Robert Half Inc. (NYSE:RHI) Receives Average Recommendation of "Reduce" from Analysts

Key Points

• Analysts give Robert Half a consensus recommendation of Reduce (10 analysts: 4 sell, 4 hold, 2 buy) with an average 1‑year price target of $31.75.
• The company reported Q1 EPS of $0.14 that met estimates but revenue fell ~3.8% YoY, and management cut Q2 EPS guidance to $0.23–$0.33 (below Street expectations), signaling margin pressure.
• Robert Half yields a high 9.2% from its dividend, but the payout ratio is around 181%, creating sustainability concerns for income investors.

Robert Half Inc. (NYSE:RHI - Get Free Report) has been given a consensus recommendation of "Reduce" by the ten analysts that are presently covering the stock, Marketbeat Ratings reports. Four research analysts have rated the stock with a sell rating, four have assigned a hold rating and two have assigned a buy rating to the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $31.75.

RHI has been the subject of a number of research analyst reports. Robert W. Baird set a $50.00 price objective on shares of Robert Half in a research report on Friday, January 30th. Zacks Research upgraded shares of Robert Half from a "strong sell" rating to a "hold" rating in a research report on Monday, February 2nd. Truist Financial upped their price objective on shares of Robert Half from $35.00 to $40.00 and gave the stock a "buy" rating in a research report on Friday, January 30th. The Goldman Sachs Group upped their price objective on shares of Robert Half from $24.00 to $27.00 and gave the stock a "sell" rating in a research report on Tuesday, February 3rd. Finally, Barclays lowered their price objective on shares of Robert Half from $36.00 to $25.00 and set an "equal weight" rating for the company in a research report on Friday, March 6th.

Robert Half News Summary

Here are the key news stories impacting Robert Half this week:

• Positive Sentiment: Q1 EPS met consensus at $0.14 and management said talent-solutions trends showed signs of stabilization into April, which limits downside and indicates operating resilience. RHI Q1 Earnings Meet Estimates as Talent Solutions Stabilize
• Neutral Sentiment: Company reported revenue roughly in line with expectations ($1.30B vs. ~$1.34B consensus) — not a clear beat but not a wholesale surprise; details and the press release are available. ROBERT HALF REPORTS FIRST-QUARTER FINANCIAL RESULTS
• Negative Sentiment: Management cut Q2 EPS guidance to $0.230–$0.330 vs. the consensus ~ $0.350 — the EPS range below Street expectations is the primary driver of the share decline.
• Negative Sentiment: Revenue guidance for Q2 of $1.3B–$1.4B is roughly in line with consensus on the midpoint but combined with the EPS shortfall suggests margin pressure or higher costs are expected going forward.
• Negative Sentiment: Q1 revenue was down ~3.8% year‑over‑year and the company reported a sharply higher tax rate, both of which trimmed net margin and contributed to weaker reported EPS compared with the prior year. Robert Half Q1 release and call
• Negative Sentiment: Analysts are watching whether staffing demand recovery will accelerate; commentary that demand remains soft keeps near-term upside limited. Robert Half earnings in focus as staffing demand recovery test looms

Hedge Funds Weigh In On Robert Half

A number of institutional investors have recently added to or reduced their stakes in RHI. Pzena Investment Management LLC boosted its stake in shares of Robert Half by 33.8% in the 3rd quarter. Pzena Investment Management LLC now owns 3,179,968 shares of the business services provider's stock valued at $108,055,000 after purchasing an additional 802,691 shares during the last quarter. Evergreen Capital Management LLC bought a new stake in shares of Robert Half in the 3rd quarter valued at $1,204,000. Frank Rimerman Advisors LLC bought a new stake in shares of Robert Half in the 3rd quarter valued at $1,860,000. Deprince Race & Zollo Inc. boosted its stake in shares of Robert Half by 40.8% in the 4th quarter. Deprince Race & Zollo Inc. now owns 2,440,961 shares of the business services provider's stock valued at $66,297,000 after purchasing an additional 707,078 shares during the last quarter. Finally, AMG National Trust Bank bought a new stake in shares of Robert Half in the 3rd quarter valued at $1,372,000. 92.41% of the stock is currently owned by institutional investors and hedge funds.

Robert Half Trading Up 0.2%

Shares of NYSE:RHI opened at $25.65 on Monday. The firm has a 50 day moving average of $24.86 and a 200-day moving average of $27.04. The stock has a market capitalization of $2.63 billion, a PE ratio of 19.73 and a beta of 0.85. Robert Half has a 12 month low of $21.83 and a 12 month high of $48.54.

Robert Half (NYSE:RHI - Get Free Report) last issued its earnings results on Thursday, April 23rd. The business services provider reported $0.14 EPS for the quarter, meeting the consensus estimate of $0.14. The company had revenue of $1.30 billion during the quarter, compared to analysts' expectations of $1.34 billion. Robert Half had a net margin of 2.43% and a return on equity of 10.14%. The business's revenue for the quarter was down 3.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.17 EPS. On average, research analysts predict that Robert Half will post 1.53 EPS for the current fiscal year.

Robert Half Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Wednesday, February 25th were given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 9.2%. The ex-dividend date was Wednesday, February 25th. Robert Half's dividend payout ratio is currently 181.54%.

About Robert Half

Robert Half International Inc, founded in 1948 by Robert Half, is a global professional staffing and consulting firm headquartered in Menlo Park, California. As a pioneer in specialized staffing, the company has built a reputation for matching skilled professionals with leading organizations across a range of industries. Robert Half's shares trade on the New York Stock Exchange under the ticker RHI, reflecting its position as one of the longest‐standing and best‐known firms in the staffing sector.

The company offers a comprehensive suite of services, including temporary staffing, permanent placement, and consulting solutions.

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