Two Sigma Securities LLC Makes New Investment in ExlService Holdings, Inc. $EXLS

Two Sigma Securities LLC bought a new position in shares of ExlService Holdings, Inc. (NASDAQ:EXLS) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 29,452 shares of the business services provider’s stock, valued at approximately $762,000.

A number of other institutional investors have also recently modified their holdings of the business. Fifth Third Bancorp raised its holdings in ExlService by 15.0% in the 4th quarter. Fifth Third Bancorp now owns 1,982 shares of the business services provider’s stock worth $84,000 after purchasing an additional 259 shares during the period. Composition Wealth LLC boosted its position in ExlService by 1.6% during the fourth quarter. Composition Wealth LLC now owns 20,230 shares of the business services provider’s stock worth $859,000 after purchasing an additional 314 shares in the last quarter. Public Employees Retirement System of Ohio grew its holdings in ExlService by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 54,274 shares of the business services provider’s stock valued at $2,390,000 after purchasing an additional 318 shares during the period. Private Advisor Group LLC grew its holdings in ExlService by 6.3% in the third quarter. Private Advisor Group LLC now owns 6,038 shares of the business services provider’s stock valued at $266,000 after purchasing an additional 358 shares during the period. Finally, Diversified Trust Co grew its holdings in ExlService by 5.2% in the first quarter. Diversified Trust Co now owns 7,441 shares of the business services provider’s stock valued at $227,000 after purchasing an additional 371 shares during the period. 92.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at ExlService

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

ExlService Price Performance

NASDAQ:EXLS opened at $37.42 on Wednesday. The company’s 50-day moving average is $31.60 and its two-hundred day moving average is $30.55. ExlService Holdings, Inc. has a 1-year low of $24.85 and a 1-year high of $45.08. The firm has a market capitalization of $5.67 billion, a price-to-earnings ratio of 23.53, a PEG ratio of 1.53 and a beta of 0.81.

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

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Robert W. Baird set a $45.00 price target on shares of ExlService and gave the company an “outperform” rating in a research note on Thursday, July 30th. Barrington Research set a $43.00 price objective on shares of ExlService in a research report on Thursday, July 30th. Needham & Company LLC increased their price objective on shares of ExlService from $40.00 to $45.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings upgraded shares of ExlService from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, August 19th. Finally, TD Cowen reissued a “buy” rating and set a $45.00 target price (up from $43.00) on shares of ExlService in a research note on Thursday, August 27th. Six research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $44.50.

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.