What smart money is saying about Robert Half Inc.
3 funds in our archive have pitched Robert Half Inc., most recently Third Avenue Value Fund in March 2026.
Robert Half Inc. provides talent solutions and business consulting services in the United States and internationally. The company operates through three segments: Contract Talent Solutions, Permanent Placement Talent Solutions, and Protiviti. The Contract Talent Solutions segment provides contract engagement professionals in the fields of finance and accounting, technology, marketing and creative, legal and administrative, and customer support. The Permanent Placement Talent Solutions segment engages in the placement of full-time accounting, finance, and tax and accounting operations personnel. The Protiviti segment offers a range of consulting and managed solutions for regulatory compliance, finance, technology, operations, data, digital, legal, HR, governance, risk, and internal audit. The company markets its contract talent and permanent placement services to clients and employment candidates through national and local advertising activities, including radio, digital advertising, job boards, alliance partners, and events. The company offers its services primarily under the Robert Half and Protiviti brands. The company was formerly known as Robert Half International Inc. and changed its name to Robert Half Inc. in July 2023. Robert Half Inc. was founded in 1948 and is headquartered in Menlo Park, California.
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Fund signal · last 12 months
8 lettersToo few moves on Robert Half Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q3 2026, 10 fund letters reported a position in Robert Half Inc., with 3 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 1 | 0 |
| Q1 2026 | 3 | 2 | 0 | 1 |
| Q3 2025 | 2 | 1 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 4 moves
- September 2026
“During the third quarter, Fund performance benefited from diversified sources of return. Leading contributors to performance included petroleum refiner PBF Energy, cybersecurity specialist Qualys, offshore energy services company Tidewater, government contractor ICF International and staffing company Robert Half. Tidewater’s strength is, in our view, attributable to higher energy prices and related fears of potential global energy shortages, which may add a tailwind to an already building offshore energy investment cycle. Qualys’ share price recovery from earlier in this year takes place on the back of the launch of its new A.I.-driven vulnerability detection platform. Both Qualys and Robert Half share a few similarities in the sense that the Fund’s initial purchase of both companies took place at materially lower prices during the second quarter of this year, and in the sense that a tempering of the most acute A.I.-related business disruption fears have significantly aided their share prices since then.”
Robert Half Inc. - September 2026
“The information technology sector was the largest source of absolute contribution during the quarter. Staffing company Robert Half was the top individual contributor, as its own results and those of its peers suggested green shoots in the staffing industry following a prolonged downturn.”
Robert Half Inc. - June 2026
“We last wrote about Robert Half (up 23.5%) in our December report, where we mentioned that hindsight suggests our purchasing during price descents in May, August and October were mistakes. This remains the case - but less so. Our expectation that the recruitment / outplacement market will slowly recover, appears, going by Robert Half’s recent results, to be bearing fruit. And management remain cautiously optimistic. We did not trade the stock. The Fund’s position is now 2.7%.”
Robert Half Inc. - June 2026
“We last wrote about Robert Half (up 23.5%) in our December report, where we mentioned that hindsight suggests our purchasing during price descents in May, August and October were mistakes. This remains the case - but less so. Our expectation that the recruitment / outplacement market will slowly recover, appears, going by Robert Half’s recent results, to be bearing fruit. And management remain cautiously optimistic. We did not trade the stock. The Fund’s position is now 2.7%.”
Robert Half Inc. - June 2026
“Robert Half was initially purchased in 2016 as a contrarian opportunity, offering a strong market position, no debt and solid cash flow. We exited following a period of difficult performance as 2026 earnings estimates declined significantly, with further negative revisions expected.”
46 more words on why: read Tributary Capital Management Small/Mid Cap Equity Strategy’s full commentRobert Half Inc. - New positionThird Avenue Value FundMarch 2026
“During the quarter ending March 31, 2026, the Fund initiated new positions in OSAKA Titanium Technologies Co., Ltd, Harley-Davidson, Inc. and Robert Half Inc.”
Robert Half Inc. - New positionThird Avenue Small-Cap Value FundMarch 2026
“During the quarter, the Fund initiated positions in five new holdings, Qualys, Inc., Compass, Inc., Harley-Davidson, Inc., Catalyst Pharmaceuticals, Inc. and Robert Half Inc.”
Robert Half Inc. - HoldsPalm Valley CMMarch 2026
“Two of the other top quarterly Fund detractors were Resources Connection (ticker: RGP) and Flowers Foods (ticker: FLO). RGP has been unable to stem revenue declines, which the firm has mitigated through aggressive cost reductions. The result has been meager, but positive, earnings. During its January earnings report, the company officially acknowledged AI pressure for the first time, citing “reduced demand in traditional finance roles as clients increasingly adopt artificial intelligence and automation.” The management of Robert Half, another Palm Valley staffing holding concentrated in finance, claims the opposite— that AI is not appreciably impacting its business.”
Robert Half Inc. - HoldsPzena Focused ValueSeptember 2025
“Staffing provider Robert Half Inc. declined as volume pressure continued to weigh on results.”
Robert Half Inc. - New positionPzena Global Best IdeasSeptember 2025
“Staffing company Robert Half fell as the temporary staffing and job markets continued to be weak. Irish beverage company C&C Group retraced some of its prior gains despite reporting in-line results. We initiated a position in Robert Half, a leading provider of staffing and consulting services focused on finance and accounting functions.”
Robert Half Inc.
Fund coverage · 3 theses
- Third Avenue Value FundMarch 2026
Robert Half is a well-financed staffing company with proprietary data, a durable network, free-cash-flow generation, and an attractive valuation during a cyclical downturn.
Read the full thesis - Pzena Global Best IdeasSeptember 2025
Robert Half is an attractive value opportunity due to low job turnover affecting staffing demand, while Signify is poised for earnings recovery as demand rebounds following its transformation to LED products and strategic market improvements.
Read the full thesis - Palm Valley CMSeptember 2025
Robert Half is a profitable staffing and consulting firm that, despite facing industry challenges, remains cash-generative with zero debt and a strong dividend yield, driven by its successful Protiviti segment.
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