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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Position history
Between Q3 2025 and Q2 2026, 5 fund letters reported a position in Robert Half Inc. — 2 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 1 | 0 |
| Q1 2026 | 2 | 2 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
Fund activity · 5 positions · 3 moves
- 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.”
Robert 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.
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 - 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.
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.
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