Euronet Worldwide, Inc. $EEFT is New South Capital Management Inc.’s 8th Largest Position

New South Capital Management Inc. lifted its stake in Euronet Worldwide, Inc. (NASDAQ:EEFT) by 19.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 853,542 shares of the business services provider’s stock after purchasing an additional 141,655 shares during the quarter. Euronet Worldwide comprises about 3.4% of New South Capital Management Inc.’s holdings, making the stock its 8th biggest position. New South Capital Management Inc.’s holdings in Euronet Worldwide were worth $74,950,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. American Century Companies Inc. grew its position in shares of Euronet Worldwide by 20.4% during the second quarter. American Century Companies Inc. now owns 1,342,733 shares of the business services provider’s stock valued at $136,126,000 after purchasing an additional 227,597 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of Euronet Worldwide by 131.9% in the second quarter. AQR Capital Management LLC now owns 1,308,267 shares of the business services provider’s stock worth $132,632,000 after buying an additional 744,040 shares during the period. Burgundy Asset Management Ltd. increased its stake in Euronet Worldwide by 3.9% in the second quarter. Burgundy Asset Management Ltd. now owns 1,217,631 shares of the business services provider’s stock worth $123,443,000 after purchasing an additional 46,205 shares during the period. Van Berkom & Associates Inc. lifted its holdings in Euronet Worldwide by 7.0% during the 3rd quarter. Van Berkom & Associates Inc. now owns 1,105,348 shares of the business services provider’s stock valued at $97,061,000 after buying an additional 72,138 shares in the last quarter. Finally, Reinhart Partners LLC. raised its stake in shares of Euronet Worldwide by 20.3% during the third quarter. Reinhart Partners LLC. now owns 1,079,798 shares of the business services provider’s stock valued at $94,818,000 after acquiring an additional 181,888 shares in the last quarter. 91.60% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Wolfe Research reaffirmed an “underperform” rating and issued a $80.00 price target on shares of Euronet Worldwide in a research report on Thursday, January 8th. Wall Street Zen cut Euronet Worldwide from a “buy” rating to a “hold” rating in a research note on Saturday, October 18th. Oppenheimer cut their price objective on shares of Euronet Worldwide from $134.00 to $133.00 and set an “outperform” rating on the stock in a report on Friday, October 17th. Keefe, Bruyette & Woods lowered their price objective on shares of Euronet Worldwide from $100.00 to $95.00 and set a “market perform” rating for the company in a research note on Friday, October 24th. Finally, Weiss Ratings cut Euronet Worldwide from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 26th. Five equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $108.33.

Euronet Worldwide News Summary

Here are the key news stories impacting Euronet Worldwide this week:

• Positive Sentiment: Longer‑term value case highlighted by research: Zacks published an article arguing EEFT is a “top value stock” based on style scores and valuation metrics, which supports buy‑and‑hold investors. Why Euronet Worldwide (EEFT) is a Top Value Stock for the Long-Term
• Positive Sentiment: Revenue growth and margins: Revenue rose ~5.9% year‑over‑year to $1.11B and net margin/ROE remain healthy, indicating underlying business momentum that could support earnings recovery. Press Release / Slide Deck
• Neutral Sentiment: FY‑2026 guidance updated to $10.570–$11.050 EPS (company says this is its new range vs. consensus ~10.59), which is broadly in line with Street expectations but leaves room for interpretation on upside. Guidance Update
• Neutral Sentiment: Company released its earnings slide deck and hosted the Q4 call — transcripts and presentation posted for investors who want management comments on margins, FX, and segment trends. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Analytical coverage: Zacks ran a metrics deep‑dive on Q4 performance that investors can use to compare the quarter to estimates and prior year trends. Here’s What Key Metrics Tell Us About Euronet Worldwide (EEFT) Q4 Earnings
• Neutral Sentiment: Short‑interest data reported appears anomalous (zero/NaN entries and 0.0 days‑to‑cover) and is not a meaningful indicator of current investor behavior. Treat those figures with caution.
• Negative Sentiment: EPS miss: Q4 EPS came in at $2.39 vs. the consensus ~$2.48 — the shortfall is the primary near‑term negative catalyst for the stock. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Street reaction/coverage labeled the quarter as lagging estimates (Zacks coverage), which can pressure sentiment and prompt short‑term selling. Euronet Worldwide (EEFT) Q4 Earnings Lag Estimates

Euronet Worldwide Stock Down 3.3%

NASDAQ EEFT opened at $67.90 on Friday. The business’s fifty day simple moving average is $74.58 and its 200-day simple moving average is $81.76. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.84. The firm has a market cap of $2.85 billion, a PE ratio of 9.94, a P/E/G ratio of 0.54 and a beta of 0.82. Euronet Worldwide, Inc. has a 52 week low of $64.34 and a 52 week high of $114.25.

Euronet Worldwide (NASDAQ:EEFT) last posted its earnings results on Thursday, February 12th. The business services provider reported $2.39 EPS for the quarter, missing analysts’ consensus estimates of $2.48 by ($0.09). Euronet Worldwide had a net margin of 7.27% and a return on equity of 27.63%. The company had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.11 billion. During the same period in the previous year, the company earned $2.08 EPS. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. Euronet Worldwide has set its FY 2026 guidance at 10.570-11.050 EPS. As a group, equities analysts anticipate that Euronet Worldwide, Inc. will post 9.11 earnings per share for the current year.

About Euronet Worldwide

Euronet Worldwide, Inc is a global financial technology company specializing in electronic payment services and transaction processing. Through its three primary business segments—Electronic Funds Transfer (EFT) Network Services, epay® Prepaid and Payment Services, and Money Transfer—Euronet provides end-to-end solutions that enable secure, efficient and convenient payments for consumers, financial institutions and retailers worldwide.

In its EFT Network Services arm, Euronet operates one of the world’s largest ATM and point-of-sale (POS) terminal networks, offering deployment, management and connectivity services.