Kelly Services (KELYA)
Connects employers and school districts with specialty talent and managed workforce services.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Barrington | Target | Target: $15 | Target: $20 |
| Feb 13, 2026 | Barrington | Target | Target: $24 | Target: $15 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $24.2M · Total debt $128.7M · Total assets $2.28B · Shareholders' equity $982.0M
- Revenue
- $1.04B
- Operating income
- $16.1M
- Net income
- $11.4M
HistoryDividendAnnual yield
| Institutions | 78.92% | 27.41M shares | |
|---|---|---|---|
| 175 holders · as of Jun 30, 2026 | |||
| Insiders | 13.40% | 4.65M shares | |
| 26 holders · as of Sep 16, 2026 | |||
| Strategic holders | 8.75% | 3.04M shares | |
| 1 holder · as of Jan 30, 2026 | |||
| Adds to | 101.07% | ||
34.73M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.07%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Hunt Equity Opportunities, LLCStrategic10 percent owner | 8.75% | 3.04M B | filed Jan 30, 2026 |
BlackRock, Inc.Institution | 7.41% | 2.57M A | as of Jun 30, 2026 |
Ramya RaoInsider | 6.96% | 2.42M | filed Feb 14, 2025 |
Private Management Group IncInstitution | 4.28% | 1.49M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.75% | 1.30M A | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kelly Services | $16.29 | +0.08% | $564.4M | — | 10.6 | 0.1 | −5.6% |
| ManpowerGroup | $56.57 | +0.04% | $2.63B | 25.6 | 13.8 | 0.1 | +7.5% |
| Robert Half | $37.12 | +0.43% | $3.78B | 32.1 | 23.4 | 0.7 | −2.4% |
| Kforce | $51.26 | −0.63% | $923.7M | 24.3 | 18.6 | 0.7 | +4.5% |
| Everforth | $32.27 | −1.89% | $1.35B | 17.0 | 8.2 | 0.3 | −1.3% |
| TrueBlue | $9.58 | +4.02% | $280.0M | — | 17.3 | 0.2 | +11.8% |
| Korn Ferry | $75.46 | −1.71% | $3.90B | 14.5 | 12.9 | 1.3 | +5.7% |
| Median | 24.3 | 15.6 | 0.5 | +5.1% |