EXLS

ExlService Holdings, Inc.

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001297989
$28.84 +0.87% $4.4B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 4S
Insider Net $-$597.6K
Reddit Sentiment60° Warm
SEC Reports5
Press Releases2
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001297989·Prev Close $28.59

Recent Activity

Jun 12, 2026 Press
EXL announced it has achieved Gold Tier Status in the Databricks Partner Program, expanding its collaboration with Datab
Impact 3/10
Jun 12, 2026 contract
EXL and Databricks expand collaboration to help enterprises build trusted data foundations for AI
<p>NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data
Jun 4, 2026 Insider
Bhalla Vikas sold 12,000 shares
President of EXL @ $30.22 ($362.6K)
May 20, 2026 Insider
AYYAPPAN AJAY sold 5,093 shares
EVP & Gen Counsel/Corp. Sec'y. @ $29.11 ($148.3K)
May 12, 2026 SEC
EXL appointed Bhupender Singh, former Co-CEO of Teleperformance, as President and Head of International Growth Markets,
8-K — Impact 3/10
May 12, 2026 Press
EXL appointed Bhupender Singh as president and head of international growth markets, responsible for accelerating growth
Impact 2/10
May 11, 2026 Insider
Singh Bhupender was granted 77,170 shares
Pres., Int'l Growth Markets
Apr 28, 2026 SEC
EXL reported Q1 2026 revenue of $570.4M (+13.8% YoY), beating the $557.7M consensus, but GAAP diluted EPS of $0.43 misse
PRESS-RELEASE — Impact 6/10

Price Targets

$41.75 +44.8% upside Strong Buy
Current $28.84 Low $35.00 Median $41.50 High $46.00 8 analysts
$35.00 $46.00

