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    How Investors Are Reacting To Robert Half (RHI) Revenue Decline Amid Cautious Hiring And AI Shifts

    Simply Wall St·12/19/2025 13:21:50
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    • Earlier this quarter, Robert Half reported a mixed third-quarter update, with revenue in line with analyst expectations but 7.5% lower than a year ago as clients and job seekers remained cautious, suppressing hiring and new project starts.
    • The results highlighted that Robert Half’s professional staffing and HR solutions business grew more slowly than peers, underscoring how shifting workforce trends and greater use of AI in recruitment are unevenly affecting players across the sector.
    • We’ll now examine how this revenue decline amid subdued hiring activity fits with, and potentially challenges, the existing investment narrative for Robert Half.

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    Robert Half Investment Narrative Recap

    To own Robert Half, you need to believe that its mix of professional staffing and consulting can still benefit from long term trends in flexible work, digitization and regulatory complexity, despite today’s softer hiring cycle. The latest quarter’s 7.5% revenue decline and slower growth than peers reinforce the key short term risk of prolonged revenue pressure, but do not materially change the near term catalyst, which is a turn in hiring demand and project activity.

    Against this backdrop, management’s decision to keep the quarterly dividend at US$0.59 per share stands out, given earnings pressure and thinner margins. For investors, that steady cash return sits alongside the existing capital return via buybacks, and raises fair questions about how sustainable the current payout is if revenues and earnings stay under pressure for longer than expected.

    Yet, investors should be aware that weaker hiring trends and rising SG&A could...

    Read the full narrative on Robert Half (it's free!)

    Robert Half’s narrative projects $5.9 billion revenue and $313.2 million earnings by 2028.

    Uncover how Robert Half's forecasts yield a $32.44 fair value, a 14% upside to its current price.

    Exploring Other Perspectives

    RHI 1-Year Stock Price Chart
    RHI 1-Year Stock Price Chart

    Five members of the Simply Wall St Community currently estimate fair value for Robert Half between US$28 and an extreme US$49,991.88, highlighting how far apart views can be. Set against the recent revenue declines and slower growth than peers, this wide spread of opinions underlines why it can be useful to weigh several perspectives on how hiring trends and margins might shape the company’s performance.

    Explore 5 other fair value estimates on Robert Half - why the stock might be a potential multi-bagger!

    Build Your Own Robert Half Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.