IDT (NYSE:IDT) Announces Quarterly Earnings Results

IDT (NYSE:IDT) released its quarterly earnings results on Tuesday. The utilities provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.90 by $0.10, FiscalAI reports. IDT had a return on equity of 27.12% and a net margin of 6.53%.The business had revenue of $320.52 million during the quarter, compared to analysts’ expectations of $302.00 million.

Here are the key takeaways from IDT’s conference call:

• IDT raised fiscal 2026 adjusted EBITDA guidance to $147–$149 million (midpoint ≈ $5M higher, ~12% above FY25) after reporting record gross profit, adjusted EBITDA and non‑GAAP EPS in Q2.
• BOSS Money is shifting customers to higher‑margin digital, with digital transactions up 17% YoY and a remittance‑tax‑driven rotation from retail that helped drive a 44% increase in Fintech adjusted EBITDA.
• Net2Phone improved margins and is advancing AI, delivering a 37% YoY increase in adjusted EBITDA and launching an “Agentic AI” offering integrated with Unified Communications, with modest incremental H2 investment planned.
• NRS grew merchant services and SaaS recurring revenue, but advertising was pressured by lower CPMs and SG&A rose modestly from pre‑product hiring and a higher reseller mix, partially offsetting gains.
• Capital allocation prioritized returns while preserving cash: management increased the annual dividend by 17% to $0.28 and repurchased $15M of stock in the first six months of FY26, while keeping cash available for opportunistic buybacks or M&A.

IDT Trading Down 5.7%

NYSE IDT traded down $2.92 during trading on Wednesday, hitting $48.73. 96,792 shares of the company’s stock were exchanged, compared to its average volume of 147,822. The company has a market cap of $1.22 billion, a PE ratio of 15.09 and a beta of 0.76. IDT has a fifty-two week low of $45.35 and a fifty-two week high of $71.12. The stock’s 50 day moving average price is $49.90 and its two-hundred day moving average price is $52.76.

IDT Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, March 19th will be paid a dividend of $0.07 per share. The ex-dividend date of this dividend is Thursday, March 19th. This is a positive change from IDT’s previous quarterly dividend of $0.06. This represents a $0.28 annualized dividend and a yield of 0.6%. IDT’s payout ratio is presently 7.45%.

Trending Headlines about IDT

Here are the key news stories impacting IDT this week:

• Positive Sentiment: Company raised FY2026 adjusted EBITDA guidance to $147M–$149M (midpoint ≈ +12% YoY), signaling stronger-than-expected profitability outlook. IDT raises guidance
• Positive Sentiment: Record quarterly gross profit, improved gross margins and increased Adjusted EBITDA and non‑GAAP EPS ($1.00) driven by growth in NRS, BOSS Money and net2phone; consolidated revenue topped estimates (~$320.5M vs. consensus ~$302–305M). Earnings press release
• Positive Sentiment: Board increased the annual dividend by ~17% to $0.28 and declared a $0.07 quarterly payout—a sign of confidence and a modest cash return to shareholders. Dividend article
• Neutral Sentiment: Company continued buybacks (308K shares year‑to‑date, ~$15M) and ended the quarter with a strong cash position and no net debt—positive credit/cash profile but modest repurchase scale relative to market cap. Earnings press release
• Negative Sentiment: Earnings were mixed: GAAP diluted EPS came in at $0.84 (Quiver/others flagged this as below some street EPS references), while non‑GAAP EPS was $1.00—investors may be discounting non‑GAAP adjustments. Quiver earnings summary
• Negative Sentiment: Certain operating metrics under pressure: income from operations declined vs. prior year; Advertising & Data recurring revenue fell (~10%); Traditional Communications gross profit declined—these mix and margin headwinds temper the upbeat headlines. Segment detail
• Negative Sentiment: Insider sales and notable institutional rebalancing (some large holders reduced positions in recent quarters) may be adding selling pressure despite the company’s operational positives. Insider & institutional activity

Insider Activity

In related news, CFO Marcelo Fischer sold 920 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $52.04, for a total transaction of $47,876.80. Following the completion of the transaction, the chief financial officer directly owned 55,943 shares in the company, valued at $2,911,273.72. This represents a 1.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Over the last 90 days, insiders have sold 8,570 shares of company stock worth $446,073. Insiders own 25.41% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. State of Tennessee Department of Treasury bought a new position in shares of IDT in the 4th quarter valued at $268,000. Tudor Investment Corp ET AL increased its holdings in IDT by 9.1% in the 4th quarter. Tudor Investment Corp ET AL now owns 16,274 shares of the utilities provider’s stock worth $833,000 after purchasing an additional 1,364 shares in the last quarter. Public Employees Retirement System of Ohio raised its position in IDT by 447.8% in the fourth quarter. Public Employees Retirement System of Ohio now owns 10,080 shares of the utilities provider’s stock valued at $516,000 after purchasing an additional 8,240 shares during the last quarter. CSM Advisors LLC boosted its stake in shares of IDT by 107.4% during the fourth quarter. CSM Advisors LLC now owns 103,950 shares of the utilities provider’s stock valued at $5,321,000 after purchasing an additional 53,835 shares in the last quarter. Finally, Geode Capital Management LLC boosted its stake in shares of IDT by 22.1% during the fourth quarter. Geode Capital Management LLC now owns 559,849 shares of the utilities provider’s stock valued at $28,675,000 after purchasing an additional 101,268 shares in the last quarter. 59.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have issued reports on IDT. Weiss Ratings reissued a “hold (c+)” rating on shares of IDT in a report on Monday, December 29th. Wall Street Zen cut IDT from a “strong-buy” rating to a “buy” rating in a report on Saturday. One equities research analyst has rated the stock with a Hold rating, According to data from MarketBeat, the company has an average rating of “Hold”.

About IDT

IDT Corporation, founded in 1990 and headquartered in Newark, New Jersey, is a diversified global provider of telecommunications and payment services. The company operates through its primary communications arm, IDT Telecom, and a digital solutions segment that encompasses cross-border money transfers and related fintech offerings. Since its inception, IDT has built an international network infrastructure to support voice and data transmission across more than 200 countries and territories.

Through IDT Telecom, the company offers a suite of voice communication products, including prepaid phone cards, VoIP services, SIP trunking and operator-assisted calling.