Kelly Services
Connects employers and school districts with specialty talent and managed workforce services.
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Profile
Provides staffing, outsourcing, MSP, RPO, and specialty talent services through ETM, SET, and Education. The portfolio is now tilted toward North American employers after the European staffing sale, while commercial clients, government contractors, and school districts shape demand.
Runs a specialty talent platform organized around Enterprise Talent Management, Science, Engineering & Technology, and Education. ETM covers staffing, outcome-based services, MSP, payroll process outsourcing, and RPO; SET serves science, clinical research, engineering, technology, and telecom roles; Education supplies education and therapy talent to school districts and education organizations.
Originated as a Detroit office-service bureau and later became known for the Kelly Girl temporary-staffing brand. The current portfolio is more focused after the European staffing sale and the Motion Recruitment acquisition, with North America carrying more of the operating profile while retained managed-services capabilities reach other regions.
Execution depends on matching specialty workers to client needs, integrating recent acquisitions, and managing cyclical labor demand. Recent pressure has come from softer demand among federal government contractors and several large commercial customers, while Class B control now sits with Hunt Equity Opportunities.
Company facts
Key statistics
Year to date +99.9% · Average volume (30d) 342.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Aug 10, 2026 | Barrington | Target | $15 | $20 |
| Feb 13, 2026 | Barrington | Target | $24 | $15 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.19 | $0.37 | +100.0% | $1.01B | $1.04B | +3.1% | +2.63% |
| May 7, 2026Q1 FY26 | $0.07 | $0.03 | −57.1% | $1.02B | $1.04B | +2.0% | +1.75% |
| Feb 12, 2026Q4 FY25 | $0.45 | $0.16 | −64.4% | $1.04B | $1.05B | +1.3% | +0.10% |
| Nov 6, 2025Q3 FY25 | $0.42 | $0.18 | −57.1% | $1.03B | $935.0M | −9.6% | +2.77% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.16B | $1.10B | $935.0M | $1.05B | $1.04B | $1.04B | |
| Gross profit | $236.5M | $225.5M | $194.0M | $197.0M | $186.5M | $212.0M | |
| Operating income | $10.8M | $22.2M | −$102.1M | −$700.0K | $1.8M | $16.1M | |
| Net income | $5.8M | $19.0M | −$150.1M | −$128.8M | −$5.9M | $11.4M | |
| Diluted EPS | $0.16 | $0.53 | −$4.26 | −$3.69 | −$0.17 | $0.31 | |
| Gross margin | 20.3% | 20.5% | 20.7% | 18.8% | 17.9% | 20.4% | |
| Operating margin | 0.9% | 2.0% | -10.9% | -0.1% | 0.2% | 1.6% |
Fiscal years (4-quarter sums)FY21 $4.91B · FY22 $4.97B · FY23 $4.84B · FY24 $4.33B · FY25 $4.25B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 28, 2026Cash & short-term investments $24.2M · Total debt $128.7M · Total assets $2.28B · Shareholders' equity $982.0M
Dividends
Raised for 4 straight years — most recently to $0.075 from $0.05 in May 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 19, 2026 | Aug 19 | Sep 2 | $0.075 | |
| May 18, 2026 | May 18 | Jun 2 | $0.075 | |
| Feb 25, 2026 | Feb 25 | Mar 11 | $0.075 | |
| Nov 19, 2025 | Nov 19 | Dec 3 | $0.075 | |
| Aug 20, 2025 | Aug 20 | Sep 3 | $0.075 | |
| May 19, 2025 | May 19 | Jun 3 | $0.075 | |
| Feb 26, 2025 | Feb 26 | Mar 12 | $0.075 | |
| Nov 20, 2024 | Nov 20 | Dec 4 | $0.075 |
Ownership
Shares outstanding 34.67M · Float 29.38M · 84.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Hunt Equity Opportunities, LLC · 10 percent owner | 3.04M | 8.77% | Form 4 | Jan 30, 2026 |
| BlackRock, Inc. | 2.57M | 7.42% | 13F | Aug 7, 2026 |
| Ramya Rao | 2.42M | 7.48% | 13G | Feb 14, 2025 |
| Barclays PLC | 1.86M | 5.83% | 13G | Aug 12, 2025 |
| LLB Fund Services AG | 1.58M | 5.11% | 13G | May 19, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 14, 2026 | Vanessa Peterson Williams | officer: EVP, Gen Counsel & Corp Sec | −29,999 | $9.78 |
| Mar 24, 2026 | Christopher D. Layden | officer: President, and CEO | +10,100 | $8.80 |
| Mar 4, 2026 | Angela Brock-Kyle | director | +100 | $14.77 |
| Feb 25, 2026 | James Christopher Hunt | director | +4,000 | $9.30 |
| Feb 23, 2026 | James Christopher Hunt | director | +10,000 | $9.43 |
Peers
- ManpowerGroup
Broad workforce-solutions rival across staffing, IT, MSP, and RPO
- Robert Half
Specialized contract talent and consulting competitor
- Kforce
Technology and finance staffing specialist
- Everforth
IT consulting and assignment rival for SET customers
- TrueBlue
Industrial staffing and RPO/workforce-management rival
- Korn Ferry
RPO, professional search, and interim-talent peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kelly Services | $17.28 | +0.06% | $599.1M | — | 11.3 | 0.1 | −5.6% |
| ManpowerGroup | $62.35 | −0.06% | $2.90B | 28.2 | 15.3 | 0.2 | +7.5% |
| Robert Half | $45.31 | +0.04% | $4.63B | 39.4 | 28.0 | 0.9 | −2.4% |
| Kforce | $58.10 | −0.02% | $1.04B | 27.4 | 21.0 | 0.8 | +4.5% |
| Everforth | $31.95 | +0.03% | $1.31B | 16.5 | 8.2 | 0.3 | −1.3% |
| TrueBlue | $10.70 | 0.00% | $325.3M | — | 19.3 | 0.2 | +11.8% |
| Korn Ferry | $86.28 | −0.05% | $4.39B | 16.5 | 14.9 | 1.5 | +5.6% |
| Median | 27.4 | 17.3 | 0.6 | +5.0% |