Robert Half International Inc. (RHI) AI Stock Analysis
RHI AI stock analysis summary
AI ResearchRobert Half International Inc. (RHI) provides specialized staffing and risk consulting services globally. The company recorded FY2025 revenue of $5.38B and net income of $133.0M, following multiple years of slowing demand. Supported by a net cash position of $83.9M as of June 30, 2026, RHI provides an annual dividend yield of 7.09% while managing a trailing twelve months operating margin of -4.7%.
- Market cap
- $3.41B
- Revenue (TTM)
- $5.29B
- P/E
- 29.0x fwd 16.7x
- 1Y return
- 12.9% S&P 500 16.8%
- Avg. target
- $35.00 5.1% vs last close
Bull case
- Analysts estimate next fiscal year EPS will reach $1.97, representing a projected growth rate of 56.1%.
- The stock delivers a forward dividend yield of 7.09%, supported by 23 consecutive years of dividend distributions.
- The company maintains a net cash position of $83.9M as of June 30, 2026, with a low debt-to-equity ratio of 0.20.
Bear case
- Annual revenue has contracted for three consecutive years, declining from $7.24B in FY2022 to $5.38B in FY2025.
- Operating margin deteriorated to -4.7% over the trailing twelve months, down from 13.5% achieved in FY2022.
- The stock produced a 5-year return of -62.7%, substantially lagging the 83.0% return achieved by the S&P 500.
What Robert Half International does
Founded in 1948 and headquartered in Menlo Park, California, Robert Half International Inc. provides staffing and risk consulting services across North America, South America, Europe, Asia, and Australia. The company operates through three primary segments: Temporary and Consultant Staffing, Permanent Placement Staffing, and Risk Consulting and Internal Audit Services. Its temporary and permanent placement operations place skilled professionals across disciplines including accounting, finance, bookkeeping, office administration, customer service, tax, IT, and legal positions. Its Risk Consulting and Internal Audit Services segment offers organizations specialized assistance in internal audit, technology consulting, risk and compliance consulting, and business performance improvement.
Growth and profitability
Robert Half's annual revenue rose from $6.46B in FY2021 to a peak of $7.24B in FY2022 before dropping to $6.39B in FY2023, $5.80B in FY2024, and $5.38B in FY2025, representing a 5-year revenue CAGR of 1.0% from FY2020. Net income contracted from $657.9M in FY2022 to $133.0M in FY2025, bringing net margin down from 9.1% to 2.5% over the period. Operating margin in FY2025 reached 1.4% with diluted EPS of $1.33. For the trailing twelve months ended June 30, 2026, revenue stood at $5.29B with a profit margin of 2.2% and an operating margin of -4.7%. In the latest quarter, revenue fell 2.4% year-over-year while earnings fell 36.3%.
Balance sheet and cash flow
As of June 30, 2026, Robert Half International held $324.7M in cash and short-term investments and $240.8M in total debt, leaving net cash of $83.9M. The company reported a current ratio of 1.47, total assets of $2.86B, and a debt-to-equity ratio of 0.20 on shareholders' equity of $1.21B. During FY2025, it produced $320.0M in operating cash flow and $266.8M in free cash flow. Cash deployment in FY2025 included $53.2M in capital expenditures, $92.1M allocated to share buybacks, and $238.2M paid out in dividends.
Valuation and performance
RHI trades at a trailing P/E of 29.0x, above the 24.8x median of its US-listed Industrials peers, while its forward P/E of 16.7x sits lower than the peer median of 17.2x. The enterprise value to EBITDA ratio is 43.5x compared to the sector peer median of 13.9x, and its price-to-sales ratio is 0.6x against the peer median of 1.5x. Over the past 12 months, RHI posted a 12.9% return, trailing the 16.8% return of the S&P 500 (SPY). Over a 5-year timeframe, RHI generated a return of -62.7% versus an 83.0% gain for the S&P 500.
RHI dividend
Robert Half pays an annual forward dividend of $2.36 per share, representing a dividend yield of 7.09% and a payout ratio of 2.1%. Dividends are distributed on a quarterly frequency, with payments maintained for 23 consecutive years. Over the past five years, dividend growth annualized at 11.7%. The last ex-dividend date occurred on August 25, 2026.
What analysts expect
Wall Street analysts hold 4 Strong Buy, 0 Buy, 3 Hold, 1 Sell, and 3 Strong Sell ratings on RHI. The mean price target is $35.00, which is 5.1% above the last close of $33.31. For the current fiscal year ending December 31, 2026, estimates call for EPS of $1.26 on revenue of $5.31B. For the following fiscal year, 9 analysts project EPS of $1.97 and revenue of $5.53B. The company beat EPS expectations in 2 of the past 4 quarters, and its next earnings date is October 28, 2026.
Key risks and what to watch
- Short interest represents a notable portion of trading, with short percent of float at 23.4%.
- Quarterly earnings fell 36.3% year-over-year in the quarter ended June 30, 2026.
- The company's EV-to-EBITDA multiple of 43.5x trades well above the US-listed Industrials peer median of 13.9x.
- Free cash flow fell from $622.6M in FY2022 to $266.8M in FY2025, reducing cash available for shareholder distributions.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this RHI AI stock analysis
This page is an AI-written research summary of Robert Half International Inc. (RHI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: RHI income statement, RHI balance sheet, RHI key metrics, RHI analyst forecast, RHI chart. See the RHI stock overview for the latest quote and news.
RHI AI stock analysis FAQ
What is Robert Half's dividend yield and payout schedule?
Robert Half pays an annual forward dividend of $2.36 per share, resulting in a dividend yield of 7.09%. The dividend is paid quarterly and has been paid for 23 consecutive years.
What is the consensus analyst target price for RHI?
The mean analyst price target for RHI is $35.00, representing a 5.1% premium over the last close of $33.31 on October 16, 2026. The analyst consensus consists of 4 Strong Buy, 3 Hold, 1 Sell, and 3 Strong Sell ratings.
How have Robert Half's revenue and earnings trended recently?
Revenue fell from $7.24B in FY2022 to $5.38B in FY2025, while net income fell from $657.9M to $133.0M. Over the trailing twelve months ended June 30, 2026, revenue stood at $5.29B with diluted EPS of $1.15.
When is Robert Half scheduled to report earnings?
Robert Half's next earnings date is October 28, 2026. Consensus projections for the fiscal year ending December 31, 2026, anticipate revenue of $5.31B and EPS of $1.26.