Kforce Inc.
- Open
- 57.31
- Day high
- 57.77
- Day low
- 56.32
- Prev close
- 57.62
- Volume
- 100K
- Mkt cap
- $1.0B
- P/E (TTM)
- 26.7
- EPS (TTM)
- $2.12
- P/B
- 8.2
- P/S
- 0.8
- Yield
- 2.79%
- Per share
- $1.58
- ▼Insiders net selling -$110K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions accumulating (13F)
Kforce Inc. (KFRC) is a Industrials company listed on NASDAQ. The stock is up 74% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering KFRC.
Kforce Inc. (KFRC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
KFRC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 27, 2026 | $0.70 | $0.73 | +4.0% | $349M | +0.4% |
| Apr 27, 2026 | $0.40 | $0.46 | +15.0% | $330M | +0.3% |
| Feb 2, 2026 | $0.47 | $0.43 | -8.5% | $332M | +0.9% |
| Feb 3, 2025 | $0.59 | $0.60 | +1.7% | $344M | +1.2% |
| Feb 6, 2023 | $0.92 | $0.93 | +1.1% | $420M | +0.2% |
| Oct 31, 2022 | $1.06 | $1.09 | +2.8% | $438M | +1.3% |
| May 2, 2022 | $0.76 | $0.93 | +22.4% | $417M | +2.3% |
| Feb 7, 2022 | $0.98 | $0.98 | +0.0% | $410M | +3.0% |
| Aug 3, 2021 | $0.90 | $1.00 | +11.1% | $404M | +0.0% |
| May 3, 2021 | $0.62 | $0.62 | +0.0% | $363M | +1.1% |
| Feb 8, 2021 | $0.77 | $0.86 | +11.7% | $354M | +3.5% |
| Nov 2, 2020 | $0.81 | $0.89 | +9.9% | $365M | +9.9% |
KFRC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 3, 2026 | SIMMONS N JOHNdirector | Sell | 2,000 | $54.90 |
| Apr 28, 2026 | Cloudman Catherinedirector | Grant | 4,782 | — |
| Apr 28, 2026 | SIMMONS N JOHNdirector | Grant | 4,782 | — |
| Apr 28, 2026 | Mehl Randalldirector | Grant | 4,782 | — |
| Apr 28, 2026 | FURLONG MARK Fdirector | Grant | 4,782 | — |
| Apr 28, 2026 | Dunwoody Ann E.director | Grant | 4,782 | — |
| Apr 28, 2026 | DUNKEL DAVID Ldirector | Grant | 4,782 | — |
| Apr 28, 2026 | ROSEN ELAINEdirector | Grant | 4,782 | — |
| Apr 28, 2026 | Brooks Derrick Dewandirector | Grant | 4,782 | — |
| Jan 5, 2026 | THOMAS ANDREW Gofficer: Chief Experience Officer | Grant | 22,413 | — |
| Jan 5, 2026 | KELLY DAVID Mofficer: Chief Operating Officer | Grant | 48,027 | — |
| Jan 5, 2026 | LIBERATORE JOSEPH Jdirector, officer: President & CEO | Grant | 104,059 | — |
| Jan 5, 2026 | Hackman Jeffrey B.officer: Chief Financial Officer | Grant | 37,622 | — |
| Dec 30, 2025 | Hackman Jeffrey B.officer: Chief Financial Officer | Tax | 2,426 | $31.41 |
| Dec 30, 2025 | KELLY DAVID Mofficer: Chief Operating Officer | Tax | 7,812 | $31.41 |
Source: KFRC SEC Form 4 filings, latest Aug 3, 2026. For informational purposes only — not investment advice.
See the full KFRC insider & 13F page →Kforce Inc. company profile
Overview
Kforce Inc. (NASDAQ:KFRC) is a professional staffing and workforce solutions company founded in 1962 and headquartered in Tampa, Florida. The company went public in 1995 and has evolved from a traditional staffing firm into a specialized provider of technology and finance & accounting talent solutions. Kforce primarily serves Fortune 500 companies across the United States, focusing on mission-critical technology projects and high-skilled professional placements. The company has built a reputation as a leading provider of domestic technology talent, serving approximately 70% of Fortune 500 companies with expertise in areas such as cloud computing, digital transformation, data analytics, and artificial intelligence readiness.
Business
Kforce operates in the professional staffing and employment services industry, which involves connecting skilled professionals with companies that need specialized talent on either temporary or permanent basis. The staffing industry serves as an intermediary between employers seeking specific expertise and professionals looking for career opportunities, particularly in high-demand technical fields. The company operates through two primary business segments. The Technology segment represents approximately 90-92% of total revenues and provides talent solutions in information technology areas including systems and applications architecture, software development, data management and analytics, business intelligence, artificial intelligence, machine learning, project and program management, and network architecture and security. This segment serves clients across financial services, communications, insurance, retail, and technology industries. The Finance and Accounting (FA) segment accounts for approximately 8-10% of revenues and offers talent solutions in financial planning and analysis, business intelligence analysis, accounting, transactional accounting, business and cost analysis, taxation and treasury. This segment also provides consultants for lower-skilled administrative roles including loan servicing, customer support, call center operations, and data entry. The FA segment primarily serves financial and business services, healthcare, and manufacturing sectors. Kforce's service offerings include flexible staffing (temporary and contract placements), direct hire (permanent placements), and managed teams/project solutions where they provide complete project teams or manage entire technology initiatives for clients. The company has been strategically repositioning its FA business toward higher-skilled, higher-margin roles while maintaining its dominant focus on technology talent solutions.
