Euronet Worldwide (NASDAQ:EEFT) Releases Earnings Results, Misses Expectations By $0.09 EPS

Euronet Worldwide (NASDAQ:EEFT) released its quarterly earnings data on Thursday. The business services provider reported $2.39 earnings per share for the quarter, missing the consensus estimate of $2.48 by ($0.09), FiscalAI reports. Euronet Worldwide had a return on equity of 27.22% and a net margin of 7.33%.The business had revenue of $1.11 billion for the quarter, compared to analyst estimates of $1.11 billion. During the same quarter last year, the company earned $2.08 EPS. Euronet Worldwide’s revenue was up 5.9% compared to the same quarter last year. Euronet Worldwide updated its FY 2026 guidance to 10.570-11.050 EPS.

Here are the key takeaways from Euronet Worldwide’s conference call:

• Management said the fourth quarter was “one of the more challenging operating environments,” with immigration policy uncertainty and economic stress among lower‑income consumers materially weighing on money transfer and epay results, primarily via reduced transaction frequency.
• The EFT segment was resilient and a stabilizing earnings engine—merchant acquiring Adjusted EBITDA grew ~32%, the Credia Bank deal adds ~20,000 merchants (~10% uplift) and the CoreCard acquisition expands card issuing/processing capabilities and early customer momentum.
• Euronet delivered its fifth consecutive year of double‑digit adjusted EPS growth and reiterated guidance of 10%–15% adjusted EPS growth for 2026, reflecting confidence in its multi‑segment growth initiatives and capital allocation strategy.
• Management initiated a money‑transfer optimization (recorded a $20M charge) expected to deliver roughly $40M of annual run‑rate benefits and expand segment margins ~50–75 bps in 2026, while digital traction continues (Ria digital: 31% transaction growth and 33% revenue growth in Q4).

Euronet Worldwide Price Performance

Shares of NASDAQ EEFT opened at $67.96 on Friday. The stock has a market cap of $2.86 billion, a P/E ratio of 9.81, a P/E/G ratio of 0.53 and a beta of 0.82. The firm’s 50-day simple moving average is $74.44 and its 200 day simple moving average is $81.51. Euronet Worldwide has a fifty-two week low of $64.34 and a fifty-two week high of $114.25. The company has a quick ratio of 1.15, a current ratio of 1.11 and a debt-to-equity ratio of 0.78.

Hedge Funds Weigh In On Euronet Worldwide

Large investors have recently bought and sold shares of the stock. Danske Bank A S acquired a new stake in shares of Euronet Worldwide in the 3rd quarter worth approximately $26,000. Johnson Financial Group Inc. bought a new stake in Euronet Worldwide during the third quarter worth approximately $26,000. Geneos Wealth Management Inc. lifted its position in Euronet Worldwide by 48.4% in the first quarter. Geneos Wealth Management Inc. now owns 334 shares of the business services provider’s stock worth $36,000 after purchasing an additional 109 shares during the period. Kestra Advisory Services LLC bought a new position in Euronet Worldwide during the 4th quarter valued at $38,000. Finally, Parallel Advisors LLC increased its position in shares of Euronet Worldwide by 120.8% during the 4th quarter. Parallel Advisors LLC now owns 627 shares of the business services provider’s stock valued at $48,000 after purchasing an additional 343 shares during the period. Institutional investors and hedge funds own 91.60% of the company’s stock.

Euronet Worldwide News Summary

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

• Positive Sentiment: Long-term value narrative — several outlets and analysts continue to pitch EEFT as an attractively valued, longer-term holding, which can support buying interest from value-oriented investors. Why Euronet Worldwide (EEFT) is a top value stock for the long term
• Positive Sentiment: Needham maintained a Buy rating despite lowering its price target to $80, implying roughly mid-teens upside from current levels — a vote of confidence that can limit downside and attract growth-oriented buyers. Benzinga
• Neutral Sentiment: Revenue broadly met expectations — Q4 revenue of ~$1.11B was in line with consensus, suggesting the topline remains steady even as margins and EPS dynamics are watched closely. Press Release / Slide Deck
• Neutral Sentiment: Company updated FY2026 EPS guidance to $10.57–$11.05, essentially in line with consensus but slightly below the midpoint; this reduces forecast uncertainty but doesn’t materially change the longer-term view. (Company guidance release)
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper read-throughs; investors seeking clarity on margin drivers, payments trends and FX exposure may dig into the slide deck and call transcript. Earnings Call Presentation
• Negative Sentiment: EPS missed — Q4 EPS was $2.39 vs. the $2.48 consensus, a modest miss that pressured near-term sentiment and re‑rated expectations for margin recovery. MarketBeat earnings summary
• Negative Sentiment: Analyst price-target cuts — Keefe, Bruyette & Woods trimmed its target to $75 and moved to Market Perform, and other shops trimmed targets as well; these downgrades lower the analyst-derived upside and can weigh on sentiment. Benzinga
• Neutral Sentiment: Reported short-interest data appears to be anomalous (zero shares / NaN changes) and does not provide a reliable signal about short pressure at this time.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on EEFT. Needham & Company LLC dropped their price target on Euronet Worldwide from $100.00 to $80.00 and set a “buy” rating on the stock in a research report on Thursday. Wall Street Zen downgraded Euronet Worldwide from a “buy” rating to a “hold” rating in a research note on Saturday, October 18th. Oppenheimer cut their target price on Euronet Worldwide from $134.00 to $133.00 and set an “outperform” rating on the stock in a research note on Friday, October 17th. Monness Crespi & Hardt downgraded shares of Euronet Worldwide from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Finally, Keefe, Bruyette & Woods lowered their price target on shares of Euronet Worldwide from $85.00 to $75.00 and set a “market perform” rating for the company in a research report on Friday. Four 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 company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $96.00.

Euronet Worldwide Company Profile

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.