Analyst Ratings

Strong Buy88% buy · 16 analysts
7Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 Barrington Research UPGRADE Market Perform → Outperform
Apr 30, 2026 JP Morgan MAINTAIN Overweight → Overweight
Feb 26, 2026 TD Cowen MAINTAIN Buy → Buy
Feb 26, 2026 Stifel MAINTAIN Buy → Buy
Feb 26, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.55 $0.52 — $0.57 12% YoY 8
Next Q $0.56 $0.55 — $0.56 16% YoY 8
Current FY $2.24 $2.21 — $2.28 15% YoY 9
Next FY $2.51 $2.46 — $2.60 12% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$582.2M
FMR LLC$408.2M
VANGUARD CAPITAL MANAGEMENT LLC$205.2M
VANGUARD PORTFOLIO MANAGEMENT LLC$198.1M
STATE STREET CORP$145.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Bhalla VikasSELL$362.6K
May 20, 2026AYYAPPAN AJAYSELL$148.3K
May 11, 2026Singh BhupenderA$0.00
Mar 2, 2026AYYAPPAN AJAYSELL$51.0K
Feb 28, 2026Kapoor RohitM$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
50 institutional holders with $2.9B total value (96,569,200 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.19,118,608$582.2M19.8%
2FMR LLC13,405,714$408.2M13.9%
3VANGUARD CAPITAL MANAGEMENT LLC6,737,780$205.2M7.0%
4VANGUARD PORTFOLIO MANAGEMENT LLC6,504,533$198.1M6.7%
5STATE STREET CORP4,790,675$145.9M5.0%
6TWO SIGMA INVESTMENTS, LP3,709,632$113.0M3.8%
7D. E. Shaw & Co., Inc.3,442,439$104.8M3.6%
8DIMENSIONAL FUND ADVISORS LP2,852,647$86.9M3.0%
9MACKENZIE FINANCIAL CORP2,525,718$76.9M2.6%
10MORGAN STANLEY2,496,635$76.0M2.6%ADD +59.1%
11FULLER & THALER ASSET MANAGEMENT, INC.2,158,328$65.7M2.2%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,982,668$60.4M2.1%
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,894,324$57.7M2.0%
14SCHRODER INVESTMENT MANAGEMENT GROUP1,800,293$55.0M1.9%ADD +59.9%
15BANK OF AMERICA CORP /DE/1,506,357$45.9M1.6%DOUBLED +122.2%
16CITADEL ADVISORS LLC1,344,347$40.9M1.4%
17Nuveen, LLC1,238,711$37.7M1.3%
18TUDOR INVESTMENT CORP ET AL1,178,777$35.9M1.2%ADD +27.6%
19Alyeska Investment Group, L.P.1,139,850$34.7M1.2%NEW
20Point72 Asset Management, L.P.1,050,882$32.0M1.1%DOUBLED +105.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,569,2662,496,635+59.1%$76.0M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD1,126,1761,800,293+59.9%$55.0M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED677,8371,506,357+122.2%$45.9M2026-Q1
TUDOR INVESTMENT CORP ET ALADD923,4681,178,777+27.6%$35.9M2026-Q1
Alyeska Investment Group, L.P.NEW1,139,850$34.7M2026-Q1
Point72 Asset Management, L.P.DOUBLED511,7731,050,882+105.3%$32.0M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ADD693,008939,698+35.6%$28.6M2026-Q1
Boston Trust Walden CorpTRIM2,608,036904,225-65.3%$27.5M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED3,126793,876+25295.9%$24.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED319,400684,300+114.2%$20.8M2026-Q1
Invesco Ltd.TRIM1,344,565621,865-53.7%$18.9M2026-Q1
Trexquant Investment LPDOUBLED285,754577,675+102.2%$17.6M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM1,030,179474,258-54.0%$14.4M2026-Q1
AMERIPRISE FINANCIAL INCADD268,931442,363+64.5%$13.5M2026-Q1
MARSHALL WACE, LLPDOUBLED40,955420,957+927.9%$12.8M2026-Q1
Allspring Global Investments Holdings, LLCADD284,440361,286+27.0%$11.0M2026-Q1
SEI INVESTMENTS COADD181,490323,347+78.2%$9.8M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD135,376221,870+63.9%$6.8M2026-Q1
Mariner, LLCDOUBLED85,442216,554+153.5%$6.6M2026-Q1
FIRST TRUST ADVISORS LPADD139,996202,151+44.4%$6.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM314,089198,486-36.8%$6.0M2026-Q1
DEUTSCHE BANK AG\ADD116,005153,938+32.7%$4.7M2026-Q1
CWM, LLCDOUBLED48,245136,818+183.6%$4.2M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM177,365122,221-31.1%$3.7M2026-Q1
BANK OF MONTREAL /CAN/ADD82,925109,225+31.7%$3.3M2026-Q1
9 unique insiders with 38 transactions. Net insider value: -$597.6K ($0.00 bought, $597.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Bhalla VikasPresident of EXLSELL12,000$30.22$362.6K
May 20, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.SELL5,093$29.11$148.3K
May 11, 2026Singh BhupenderPres., Int'l Growth MarketsAWARD77,170
Mar 2, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.SELL1,679$30.39$51.0K
Feb 28, 2026Kapoor RohitChairman & CEOEXERCISE33,525
Feb 27, 2026Harrison Pamela MCHIEF HUMAN RESOURCES OFFICEREXERCISE4,151
Feb 27, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.EXERCISE3,991
Feb 27, 2026Nicolelli MaurizioExecutive Vice President & CFOEXERCISE5,587
Feb 27, 2026Kini NarasimhaExecutive Vice PresidentEXERCISE5,587
Feb 27, 2026Jetley VivekPresident of EXLEXERCISE9,579
Feb 27, 2026Bhalla VikasPresident of EXLEXERCISE9,579
Feb 27, 2026Chhibbar VishalExecutive Vice PresidentEXERCISE5,587
Feb 23, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.SELL1,197$29.79$35.7K
Feb 20, 2026Chhibbar VishalExecutive Vice PresidentEXERCISE4,004
Feb 20, 2026Chhibbar VishalExecutive Vice PresidentTAX W/H2,427$30.41$73.8K
Feb 20, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.TAX W/H1,515$30.41$46.1K
Feb 20, 2026Bhalla VikasPresident of EXLEXERCISE6,849
Feb 20, 2026Bhalla VikasPresident of EXLTAX W/H2,672$30.41$81.3K
Feb 20, 2026Kapoor RohitChairman & CEOEXERCISE24,236
Feb 20, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.EXERCISE2,845
