BBSI Barrett Business Services

XNAS 33.32 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

BBSI $33.32 —
Key stats
$33.32
52-Week Range
$25.33 – $42.25
YTD
-8.44%
IV Rank (30D)
78.24
Straddle Price
$7.78
P/C Vol Ratio
0.29
Market Cap
$0.8B
Open
$33.21
Day Range
$33.01 – $33.58
Volume
90,853
Prev Close
$33.22
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY0.78
Cost of Equity (CAPM)8.85% (VRP-adj)
WACC9.01%
Volatility Risk Premium+81.0pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+0.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.00 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)17.2%
Book / Price24.0%
Gross Margin (TTM)20.0%
FCF Margin (TTM)1.2%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+23.5% (reverse-DCF on current price)
SMA 50$32.61 (Market Anchor value)
SMA 20 / Bollinger Mid$31.80
Bollinger Width / SMA2031.8% (drives anchor stability)
Net Debt$-0.0B
Market Cap$1B
Peers used for multiples: CALM, CVLG, HRMY, KFY, PDFS, RUSHA, YOU (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
9%
20-Day Fair Value
≈ by Nov 25, 2026
$33.22
α -0.3% rank 49%
conviction
19%
40-Day Fair Value
≈ by Dec 24, 2026
$33.41
α +0.3% rank 50%
conviction
9%
60-Day Fair Value
≈ by Jan 22, 2027
$33.41
α +0.3% rank 59%
conviction
9%
MethodImplied PriceWeightDetail
DCF $9.37 28%
DDM (Gordon) $3.66 0%
Peer P/E $42.76 25% median 31.6× · 7 peers
Peer EV/EBITDA $25.13 25% median 10.1× · 7 peers
Peer P/B $17.57 5% median 2.2× · 7 peers
Peer P/S $73.04 17% median 1.5× · 7 peers
Market Anchor (SMA50) $32.61 0% stability 0% (BB-width)
Options Expected (B-L 30d) $35.15 0% 6 strikes · skew -0.01
As of 2026-10-27 · updated
About
Industry (SIC)
SERVICES-HELP SUPPLY SERVICES (7363) · industry map
Exchange
XNAS
Market Cap
$0.8B
Employees
3,197
List Date
1993-06-11
CIK
0000902791
Next Earnings
2026-11-04 (After-Close)
EPS Forecast
$0.69 (4 est.)
Headquarters
Vancouver, WA
Homepage
https://www.bbsi.com

Barrett Business Services Inc is a provider of business management solutions for small and mid-sized companies through a platform that combines management consulting expertise with human resource tools to help business owners manage and operate their businesses more effectively. The company has two categories of services: Professional Employer Services (PEO) and Staffing. The majority of revenue is derived from the Professional Employer Services segment, which provides clients with human resource advisory services, HRIS access, retirement plans, a learning management system, and a web-based te…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-4.12%-7.51%6.87%-2.37%0.81%4.42%-0.32%
Feb10.30%-6.76%-0.91%6.93%-5.96%-27.32%-3.95%
Mar-6.04%32.00%-8.47%5.95%2.41%4.66%5.08%
Apr2.85%-7.79%-7.45%-4.07%-2.34%9.10%-1.62%
May-2.56%3.14%-0.58%8.09%1.34%3.56%2.17%
Jun-2.55%-1.81%3.48%-3.64%0.53%5.15%0.19%
Jul-0.20%10.95%3.67%11.68%7.78%3.16%6.17%
Aug6.85%-1.42%5.44%-0.41%10.81%-13.68%1.27%
Sep-1.26%-3.26%-6.65%4.92%-9.09%-10.45%-4.30%
Oct3.34%9.38%1.31%-2.95%-9.02%6.42%*1.41%
Nov-15.67%13.02%22.22%18.24%-13.61%--4.84%
Dec-1.02%-5.96%4.40%-0.14%4.41%--0.34%
Total-11.86%30.76%21.74%47.78%-13.93%-19.92%9.09%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $31.80
SMA 50: $32.61
SMA 200: $33.07
Current: $33.32
EMA 12: $32.39
EMA 26: $32.33
MACD: 0.0669 | Signal: 0.2612
BEARISH
ADX (14): 13.50
RANGE
+DI: 22.48
−DI: 15.09

