Insperity (NYSE:NSP) Announces Quarterly Earnings Results

Posted by Francis Steltz on May 2nd, 2026

Insperity (NYSE:NSP – Get Free Report) posted its earnings results on Thursday. The business services provider reported $1.31 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.07, FiscalAI reports. The company had revenue of $1.90 billion for the quarter, compared to analyst estimates of $1.89 billion. Insperity had a negative net margin of 0.37% and a negative return on equity of 26.99%. The business’s revenue for the quarter was up 1.7% compared to the same quarter last year. During the same period last year, the business posted $1.57 earnings per share. Insperity updated its FY 2026 guidance to 1.600-2.600 EPS and its Q2 2026 guidance to 0.020-0.500 EPS.

Here are the key takeaways from Insperity’s conference call:

Q1 results beat expectations — Adjusted EPS was $1.31 and Adjusted EBITDA was $103M, driven by gross profit outperformance and tight operating expense control despite slightly lower paid worksite employee (WSE) levels.
Margin recovery is underway — gross profit per WSE was $332 and benefits cost inflation improved to +5% YoY, and the new UnitedHealthcare contract should support margins going forward even though it will flatten the quarterly earnings pattern.
HRScale rollout is live — initial beta clients onboarded (payrolls processed in April), with nearly 6,000 committed WSE to be onboarded over the next six months and a growing sales pipeline; Q1 HRScale investment was $13M with spending expected to taper in H2.
Guidance and unit growth were lowered — full-year WSE now 303k–307k (down 1%–2.3% vs. 2025) and Adjusted EPS guidance trimmed to $1.60–$2.60, citing weaker SMB sentiment and some sales/retention impact from the margin recovery actions.
AI strategy could be a future growth driver — Insperity is deploying AI agents (starting with an HR360 agent) to improve internal productivity and client service, but near-term financial impact remains uncertain.

Insperity Stock Down 19.3%

Shares of NSP stock traded down $6.85 during trading hours on Friday, hitting $28.72. 2,034,975 shares of the company were exchanged, compared to its average volume of 876,571. The business has a 50 day moving average of $26.17 and a two-hundred day moving average of $34.57. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 8.02. Insperity has a 52 week low of $18.57 and a 52 week high of $72.23. The company has a market capitalization of $1.10 billion, a PE ratio of -143.60 and a beta of 0.60.

Insperity Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, March 6th were given a dividend of $0.60 per share. The ex-dividend date of this dividend was Friday, March 6th. This represents a $2.40 annualized dividend and a dividend yield of 8.4%. Insperity’s dividend payout ratio is currently -1,200.00%.

Analysts Set New Price Targets

Several research firms have recently weighed in on NSP. UBS Group set a $56.00 price target on shares of Insperity in a report on Wednesday, February 11th. Roth Mkm set a $54.00 price objective on shares of Insperity in a research report on Friday. Wall Street Zen downgraded shares of Insperity from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. Weiss Ratings reissued a “sell (d)” rating on shares of Insperity in a research report on Friday, March 27th. Finally, Robert W. Baird set a $36.00 price objective on shares of Insperity in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Insperity presently has an average rating of “Reduce” and a consensus target price of $46.00.

View Our Latest Analysis on NSP

Insiders Place Their Bets

In other Insperity news, CEO Paul J. Sarvadi purchased 160,000 shares of the stock in a transaction on Wednesday, March 18th. The shares were purchased at an average cost of $23.22 per share, for a total transaction of $3,715,200.00. Following the purchase, the chief executive officer owned 972,912 shares of the company’s stock, valued at approximately $22,591,016.64. This represents a 19.68% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP James D. Allison purchased 10,000 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were acquired at an average cost of $20.45 per share, for a total transaction of $204,500.00. Following the completion of the transaction, the executive vice president directly owned 94,272 shares in the company, valued at approximately $1,927,862.40. This represents a 11.87% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders purchased 214,437 shares of company stock valued at $4,941,246. 5.29% of the stock is owned by insiders.

Institutional Trading of Insperity

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Invesco Ltd. grew its stake in Insperity by 117.8% in the fourth quarter. Invesco Ltd. now owns 1,137,255 shares of the business services provider’s stock valued at $44,035,000 after purchasing an additional 615,100 shares in the last quarter. Mercer Global Advisors Inc. ADV bought a new stake in shares of Insperity during the 4th quarter worth approximately $291,000. Vident Advisory LLC acquired a new stake in shares of Insperity in the 4th quarter valued at approximately $891,000. State of Tennessee Department of Treasury boosted its holdings in shares of Insperity by 22.8% in the 4th quarter. State of Tennessee Department of Treasury now owns 7,141 shares of the business services provider’s stock valued at $305,000 after buying an additional 1,328 shares during the last quarter. Finally, Mackenzie Financial Corp grew its stake in shares of Insperity by 357.4% in the fourth quarter. Mackenzie Financial Corp now owns 55,104 shares of the business services provider’s stock valued at $2,143,000 after buying an additional 43,058 shares in the last quarter. Institutional investors own 93.44% of the company’s stock.

Insperity News Roundup

Here are the key news stories impacting Insperity this week:

Positive Sentiment: Q1 results beat on EPS and roughly met revenue expectations: management reported $1.31 EPS versus a $1.24 consensus and revenue of $1.90B vs ~$1.89B — the beat supports underlying operating performance. Zacks: Q1 EPS & Revenues Top Estimates
Neutral Sentiment: Revenue growth was modest (year-over-year revenue up ~1.7%) and company materials (earnings slide deck and call transcript) provide details on margin trends and account volumes for those modeling forward quarters. Insperity Q1 Slide Deck Earnings Call Transcript
Neutral Sentiment: Some analysts view margin progress as offsetting softer staffing volumes, leading to Hold/Neutral stances rather than upgrades — that suggests limited near-term upside from analyst revisions. TipRanks/William Blair: Hold Rating
Negative Sentiment: Management cut guidance: Q2 EPS guide 0.020–0.500 (consensus ~0.420) and FY2026 guide 1.600–2.600 (consensus ~1.94). The wider/lower guidance range raises uncertainty about near-term volume and growth, pressuring the stock. MarketBeat: Guidance Update & Q1 Release
Negative Sentiment: Analyst downgrade and price-target cut: JPMorgan moved to an “underweight” and trimmed its PT to $33 (noting limited near-term upside), which adds selling pressure from institutional managers. Benzinga: JPMorgan Lowers PT & Rating

Insperity Company Profile

(Get Free Report)

Insperity, Inc is a leading provider of human resources and business performance solutions designed to help small and midsize businesses operate more efficiently. Headquartered in Kingwood, Texas, the company offers a comprehensive suite of products and services that span workforce management, payroll administration, employee benefits, risk management, and talent development. By leveraging its proprietary technology platform and team of HR experts, Insperity enables clients to focus on core business objectives while outsourcing complex administrative functions.

The company’s flagship offering is its Professional Employer Organization (PEO) service, which allows clients to outsource critical HR tasks such as payroll processing, workers’ compensation administration, and compliance with employment regulations.