UBS Group AG Increases Holdings in ExlService Holdings, Inc. $EXLS

UBS Group AG increased its position in ExlService Holdings, Inc. (NASDAQ:EXLS) by 103.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,091,714 shares of the business services provider’s stock after buying an additional 555,382 shares during the quarter. UBS Group AG’s holdings in ExlService were worth $46,332,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. AQR Capital Management LLC raised its stake in shares of ExlService by 540.4% during the third quarter. AQR Capital Management LLC now owns 1,963,973 shares of the business services provider’s stock worth $86,474,000 after acquiring an additional 1,657,317 shares in the last quarter. Amundi bought a new stake in shares of ExlService in the 3rd quarter worth approximately $67,862,000. Jane Street Group LLC boosted its stake in shares of ExlService by 534.2% in the 2nd quarter. Jane Street Group LLC now owns 1,354,599 shares of the business services provider’s stock valued at $59,318,000 after purchasing an additional 1,141,008 shares in the last quarter. Qube Research & Technologies Ltd grew its holdings in shares of ExlService by 4,269.6% during the 2nd quarter. Qube Research & Technologies Ltd now owns 882,480 shares of the business services provider’s stock valued at $38,644,000 after purchasing an additional 862,284 shares during the last quarter. Finally, Tudor Investment Corp ET AL grew its holdings in shares of ExlService by 451.2% during the 3rd quarter. Tudor Investment Corp ET AL now owns 975,894 shares of the business services provider’s stock valued at $42,969,000 after purchasing an additional 798,831 shares during the last quarter. 92.92% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other ExlService news, EVP Ajay Ayyappan sold 2,275 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $30.32, for a total transaction of $68,978.00. Following the completion of the transaction, the executive vice president owned 53,768 shares of the company’s stock, valued at $1,630,245.76. This represents a 4.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 4.04% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. TD Cowen decreased their target price on shares of ExlService from $51.00 to $45.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Wall Street Zen raised ExlService from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Weiss Ratings downgraded ExlService from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, April 24th. Robert W. Baird set a $35.00 target price on ExlService in a research note on Wednesday, February 25th. Finally, Barrington Research set a $40.00 target price on ExlService and gave the company an “outperform” rating in a report on Thursday, April 30th. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $41.50.

ExlService Price Performance

Shares of ExlService stock opened at $30.97 on Thursday. The company’s fifty day simple moving average is $30.80 and its two-hundred day simple moving average is $36.32. ExlService Holdings, Inc. has a 12-month low of $26.94 and a 12-month high of $48.54. The firm has a market cap of $4.73 billion, a PE ratio of 19.73, a price-to-earnings-growth ratio of 1.32 and a beta of 0.87. The company has a quick ratio of 2.66, a current ratio of 2.66 and a debt-to-equity ratio of 0.53.

ExlService (NASDAQ:EXLS) last issued its quarterly earnings data on Tuesday, April 28th. The business services provider reported $0.58 EPS for the quarter, beating the consensus estimate of $0.53 by $0.05. The firm had revenue of $570.35 million during the quarter, compared to the consensus estimate of $557.67 million. ExlService had a net margin of 11.66% and a return on equity of 28.50%. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.48 earnings per share. ExlService has set its FY 2026 guidance at 2.180-2.230 EPS. As a group, equities analysts expect that ExlService Holdings, Inc. will post 1.79 EPS for the current year.

ExlService declared that its Board of Directors has approved a share repurchase plan on Tuesday, March 17th that allows the company to buyback $125.00 million in shares. This buyback authorization allows the business services provider to buy up to 2.7% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

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.