William Blair Has Negative Outlook of ExlService Q2 Earnings

ExlService Holdings, Inc. (NASDAQ:EXLS) – Equities researchers at William Blair lowered their Q2 2025 EPS estimates for ExlService in a research note issued to investors on Wednesday, April 30th. William Blair analyst M. Nolan now forecasts that the business services provider will post earnings per share of $0.35 for the quarter, down from their previous estimate of $0.36. The consensus estimate for ExlService’s current full-year earnings is $1.27 per share. William Blair also issued estimates for ExlService’s Q4 2025 earnings at $0.38 EPS, FY2025 earnings at $1.50 EPS and FY2026 earnings at $1.77 EPS.

Several other equities analysts have also commented on EXLS. Needham & Company LLC raised their target price on shares of ExlService from $50.00 to $60.00 and gave the company a “buy” rating in a report on Thursday, February 27th. StockNews.com downgraded shares of ExlService from a “buy” rating to a “hold” rating in a research report on Monday, April 14th. Jefferies Financial Group upped their target price on ExlService from $47.00 to $57.00 and gave the stock a “buy” rating in a research note on Tuesday, January 21st. Stifel Nicolaus lifted their price target on ExlService from $48.00 to $54.00 and gave the company a “buy” rating in a research note on Thursday, February 27th. Finally, JPMorgan Chase & Co. upped their price objective on ExlService from $52.00 to $53.00 and gave the stock an “overweight” rating in a research report on Thursday. Two research analysts have rated the stock with a hold rating and six have issued a buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $50.57.

ExlService Stock Up 1.2 %

EXLS stock opened at $46.87 on Monday. ExlService has a 52 week low of $28.59 and a 52 week high of $52.43. The business has a 50-day simple moving average of $45.89 and a 200 day simple moving average of $46.10. 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 company has a market cap of $7.63 billion, a PE ratio of 41.11, a price-to-earnings-growth ratio of 2.11 and a beta of 0.86.

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

Hedge Funds Weigh In On ExlService

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. FMR LLC grew its stake in shares of ExlService by 39.4% in the fourth quarter. FMR LLC now owns 9,364,312 shares of the business services provider’s stock worth $415,588,000 after purchasing an additional 2,647,937 shares during the last quarter. Norges Bank bought a new stake in shares of ExlService in the 4th quarter valued at about $106,452,000. Handelsbanken Fonder AB increased its stake in shares of ExlService by 313.9% in the fourth quarter. Handelsbanken Fonder AB now owns 2,194,690 shares of the business services provider’s stock valued at $97,400,000 after buying an additional 1,664,400 shares during the period. Raymond James Financial Inc. bought a new position in shares of ExlService during the fourth quarter worth about $52,852,000. Finally, Axiom Investors LLC DE acquired a new position in shares of ExlService in the fourth quarter worth approximately $20,419,000. 92.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Anita Mahon sold 10,558 shares of the business’s stock in a transaction dated Tuesday, March 11th. The stock was sold at an average price of $45.92, for a total transaction of $484,823.36. Following the sale, the executive vice president now directly owns 94,443 shares in the company, valued at approximately $4,336,822.56. The trade was a 10.06 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Ajay Ayyappan sold 16,186 shares of the firm’s stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $51.50, for a total transaction of $833,579.00. Following the completion of the transaction, the executive vice president now owns 40,986 shares of the company’s stock, valued at approximately $2,110,779. This trade represents a 28.31 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 33,598 shares of company stock worth $1,661,461. Insiders own 4.16% 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.