Foyston Gordon & Payne Inc Makes New $3 Million Investment in ExlService Holdings, Inc. $EXLS

Foyston Gordon & Payne Inc bought a new stake in ExlService Holdings, Inc. (NASDAQ:EXLS) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 68,049 shares of the business services provider’s stock, valued at approximately $2,996,000.

Other large investors have also modified their holdings of the company. Mather Group LLC. acquired a new stake in shares of ExlService during the third quarter worth $25,000. CENTRAL TRUST Co increased its stake in ExlService by 2,428.0% in the 3rd quarter. CENTRAL TRUST Co now owns 632 shares of the business services provider’s stock valued at $28,000 after buying an additional 607 shares during the period. First Horizon Corp purchased a new position in ExlService during the 3rd quarter worth $32,000. Farther Finance Advisors LLC raised its position in ExlService by 533.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 792 shares of the business services provider’s stock worth $35,000 after buying an additional 667 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in shares of ExlService in the 2nd quarter worth $43,000. Hedge funds and other institutional investors own 92.92% of the company’s stock.

ExlService Stock Performance

NASDAQ EXLS opened at $31.25 on Friday. The business has a 50 day moving average price of $37.71 and a 200 day moving average price of $40.29. The company has a market capitalization of $4.89 billion, a P/E ratio of 20.29, a PEG ratio of 1.26 and a beta of 0.88. ExlService Holdings, Inc. has a 1-year low of $26.94 and a 1-year high of $48.79. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.56 and a quick ratio of 2.91.

More ExlService News

Here are the key news stories impacting ExlService this week:

• Positive Sentiment: Q4 beat and raised/above-consensus FY‑2026 guidance — revenue and adjusted EPS topped expectations and management provided FY‑26 EPS guidance that reassured investors on near-term fundamentals. EXL Reports 2025 Fourth Quarter and Year-End Results; Issues 2026 Guidance
• Positive Sentiment: Management guidance and AI push — company projects 9%–11% organic growth for 2026 and is expanding AI-led services and cloud offerings, supporting revenue growth and higher-margin mix upside. ExlService expects 9%-11% organic growth in 2026 while expanding AI-led services
• Positive Sentiment: Strategic capital allocation & product shift — commentary on buybacks, cloud migration and updated targets signals management is prioritizing scalable, higher‑margin initiatives that can support multiple expansion if execution continues. How The ExlService (EXLS) Story Is Shifting With New Targets Buybacks And Cloud Moves
• Neutral Sentiment: Analyst target trims but buy ratings remain — TD Cowen and Stifel cut price targets (to $45 and $46) while keeping Buy ratings, narrowing upside expectations but still implying meaningful upside from current levels. Assessing ExlService Hldgs: Insights From 4 Financial Analysts
• Neutral Sentiment: Short-interest report appears unreliable — February short-interest data shows zero shares (likely a reporting glitch), so there’s no clear short-squeeze pressure indicated.
• Negative Sentiment: Insider selling disclosed — EVP Ajay Ayyappan sold ~1,197 shares recently; while small in dollar terms relative to institutional ownership, insider sales can be viewed negatively by some market participants. SEC Form 4 — Insider Sale
• Negative Sentiment: Technical/momentum headwinds — shares remain below the 50‑ and 200‑day moving averages, which can limit near-term upside until technicals improve and sustain a trend reversal.

Insiders Place Their Bets

In related news, EVP Ajay Ayyappan sold 8,114 shares of the stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $42.53, for a total value of $345,088.42. Following the sale, the executive vice president directly owned 53,515 shares of the company’s stock, valued at approximately $2,275,992.95. This represents a 13.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Vikas Bhalla sold 11,774 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $39.99, for a total transaction of $470,842.26. Following the transaction, the insider owned 115,272 shares of the company’s stock, valued at $4,609,727.28. This trade represents a 9.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 23,360 shares of company stock valued at $920,567. Company insiders own 4.04% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of ExlService from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Stifel Nicolaus lowered their price objective on ExlService from $54.00 to $46.00 and set a “buy” rating on the stock in a report on Thursday. TD Cowen cut their target price on ExlService from $51.00 to $45.00 and set a “buy” rating for the company in a research note on Thursday. Robert W. Baird set a $35.00 price target on ExlService in a report on Wednesday. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $40.00 price objective (down from $55.00) on shares of ExlService in a report on Wednesday. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $43.60.

ExlService Company Profile

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.