Principal Financial Group Inc. Increases Position in Genpact Limited $G

Principal Financial Group Inc. lifted its holdings in shares of Genpact Limited (NYSE:G) by 36.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 497,105 shares of the business services provider’s stock after buying an additional 132,310 shares during the period. Principal Financial Group Inc. owned approximately 0.29% of Genpact worth $20,824,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Hussman Strategic Advisors Inc. purchased a new stake in shares of Genpact in the second quarter valued at approximately $3,697,000. Access Investment Management LLC purchased a new position in Genpact in the second quarter worth $9,423,000. Strs Ohio lifted its holdings in Genpact by 51.4% in the second quarter. Strs Ohio now owns 56,217 shares of the business services provider’s stock valued at $2,474,000 after acquiring an additional 19,075 shares during the period. Bell Asset Management Ltd boosted its position in shares of Genpact by 9.5% during the 2nd quarter. Bell Asset Management Ltd now owns 104,377 shares of the business services provider’s stock worth $4,594,000 after purchasing an additional 9,063 shares in the last quarter. Finally, Asset Management One Co. Ltd. boosted its position in shares of Genpact by 149.5% during the 2nd quarter. Asset Management One Co. Ltd. now owns 33,618 shares of the business services provider’s stock worth $1,480,000 after purchasing an additional 20,146 shares in the last quarter. Institutional investors and hedge funds own 96.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on G. Needham & Company LLC cut their price target on shares of Genpact from $53.00 to $50.00 and set a “buy” rating for the company in a report on Friday. Wall Street Zen raised shares of Genpact from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Citigroup upgraded shares of Genpact to a “hold” rating in a research report on Thursday, October 23rd. Susquehanna set a $42.00 price target on Genpact in a report on Friday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Genpact in a research note on Friday, December 26th. One investment analyst has rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $47.57.

Genpact Stock Up 6.9%

G stock opened at $40.32 on Monday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.66 and a quick ratio of 1.51. The company’s 50 day simple moving average is $45.91 and its 200-day simple moving average is $43.72. Genpact Limited has a 12 month low of $37.49 and a 12 month high of $56.76. The firm has a market capitalization of $6.95 billion, a PE ratio of 12.88, a P/E/G ratio of 1.20 and a beta of 0.74.

Genpact (NYSE:G) last posted its earnings results on Thursday, February 5th. The business services provider reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.31 billion. Genpact had a return on equity of 22.02% and a net margin of 10.88%.Genpact’s revenue was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.91 EPS. Genpact has set its FY 2026 guidance at 4.010-4.010 EPS and its Q1 2026 guidance at 0.920-0.930 EPS. Equities analysts expect that Genpact Limited will post 3.21 earnings per share for the current fiscal year.

Genpact Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 16th will be given a dividend of $0.1875 per share. The ex-dividend date is Monday, March 16th. This represents a $0.75 dividend on an annualized basis and a yield of 1.9%. This is a boost from Genpact’s previous quarterly dividend of $0.17. Genpact’s dividend payout ratio (DPR) is 21.73%.

Insider Activity at Genpact

In other news, SVP Sameer Dewan sold 26,531 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $44.70, for a total value of $1,185,935.70. Following the completion of the transaction, the senior vice president owned 62,617 shares of the company’s stock, valued at $2,798,979.90. The trade was a 29.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Tamara Franklin sold 2,750 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $45.65, for a total transaction of $125,537.50. Following the transaction, the director directly owned 22,236 shares in the company, valued at $1,015,073.40. The trade was a 11.01% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 60,385 shares of company stock valued at $2,762,475. 2.80% of the stock is owned by insiders.

Genpact News Summary

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Q4 results beat and management raised guidance — Genpact reported $0.97 EPS vs. $0.93 consensus and $1.32B revenue (vs. ~$1.31B est.). Management issued FY‑2026 EPS guidance of 4.01 and Q1 EPS guidance of 0.92–0.93, both above Street expectations; this combination of a beat plus upward guidance is a clear catalyst supporting the stock. MarketBeat Earnings Summary
• Positive Sentiment: Dividend hike signals confidence — the board raised the quarterly dividend ~10.3% to $0.1875 per share (annualized yield ~1.9%), which can attract income and dividend‑focused investors and supports the equity’s valuation. PR Newswire Release
• Positive Sentiment: Analyst estimate momentum / technical setup — coverage pieces note analysts have been revising estimates higher and the shares were technically oversold, suggesting heavy selling may have been exhausted and a turnaround could follow if upgrades continue. This improves the odds of a continued bounce. Zacks Turnaround Note
• Neutral Sentiment: Company fundamentals / full‑year results context — FY‑2025 revenue grew ~6.6% to $5.08B with strength in Advanced Technology Solutions and Data‑Tech‑AI (growth segments), and adjusted EPS up ~11%. These are supportive longer‑term fundamentals but may already be partly priced in. PR Newswire Full Results
• Neutral Sentiment: Valuation debate / analyst notes — some coverage frames Genpact as a value/undervalued name after the recent slide; that discussion can bring long‑term buyers but is not an immediate catalyst unless followed by concrete upgrades from major shops. Yahoo Finance Valuation Check
• Negative Sentiment: Price target trim from Needham — Needham cut its price target from $53 to $50 (but retained a Buy rating). A lowered PT can temper upside expectations for some investors even though the rating stayed positive. The Fly: Needham PT Change

About Genpact

Genpact is a global professional services firm specializing in digitally powered business process management and services. The company partners with clients across industries to design, transform and run key operations, leveraging data analytics, artificial intelligence, automation and domain expertise. Its offerings span finance and accounting, supply chain management, procurement, customer experience, risk and compliance, and other critical business functions.

Founded in 1997 as the business process outsourcing arm of General Electric and originally known as GE Capital International Services, the company rebranded as Genpact in 2005 and completed its initial public offering on the New York Stock Exchange in 2007 under the ticker symbol “G.” Over time, Genpact has expanded beyond traditional outsourcing to focus on digital transformation and innovation, helping organizations accelerate growth and improve operational efficiency.

Headquartered in New York City, Genpact serves clients in more than 30 countries across North America, Latin America, Europe and Asia Pacific.