Barrington Research Predicts Reduced Earnings for ExlService

ExlService Holdings, Inc. (NASDAQ:EXLS) – Analysts at Barrington Research dropped their Q3 2025 earnings per share estimates for ExlService in a report issued on Thursday, May 1st. Barrington Research analyst V. Colicchio now forecasts that the business services provider will post earnings of $0.36 per share for the quarter, down from their previous estimate of $0.40. The consensus estimate for ExlService’s current full-year earnings is $1.27 per share. Barrington Research also issued estimates for ExlService’s Q4 2025 earnings at $0.39 EPS.

Other analysts have also recently issued research reports about the company. StockNews.com cut ExlService from a “buy” rating to a “hold” rating in a research report on Monday, April 14th. JPMorgan Chase & Co. lifted their price target on shares of ExlService from $52.00 to $53.00 and gave the stock an “overweight” rating in a report on Thursday, May 1st. Jefferies Financial Group lifted their target price on shares of ExlService from $47.00 to $57.00 and gave the stock a “buy” rating in a research note on Tuesday, January 21st. Needham & Company LLC upped 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. Finally, Stifel Nicolaus raised their target price on shares of ExlService from $48.00 to $54.00 and gave the stock a “buy” rating in a research report on Thursday, February 27th. Two analysts have rated the stock with a hold rating and six have given a buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $50.57.

ExlService Stock Performance

ExlService stock opened at $46.73 on Monday. ExlService has a fifty-two week low of $28.59 and a fifty-two week high of $52.43. The company has a market capitalization of $7.60 billion, a price-to-earnings ratio of 41.00, a PEG ratio of 2.11 and a beta of 0.86. The stock has a fifty day moving average of $45.82 and a two-hundred day moving average of $46.15. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.02 and a current ratio of 3.02.

ExlService (NASDAQ:EXLS) last posted its earnings results on Tuesday, April 29th. The business services provider reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.03. The firm had revenue of $501.02 million during the quarter, compared to the consensus estimate of $489.66 million. ExlService had a net margin of 10.61% and a return on equity of 23.23%. The firm’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same period last year, the firm posted $0.38 EPS.

Institutional Investors Weigh In On ExlService

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Envestnet Portfolio Solutions Inc. grew its stake in shares of ExlService by 1.5% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 14,270 shares of the business services provider’s stock valued at $633,000 after acquiring an additional 214 shares in the last quarter. Balboa Wealth Partners raised its position in shares of ExlService by 5.0% in the 1st quarter. Balboa Wealth Partners now owns 5,140 shares of the business services provider’s stock valued at $243,000 after purchasing an additional 244 shares in the last quarter. Xponance Inc. boosted its stake 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 valued at $1,116,000 after buying an additional 270 shares during the last quarter. Kensington Investment Counsel LLC increased its stake in shares of 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 buying an additional 282 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its holdings 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 in the last quarter. Hedge funds and other institutional investors own 92.92% of the company’s stock.

Insider Buying and Selling

In other ExlService news, EVP Anita Mahon sold 10,558 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president now owns 94,443 shares of the company’s stock, valued at $4,336,822.56. This trade represents a 10.06 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jaynie M. Studenmund sold 14,580 shares of the business’s stock in a transaction on Friday, May 2nd. The stock was sold at an average price of $47.53, for a total transaction of $692,987.40. The disclosure for this sale can be found here. In the last quarter, insiders sold 48,178 shares of company stock valued at $2,354,449. 4.16% of the stock is currently owned by corporate insiders.

ExlService Company Profile

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.