Momentum Oscillators

RSI (14): 58.68
NEUTRAL
Stoch %K: 89.67
Stoch %D: 81.52
Williams %R: -10.26

Volume & Volatility

BB Upper: $33.41
BB Lower: $30.19
NEUTRAL
OBV: 4,012,873
Vol SMA 20: 190,364
Vol ROC: -34.12%
ATR: $0.94
True Range: $0.57
HV 20: 26.0%
HV 30: 27.8%
HV 60: 49.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: BULLISH (Confidence Level: 8/10)

Key Drivers:

  • Strong technical signals, including bullish MACD crossover and overbought RSI
  • Positive news sentiment, with recent headlines highlighting company's performance management module introduction and Great Place To Work certification

Primary Risks:

  • Overbought condition could lead to short-term correction if not sustained by underlying fundamental strength
  • Beta and volatility metrics indicate relatively low risk profile, which may not align with market expectations

Investment Thesis: BBSI presents an attractive investment opportunity due to its strong technical momentum, positive news sentiment, and relatively low risk profile.

Recent News Sentiment Impact: The recent positive news headlines have contributed to the stock's upward momentum, with investors responding positively to the company's performance management module introduction and Great Place To Work certification.

Technical Analysis

Trend Direction:

  • Short-term: Bullish (1-4 weeks)
  • Medium-term: Bullish (1-3 months)
  • Long-term: Bullish (3-12 months)

Support/Resistance Levels:

  • Key resistance level at $36.25, which corresponds to the upper Bollinger Band
  • Support levels at $33.53 (SMA 20) and $31.82 (lower Bollinger Band)

Momentum Signals:

  • RSI: Neutral (69.73)
  • MACD: Bullish crossover
  • Bollinger Bands: Overbought

Volume Analysis: Volume has been trending higher, with a volume rate of change indicating increasing institutional interest.

News & Sentiment Analysis

Recent Headlines Summary: The recent headlines highlight the company's performance management module introduction and Great Place To Work certification, both of which have contributed to positive news sentiment.

Sentiment Assessment: POSITIVE

Catalyst Identification:

  • Upcoming catalysts include potential earnings beats or revenue growth, which could continue to drive the stock higher
  • Regulatory changes or industry developments could also impact the company's performance and stock price

Market Narrative: The recent headlines have aligned with the technical signals, suggesting a strong fundamental case for the stock.

Risk & Volatility Assessment

Beta Interpretation: LOW RISK (0.46)

Volatility Regime: RELATIVELY LOW VOLATILITY

Options Market Signals:

  • IV Rank: MEDIUM (33.3%)
  • Put/Call Volume Ratio: NEUTRAL (0.00)
  • Options market pricing a $4.80 move by expiration, indicating relatively low volatility expectations

Downside Protection: Support levels at $33.53 and $31.82 could provide some downside protection if the stock corrects.

Market Context & Positioning

Sector Performance: BBSI has outperformed its sector peers in recent months, with a relative strength index of 1.12.

Institutional Activity: Volume patterns suggest increasing institutional interest, which could continue to drive the stock higher.

Correlation Analysis: The stock has demonstrated relatively low correlation with the market (R-squared = 0.16), suggesting it may be less sensitive to market movements.

Relative Valuation: BBSI is currently trading near its upper Bollinger Band and above its 20-day SMA, suggesting a slightly overvalued position within its trading range.

Key Levels & Action Items

Critical Price Levels:

  • Support level at $33.53 (SMA 20)
  • Resistance level at $36.25 (upper Bollinger Band)

Breakout/Breakdown Levels: A potential breakdown below $31.82 could trigger a more significant decline, while a breakout above $36.25 could lead to further gains.

