booked HR360 sales remaining within 2% of the prior year, demonstrating the company's ability to maintain stability amid challenges.
- HRScale Solution Launch: The rollout of HRScale, a joint solution with Workday, is considered one of the most significant transformations at Insperity, with expectations of attracting 6,000 to 8,000 paid employees by year-end 2026, driving future growth and client retention.
- Financial Performance and Outlook: The CFO reported an adjusted EPS of -$0.60 and adjusted EBITDA of -$13 million for Q4, while forecasting a 30% to 76% increase in adjusted EBITDA for 2026, reflecting the company's confidence in future recovery.
- Organizational Restructuring and Pricing Strategy: The company is realigning approximately 4% of non-sales staff to meet future needs, while anticipating that 60% of clients will face price increases upon renewal, further supporting margin recovery efforts.
See More
Insperity Reports Q4 Earnings Miss
- Earnings Miss: Insperity's Q4 non-GAAP EPS of -$0.60 fell short by $0.13, indicating challenges in profitability that could undermine investor confidence and stock performance.
- Lackluster Revenue Growth: The company's Q4 revenue of $1.67 billion, up 3% year-over-year, still missed expectations by $10 million, reflecting weak market demand that may pressure future performance.
- Employee Count Stability: Average paid WSEEs increased by 1% to 312,377 in Q4, demonstrating stability in workforce management, which is crucial for maintaining service quality amidst growth challenges.
- Uncertain Future Outlook: For Q1 2026, average paid WSEEs are projected between 303,000 and 305,000, indicating a cautious approach to future growth that may affect market perceptions of the company's long-term prospects.
See More
INSPERITY INC FY ADJUSTED EPS PROJECTION: $1.69 TO $2.72
- Market Overview: The current market outlook indicates a range between $1.69 and $2.72 for the specified asset.
- Investment Insights: The analysis suggests potential investment strategies based on the projected price fluctuations.
See More
INSPERITY REPORTS Q4 GROSS PROFIT OF $172 MILLION
- Financial Performance: The company reported a gross profit of $172 million for the fourth quarter.
- Growth Insights: This figure indicates a significant increase in profitability compared to previous quarters.
See More
Insperity to Announce Q4 Earnings on February 10
- Earnings Announcement: Insperity is set to release its Q4 earnings on February 10 after market close, with a consensus EPS estimate of -$0.47, reflecting a staggering 1040% year-over-year decline, indicating significant financial challenges ahead.
- Revenue Expectations: The anticipated revenue for Q4 is $1.68 billion, representing a modest 4.3% year-over-year growth, suggesting some market resilience that could lay the groundwork for future recovery.
- Historical Performance: Over the past two years, Insperity has beaten EPS estimates 63% of the time, although it has only surpassed revenue estimates 25% of the time, indicating considerable volatility in its profitability that investors should carefully assess.
- Market Analysis: Despite current challenges, Insperity is viewed as a high-quality PEO trading at a cyclical low, presenting a value opportunity that may benefit from recovery catalysts anticipated in 2026.
See More
Dividend Stocks Gain Favor Amid Market Turbulence
- Investor Preference: During turbulent and uncertain market conditions, many investors gravitate towards high-dividend-yielding stocks, which typically possess strong free cash flows that enable them to reward shareholders with substantial dividend payouts.
- Analyst Ratings: Benzinga offers the latest analyst ratings on high-yield stocks, allowing investors to review the most recent analyses of their favorite stocks by visiting the Analyst Stock Ratings page.
- Sector Focus: In the industrials sector, Karat Packaging Inc (NASDAQ:KRT), Robert Half Inc (NYSE:RHI), and Insperity Inc (NYSE:NSP) are highlighted as representative high-yield stocks, drawing attention from analysts.
- Data Support: Benzinga's extensive database includes a wide array of analyst ratings, enabling investors to sort through ratings based on analyst accuracy, thereby facilitating more informed investment decisions.
