First National Bank of Omaha Invests $1.79 Million in ExlService Holdings, Inc. $EXLS

First National Bank of Omaha purchased a new position in shares of ExlService Holdings, Inc. (NASDAQ:EXLS) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 69,189 shares of the business services provider’s stock, valued at approximately $1,789,000.

A number of other hedge funds have also recently added to or reduced their stakes in EXLS. BlackRock Inc. acquired a new stake in shares of ExlService in the 2nd quarter valued at approximately $488,370,000. JPMorgan Chase & Co. boosted its position in shares of ExlService by 9.5% in the 4th quarter. JPMorgan Chase & Co. now owns 5,927,793 shares of the business services provider’s stock worth $251,576,000 after buying an additional 514,911 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of ExlService by 109.7% in the fourth quarter. AQR Capital Management LLC now owns 4,118,625 shares of the business services provider’s stock valued at $174,794,000 after purchasing an additional 2,154,652 shares in the last quarter. Handelsbanken Fonder AB lifted its stake in ExlService by 10.7% in the 4th quarter. Handelsbanken Fonder AB now owns 3,781,036 shares of the business services provider’s stock valued at $160,467,000 after buying an additional 364,146 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in shares of ExlService by 1.1% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,902,412 shares of the business services provider’s stock valued at $123,181,000 after acquiring an additional 32,734 shares in the last quarter. Institutional investors and hedge funds own 92.92% of the company’s stock.

Insider Buying and Selling

In other ExlService news, insider Vikas Bhalla sold 12,000 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $30.22, for a total transaction of $362,640.00. Following the completion of the sale, the insider owned 153,295 shares in the company, valued at $4,632,574.90. The trade was a 7.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.66% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on EXLS. Barrington Research set a $43.00 price objective on shares of ExlService in a research note on Thursday, July 30th. Needham & Company LLC lifted their price target on shares of ExlService from $40.00 to $45.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. TD Cowen reaffirmed a “buy” rating and issued a $39.00 target price (down from $45.00) on shares of ExlService in a research report on Thursday, July 9th. Robert W. Baird set a $45.00 target price on shares of ExlService and gave the company an “outperform” rating in a research note on Thursday, July 30th. Finally, Weiss Ratings downgraded ExlService from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, June 30th. Six equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, ExlService presently has an average rating of “Moderate Buy” and a consensus price target of $43.50.

ExlService Stock Up 4.4%

Shares of NASDAQ EXLS opened at $37.02 on Thursday. The stock’s 50 day moving average price is $29.74 and its two-hundred day moving average price is $30.27. ExlService Holdings, Inc. has a 52-week low of $24.85 and a 52-week high of $45.08. The stock has a market capitalization of $5.61 billion, a P/E ratio of 23.28, a PEG ratio of 1.43 and a beta of 0.80.

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

About ExlService

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.