Barrett Business Services, Inc. (BBSI)

In the past six months, BBSI's stock experienced market movements, with a share price of $36.24 as of December 26, 2025, reflecting a 16.40% decline from $43.35 on December 30, 2024. However, as of July 30, 2025, BBSI shares had returned 5.8% over the preceding six months. Key financial announcements include strong Q2 2025 results, with a 10% year-on-year revenue increase to $307.7 million. Q3 2025 earnings indicated a slowdown in PEO worksite employee growth to 6.1% due to client workforce reductions. The company maintained its capital return strategy through buybacks and dividends. Other events include the introduction of a new employee file cabinet HRIS module, the appointment of a new Regional VP for Northern California, and the opening of a new Nashville branch office. Insider trading activity included open market sales by several individuals and open market purchases by Joseph Stephen Clabby and Mark Steven Finn.

While specific seasonality for BBSI's own products and services is not explicitly detailed, the company provides resources for "How to Maintain Profitability as a Seasonal Business," indicating that a portion of its client base consists of businesses that experience fluctuating demand. As a PEO and staffing provider, BBSI's demand for services would inherently be influenced by the hiring and workforce needs of its clients. Historically, implied volatility for BBSI stock has shown seasonal patterns, tending to rise most in February and decline to its lowest levels in June.

Barrett Business Services, Inc. (BBSI) is a business management solutions provider, operating as a Professional Employer Organization (PEO) and staffing specialist. It combines human resource outsourcing with professional management consulting to offer an integrated operational platform, helping small and mid-sized businesses (SMBs) optimize their operations by managing complex, non-core employment functions. BBSI's sector is Industrials, and its industry is Employment Services, specifically Staffing & Outsourcing Services. The company offers payroll processing, employee benefits, workers' compensation coverage, risk management, and human resource administration, as well as temporary, contract, and direct placement staffing services.

Barrett Business Services, Inc. has a broad geographic footprint across the United States and is licensed to serve businesses in all 50 states. The company works with over 8,100 PEO clients nationwide. BBSI maintains a decentralized organizational structure with local teams and branches that provide hands-on consultation tailored to specific regions. As of April 2024, BBSI operated in 68 markets across the country, with significant client bases along both the West and East Coasts. The company is also actively expanding its geographic presence through an "asset-light" entry model into new markets.

Barrett Business Services, Inc. has maintained a positive brand reputation over the past year, earning its fifth consecutive Great Place To Work® Certification on December 2, 2025. The company's success depends on its ability to uphold its reputation for delivering excellent service to clients. While no major negative events impacting BBSI's brand reputation were reported, the company acknowledges that service quality issues, adverse publicity, or false information could potentially tarnish its brand image. Customer reviews generally highlight excellent support and ease of use, though some feedback suggests the website could benefit from modernization.

Institutional investors hold a significant majority of Barrett Business Services, Inc. stock, owning approximately 86.76% to 87.78% of the company's shares. There are 441 institutional owners in total. The largest institutional shareholders include Mawer Investment Management Ltd., Thrivent Financial For Lutherans, BlackRock, Inc., and Vanguard Group Inc. Insider ownership stood at 4.24% as of September 2025.