Equities Analysts Issue Forecasts for ExlService Q3 Earnings

ExlService Holdings, Inc. (NASDAQ:EXLS) – Stock analysts at William Blair dropped their Q3 2025 earnings estimates for shares of ExlService in a 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 previous forecast 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) last issued its quarterly earnings data on Tuesday, April 29th. The business services provider reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.03. ExlService had a return on equity of 23.23% and a net margin of 10.61%. The company had revenue of $501.02 million during the quarter, compared to analysts’ expectations of $489.66 million. During the same quarter in the previous year, the business earned $0.38 earnings per share. The firm’s revenue for the quarter was up 14.8% on a year-over-year basis.

A number of other brokerages also recently issued reports on EXLS. StockNews.com downgraded ExlService from a “buy” rating to a “hold” rating in a research note on Monday, April 14th. Stifel Nicolaus boosted their price objective on shares of ExlService from $48.00 to $54.00 and gave the stock a “buy” rating in a report on Thursday, February 27th. Jefferies Financial Group increased their target price on shares of ExlService from $47.00 to $57.00 and gave the company a “buy” rating in a report on Tuesday, January 21st. JPMorgan Chase & Co. upped their price target on ExlService from $52.00 to $53.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Needham & Company LLC increased their price objective on shares of ExlService from $50.00 to $60.00 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 given a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $50.57.

ExlService Stock Up 1.2 %

Shares of NASDAQ:EXLS opened at $46.87 on Friday. ExlService has a fifty-two week low of $28.59 and a fifty-two week high of $52.43. The company has a quick ratio of 3.02, a current ratio of 3.02 and a debt-to-equity ratio of 0.37. The firm’s 50-day simple moving average is $45.89 and its 200-day simple moving average is $46.02. The company has a market cap of $7.61 billion, a price-to-earnings ratio of 41.11, a PEG ratio of 2.11 and a beta of 0.91.

Insider Buying and Selling

In other ExlService news, EVP Ajay Ayyappan sold 16,186 shares of the business’s stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $51.50, for a total transaction of $833,579.00. Following the completion of the sale, the executive vice president now owns 40,986 shares of the company’s stock, valued at approximately $2,110,779. The trade was a 28.31 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Anita Mahon sold 10,558 shares of the firm’s stock in a transaction dated 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 owns 94,443 shares in the company, valued at approximately $4,336,822.56. This trade represents a 10.06 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 33,598 shares of company stock worth $1,661,461. 4.16% of the stock is owned by company insiders.

Hedge Funds Weigh In On ExlService

A number of hedge funds have recently made changes to their positions in EXLS. Forum Financial Management LP purchased a new position in ExlService in the first quarter valued at about $209,000. Victory Capital Management Inc. grew its position in ExlService by 126.7% in the first quarter. Victory Capital Management Inc. now owns 257,824 shares of the business services provider’s stock valued at $12,172,000 after acquiring an additional 144,103 shares in the last quarter. Whittier Trust Co. purchased a new stake in shares of ExlService during the first quarter valued at approximately $45,000. Massachusetts Financial Services Co. MA lifted its position in shares of ExlService by 0.4% during the first quarter. Massachusetts Financial Services Co. MA now owns 622,129 shares of the business services provider’s stock worth $29,371,000 after purchasing an additional 2,311 shares in the last quarter. Finally, Edgestream Partners L.P. purchased a new position in shares of ExlService in the first quarter valued at $8,596,000. Hedge funds and other institutional investors own 92.92% of the company’s stock.

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.