Kelly Services, Inc. Class A (KELYA)

Over the past six months, Kelly Services' stock has been impacted by several events. In Q3 2025, the company missed EPS and revenue estimates, reporting a $102.0 million non-cash goodwill impairment charge due to reduced demand and acquisition integration issues in the SET segment, resulting in a negative net margin of 3.58%. Analyst ratings have varied, with Barrington Research reiterating an "outperform" rating, Zacks Research upgrading to a "hold" rating, Weiss Ratings restating a "sell" rating, and Wall Street Zen downgrading to a "hold" rating. The company announced its Q4 and full-year 2025 earnings release for February 12, 2026. KELYA's stock has experienced a -19.60% change over the past year, with a 52-week range between $7.98 and $15.11, and opened at $10.80 as of February 6, 2026.

Kelly Services experiences demand seasonality, including normal working capital seasonality and a sequential lift in gross profit rate. The Education segment experiences cyclical demands tied to academic calendars and institutional budget cycles.

Kelly Services, Inc. is a global specialty talent solutions provider in the business services and staffing industry, founded in 1946. It connects individuals with work and helps companies recruit and manage skilled workers. The company's core business segments include Professional & Industrial Staffing, Science, Engineering & Technology (SET), Education Staffing, and Outsourcing & Consulting. The SET segment was strengthened by the acquisition of Motion Recruitment Partners in May 2024. The Education Staffing segment has tripled its revenue since 2020 and expects an annual run-rate exceeding $1 billion in 2025. Kelly is recognized as a leader in RPO.

Kelly Services operates globally, with a network spanning over 40 countries including the United States, Canada, Mexico, Puerto Rico, France, Switzerland, Portugal, Russia, Italy, other parts of Europe, and the Asia-Pacific region.

Kelly Services maintains an established brand reputation, recognized for pioneering the temporary office staffing model. Everest Group named Kelly a leader and star performer in Recruitment Process Outsourcing (RPO). Kelly Services was recognized by Forbes in several "Best Employers" lists for 2025, including recognition for veterans, women, company culture, tech workers, professional recruiting firms, and temp staffing firms.

Kelly Services has a dual-class share structure. Institutional investors hold approximately 40.53% to 54.98% of the stock, primarily Class A shares, with major holders including BlackRock, Inc., Dimensional Fund Advisors Lp, and The Vanguard Group, Inc. Public/retail investors own between 31.01% and 45.46% of the stock, mostly Class A shares. Insiders hold 14.01% of the stock, with Terence E. Adderley controlling over 50.43% of the total stock through Class B shares, giving him effective voting control.