Feb 20, 2026Kini NarasimhaExecutive Vice PresidentEXERCISE4,215
Feb 20, 2026Kini NarasimhaExecutive Vice PresidentTAX W/H2,152$30.41$65.4K
Feb 20, 2026Nicolelli MaurizioExecutive Vice President & CFOEXERCISE4,215
Feb 20, 2026Nicolelli MaurizioExecutive Vice President & CFOTAX W/H1,659$30.41$50.5K
Feb 20, 2026Jetley VivekPresident of EXLEXERCISE6,849
Feb 20, 2026Jetley VivekPresident of EXLTAX W/H3,788$30.41$115.2K
Feb 20, 2026Harrison Pamela MCHIEF HUMAN RESOURCES OFFICEREXERCISE3,161
Feb 20, 2026Harrison Pamela MCHIEF HUMAN RESOURCES OFFICERTAX W/H1,630$30.41$49.6K
Feb 19, 2026Chhibbar VishalExecutive Vice PresidentAWARD27,192
Feb 19, 2026Bhalla VikasPresident of EXLAWARD45,324
Feb 19, 2026Kapoor RohitChairman & CEOAWARD158,628
Feb 19, 2026AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.AWARD18,766
Feb 19, 2026Kini NarasimhaExecutive Vice PresidentAWARD27,192
Feb 19, 2026Nicolelli MaurizioExecutive Vice President & CFOAWARD27,192
Feb 19, 2026Jetley VivekPresident of EXLAWARD45,324
Feb 19, 2026Harrison Pamela MCHIEF HUMAN RESOURCES OFFICERAWARD20,720
Feb 17, 2026Kapoor RohitChairman & CEOEXERCISE31,455
Feb 17, 2026Kapoor RohitChairman & CEOEXERCISE26,120
Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 7 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$41.75 mean target +44.8% upside Strong Buy (1.56)
$35.00 Low $46.00 High
MetricValue
Current Price$28.84
Target Low$35.00
Target Mean$41.75
Target Median$41.50
Target High$46.00
# Analysts8
RecommendationStrong Buy (1.56)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.55 $0.52 $0.57 11.7% -0.1% 6↑ 2↓ $0.6B 11.5% 8
Next Q
2026-09-30
$0.56 $0.55 $0.56 15.6% +0.1% 1↑ 3↓ $0.6B 10.3% 8
Current FY
2026-12-31
$2.24 $2.21 $2.28 14.6% +0.0% 8↑ 0↓ $2.3B 11.3% 9
Next FY
2027-12-31
$2.51 $2.46 $2.60 12.3% +0.0% 8↑ 0↓ $2.6B 10.6% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.547
7d ago$0.547
30d ago$0.548-0.001
60d ago$0.533+0.014
90d ago$0.533+0.014
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 Barrington Research UPGRADE Market Perform Outperform
Apr 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 26, 2026 TD Cowen MAINTAIN Buy Buy
Feb 26, 2026 Stifel MAINTAIN Buy Buy
Feb 26, 2026 Needham MAINTAIN Buy Buy
Jan 9, 2026 TD Cowen MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267720088%
May 1, 20267720088%
Apr 1, 20266730081%
Mar 1, 20266730081%
Feb 1, 20266730081%
Jan 1, 20266730081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 25, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 3mo ago
The AI effect on IT Services firms
▲ 4 💬 8 ⚡ 0.1
Jun 12, 2026
contract
EXL and Databricks expand collaboration to help enterprises build trusted data foundations for AI
<p>NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=DqEE82vSvjtm7QsgrgQWZhutY9xmmPq5zso4ZFjim1OILqZkc
Jun 4, 2026
other
EXL announces integration with NVIDIA Transaction Foundation Model workflow to help financial institutions build next-generation AI for fraud, risk and transaction intelligence
<p>NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=Y17N-_e9xcxUSPFYpxPUCWJ21HSma9Wo_ZiM_hE7alBj1e8y6
May 18, 2026
dark_pool
Dark Pool: EXLS — 3.6M shares, 60,854 trades
Week starting 2026-05-18. Total ATS volume: 3,645,763 shares across 60,854 trades.
May 14, 2026
other
EXL named a Leader in Everest Group Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026
<p>NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=1ONsDsxrrpZlP6Ns2bqkfCdROFvHPAcifIXsoyiPkoB3l01I2U
May 12, 2026
leadership
EXL appoints Bhupender Singh as President and Head of International Growth Markets
<p>NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=AWE8qrQHCa-vqPnuK64PpYAXLcsTYNB-GDPM0vCqtml-m7N0nE
May 11, 2026
dark_pool
Dark Pool: EXLS — 4.5M shares, 74,379 trades
Week starting 2026-05-11. Total ATS volume: 4,536,372 shares across 74,379 trades.
May 7, 2026
other
EXL wins 2026 CSO Award for innovation in cybersecurity
<p>NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=dNCIB0jtdMtINlU8qnHg3ISQtPVbRZQkB9PvNJAj1i_QQBQriW
May 6, 2026
short_volume
Short Volume: EXLS — 55.9% short (0.4M / 0.8M)
Short: 424,490 | Exempt: 0 | TRF Vol: 758,985 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: EXLS — 2.8M shares, 54,354 trades
Week starting 2026-05-04. Total ATS volume: 2,790,636 shares across 54,354 trades.
May 4, 2026
short_volume
Short Volume: EXLS — 56.3% short (0.5M / 0.9M)
Short: 509,408 | Exempt: 0 | TRF Vol: 905,391 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: EXLS — 60.9% short (1.0M / 1.7M)
Short: 1,009,371 | Exempt: 0 | TRF Vol: 1,658,339 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings
EXL Reports 2026 First Quarter Results
<p align="center"><strong><em>2026</em></strong><strong><em> First Quarter Revenue of </em></strong><strong><em>$570.4 Million</em></strong><strong><e
Apr 28, 2026
earnings_calendar
EXLS Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
other
EXL recognized as 2025 Genesys New Partner of the Year
<p>NEW YORK, April 27, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=lEKHlCfMWcGSnt9c5qp5N16aC8R1m8wpgLEJTTJvMVPK64F4
Apr 27, 2026
dark_pool
Dark Pool: EXLS — 4.1M shares, 73,864 trades
Week starting 2026-04-27. Total ATS volume: 4,139,346 shares across 73,864 trades.