BBSI at a glance
BARRETT BUSINESS SERVICES INC (BBSI, SEC CIK 902791) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as July 7, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BARRETT BUSINESS SERVICES INC (BBSI) reported revenue of $1.2 billion (up 8.4% from FY2024) and net income of $54.4 million. Diluted EPS was $2.08.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding BARRETT BUSINESS SERVICES INC (BBSI) shares worth $258.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Potts James R on July 7, 2026 of 3,490 shares at $38.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.2B
- +8.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $258.8M · +1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $319.3M, up $11.6M from $307.7M YoY
- Gross margin 20.3% vs 23.8% YoY
- Professional employer services $305.0M, up from $290.2M; staffing services $14.3M vs $17.5M
- Operating margin 4.8% vs 7.5% YoY
- Net income $12.9M vs $18.5M YoY; six-month tax charge $11.6M from disallowed prior-year credits
Risk Factors
- Newly added payroll-tax compliance risk triggered by One Big Beautiful Bill Act implementation
- Most material update: IRS proposed adjustment potentially disallowing up to approximately $63.0 million in ERC credits
- Regulatory risk: IRS examination could hold BBSI responsible for repaying clients’ disallowed ERC claims
- Recovery risk: Client reimbursement for disallowed credits cannot be assured
AI summary of the BBSI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 furnished through Exhibit 99.1
- Management expectations for select 2026 key performance metrics included in the earnings release
Item 7.01: Regulation FD Disclosure
- Regular quarterly cash dividend of $0.08 per share declared
- August 21, 2026 record date for eligible stockholders
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 4% to $319.3M and gross billings 3% to $2.29B, but average WSE growth slowed to 0.5%
- Net income fell to $12.9M from $18.5M, with diluted EPS declining to $0.52 from $0.70
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the Restated 2020 Stock Plan at the June 1, 2026 annual meeting
- Share authorization increased from 2,900,000 to 4,100,000 shares
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected to one-year terms ending at the 2027 annual meeting
- Stockholders approved the Second Amended and Restated 2020 Stock Incentive Plan, supporting continued equity-based compensation flexibility
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results released for quarter ended March 31, 2026
- Management provided expectations for key 2026 performance metrics
Item 7.01: Regulation FD Disclosure
- Regular quarterly cash dividend of $0.08 per share declared
- May 22, 2026 record date for eligible shareholders
AI summaries of BBSI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BBSI
Don't miss the next BBSI filing
- Alerts as it files. A push when BBSI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BBSI, by share count.
- Ask anything. An AI agent that reads every BBSI filing and answers with sources.
BBSI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Potts James R | Sell | Jul 7, 2026 | 3,490 | $38.00 |
| Potts James R | Sell | Jul 6, 2026 | 3,487 | $37.55 |
| Potts James R | Sell | Jul 2, 2026 | 1,802 | $38.00 |
| MEEKER ANTHONY | Sell | Jul 2, 2026 | 12,000 | $37.85 |
| Clabby Joseph Stephen | M | Jul 1, 2026 | 2,344 | - |
| Clabby Joseph Stephen | M | Jul 1, 2026 | 2,344 | - |
| Finn Mark Steven | M | Jul 1, 2026 | 2,344 | - |
| Price Vincent P | M | Jul 1, 2026 | 2,344 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Gross Profit | $242.5M | $253.3M | $260.9M |
| Operating Income | - | $59.8M | $62.2M |
| Net Income | $50.6M | $53.0M | $54.4M |
| Gross Margin | - | 22.1% | 21.0% |
| Op. Margin | - | 5.2% | 5.0% |
| Net Margin | - | 4.6% | 4.4% |
| Balance Sheet | |||
| Total Assets | - | $745.5M | $779.1M |
| Equity | $199.1M | $221.4M | $241.0M |
| ROE | 25.4% | 23.9% | 22.6% |
| Per Share | |||
| EPS | $7.39 | $1.98 | $2.08 |
| Cash Flow | |||
| Operating CF | - | $10.1M | $66.0M |
Source: XBRL data in BARRETT BUSINESS SERVICES INC (BBSI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BBSI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $258.8M |
| Q1 2026 | 27 | $203.6M |
| Q4 2025 | 26 | $257.0M |
| Q3 2025 | 26 | $358.4M |
| Q2 2025 | 28 | $365.0M |
| Q1 2025 | 23 | $280.3M |
| Q4 2024 | 18 | $260.6M |
| Q3 2024 | 14 | $121.6M |
- Citadel Advisors LLC+151.2K (+472%)
- BlackRock+141.1K (+7%)
- FMR LLC (Fidelity)+105.3K (+68%)
- AQR Capital Management+97.9K (+126%)
- Goldman Sachs Group+77.6K (+29%)
- Two Sigma Investments−120.6K (-82%)
- Renaissance Technologies LLC−108.0K (-17%)
- Morgan Stanley−67.4K (-26%)
- Vanguard Portfolio Management LLC−28.0K (-11%)
- Bank of America Corp−24.8K (-27%)
- Millennium Management+25.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BBSI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| SC 13G | Jul 6, 2026 | - | - | |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 21, 2026 | - | - | |
| 8-K | Mar 31, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
Related Information Technology companies
- AMN · AMN HEALTHCARE SERVICES INCServices-Help Supply Services
- ASGN · ASGN IncServices-Help Supply Services
- CCRN · CROSS COUNTRY HEALTHCARE INCServices-Help Supply Services
- NSP · INSPERITY, INC.Services-Help Supply Services
- KELYA · KELLY SERVICES INCServices-Help Supply Services
- KFRC · KFORCE INCServices-Help Supply Services
- RCMT · RCM TECHNOLOGIES, INC.Services-Help Supply Services
- TBI · TrueBlue, Inc.Services-Help Supply Services
BBSI SEC filings: frequently asked questions
Which institutions hold BBSI stock?
As of June 30, 2026, the largest BARRETT BUSINESS SERVICES INC (BBSI) holders among the 13F filers tracked by SignalX were BlackRock ($72.8 million), Vanguard Capital Management LLC ($37.4 million), Dimensional Fund Advisors ($25.6 million), State Street Corp ($24.0 million), Renaissance Technologies LLC ($18.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BBSI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BARRETT BUSINESS SERVICES INC (BBSI) reported revenue of $1.2 billion (up 8.4% from FY2024) and net income of $54.4 million. Diluted EPS was $2.08. The figures come from the XBRL data in the 10-K.
What did BBSI report in its latest 8-K?
BARRETT BUSINESS SERVICES INC (BBSI) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results for quarter ended June 30, 2026 furnished through Exhibit 99.1.
What are the latest BBSI SEC filings?
BARRETT BUSINESS SERVICES INC (BBSI) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on July 7, 2026.
What is BBSI's SEC CIK number?
BARRETT BUSINESS SERVICES INC (BBSI)'s SEC Central Index Key (CIK) is 902791. EDGAR lists every BBSI filing under that number.
Ask anything about BBSI
The research agent reads BBSI's filings, financials, insider trades and 13F holders, then answers with sources.