Jefferies Financial Group Inc. Invests $3.80 Million in ExlService Holdings, Inc. $EXLS

Jefferies Financial Group Inc. bought a new stake in ExlService Holdings, Inc. (NASDAQ:EXLS) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 147,118 shares of the business services provider’s stock, valued at approximately $3,804,000. Jefferies Financial Group Inc. owned about 0.10% of ExlService as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. Empowered Funds LLC grew its stake in shares of ExlService by 277.7% during the 1st quarter. Empowered Funds LLC now owns 17,384 shares of the business services provider’s stock worth $821,000 after acquiring an additional 12,781 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in ExlService by 4.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 497,474 shares of the business services provider’s stock worth $23,486,000 after purchasing an additional 19,769 shares during the last quarter. Jane Street Group LLC bought a new position in ExlService in the first quarter valued at $10,084,000. EverSource Wealth Advisors LLC increased its stake in ExlService by 575.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,883 shares of the business services provider’s stock valued at $126,000 after buying an additional 2,456 shares during the last quarter. Finally, Marshall Wace LLP bought a new stake in ExlService during the 2nd quarter worth about $1,704,000. Institutional investors and hedge funds own 92.92% of the company’s stock.

ExlService Stock Performance

Shares of NASDAQ:EXLS opened at $38.40 on Friday. ExlService Holdings, Inc. has a 52-week low of $24.85 and a 52-week high of $45.08. The company has a market capitalization of $5.82 billion, a P/E ratio of 24.15, a price-to-earnings-growth ratio of 1.53 and a beta of 0.80. The company has a 50-day simple moving average of $31.13 and a 200 day simple moving average of $30.46.

ExlService (NASDAQ:EXLS) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $0.59 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $594.76 million for the quarter, compared to analyst estimates of $573.94 million. During the same quarter in the prior year, the company earned $0.49 earnings per share. The business’s revenue for the quarter was up 15.6% compared to the same quarter last year. ExlService has set its FY 2026 guidance at 2.250-2.290 EPS. As a group, equities analysts forecast that ExlService Holdings, Inc. will post 1.82 earnings per share for the current year.

Analyst Upgrades and Downgrades

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

Insiders Place Their Bets

In related news, insider Vikas Bhalla sold 11,000 shares of the 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 approximately $4,559,022.05. This represents a 7.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 3.66% of the company’s stock.

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.