What is William Blair's Forecast for ExlService Q3 Earnings?

ExlService Holdings, Inc. (NASDAQ:EXLS - Free Report) - Stock analysts at William Blair lowered their Q3 2025 earnings per share (EPS) estimates for ExlService in a research note issued to investors on Wednesday, April 30th. William Blair analyst M. Nolan now anticipates that the business services provider will post earnings per share of $0.38 for the quarter, down from their prior estimate of $0.39. The consensus estimate for ExlService's current full-year earnings is $1.27 per share. William Blair also issued estimates for ExlService's Q1 2026 earnings at $0.43 EPS and Q4 2026 earnings at $0.47 EPS.

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

Other equities analysts have also issued reports about the company. StockNews.com lowered ExlService from a "buy" rating to a "hold" rating in a report on Monday, April 14th. Jefferies Financial Group increased their price target on ExlService from $47.00 to $57.00 and gave the stock a "buy" rating in a research note on Tuesday, January 21st. Stifel Nicolaus boosted their price objective on ExlService from $48.00 to $54.00 and gave the company a "buy" rating in a research note on Thursday, February 27th. JPMorgan Chase & Co. increased their target price on shares of ExlService from $52.00 to $53.00 and gave the stock an "overweight" rating in a research report on Thursday. Finally, Needham & Company LLC boosted their price target on shares of ExlService from $50.00 to $60.00 and gave the company a "buy" rating in a research report on Thursday, February 27th. Two analysts have rated the stock with a hold rating and six have assigned a buy rating to the stock. Based on data from MarketBeat, ExlService has a consensus rating of "Moderate Buy" and a consensus price target of $50.57.

ExlService Stock Performance

Shares of ExlService stock traded up $0.56 on Friday, reaching $46.87. 2,102,303 shares of the company traded hands, compared to its average volume of 1,023,252. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.02 and a quick ratio of 3.02. The firm has a market capitalization of $7.63 billion, a PE ratio of 41.11, a PEG ratio of 2.11 and a beta of 0.86. The company has a 50 day moving average of $45.89 and a 200 day moving average of $46.10. ExlService has a 52 week low of $28.59 and a 52 week high of $52.43.

Institutional Trading of ExlService

Several institutional investors and hedge funds have recently modified their holdings of EXLS. Envestnet Portfolio Solutions Inc. raised its stake in ExlService by 1.5% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 14,270 shares of the business services provider's stock valued at $633,000 after purchasing an additional 214 shares in the last quarter. Balboa Wealth Partners raised its position in shares of 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 buying an additional 244 shares in the last quarter. Xponance Inc. lifted its holdings in shares of ExlService by 1.2% during the 1st 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 fourth quarter. Kensington Investment Counsel LLC now owns 39,207 shares of the business services provider's stock worth $1,740,000 after acquiring an additional 282 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its stake in ExlService by 1.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 15,112 shares of the business services provider's stock valued at $713,000 after acquiring an additional 286 shares during the last quarter. Hedge funds and other institutional investors own 92.92% of the company's stock.

Insider Transactions at ExlService

In other news, EVP Anita Mahon sold 10,558 shares of the company's stock in a transaction on Tuesday, March 11th. The shares were sold at an average price of $45.92, for a total value of $484,823.36. Following the transaction, the executive vice president now owns 94,443 shares of the company's stock, valued at approximately $4,336,822.56. This represents a 10.06 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Ajay Ayyappan sold 4,989 shares of the stock in a transaction on Wednesday, February 19th. The stock was sold at an average price of $50.70, for a total value of $252,942.30. Following the completion of the sale, the executive vice president now owns 40,986 shares in the company, valued at $2,077,990.20. This trade represents a 10.85 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 33,598 shares of company stock valued at $1,661,461. 4.16% of the stock is currently owned by corporate 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.