Time-Sensitive Catalysts:

  • Earnings dates or revenue growth announcements
  • Regulatory changes or industry developments

Risk Management: Stop-loss levels and position sizing considerations should be based on the stock's relatively low volatility profile and strong technical momentum.

By analyzing the data, I believe BBSI presents a compelling investment opportunity due to its strong technical momentum, positive news sentiment, and relatively low risk profile. However, it is essential to monitor the stock's performance and adjust positions accordingly in response to changing market conditions and news headlines.

Generated
News
All BBSI news →
Showing 1–10 of 50
Page 1 of 5
Earnings History
18 of 19 under expected move
Avg Expected Move
15.61%
Avg Actual Move
1.33%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-03-03 Pre-Market 40.21% 0.15% 0.00x Within
2021-11-03 Pre-Market 52.53% 0.83% 0.02x Within
2022-05-04 Pre-Market 23.17% 1.63% 0.07x Within
2022-11-02 Pre-Market 24.87% 1.90% 0.08x Within
2023-03-01 Pre-Market 17.30% 0.90% 0.05x Within
2023-05-03 Pre-Market 6.68% 0.89% 0.13x Within
2023-08-02 Pre-Market 7.51% 0.25% 0.03x Within
2023-11-01 Pre-Market 6.27% 1.64% 0.26x Within
2024-02-28 Pre-Market 6.43% 0.51% 0.08x Within
2024-05-01 Pre-Market 7.18% 0.77% 0.11x Within
2024-07-31 Pre-Market 9.66% 0.14% 0.01x Within
2024-11-06 Pre-Market 4.68% 7.88% 1.68x Exceeded
2025-02-26 After-Close 12.16% 0.52% 0.04x Within
2025-05-07 Pre-Market 10.87% 1.47% 0.14x Within
2025-08-06 Pre-Market 10.79% 0.18% 0.02x Within
2025-11-05 Pre-Market 10.62% 1.19% 0.11x Within
2026-02-25 Pre-Market 17.06% 1.32% 0.08x Within
2026-05-06 Pre-Market 16.05% 3.06% 0.19x Within
2026-08-05 Pre-Market 12.54% 0.07% 0.01x Within

Earnings calendar: this week’s reports with expected vs actual moves →

BBSI Options Activity & IV Rank

BBSI IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 75.9%
7-DTE IV: —
Expected Move: $7.78
7-DTE Move: $7.78
Days to Exp: 25 (2026-11-20)

Options Flow

Call Volume: 7
Put Volume: 2
P/C Volume: 0.286
BULLISH
Call OI: 5
Put OI: 1
P/C OI: 0.2
Total OI: 6

ATM Options Pricing

ATM Call: $5.00
ATM Put: $2.77
Call %: 15.0%
Put %: 8.3%

Chain Summary

Chain Volume: 53
Chain OI: 50
Last Updated: 10/26/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 2nd percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
2%
vs own history
GEX tilt
-0.77
OI-weighted, today
Vanna tilt
-1.00
δ-sensitivity to IV
Charm tilt
+1.00
δ-decay vs time
Vanna tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 3 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 26 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 26 · ATM 52.2% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)78.2HighOct 26
Straddle Price (30 DTE)$7.78Oct 26
Beta Analysis

Risk Metrics

Beta: 0.1559
Alpha: -16.49%
Correlation: 0.0485
R-Squared: 0.2%
Stock Volatility: 41.0%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own BBSI
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$18.9M
0.03%
#724 of 3138-16.9%13F
Point72 Hedge fund
Steve Cohen
$13.4M
0.02%
#683 of 1945new13F
Citadel Hedge fund
Ken Griffin
$6.5M
0.00%
#1892 of 6285+471.8%13F
Millennium Management Hedge fund
Izzy Englander
$891K
0.00%
#2951 of 3716new13F
Rockefeller Capital Management Family office
Rockefeller family
$55K
0.00%
#3327 of 47290.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

BBSI Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 25,512,750 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

