Aster Capital Management DIFC Ltd Trims Position in ExlService Holdings, Inc. $EXLS

Aster Capital Management DIFC Ltd decreased its holdings in shares of ExlService Holdings, Inc. (NASDAQ:EXLS) by 85.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,957 shares of the business services provider’s stock after selling 17,583 shares during the quarter. Aster Capital Management DIFC Ltd’s holdings in ExlService were worth $130,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Mather Group LLC. purchased a new position in ExlService during the third quarter worth about $25,000. CENTRAL TRUST Co increased its stake in shares of ExlService by 2,428.0% during the 3rd quarter. CENTRAL TRUST Co now owns 632 shares of the business services provider’s stock valued at $28,000 after acquiring an additional 607 shares during the last quarter. First Horizon Corp purchased a new position in shares of ExlService during the 3rd quarter worth about $32,000. Farther Finance Advisors LLC boosted its position in shares of ExlService by 533.6% in the third quarter. Farther Finance Advisors LLC now owns 792 shares of the business services provider’s stock worth $35,000 after acquiring an additional 667 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in ExlService in the second quarter valued at approximately $43,000. Hedge funds and other institutional investors own 92.92% of the company’s stock.

Insider Buying and Selling at ExlService

In other ExlService news, insider Vikas Bhalla sold 11,774 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $39.99, for a total value of $470,842.26. Following the completion of the transaction, the insider directly owned 115,272 shares of the company’s stock, valued at $4,609,727.28. This represents a 9.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Ajay Ayyappan sold 8,114 shares of the firm’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $42.53, for a total value of $345,088.42. Following the sale, the executive vice president owned 53,515 shares of the company’s stock, valued at $2,275,992.95. This represents a 13.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 23,360 shares of company stock valued at $920,567 over the last 90 days. Insiders own 4.04% of the company’s stock.

ExlService News Summary

Here are the key news stories impacting ExlService this week:

• Positive Sentiment: Q4 beat and raised/above-consensus FY‑2026 guidance — revenue and adjusted EPS topped expectations and management provided FY‑26 EPS guidance that reassured investors on near-term fundamentals. EXL Reports 2025 Fourth Quarter and Year-End Results; Issues 2026 Guidance
• Positive Sentiment: Management guidance and AI push — company projects 9%–11% organic growth for 2026 and is expanding AI-led services and cloud offerings, supporting revenue growth and higher-margin mix upside. ExlService expects 9%-11% organic growth in 2026 while expanding AI-led services
• Positive Sentiment: Strategic capital allocation & product shift — commentary on buybacks, cloud migration and updated targets signals management is prioritizing scalable, higher‑margin initiatives that can support multiple expansion if execution continues. How The ExlService (EXLS) Story Is Shifting With New Targets Buybacks And Cloud Moves
• Neutral Sentiment: Analyst target trims but buy ratings remain — TD Cowen and Stifel cut price targets (to $45 and $46) while keeping Buy ratings, narrowing upside expectations but still implying meaningful upside from current levels. Assessing ExlService Hldgs: Insights From 4 Financial Analysts
• Neutral Sentiment: Short-interest report appears unreliable — February short-interest data shows zero shares (likely a reporting glitch), so there’s no clear short-squeeze pressure indicated.
• Negative Sentiment: Insider selling disclosed — EVP Ajay Ayyappan sold ~1,197 shares recently; while small in dollar terms relative to institutional ownership, insider sales can be viewed negatively by some market participants. SEC Form 4 — Insider Sale
• Negative Sentiment: Technical/momentum headwinds — shares remain below the 50‑ and 200‑day moving averages, which can limit near-term upside until technicals improve and sustain a trend reversal.

ExlService Stock Performance

Shares of NASDAQ:EXLS opened at $31.25 on Monday. The business’s 50-day simple moving average is $37.71 and its 200 day simple moving average is $40.27. The company has a market cap of $4.89 billion, a P/E ratio of 20.29, a PEG ratio of 1.35 and a beta of 0.91. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.56 and a current ratio of 2.56. ExlService Holdings, Inc. has a one year low of $26.94 and a one year high of $48.79.

Analysts Set New Price Targets

A number of research firms have weighed in on EXLS. Stifel Nicolaus cut their price target on shares of ExlService from $54.00 to $46.00 and set a “buy” rating on the stock in a research note on Thursday. Weiss Ratings restated a “hold (c+)” rating on shares of ExlService in a report on Thursday, January 22nd. Robert W. Baird set a $35.00 target price on ExlService in a report on Wednesday. TD Cowen lowered their price target on ExlService from $51.00 to $45.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Needham & Company LLC restated a “buy” rating and issued a $40.00 price objective (down from $55.00) on shares of ExlService in a report on Wednesday. Four analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, ExlService currently has a consensus rating of “Moderate Buy” and an average price target of $43.60.

ExlService Profile

ExlService Holdings, Inc (NASDAQ: EXLS) is a global operations management and analytics company that partners with clients in insurance, healthcare, banking, and financial services to drive digital transformation and operational excellence. The firm delivers analytics-driven solutions and business process outsourcing services, including claims adjudication, finance and accounting, data management, and customer service support. ExlService combines domain expertise with advanced analytics, artificial intelligence, and automation technologies to help organizations optimize processes, enhance customer experiences, and manage risk.

Founded in 1999 and headquartered in New York City, ExlService has grown through a mix of organic expansion and strategic acquisitions, earning recognition for its data analytics capabilities and industry-specific knowledge.