Insperity, Inc. (NSP)

Insperity's stock has experienced notable events and fluctuations over the past six months, including a significant decline of -44.08% over the past year. In November 2025, Q3 earnings missed estimates, and a director purchased 1,000 shares. Analyst ratings have been mixed, with some downgrades and target price adjustments. The stock was down 55% from its highs in November 2025, with a hedge fund buying a $13 million stake. In January 2026, the stock passed through a 6% yield mark.

Demand for Insperity's products and services has shown some sensitivity to economic conditions. While the company experienced an impressive 9.4% compounded annual revenue growth rate over the last five years, its recent performance indicates a slowdown, with annualized revenue growth of 2.8% over the last two years. In Q1 2025, the average number of paid worksite employees increased by a modest 0.7% over Q1 2024. New client starts were delayed or canceled in the second half of Q1 2025 due to uncertainty surrounding the impact of new administration's economic policies. Client net hiring has also been weak compared to historical norms. However, client retention remained strong at 91% in Q1 2025. Looking ahead, analysts expect revenue to grow by 4.6% over the next 12 months.

Insperity, Inc. is a leading Professional Employer Organization (PEO) providing HR and business solutions to small and medium-sized businesses. The company operates in the HR outsourcing industry, offering services such as payroll, benefits, compliance, and HR administration. Its major products include Workforce Optimization, Workforce Synchronization, and Insperity HRScale.

Insperity maintains a significant presence across the United States, with more than 90 locations nationwide.

Insperity has received positive recognition for its brand and services in the past year. In December 2025, Insperity was honored on the Inc. Best in Business list in the categories of Best Customer Service and Best Community Initiatives. This recognition specifically highlighted Insperity's North Star Network (NSN) thought leadership program.

Insperity, Inc. has a diverse ownership structure. Institutional investors hold approximately 52.44% of the company's stock, insiders own about 5.19%, and public companies and individual investors account for 42.37%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Mawer Investment Management Ltd., Reinhart Partners, Inc., Charles Schwab Investment Management Inc, Earnest Partners Llc, Bank Of America Corp /de/, State Street Corp, IJH - iShares Core S&P Mid-Cap ETF, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares.