Barrington Research Predicts Weaker Earnings for ExlService

ExlService Holdings, Inc. (NASDAQ:EXLS - Free Report) - Analysts at Barrington Research reduced their Q3 2025 earnings per share estimates for ExlService in a report released on Thursday, May 1st. Barrington Research analyst V. Colicchio now anticipates that the business services provider will post earnings of $0.36 per share for the quarter, down from their prior estimate of $0.40. The consensus estimate for ExlService's current full-year earnings is $1.27 per share. Barrington Research also issued estimates for ExlService's Q4 2025 earnings at $0.39 EPS.

ExlService (NASDAQ:EXLS - Get Free Report) last posted its earnings results on Tuesday, April 29th. The business services provider reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.03. ExlService had a net margin of 10.61% and a return on equity of 23.23%. The company had revenue of $501.02 million for the quarter, compared to analyst estimates of $489.66 million. During the same period in the previous year, the business posted $0.38 EPS. ExlService's revenue was up 14.8% on a year-over-year basis.

A number of other brokerages have also recently weighed in on EXLS. JPMorgan Chase & Co. lifted their price objective on ExlService from $52.00 to $53.00 and gave the company an "overweight" rating in a research note on Thursday, May 1st. Jefferies Financial Group boosted their price objective on shares of ExlService from $47.00 to $57.00 and gave the stock a "buy" rating in a research report on Tuesday, January 21st. Needham & Company LLC upped their target price on ExlService from $50.00 to $60.00 and gave the company a "buy" rating in a research report on Thursday, February 27th. StockNews.com downgraded shares of ExlService from a "buy" rating to a "hold" rating in a research report on Monday, April 14th. Finally, Stifel Nicolaus lifted their target price on ExlService from $48.00 to $54.00 and gave the company a "buy" rating in a research note on Thursday, February 27th. Two research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $50.57.

ExlService Trading Up 0.4 %

EXLS traded up $0.19 on Monday, hitting $46.73. The company had a trading volume of 1,152,683 shares, compared to its average volume of 1,026,704. ExlService has a 1 year low of $28.59 and a 1 year high of $52.43. The firm has a market cap of $7.60 billion, a P/E ratio of 41.00, a PEG ratio of 2.11 and a beta of 0.86. The company's fifty day moving average price is $45.82 and its 200 day moving average price is $46.15. The company has a current ratio of 3.02, a quick ratio of 3.02 and a debt-to-equity ratio of 0.37.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of EXLS. Envestnet Portfolio Solutions Inc. increased its position in shares of ExlService by 1.5% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 14,270 shares of the business services provider's stock worth $633,000 after purchasing an additional 214 shares during the last quarter. Balboa Wealth Partners boosted its position in ExlService by 5.0% during the 1st quarter. Balboa Wealth Partners now owns 5,140 shares of the business services provider's stock valued at $243,000 after purchasing an additional 244 shares during the period. Xponance Inc. grew its position in shares of ExlService by 1.2% during the first quarter. Xponance Inc. now owns 23,630 shares of the business services provider's stock worth $1,116,000 after acquiring an additional 270 shares during the last quarter. Kensington Investment Counsel LLC grew its position in ExlService by 0.7% in the 4th quarter. Kensington Investment Counsel LLC now owns 39,207 shares of the business services provider's stock worth $1,740,000 after purchasing an additional 282 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in ExlService by 1.9% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 15,112 shares of the business services provider's stock worth $713,000 after buying an additional 286 shares in the last quarter. 92.92% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Anita Mahon sold 10,558 shares of the business's stock in a transaction on Tuesday, March 11th. The stock was sold at an average price of $45.92, for a total value of $484,823.36. Following the completion of the transaction, the executive vice president now directly owns 94,443 shares of the company's stock, valued at $4,336,822.56. The trade was a 10.06 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Jaynie M. Studenmund sold 14,580 shares of ExlService stock in a transaction dated Friday, May 2nd. The stock was sold at an average price of $47.53, for a total transaction of $692,987.40. The disclosure for this sale can be found here. Over the last three months, insiders have sold 48,178 shares of company stock worth $2,354,449. 4.16% of the stock is owned by company insiders.

About ExlService

ExlService Holdings, Inc operates as a data analytics, and digital operations and solutions company in the United States and internationally. The company operates through Insurance, Healthcare, Analytics, and Emerging Business segments. It also provides digital operations and solutions and analytics-driven services, such as claims processing, premium and benefit administration, agency management, account reconciliation, policy research, underwriting support, new business acquisition, policy servicing, premium audit, surveys, billing and collection, commercial and residential survey, and customer service using digital technology, artificial intelligence, machine learning, and advanced automation; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and LISS platforms; subrogation services; and Subrosource software platform, an end-to-end subrogation platform.