Revenue model
Kforce generates revenue through multiple business models within the staffing industry. The primary revenue stream comes from flexible staffing services, where the company places temporary or contract professionals with clients and earns the difference between what they charge clients (bill rate) and what they pay the consultants (pay rate). Technology consultants command average bill rates of approximately $90 per hour, while Finance & Accounting consultants average around $51 per hour. The company also earns revenue from direct hire placements, which represents approximately 2% of total revenues. In this model, Kforce receives a one-time placement fee when they successfully place a permanent employee with a client, typically calculated as a percentage of the candidate's first-year salary. Additionally, Kforce provides managed teams and project solutions, where they take on complete technology projects or provide entire teams to manage specific initiatives. This higher-value service model allows for better margins and deeper client relationships. The company's paying customers are primarily large corporations, with approximately 70% of Fortune 500 companies using Kforce's services. These clients span various industries including financial services, technology, healthcare, manufacturing, retail, and communications. Several factors influence Kforce's margins and profitability. Positive margin drivers include the scarcity of high-skilled technology talent, which supports premium bill rates; the mission-critical nature of technology projects, which reduces price sensitivity; and the company's focus on higher-skilled roles that command better margins. Negative margin pressures come from wage inflation as companies compete for scarce talent, healthcare cost increases that affect the spread between bill and pay rates, economic uncertainty that makes clients more price-sensitive, and competition from other staffing firms and direct hiring by clients.
Competitive moat
Kforce's competitive moat is moderate but not insurmountable. The company's primary advantages stem from its deep relationships with Fortune 500 clients, specialized expertise in high-demand technology areas, and established network of skilled professionals. The company has built trust with major corporations over decades, creating switching costs as clients prefer working with proven staffing partners who understand their specific needs and culture. The company's focus on mission-critical technology projects provides some protection, as clients are less likely to compromise on quality when dealing with essential systems and digital transformation initiatives. Kforce's expertise in emerging areas like AI readiness, cloud migration, and data analytics positions them well in high-growth technology segments. However, the staffing industry faces several competitive threats. The barriers to entry are relatively low, allowing new competitors to emerge, particularly specialized boutique firms that can offer niche expertise. Large consulting firms like Accenture, Deloitte, and IBM increasingly compete in the same space with their own staffing and project delivery capabilities. Technology companies are also building internal recruiting capabilities and using AI-powered platforms to identify and hire talent directly. The rise of remote work has expanded the talent pool geographically, potentially reducing the scarcity premium that Kforce benefits from. Additionally, the development of AI and automation tools could eventually reduce demand for certain types of technology roles, though this appears to be a longer-term risk as current AI adoption is creating new types of technology roles rather than eliminating them wholesale. Kforce's establishment of an India development center represents an attempt to strengthen their moat by offering more cost-effective blended onshore-offshore solutions, but this also increases competition with global staffing firms and offshore service providers.
Risks & safety
Overall assessment: Moderate margin of safety with solid financial foundation but limited cash reserves • Liquidity and Solvency: Current ratio of 2.06 indicates adequate short-term liquidity. However, cash position is extremely low at only $444,000 as of Q1 2025, creating potential liquidity concerns. Free cash flow turned negative at -$3.9 million in Q1 2025, though this followed strong positive free cash flow of $22.7 million in Q4 2024. • Debt Position: Debt-to-equity ratio of 0.59 is manageable but represents increased leverage from previous periods. The company maintains a relatively clean balance sheet with total liabilities of $230 million against total assets of $368 million. • Valuation Metrics: Trading at P/E ratio of 27.3x and EV/EBITDA of 18.5x, indicating relatively expensive valuation. Price-to-book ratio of 6.4x suggests the stock is trading at a significant premium to tangible book value. Graham number of 8.76 compared to current price of $38.20 indicates potential overvaluation from a value investing perspective. • Other Considerations: Strong return on equity of 5.9% in recent quarter, though down from historical levels. Revenue has been declining year-over-year, creating earnings pressure. The company's focus on returning capital to shareholders through dividends and share repurchases may be limiting cash accumulation for operational flexibility.
Recent development
Over the past few years, Kforce has undertaken several strategic initiatives to position itself for long-term growth and operational efficiency. The company completed a major enterprise transformation with the implementation of Workday, a cloud-based enterprise resource planning system, which went live in Q1 2026 as part of their "Gemini project." This back-office transformation is designed to improve operational efficiency and scalability. A significant strategic expansion occurred with the establishment of an India Development Center in Pune, which became operational in January 2025. This offshore capability enables Kforce to offer blended onshore-offshore solutions to clients, allowing them to bid on projects that were previously unavailable due to cost constraints. The India center provides flexibility in scaling resources and offers more cost-effective delivery models for managed teams and project solutions. The company has been actively preparing for the artificial intelligence revolution by focusing on AI readiness initiatives. Rather than seeing AI as a threat, Kforce is positioning itself to help clients with foundational AI preparation, including data governance, cloud infrastructure, and security requirements. Management reports that AI is currently reshaping roles rather than eliminating them wholesale, creating new opportunities for specialized talent. Kforce has also been implementing a "One Kforce" integration strategy, better coordinating their technology and finance & accounting service offerings to provide more comprehensive solutions to clients. This includes continued investment in managed teams and project solutions capabilities, moving beyond traditional staffing toward higher-value consulting services. The company has maintained its sales team capacity at levels that previously supported $1.7 billion in annual revenues, despite current revenues being lower. This strategic decision positions them to capture growth when market conditions improve without needing to rebuild their sales infrastructure.
KFRC company profile · for informational purposes only — not investment advice.
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