CSG Systems International (NASDAQ:CSGS) Hits New 12-Month High After Earnings Beat

CSG Systems International, Inc. (NASDAQ:CSGS) hit a new 52-week high during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $80.67 and last traded at $79.86, with a volume of 535069 shares changing hands. The stock had previously closed at $79.45.

The technology company reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.33 by $0.20. The company had revenue of $323.09 million for the quarter, compared to the consensus estimate of $296.25 million. CSG Systems International had a net margin of 4.57% and a return on equity of 36.72%.

CSG Systems International Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 18th will be given a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 1.7%. This is a positive change from CSG Systems International’s previous quarterly dividend of $0.32. The ex-dividend date is Wednesday, March 18th. CSG Systems International’s payout ratio is currently 64.32%.

Key Headlines Impacting CSG Systems International

Here are the key news stories impacting CSG Systems International this week:

• Positive Sentiment: Quarterly results beat expectations: CSGS reported non-GAAP EPS of $1.53, topping the consensus and driven by revenue that exceeded estimates — total revenue of ~$323.1M. This beat and the stronger-than-expected top line are a primary near-term positive catalyst. CSG Systems (CSGS) Q4 Earnings Surpass Estimates
• Positive Sentiment: Strong non-GAAP profitability metrics: Management disclosed a non-GAAP operating margin of ~22.3% and non-GAAP EPS of $1.53, which investors view more favorably than the lower GAAP numbers. CSG Systems International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Dividend raise and consistency: Board approved a 6% increase to the quarterly dividend (to $0.34), marking the 13th consecutive year of increases — supports yield-focused holders and signals confidence in cash returns. CSG Systems International Announces Its 13th Consecutive Year of Increased Dividend Payout
• Neutral Sentiment: Valuation / potential deal context: Coverage notes shares are trading near a NEC cash offer and a fair-value estimate, which could limit upside unless a higher bid or re-rating occurs; impact is uncertain until more M&A clarity emerges. CSG Systems International (CSGS) Valuation Check As Shares Trade Near NEC Cash Offer And Fair Value Estimate
• Neutral Sentiment: Analyst targets & institutional flows mixed: Recent median price target sits near the current price (~$80.85) and filings show both adds and sizable trims by large institutions — creates mixed pressure on the stock. CSG Systems International Inc. (CSGS) Releases Q4 2025 Earnings: Modest Revenue Growth but Sharp Profit Decline
• Negative Sentiment: GAAP profitability and cash flow weakness: GAAP EPS was $0.25, operating income and net income fell sharply year-over-year (operating profit down ~31%; net income down ~80%), and operating cash flow declined ~28% — risks to forward guidance and valuation until margins/cash conversion improve. CSG Systems International Inc. (CSGS) Releases Q4 2025 Earnings: Modest Revenue Growth but Sharp Profit Decline

Analyst Upgrades and Downgrades

A number of research firms have recently commented on CSGS. Benchmark downgraded CSG Systems International from a “buy” rating to a “hold” rating in a research note on Wednesday, October 29th. Oppenheimer cut shares of CSG Systems International to a “market perform” rating in a research report on Wednesday, October 29th. Northland Securities lowered shares of CSG Systems International from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. William Blair cut shares of CSG Systems International from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 29th. Finally, Sidoti lowered shares of CSG Systems International from a “buy” rating to a “hold” rating and set a $81.00 target price for the company. in a research note on Wednesday, October 29th. Three equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, CSG Systems International presently has an average rating of “Hold” and a consensus target price of $72.94.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Bank of New York Mellon Corp raised its holdings in shares of CSG Systems International by 1.7% during the second quarter. Bank of New York Mellon Corp now owns 478,663 shares of the technology company’s stock valued at $31,261,000 after acquiring an additional 7,908 shares during the period. Willis Investment Counsel boosted its stake in CSG Systems International by 91.2% in the 2nd quarter. Willis Investment Counsel now owns 35,341 shares of the technology company’s stock worth $2,308,000 after purchasing an additional 16,862 shares during the period. Hillsdale Investment Management Inc. boosted its stake in CSG Systems International by 24.8% in the 2nd quarter. Hillsdale Investment Management Inc. now owns 106,700 shares of the technology company’s stock worth $6,969,000 after purchasing an additional 21,200 shares during the period. Rhumbline Advisers grew its position in CSG Systems International by 2.3% during the 2nd quarter. Rhumbline Advisers now owns 81,812 shares of the technology company’s stock worth $5,343,000 after purchasing an additional 1,836 shares in the last quarter. Finally, Leuthold Group LLC raised its stake in CSG Systems International by 2.4% during the 2nd quarter. Leuthold Group LLC now owns 43,593 shares of the technology company’s stock valued at $2,847,000 after purchasing an additional 1,014 shares during the period. 91.07% of the stock is currently owned by institutional investors and hedge funds.

CSG Systems International Price Performance

The stock has a fifty day moving average price of $78.22 and a 200-day moving average price of $71.19. The company has a market cap of $2.28 billion, a PE ratio of 40.13, a price-to-earnings-growth ratio of 1.88 and a beta of 0.88. The company has a debt-to-equity ratio of 1.86, a current ratio of 1.50 and a quick ratio of 1.50.

About CSG Systems International

CSG Systems International (NASDAQ: CSGS) is a global provider of business support systems and digital monetization solutions designed for communications and media service providers. Headquartered in Englewood, Colorado, the company delivers a suite of subscription billing, customer care, revenue management and digital commerce offerings that enable operators to launch, manage and monetize connectivity, entertainment and IoT services. CSG’s software platforms are built to support high-volume transaction processing, real-time rating and modern customer engagement capabilities.

Since its incorporation in 1982, CSG has expanded its footprint across North America, Latin America, Europe, the Middle East, Africa and the Asia-Pacific region.