ASGN Incorporated (ASGN)

In the past six months, ASGN's stock price has experienced a significant decline. ASGN reported third-quarter 2025 earnings that surpassed analyst expectations. In November 2025, ASGN announced plans to rebrand under a new parent identity called "Everforth" by the first half of 2026, aiming to streamline operations and enhance collaboration among its brands. ASGN introduced its "AI Factory" framework in November 2025 to accelerate enterprise adoption of artificial intelligence and announced a partnership with Salesforce to deliver AI solutions. BMO Capital reiterated an Outperform rating on ASGN, setting a price target of $57.00, while Truist Securities maintained a Buy rating with a $65.00 price target in November 2025.

While specific details on demand seasonality are not explicitly provided, there are indications of general market fluctuations. The company's "Assignment services" segment has shown "softness in the more cyclical parts of the Commercial Segment," and ASGN has been facing "slowing demand for IT consulting and professional staffing services due to macroeconomic uncertainty," which has led to margin compression. This suggests that demand for ASGN's services can be influenced by broader economic conditions.

ASGN Incorporated operates in the technology and communications sector, providing IT services and professional solutions to commercial and government sectors. The company's business is structured around two core segments: Commercial and Federal Government. Major products and services include IT Consulting & Solutions, Professional Staffing, Digital Marketing Services, and Specialized Brands. The company serves a diverse range of industries, including financial services, healthcare, technology, media & telecommunications, consumer & industrial, business & government services, and various government agencies.

ASGN Incorporated is headquartered in Glen Allen, Virginia, USA. The company's operations extend across North America, with additional locations in Canada, Europe, and India. Its Commercial segment provides services to clients across the United States, Canada, and Europe.

ASGN has cultivated an outstanding reputation of excellence and is considered best in class across six key industry verticals. Strategic partnerships with Salesforce and Composabl, the introduction of the "AI Factory" framework, and the planned transition to the Everforth brand have likely positively affected ASGN's reputation.

ASGN Incorporated's ownership is predominantly institutional, with over 70% of the company controlled by institutional holders. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Dimensional Fund Advisors Lp, Fmr Llc, State Street Corp, Macquarie Group Ltd, and Geode Capital Management, Llc. Edwin A. Sheridan is the largest individual shareholder, owning 1.57% of the company.