one8zero8 LLC Makes New Investment in ExlService Holdings, Inc. $EXLS

one8zero8 LLC bought a new position in shares of ExlService Holdings, Inc. (NASDAQ:EXLS) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 100,100 shares of the business services provider’s stock, valued at approximately $2,589,000. one8zero8 LLC owned about 0.07% of ExlService at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in EXLS. Transamerica Financial Advisors LLC lifted its position in ExlService by 285.2% during the fourth quarter. Transamerica Financial Advisors LLC now owns 678 shares of the business services provider’s stock worth $29,000 after buying an additional 502 shares in the last quarter. Private Trust Co. NA grew its holdings in ExlService by 56.2% in the 4th quarter. Private Trust Co. NA now owns 717 shares of the business services provider’s stock valued at $30,000 after buying an additional 258 shares in the last quarter. Hantz Financial Services Inc. grew its holdings in ExlService by 183.1% in the 4th quarter. Hantz Financial Services Inc. now owns 1,353 shares of the business services provider’s stock valued at $57,000 after buying an additional 875 shares in the last quarter. Leonteq Securities AG acquired a new stake in shares of ExlService in the 4th quarter worth $59,000. Finally, First Horizon Corp increased its stake in shares of ExlService by 115.0% in the 4th quarter. First Horizon Corp now owns 1,559 shares of the business services provider’s stock worth $66,000 after acquiring an additional 834 shares during the last quarter. 92.92% of the stock is currently owned by hedge funds and other institutional investors.

ExlService Trading Up 4.4%

Shares of NASDAQ:EXLS opened at $37.02 on Thursday. The company has a market capitalization of $5.61 billion, a price-to-earnings ratio of 23.28, a PEG ratio of 1.43 and a beta of 0.80. ExlService Holdings, Inc. has a 12-month low of $24.85 and a 12-month high of $45.08. The business has a 50-day moving average price of $29.74 and a 200 day moving average price of $30.27.

ExlService (NASDAQ:EXLS) last posted its earnings results on Tuesday, July 28th. The business services provider reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $594.76 million for the quarter, compared to analysts’ expectations of $573.94 million. ExlService had a net margin of 11.17% and a return on equity of 30.61%. ExlService’s revenue for the quarter was up 15.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.49 earnings per share. ExlService has set its FY 2026 guidance at 2.250-2.290 EPS. As a group, equities research analysts predict that ExlService Holdings, Inc. will post 1.82 earnings per share for the current fiscal year.

Insider Activity at ExlService

In related news, insider Vikas Bhalla sold 12,000 shares of the stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $30.22, for a total transaction of $362,640.00. Following the completion of the transaction, the insider owned 153,295 shares of the company’s stock, valued at approximately $4,632,574.90. This trade represents a 7.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 3.66% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on EXLS. Weiss Ratings cut shares of ExlService from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, June 30th. Robert W. Baird set a $45.00 target price on shares of ExlService and gave the stock an “outperform” rating in a research note on Thursday, July 30th. JPMorgan Chase & Co. boosted their target price on shares of ExlService from $42.00 to $43.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Barrington Research set a $43.00 price target on shares of ExlService in a research note on Thursday, July 30th. Finally, TD Cowen restated a “buy” rating and set a $39.00 price target (down from $45.00) on shares of ExlService in a report on Thursday, July 9th. Six equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, ExlService currently has an average rating of “Moderate Buy” and an average price target of $43.50.

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.