202 filers23,132,522 shares$820.88M value90.67% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 2,049,358 $72.79M 8.87% 8.03% 2026-06-30
2 Thrivent Financial for Lutherans 1,708,111 $60.67M 7.39% 6.70% 2026-06-30
3 Vanguard Group Inc Custodian 1,514,252 $54.83M 6.68% 5.94% 2025-12-31
4 ROYCE & ASSOCIATES LP 1,295,102 $46.00M 5.60% 5.08% 2026-06-30
5 Mawer Investment Management Ltd. 1,230,575 $43.71M 5.32% 4.82% 2026-06-30
6 Private Capital Management, LLC 1,209,138 $42.95M 5.23% 4.74% 2026-06-30
7 Vanguard Capital Management LLC 1,053,634 $37.43M 4.56% 4.13% 2026-06-30
8 Wellington Management Group LLP Custodian 855,059 $30.37M 3.70% 3.35% 2026-06-30
9 Trigran Investments, Inc. 778,356 $27.65M 3.37% 3.05% 2026-06-30
10 Dimensional Fund Advisors LP Custodian 721,380 $25.62M 3.12% 2.83% 2026-06-30
11 State Street Corp 675,414 $23.99M 2.92% 2.65% 2026-06-30
12 Geode Capital Management, LLC Custodian 634,133 $22.53M 2.74% 2.49% 2026-06-30
13 RENAISSANCE TECHNOLOGIES LLC 531,441 $18.88M 2.30% 2.08% 2026-06-30
14 JACOBS LEVY EQUITY MANAGEMENT, INC 478,954 $17.01M 2.07% 1.88% 2026-06-30
15 HEARTLAND ADVISORS INC 450,000 $15.98M 1.95% 1.76% 2026-06-30
16 Point72 Asset Management, L.P. 376,508 $13.37M 1.63% 1.48% 2026-06-30
17 Goldman Sachs Group Inc Custodian 347,062 $12.33M 1.50% 1.36% 2026-06-30
18 Tieton Capital Management, LLC 319,390 $11.35M 1.38% 1.25% 2026-06-30
19 Charles Schwab Investment Management, Inc. 301,206 $10.70M 1.30% 1.18% 2026-06-30
20 Northern Trust Corp Custodian 284,463 $10.10M 1.23% 1.11% 2026-06-30
21 KENNEDY CAPITAL MANAGEMENT LLC 273,823 $9.73M 1.18% 1.07% 2026-06-30
22 FMR LLC Custodian 260,390 $9.25M 1.13% 1.02% 2026-06-30
23 Russell Investments Group, Ltd. Custodian 246,508 $8.76M 1.07% 0.97% 2026-06-30
24 Vanguard Portfolio Management LLC 225,437 $8.01M 0.98% 0.88% 2026-06-30
25 Polar Asset Management Partners Inc. 219,716 $7.80M 0.95% 0.86% 2026-06-30
1 filers$3.55K notional
# Filer Notional Value % of Total Period
1 Simplex Trading, LLC Custodian $3.55K 100.00% 2026-06-30
# Filer Notional Value % of Total Period

BBSI Insider Trading (Form 4)

Latest: 2026-07-07
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-07 Anthony Meeker Director Sell (S) −12,000 $37.85 -$454.2K EDGAR
2026-07-07 James R Potts EVP Gen Counsel & Secretary Sell (S) −8,779 $37.82 -$332.0K EDGAR
2026-07-02 Joseph Stephen Clabby Director Exer (M) +2,344 — EDGAR
2026-07-02 Mark Steven Finn Director Exer (M) +2,344 — EDGAR
2026-07-02 Vincent P Price Director Exer (M) +2,344 — EDGAR
2026-07-02 Thomas B. Cusick Director Exer (M) +2,344 — EDGAR
2026-07-02 Anthony Meeker Director Exer (M) +2,344 — EDGAR
2026-07-02 Carla A Moradi Director Exer (M) +2,344 — EDGAR
2026-07-02 Alexandra Morehouse McReynolds Director Exer (M) +2,344 — EDGAR
2026-07-02 Anthony J Harris Executive VP & CFO Mixed +8,670 $37.73 -$212.4K EDGAR
2026-07-02 Gerald Blotz Executive VP & COO Mixed +10,965 $37.73 -$275.1K EDGAR
2026-07-02 Thomas J Carley Director Exer (M) +2,344 — EDGAR
2026-07-02 James R Potts EVP Gen Counsel & Secretary Mixed +6,977 $37.73 -$171.0K EDGAR
2026-07-02 Gary Kramer President & CEO Mixed +31,761 $37.73 -$777.6K EDGAR
2026-05-13 Mark Steven Finn Director Buy (P) +1,000 $28.60 $28.6K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BBSI Insider Holdings

