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RHI · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Robert Half Inc. (RHI) stock moving?
Robert Half's stock jumped 21.7% on Oct 23 to $45.87 on nearly three times its typical volume, after Q3 results. The company reported net income of $50M ($0.49 per share) against $43M ($0.43) a year earlier, on revenue of $1.359B, roughly flat on an adjusted basis. Talent solutions returned to adjusted growth of 2% for the first time since 2022, and management said hiring activity is improving. Nine-month figures are weaker, with revenue of $3.996B versus $4.076B and net income of $90M versus $101M. Since the peak the shares have eased back, trading between $41.84 and $45.25 through early November. The Nov 10 close of $43.02 still sits about 14% above the pre-earnings close of $37.68 on Oct 22. Volume has thinned to 941,980 shares, the lowest in the window, so the post-earnings move is losing momentum. The Benzinga item puts the yield at 5.58%, consistent with the $0.59 quarterly dividend at the current price. Leadership announcements (Nov 3 and Nov 5) are routine appointments with no stated financial impact. Analyst target changes are mixed and the sources give no specifics.
News behind the analysis
- Wall Street's Most Accurate Analysts Spotlight On 3 Industrials Stocks Delivering High-Dividend YieldsAnalysts highlighted Robert Half's 5.58% dividend yield alongside UPS and Quad/Graphics, with mixed target changes. The article gives no specific target figures for Robert Half.
- Robert Half Promotes David King to President of Executive Search for the Americas and EuropeDavid King was appointed President of Executive Search, overseeing operations in the United States, Canada, South America and Europe. The change is an internal leadership move with no stated financial impact.
- Robert Half CEO to Participate in J.P. Morgan Ultimate Services Investor ConferencePresident and CEO M. Keith Waddell will take part in a fireside chat at the upcoming J.P. Morgan Ultimate Services Investor Conference. The event date is not stated in the item.
- Robert Half Appoints DeLynn Senna as Global Executive Director of Permanent PlacementDeLynn Senna was named Global Executive Director of Permanent Placement to lead the division's global strategy and growth. This is a leadership appointment with no stated financial figures.
- Robert Half Declares Quarterly Cash Dividend of $0.59 Per ShareThe board declared a $0.59 quarterly cash dividend, payable Dec 15, 2026, to holders of record as of Nov 25, 2026. This implies an annual payout of $2.36 per share.
- Robert Half Recognized as a 2026 Best Workplace for Women by FortuneFortune named Robert Half one of the Best Workplaces for Women 2026. The recognition is reputational and has no direct financial impact.
About Robert Half Inc.
Robert Half is a staffing and business consulting company that dates back to 1948. Employers use it to find temporary, project-based and permanent workers, mostly in finance, accounting, technology and administrative jobs. It also owns Protiviti, a consulting firm that works on risk, internal audit and compliance.
How it makes money
About two-thirds of revenue comes from Talent Solutions. Here Robert Half places contract workers with clients and bills them by the hour, earning the gap between what it charges and what it pays the worker. It also earns fees when a permanent hire is made. The remaining roughly one-third comes from Protiviti's consulting work on risk, internal audit, technology and regulatory compliance. In Q3 2026, total revenue was about $1.36 billion, roughly flat on the prior year, and Talent Solutions brought in about $876 million of it. The company also pays a quarterly dividend, currently $0.59 per share.
What usually moves RHI
- US hiring demand and white-collar job market
- Business confidence and the economic cycle
- Demand for regulatory, compliance and audit consulting at Protiviti
- Effect of AI and automation on demand for staffing
- Operating margins and quarterly results versus guidance