Jefferies Financial Group Inc. Invests $3.80 Million in ExlService Holdings, Inc. $EXLS

Jefferies Financial Group Inc. bought a new stake in ExlService Holdings, Inc. (NASDAQ:EXLS) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 147,118 shares of the business services provider’s stock, valued at approximately $3,804,000.

Several other hedge funds have also added to or reduced their stakes in the company. Fox Run Management L.L.C. bought a new position in shares of ExlService during the fourth quarter worth about $1,455,000. UBS Group AG lifted its stake in ExlService by 103.6% in the 4th quarter. UBS Group AG now owns 1,091,714 shares of the business services provider’s stock valued at $46,332,000 after acquiring an additional 555,382 shares in the last quarter. Counterpoint Mutual Funds LLC acquired a new position in ExlService during the 1st quarter worth approximately $4,767,000. Rothschild Investment LLC boosted its position in ExlService by 2,883.0% during the 4th quarter. Rothschild Investment LLC now owns 65,894 shares of the business services provider’s stock worth $2,797,000 after acquiring an additional 63,685 shares during the last quarter. Finally, OP Asset Management Ltd bought a new position in shares of ExlService during the 1st quarter worth approximately $3,412,000. 92.92% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Robert W. Baird set a $45.00 target price on shares of ExlService and gave the stock an “outperform” rating in a report on Thursday, July 30th. Barrington Research set a $43.00 price target on shares of ExlService in a research note on Thursday, July 30th. Weiss Ratings raised shares of ExlService from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, August 19th. TD Cowen restated a “buy” rating and issued a $45.00 price objective (up from $43.00) on shares of ExlService in a report on Thursday. Finally, Needham & Company LLC lifted their target price on ExlService from $40.00 to $45.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Six analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $44.50.

ExlService Trading Up 0.6%

EXLS opened at $38.40 on Friday. The stock’s fifty day simple moving average is $31.13 and its 200 day simple moving average is $30.46. The stock has a market cap of $5.82 billion, a PE ratio of 24.15, a price-to-earnings-growth ratio of 1.53 and a beta of 0.80. ExlService Holdings, Inc. has a 1-year low of $24.85 and a 1-year high of $45.08.

ExlService (NASDAQ:EXLS) last announced its earnings results on Tuesday, July 28th. The business services provider reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $594.76 million for the quarter, compared to analyst estimates of $573.94 million. ExlService had a return on equity of 30.61% and a net margin of 11.17%.The firm’s quarterly revenue was up 15.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.49 earnings per share. ExlService has set its FY 2026 guidance at 2.250-2.290 EPS. Equities analysts forecast that ExlService Holdings, Inc. will post 1.82 earnings per share for the current year.

Insider Transactions at ExlService

In other ExlService news, insider Vikas Bhalla sold 11,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $34.99, for a total value of $384,890.00. Following the completion of the sale, the insider owned 130,295 shares of the company’s stock, valued at $4,559,022.05. The trade was a 7.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.66% of the stock is owned by corporate insiders.

ExlService Company 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.