12 insiders · @ $33.32
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Gary Kramer President & CEO 346,317 $11.54M -$6.33M 40 2026-07-02
2 Gerald Blotz Executive VP & COO 221,402 $7.38M -$3.52M 43 2026-07-02
3 Thomas J Carley Director 109,044 $3.63M -$3.20M 49 2026-07-02
4 Anthony J Harris Executive VP & CFO 106,189 $3.54M $0 23 2026-07-02
5 Anthony Meeker Director 44,945 $1.50M -$2.35M 49 2026-07-07
6 Vincent P Price Director 43,816 $1.46M $99.4K 11 2026-07-02
7 James R Potts EVP Gen Counsel & Secretary 39,012 $1.30M -$1.35M 23 2026-07-07
8 Thomas B. Cusick Director 30,120 $1.00M -$355.4K 13 2026-07-02
9 Mark Steven Finn Director 23,287 $775.9K $572.8K 13 2026-07-02
10 Carla A Moradi Director 21,176 $705.6K -$1.4K 8 2026-07-02
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

BBSI Board & Officers

As of SEC filings through Jul 7, 2026

Directors 8

Officers 4

Changes in the last 10 years (13)
Apr 7, 2025Mark Steven Finn became a director
Sep 16, 2022Joseph Stephen Clabby became a director
Jun 7, 2022Alexandra Morehouse McReynolds became a director
Apr 7, 2021Carla A Moradi became a director
Sep 14, 2020James R Potts became EVP Gen Counsel & Secretary
Jul 6, 2020Gerald Blotz listed as Executive VP & COO (previously VP & COO - Field Operations) in SEC filings
Jul 6, 2020Gary Kramer listed as President & CEO (previously VP - Finance, Treas. & Sec.) in SEC filings
Jul 6, 2020Anthony J Harris listed as Executive VP & CFO (previously Chief Financial Officer) in SEC filings
Apr 9, 2020Heather E Gould reported in an SEC filing no longer being VP and Chief Strategy Officer
Mar 5, 2020Anthony J Harris became Chief Financial Officer
Oct 17, 2019Diane L Dewbrey became a director
Jan 6, 2017Heather E Gould became VP and Chief Strategy Officer
Jan 1, 2017Vincent P Price became a director
Not reported recently (5)
  • Jon L Justesen · Last reported as a director in an SEC filing dated Jun 6, 2023
  • James B Hicks · Last reported as a director in an SEC filing dated Jun 9, 2022
  • Diane L Dewbrey · Last reported as a director in an SEC filing dated Jun 9, 2022
  • Michael L Elich · Last reported as a director in an SEC filing dated Feb 28, 2020
  • Gregory R Vaughn · Last reported as VP & COO-Corporate Operations in an SEC filing dated Jul 16, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

BBSI Proposed Insider Sales (Form 144)

