Brokers Set Expectations for Genpact’s Q1 Earnings (NYSE:G)

Genpact Limited (NYSE:G) – Equities researchers at Zacks Research boosted their Q1 2026 earnings estimates for shares of Genpact in a research report issued on Thursday, February 26th. Zacks Research analyst Team now forecasts that the business services provider will earn $0.84 per share for the quarter, up from their prior estimate of $0.77. The consensus estimate for Genpact’s current full-year earnings is $3.21 per share. Zacks Research also issued estimates for Genpact’s Q2 2026 earnings at $0.86 EPS, Q3 2026 earnings at $0.94 EPS, Q1 2027 earnings at $0.90 EPS, Q3 2027 earnings at $1.08 EPS, Q4 2027 earnings at $1.07 EPS and FY2028 earnings at $4.43 EPS.

Genpact (NYSE:G) last announced its quarterly earnings data on Thursday, February 5th. The business services provider reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Genpact had a net margin of 10.88% and a return on equity of 22.02%. The business had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.31 billion. During the same period last year, the firm posted $0.91 earnings per share. The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. Genpact has set its FY 2026 guidance at 4.010-4.010 EPS and its Q1 2026 guidance at 0.920-0.930 EPS.

G has been the subject of several other research reports. Citigroup raised Genpact from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 13th. Mizuho dropped their price objective on shares of Genpact from $51.00 to $49.00 and set a “neutral” rating for the company in a research note on Tuesday, February 10th. Needham & Company LLC cut their target price on shares of Genpact from $53.00 to $50.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Susquehanna set a $42.00 price target on shares of Genpact in a report on Friday, February 6th. Finally, Wall Street Zen raised Genpact from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $47.29.

Genpact Trading Up 0.4%

Shares of G opened at $39.71 on Monday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.66 and a current ratio of 1.66. Genpact has a 52-week low of $34.79 and a 52-week high of $54.00. The firm has a market cap of $6.74 billion, a price-to-earnings ratio of 12.69, a PEG ratio of 1.17 and a beta of 0.75. The business’s fifty day moving average is $43.44 and its 200-day moving average is $43.15.

Genpact Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 16th will be issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.9%. This is a boost from Genpact’s previous quarterly dividend of $0.17. The ex-dividend date is Monday, March 16th. Genpact’s dividend payout ratio (DPR) is presently 21.73%.

Insiders Place Their Bets

In related news, SVP Sameer Dewan sold 15,088 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $46.65, for a total transaction of $703,855.20. Following the completion of the transaction, the senior vice president directly owned 37,749 shares of the company’s stock, valued at $1,760,990.85. This trade represents a 28.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Riju Vashisht sold 16,016 shares of Genpact stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $46.65, for a total value of $747,146.40. Following the transaction, the senior vice president directly owned 95,521 shares in the company, valued at $4,456,054.65. The trade was a 14.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 2.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Genpact

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Sit Investment Associates Inc. boosted its holdings in Genpact by 17.6% in the fourth quarter. Sit Investment Associates Inc. now owns 202,150 shares of the business services provider’s stock valued at $9,457,000 after acquiring an additional 30,280 shares during the last quarter. Kera Capital Partners Inc. lifted its position in shares of Genpact by 94.6% in the 4th quarter. Kera Capital Partners Inc. now owns 21,221 shares of the business services provider’s stock worth $936,000 after purchasing an additional 10,314 shares during the period. Corient Private Wealth LLC boosted its stake in shares of Genpact by 448.5% in the 4th quarter. Corient Private Wealth LLC now owns 210,460 shares of the business services provider’s stock valued at $9,845,000 after purchasing an additional 172,087 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in shares of Genpact by 36.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 196,890 shares of the business services provider’s stock worth $9,211,000 after buying an additional 52,252 shares during the period. Finally, Nalanda India Equity Fund Ltd increased its position in shares of Genpact by 8.0% during the fourth quarter. Nalanda India Equity Fund Ltd now owns 13,702,500 shares of the business services provider’s stock worth $641,003,000 after buying an additional 1,015,556 shares during the period. 96.03% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Genpact

Here are the key news stories impacting Genpact this week:

• Positive Sentiment: Independent bull thesis argues Genpact is attractively valued versus peers and can deliver mid-single-digit revenue growth plus margin expansion driven by digital transformation services — the writeup presents a case for upside from multiple revenue streams and efficiency gains. Genpact Limited (G): A Bull Case Theory
• Positive Sentiment: Another summary of the bull case notes recent share weakness versus fundamentals (citing a mid‑February quote of $37.36) and highlights low trailing P/E and potential re‑rating if digital services revenue and margins accelerate. This piece reinforces the valuation/recovery narrative. Genpact Limited (G): A Bull Case Theory 
• Positive Sentiment: Additional coverage repeats the bullish points — cost discipline, recurring digital contracts and a beaten‑up stock offering upside if execution continues. This amplifies sentiment-driven buying. Genpact Limited (G): A Bull Case Theory
• Positive Sentiment: Zacks Research raised EPS estimates across several upcoming quarters and years (notably lifting Q1–Q3 2026, multiple 2027 quarters and FY2028), signaling improved analyst expectations for profitability and reinforcing the earnings momentum narrative. These upgrades make forward EPS and valuation comparisons more favorable for investors.

Genpact Company Profile

Genpact is a global professional services firm specializing in digitally powered business process management and services. The company partners with clients across industries to design, transform and run key operations, leveraging data analytics, artificial intelligence, automation and domain expertise. Its offerings span finance and accounting, supply chain management, procurement, customer experience, risk and compliance, and other critical business functions.

Founded in 1997 as the business process outsourcing arm of General Electric and originally known as GE Capital International Services, the company rebranded as Genpact in 2005 and completed its initial public offering on the New York Stock Exchange in 2007 under the ticker symbol “G.” Over time, Genpact has expanded beyond traditional outsourcing to focus on digital transformation and innovation, helping organizations accelerate growth and improve operational efficiency.

Headquartered in New York City, Genpact serves clients in more than 30 countries across North America, Latin America, Europe and Asia Pacific.