William Blair Has Strong Forecast for ExlService Q3 Earnings

ExlService Holdings, Inc. (NASDAQ:EXLS) – William Blair boosted their Q3 2025 earnings estimates for shares of ExlService in a report released on Wednesday, October 30th. William Blair analyst M. Nolan now expects that the business services provider will earn $0.39 per share for the quarter, up from their prior estimate of $0.37. The consensus estimate for ExlService’s current full-year earnings is $1.28 per share.

ExlService (NASDAQ:EXLS) last posted its quarterly earnings results on Tuesday, October 29th. The business services provider reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.03. ExlService had a net margin of 10.61% and a return on equity of 23.23%. The business had revenue of $472.07 million during the quarter, compared to the consensus estimate of $460.73 million. During the same period in the previous year, the firm posted $0.30 earnings per share. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis.

Several other analysts also recently weighed in on EXLS. Citigroup boosted their price objective on ExlService from $38.00 to $46.00 and gave the company a “buy” rating in a research report on Monday, October 14th. Jefferies Financial Group raised shares of ExlService from a “hold” rating to a “buy” rating and raised their price target for the stock from $35.00 to $42.00 in a report on Monday, September 9th. StockNews.com upgraded shares of ExlService from a “hold” rating to a “buy” rating in a report on Monday. Needham & Company LLC boosted their price target on ExlService from $40.00 to $50.00 and gave the company a “buy” rating in a report on Thursday, October 31st. Finally, JPMorgan Chase & Co. upped their price target on ExlService from $38.00 to $41.00 and gave the company an “overweight” rating in a research report on Friday, September 6th. One research analyst has rated the stock with a hold rating and seven have assigned a buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $42.86.

ExlService Trading Up 1.1 %

Shares of EXLS stock opened at $42.12 on Monday. The business has a 50-day moving average of $37.94 and a 200 day moving average of $33.87. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.02 and a quick ratio of 2.45. ExlService has a 1-year low of $26.23 and a 1-year high of $42.34. The stock has a market capitalization of $6.78 billion, a PE ratio of 36.95, a P/E/G ratio of 2.01 and a beta of 0.99.

Insider Buying and Selling

In other ExlService news, CEO Rohit Kapoor sold 35,000 shares of the company’s stock in a transaction that occurred on Thursday, August 29th. The stock was sold at an average price of $36.18, for a total transaction of $1,266,300.00. Following the transaction, the chief executive officer now owns 1,424,588 shares in the company, valued at approximately $51,541,593.84. This represents a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In related news, CEO Rohit Kapoor sold 35,000 shares of the business’s stock in a transaction dated Thursday, August 29th. The shares were sold at an average price of $36.18, for a total transaction of $1,266,300.00. Following the sale, the chief executive officer now owns 1,424,588 shares of the company’s stock, valued at $51,541,593.84. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Anita Mahon sold 25,670 shares of the firm’s stock in a transaction that occurred on Wednesday, August 21st. The shares were sold at an average price of $35.50, for a total transaction of $911,285.00. Following the transaction, the executive vice president now directly owns 68,857 shares of the company’s stock, valued at $2,444,423.50. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 134,875 shares of company stock valued at $4,716,859 over the last three months. Corporate insiders own 4.16% of the company’s stock.

Institutional Investors Weigh In On ExlService

Hedge funds have recently added to or reduced their stakes in the stock. Russell Investments Group Ltd. raised its position in shares of ExlService by 18.2% in the 1st quarter. Russell Investments Group Ltd. now owns 257,029 shares of the business services provider’s stock worth $8,174,000 after purchasing an additional 39,537 shares during the last quarter. Silvercrest Asset Management Group LLC bought a new position in shares of ExlService in the first quarter worth approximately $19,417,000. Vanguard Group Inc. grew its holdings in shares of ExlService by 0.9% during the first quarter. Vanguard Group Inc. now owns 17,176,353 shares of the business services provider’s stock valued at $546,208,000 after buying an additional 160,723 shares during the last quarter. Susquehanna Fundamental Investments LLC bought a new stake in shares of ExlService during the first quarter valued at approximately $4,501,000. Finally, Bessemer Group Inc. raised its holdings in ExlService by 7.8% in the 1st quarter. Bessemer Group Inc. now owns 629,845 shares of the business services provider’s stock worth $20,030,000 after acquiring an additional 45,336 shares during the last quarter. 92.92% of the stock is owned by institutional investors.

About ExlService

ExlService Holdings, Inc operates as a data analytics, and digital operations and solutions company in the United States and internationally. The company operates through Insurance, Healthcare, Analytics, and Emerging Business segments. It also provides digital operations and solutions and analytics-driven services, such as claims processing, premium and benefit administration, agency management, account reconciliation, policy research, underwriting support, new business acquisition, policy servicing, premium audit, surveys, billing and collection, commercial and residential survey, and customer service using digital technology, artificial intelligence, machine learning, and advanced automation; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and LISS platforms; subrogation services; and Subrosource software platform, an end-to-end subrogation platform.