See More
Insperity Q4 2025 Earnings Call Insights and Strategic Outlook
- Sales and Retention Achievements: Insperity successfully completed its fall sales and retention campaign in Q4 2025, achieving measurable margin recovery, with new booked HR360 sales remaining within 2% of the prior year, demonstrating the company's ability to maintain stability amid challenges.
- HRScale Solution Launch: The rollout of HRScale, a joint solution with Workday, is considered one of the most significant transformations at Insperity, with expectations of attracting 6,000 to 8,000 paid employees by year-end 2026, driving future growth and client retention.
- Financial Performance and Outlook: The CFO reported an adjusted EPS of -$0.60 and adjusted EBITDA of -$13 million for Q4, while forecasting a 30% to 76% increase in adjusted EBITDA for 2026, reflecting the company's confidence in future recovery.
- Organizational Restructuring and Pricing Strategy: The company is realigning approximately 4% of non-sales staff to meet future needs, while anticipating that 60% of clients will face price increases upon renewal, further supporting margin recovery efforts.
See More
Insperity Reports Q4 Earnings Miss
- Earnings Miss: Insperity's Q4 non-GAAP EPS of -$0.60 fell short by $0.13, indicating challenges in profitability that could undermine investor confidence and stock performance.
- Lackluster Revenue Growth: The company's Q4 revenue of $1.67 billion, up 3% year-over-year, still missed expectations by $10 million, reflecting weak market demand that may pressure future performance.
- Employee Count Stability: Average paid WSEEs increased by 1% to 312,377 in Q4, demonstrating stability in workforce management, which is crucial for maintaining service quality amidst growth challenges.
- Uncertain Future Outlook: For Q1 2026, average paid WSEEs are projected between 303,000 and 305,000, indicating a cautious approach to future growth that may affect market perceptions of the company's long-term prospects.
See More
INSPERITY INC FY ADJUSTED EPS PROJECTION: $1.69 TO $2.72
- Market Overview: The current market outlook indicates a range between $1.69 and $2.72 for the specified asset.
- Investment Insights: The analysis suggests potential investment strategies based on the projected price fluctuations.
See More
INSPERITY REPORTS Q4 GROSS PROFIT OF $172 MILLION
- Financial Performance: The company reported a gross profit of $172 million for the fourth quarter.
- Growth Insights: This figure indicates a significant increase in profitability compared to previous quarters.
See More
Insperity to Announce Q4 Earnings on February 10
- Earnings Announcement: Insperity is set to release its Q4 earnings on February 10 after market close, with a consensus EPS estimate of -$0.47, reflecting a staggering 1040% year-over-year decline, indicating significant financial challenges ahead.
- Revenue Expectations: The anticipated revenue for Q4 is $1.68 billion, representing a modest 4.3% year-over-year growth, suggesting some market resilience that could lay the groundwork for future recovery.
- Historical Performance: Over the past two years, Insperity has beaten EPS estimates 63% of the time, although it has only surpassed revenue estimates 25% of the time, indicating considerable volatility in its profitability that investors should carefully assess.
- Market Analysis: Despite current challenges, Insperity is viewed as a high-quality PEO trading at a cyclical low, presenting a value opportunity that may benefit from recovery catalysts anticipated in 2026.
See More
Dividend Stocks Gain Favor Amid Market Turbulence
- Investor Preference: During turbulent and uncertain market conditions, many investors gravitate towards high-dividend-yielding stocks, which typically possess strong free cash flows that enable them to reward shareholders with substantial dividend payouts.
- Analyst Ratings: Benzinga offers the latest analyst ratings on high-yield stocks, allowing investors to review the most recent analyses of their favorite stocks by visiting the Analyst Stock Ratings page.
- Sector Focus: In the industrials sector, Karat Packaging Inc (NASDAQ:KRT), Robert Half Inc (NYSE:RHI), and Insperity Inc (NYSE:NSP) are highlighted as representative high-yield stocks, drawing attention from analysts.
- Data Support: Benzinga's extensive database includes a wide array of analyst ratings, enabling investors to sort through ratings based on analyst accuracy, thereby facilitating more informed investment decisions.
See More
