Genpact (NYSE:G) Announces Earnings Results

Genpact (NYSE:G) posted its quarterly earnings data on Thursday. The business services provider reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04, Briefing.com reports. The company had revenue of $1.32 billion during the quarter, compared to analyst estimates of $1.31 billion. Genpact had a net margin of 11.01% and a return on equity of 22.55%. The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.91 EPS. Genpact updated its FY 2026 guidance to 4.010-4.010 EPS and its Q1 2026 guidance to 0.920-0.930 EPS.

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

• Genpact reported full?year 2025 revenue of $5.08 billion (up 6.6%) with adjusted diluted EPS of $3.65 (+11.3%), and guided 2026 revenue growth of at least 7% with ATS expected to grow in the high teens and adjusted EPS about +10%.
• Advanced Technology Solutions is driving a structural shift — ATS grew 17% to $1.204 billion, accounted for ~24% of revenue, contributed more than half of FY growth, and the ATS/data & AI pipeline is up ~50% year?over?year.
• Agentic offerings are gaining early commercial traction: the AP Suite logged over $200 million in total contract value in 2025 ( >40% from new clients) and client case studies (e.g., Wesco) show material operational improvement and margin uplift.
• Profitability and capital return remain priorities — gross margin expanded (60 bps FY, Q4 at 36.6%), adjusted operating margin improved, cash was $854 million, the company returned $401 million to shareholders and raised the annual dividend 10% to $0.75.
• Key execution and cash?flow risks remain: Genpact is making large AI/talent/product investments, Decision Support Services showed softness, and FY operating cash flow included a $170 million client prepayment (excluding which cash flow grew only ~5%), so results depend on successful scaling of agentic solutions and conversion of pipeline.

Genpact Stock Up 3.3%

Shares of Genpact stock traded up $1.23 during trading hours on Friday, reaching $38.93. 884,940 shares of the company’s stock were exchanged, compared to its average volume of 1,712,106. The stock has a market cap of $6.71 billion, a P/E ratio of 12.57, a P/E/G ratio of 1.14 and a beta of 0.74. The company has a 50 day moving average of $45.99 and a two-hundred day moving average of $43.79. The company has a current ratio of 1.51, a quick ratio of 1.51 and a debt-to-equity ratio of 0.33. Genpact has a fifty-two week low of $37.49 and a fifty-two week high of $56.76.

Genpact Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be given a dividend of $0.1875 per share. This is a boost from Genpact’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend is Monday, March 16th. This represents a $0.75 annualized dividend and a yield of 1.9%. Genpact’s payout ratio is presently 21.94%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on G. Susquehanna set a $42.00 price objective on Genpact in a research note on Friday. Wall Street Zen upgraded Genpact from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Citigroup upgraded Genpact to a “hold” rating in a report on Thursday, October 23rd. Needham & Company LLC decreased their target price on shares of Genpact from $53.00 to $50.00 and set a “buy” rating for the company in a report on Friday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Genpact in a research report on Friday, December 26th. Two equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Genpact presently has a consensus rating of “Hold” and a consensus target price of $49.13.

Insider Activity at Genpact

In other news, SVP Sameer Dewan sold 26,531 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $44.70, for a total transaction of $1,185,935.70. Following the sale, the senior vice president owned 62,617 shares in the company, valued at $2,798,979.90. This represents a 29.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Tamara Franklin sold 2,750 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $45.65, for a total transaction of $125,537.50. Following the completion of the transaction, the director directly owned 22,236 shares of the company’s stock, valued at $1,015,073.40. This represents a 11.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 60,385 shares of company stock valued at $2,762,475. Insiders own 3.07% of the company’s stock.

Hedge Funds Weigh In On Genpact

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. AQR Capital Management LLC lifted its stake in shares of Genpact by 170.4% during the 3rd quarter. AQR Capital Management LLC now owns 3,443,472 shares of the business services provider’s stock worth $144,247,000 after buying an additional 2,170,145 shares during the last quarter. Invesco Ltd. lifted its position in Genpact by 52.9% during the third quarter. Invesco Ltd. now owns 2,145,762 shares of the business services provider’s stock worth $89,886,000 after acquiring an additional 742,470 shares during the last quarter. UBS Group AG boosted its holdings in shares of Genpact by 140.5% during the third quarter. UBS Group AG now owns 1,007,358 shares of the business services provider’s stock worth $42,198,000 after acquiring an additional 588,449 shares during the period. Ameriprise Financial Inc. increased its stake in shares of Genpact by 34.1% during the second quarter. Ameriprise Financial Inc. now owns 2,166,489 shares of the business services provider’s stock worth $95,347,000 after purchasing an additional 551,269 shares during the period. Finally, Qube Research & Technologies Ltd boosted its stake in Genpact by 386.1% in the 2nd quarter. Qube Research & Technologies Ltd now owns 685,030 shares of the business services provider’s stock valued at $30,148,000 after purchasing an additional 544,114 shares during the period. 96.03% of the stock is owned by institutional investors.

Trending Headlines about Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Company raised outlook: Genpact issued Q1 2026 EPS guidance of $0.920–$0.930 (above consensus ~$0.87) and FY 2026 EPS guidance of $4.01 (above consensus ~$3.77), signaling stronger forward earnings power and driving optimism. Genpact Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Dividend raised and declared: Genpact increased its quarterly dividend by 10% to $0.1875 (annualized yield ~2.0%) and set record/ex-dividend dates, which supports income-focused investor demand. Genpact Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: FY results show growth and margin progress: 2025 net revenues rose ~6.6% to $5.08B, Advanced Technology solutions and Data?Tech?AI grew double digits, and adjusted diluted EPS increased ~11%, supporting the improved guidance. Genpact Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst update mixed: Needham cut its price target from $53 to $50 but kept a “buy” rating, which is a modestly negative tweak but still supportive overall. The Fly – Price Target Lowered
• Neutral Sentiment: Technical/valuation commentary: Several outlets note the stock has been oversold and may be ripe for a rebound, which can attract contrarian/technical buyers but is not a fundamental catalyst by itself. Zacks – Ripe for a Turnaround
• Negative Sentiment: Conflicting/mixed EPS headlines: Some reports flagged a quarterly EPS miss (MarketBeat noted $0.82 vs. consensus $0.93), creating short-term uncertainty and headline volatility even as other outlets summarized beats—investors are parsing the reconciliation between reported GAAP figures, adjusted numbers, and how they tie into the stronger guidance. MarketBeat – Q4 Earnings Details

Genpact Company Profile

Genpact is a global professional services firm specializing in digitally powered business process management and services. The company partners with clients across industries to design, transform and run key operations, leveraging data analytics, artificial intelligence, automation and domain expertise. Its offerings span finance and accounting, supply chain management, procurement, customer experience, risk and compliance, and other critical business functions.

Founded in 1997 as the business process outsourcing arm of General Electric and originally known as GE Capital International Services, the company rebranded as Genpact in 2005 and completed its initial public offering on the New York Stock Exchange in 2007 under the ticker symbol “G.” Over time, Genpact has expanded beyond traditional outsourcing to focus on digital transformation and innovation, helping organizations accelerate growth and improve operational efficiency.

Headquartered in New York City, Genpact serves clients in more than 30 countries across North America, Latin America, Europe and Asia Pacific.