Hello Group (NASDAQ:MOMO) Posts Earnings Results, Beats Estimates By $0.02 EPS

Hello Group (NASDAQ:MOMO) issued its quarterly earnings results on Wednesday. The information services provider reported $0.24 EPS for the quarter, beating the consensus estimate of $0.22 by $0.02, FiscalAI reports. Hello Group had a net margin of 5.96% and a return on equity of 10.07%. The company had revenue of $368.16 million for the quarter, compared to the consensus estimate of $363.45 million. During the same period in the prior year, the firm posted $1.30 EPS. The firm’s revenue was down 2.3% compared to the same quarter last year.

Here are the key takeaways from Hello Group’s conference call:

• Overseas growth became a material engine — Q4 overseas revenue was RMB 608m (+70% YoY) and FY overseas revenue hit RMB 2.0bn (+71% YoY)
• Domestic weakness persisted: Q4 domestic revenue was RMB 1.97bn (?14% YoY) and FY domestic revenue fell 11%; management expects mainland revenue to decline mid? to high?teens in Q1 and low? to mid?teens for full?year 2026, with stabilization likely only in H2 if macro/regulatory conditions improve.
• Profitability showed resilience — Q4 adjusted operating income rose 26% YoY to RMB 354m (13.7% margin) and FY adjusted operating income was RMB 1.55bn, and the board approved a special cash dividend of $0.28 per ADS (~$42.6m), marking the 8th consecutive year of dividends.
• Balance sheet and investment pressures — cash and equivalents fell to RMB 8.68bn from RMB 14.73bn due to dividends, acquisitions, loan repayments and buybacks, while overseas remained directionally loss?making (~RMB 200m in 2025) and will require continued investment that could pressure 2026 margins despite guidance to keep adjusted operating margin above ~10%.

Hello Group Stock Up 4.0%

Shares of MOMO stock opened at $6.24 on Thursday. The firm has a market cap of $744.18 million, a price-to-earnings ratio of 7.52 and a beta of 0.35. Hello Group has a 52-week low of $5.12 and a 52-week high of $9.22. The company’s 50 day moving average is $6.57 and its 200 day moving average is $6.90.

Analyst Ratings Changes

A number of research analysts have recently commented on MOMO shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Hello Group in a research note on Monday, December 22nd. Zacks Research upgraded Hello Group from a “strong sell” rating to a “hold” rating in a research note on Monday, December 15th. Finally, Jefferies Financial Group set a $8.10 price objective on Hello Group in a report on Wednesday, December 10th. Two equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, Hello Group has a consensus rating of “Hold” and an average target price of $8.10.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Norges Bank purchased a new stake in shares of Hello Group during the 4th quarter valued at $9,146,000. Man Group plc purchased a new position in Hello Group during the 2nd quarter worth $8,904,000. Marshall Wace LLP increased its position in Hello Group by 882.9% during the 2nd quarter. Marshall Wace LLP now owns 859,024 shares of the information services provider’s stock valued at $7,250,000 after buying an additional 771,624 shares in the last quarter. Goldman Sachs Group Inc. increased its position in Hello Group by 7.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 8,127,428 shares of the information services provider’s stock valued at $51,284,000 after buying an additional 546,048 shares in the last quarter. Finally, Capitolis Liquid Global Markets LLC purchased a new stake in Hello Group in the fourth quarter valued at about $3,128,000. 50.96% of the stock is currently owned by hedge funds and other institutional investors.

Hello Group Company Profile

Hello Group Inc (NASDAQ: MOMO) is a China-based technology company specializing in mobile social networking and interactive entertainment. Its flagship product, the Momo app, offers location-based social discovery services that enable users to find and connect with new friends based on shared interests and geographic proximity. The platform integrates instant messaging, group chat, and content-sharing features, while also providing premium subscriptions and in-app purchases such as virtual gifts and sticker packs.

In addition to Momo, Hello Group’s portfolio includes Tantan, a dating-focused social app designed to help users build meaningful relationships through profile matching and interest-driven swiping.

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