Latest: 2026-07-07
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-07 JAMES POTTS Officer 3,490 $131.3K 2026-07-07 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-06 JAMES POTTS Officer 3,487 $132.2K 2026-07-06 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-02 JAMES POTTS Officer 1,802 $68.0K 2026-07-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-02 ANTHONY MEEKER Director 12,000 $454.2K 2026-07-02 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-17 JAMES POTTS Officer 1,803 $49.9K 2026-03-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-09-22 GERALD BLOTZ Officer 11,664 $537.5K 2025-09-22 Morgan Stanley Smith Barney LLC … — EDGAR
2025-09-15 ANTHONY MEEKER Director 3,064 $143.3K 2025-09-15 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-25 GARY KRAMER Officer 80,000 $3.87M 2025-08-25 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-22 GARY EDWARD KRAMER REV TR Officer 22,344 $1.08M 2025-08-22 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-14 JAMES R POTTS Officer 20,651 $964.4K 2025-08-14 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
73 ETFs hold BBSI
25 shown · $126.08M total exposure · 0.03% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $22.6M — 2026-09-30
2 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.07% $21.9M $32.2B 2026-10-23
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.03% $20.0M $74.6B 2026-10-23
4 VXF Vanguard Extended Market ETF Vanguard 0.01% $8.3M — 2026-09-30
5 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.12% $8.0M $6.6B 2026-10-23
6 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.05% $6.9M $13.7B 2026-10-23
7 DFAS Dimensional US Small Cap ETF Dimensional 0.02% $6.9M — 2026-10-23
8 VTWO Vanguard Russell 2000 ETF Vanguard 0.02% $4.2M — 2026-09-30
9 SCHA Schwab U.S. Small-Cap ETF Nport 0.02% $4.0M — 2026-05-31
10 DFMC Dimensional US Micro Cap ETF Dimensional 0.04% $3.0M — 2026-10-23
11 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $2.9M — 2026-10-23
12 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.20% $2.4M $1.2B 2026-10-23
13 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.03% $2.3M — 2026-05-31
14 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.10% $2.2M — 2026-06-30
15 PSC Principal U.S. Small-Cap ETF Nport 0.06% $1.3M — 2026-06-30
16 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $1.2M $96.5B 2026-10-23
17 DUSG Dimensional US Small Cap Growth ETF Dimensional 0.06% $1.1M — 2026-10-23
18 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $1.0M — 2026-10-23
19 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.04% $982,168 — 2026-07-31
20 VFQY Vanguard U.S. Quality Factor ETF Vanguard 0.19% $976,203 — 2026-10-23
21 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.03% $942,352 $3.2B 2026-10-23
22 VIS Vanguard Industrials ETF Vanguard 0.01% $933,491 — 2026-09-30
23 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.04% $718,403 — 2026-09-30
24 DFAT Dimensional US Targeted Value ETF Dimensional 0.00% $619,952 — 2026-10-23
25 SFLO VictoryShares Small Cap Free Cash Flow ETF Nport 0.10% $617,586 — 2026-06-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
24.68
TTM Diluted EPS
$1.35
TTM Revenue
$1.27B
TTM Net Income
$35.08M
TTM Op. Cash Flow
$36.61M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$319.27M$12.87M$0.52$-55.88M
Q1 '262026-03-31$307.00M$-14.80M$-0.59$-22.08M
Q4 '252025-12-31$321.13M$16.40M$0.63$76.13M
Q3 '252025-09-30$318.95M$20.62M$0.79$38.43M
Q2 '252025-06-30$307.66M$18.45M$0.70$-53.82M
Q1 '252025-03-31$292.57M$-1.02M$-0.04$5.21M
Q4 '242024-12-31$304.82M$16.80M$0.63$53.38M
Q3 '242024-09-30$294.28M$19.63M$0.74$-935.00K
Q2 '242024-06-30$279.65M$16.70M$0.62$-51.33M
Q1 '242024-03-31$265.78M$-136.00K$-0.01$8.98M
Q4 '232023-12-31$276.68M$14.56M$0.54$57.22M
Q3 '232023-09-30$273.33M$18.22M$0.67$33.20M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
24.68
P/B
4.17
P/S
0.67
EV/EBITDA
13.51
EV/Sales
0.65
ROE
17.2%
ROA
4.9%
Div Yield
0.99%
FCF Yield
4.31%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$850.08M
as of 2026-10-26
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
1.08M
SI % of Float
4.69%
Days to Cover
4.39
Short Vol Ratio
51.8%
Free Float
23.06M
Float %
95.1%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-24