Insperity (NSP) reported second-quarter revenue of $1.686 billion, up 2% year over year, for the period ended June 30, 2026. Reported net income rose 180% to $4 million, and diluted EPS rose 171% to $0.10.
The company said average paid worksite employees decreased 1% to 305,764. Operating expenses fell 8% to $211 million, including $8 million related to its Workday strategic partnership.
- Year-to-date revenue increased 2% to $3.581 billion.
- Year-to-date net income decreased 20% to $37 million, and diluted EPS decreased 20% to $0.97.
- Gross profit decreased 3% to $217 million in the second quarter.
- Insperity provided full-year 2026 GAAP guidance for net income of $28 million to $51 million and diluted EPS of $0.76 to $1.31.
- Adjusted cash at June 30, 2026 totaled $95 million, with $420 million outstanding under the credit facility.
$NSP Insider Trading Activity
$NSP insiders have traded $NSP stock on the open market 12 times in the past 6 months. Of those trades, 12 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NSP stock by insiders over the last 6 months:
- PAUL J SARVADI (Chairman of the Board & CEO) has made 9 purchases buying 534,987 shares for an estimated $15,495,675 and 0 sales.
- JAMES D ALLISON (EVP, Finance, CFO & Treasurer) purchased 10,000 shares for an estimated $204,500
- CHRISTIAN P CALLENS (SVP Legal, Gen Counsel & Sec) purchased 1,250 shares for an estimated $24,100
- ELLEN H MASTERSON purchased 1,200 shares for an estimated $23,880
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NSP Hedge Fund Activity
We have seen 128 institutional investors add shares of $NSP stock to their portfolio, and 122 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HAWK RIDGE CAPITAL MANAGEMENT LP added 1,464,781 shares (+inf%) to their portfolio in Q1 2026, for an estimated $39,607,678
- BANK OF AMERICA CORP /DE/ removed 976,212 shares (-42.0%) from their portfolio in Q1 2026, for an estimated $26,396,772
- RIVER ROAD ASSET MANAGEMENT, LLC removed 729,239 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $19,718,622
- EARNEST PARTNERS LLC added 483,523 shares (+30.5%) to their portfolio in Q1 2026, for an estimated $13,074,461
- PINE VALLEY INVESTMENTS LTD LIABILITY CO removed 476,718 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $19,693,220
- MAWER INVESTMENT MANAGEMENT LTD. removed 453,249 shares (-37.8%) from their portfolio in Q1 2026, for an estimated $12,255,852
- SEI INVESTMENTS CO added 423,383 shares (+47.7%) to their portfolio in Q1 2026, for an estimated $11,448,276
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
