Jensen Investment Management Inc. Trims Stock Holdings in Genpact Limited $G

Jensen Investment Management Inc. decreased its holdings in Genpact Limited (NYSE:G) by 21.3% in the 3rd quarter, Holdings Channel reports. The firm owned 116,625 shares of the business services provider’s stock after selling 31,570 shares during the period. Jensen Investment Management Inc.’s holdings in Genpact were worth $4,885,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Geode Capital Management LLC increased its stake in Genpact by 2.5% in the second quarter. Geode Capital Management LLC now owns 3,645,967 shares of the business services provider’s stock valued at $160,480,000 after purchasing an additional 90,541 shares during the period. Tandem Investment Advisors Inc. boosted its stake in shares of Genpact by 13.6% during the third quarter. Tandem Investment Advisors Inc. now owns 2,936,194 shares of the business services provider’s stock worth $122,997,000 after buying an additional 351,871 shares during the period. Nordea Investment Management AB grew its holdings in shares of Genpact by 60.2% during the second quarter. Nordea Investment Management AB now owns 2,617,255 shares of the business services provider’s stock worth $114,924,000 after buying an additional 983,774 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in Genpact by 3.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,584,606 shares of the business services provider’s stock valued at $108,269,000 after acquiring an additional 82,918 shares during the period. Finally, Ameriprise Financial Inc. increased its position in Genpact by 34.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,166,489 shares of the business services provider’s stock valued at $95,347,000 after acquiring an additional 551,269 shares during the period. Institutional investors and hedge funds own 96.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Mizuho lowered their target price on Genpact from $51.00 to $49.00 and set a “neutral” rating on the stock in a research note on Tuesday. Wall Street Zen raised Genpact from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Susquehanna set a $42.00 price objective on shares of Genpact in a research report on Friday. Weiss Ratings restated a “hold (c+)” rating on shares of Genpact in a research report on Friday, December 26th. Finally, Citigroup upgraded shares of Genpact to a “hold” rating in a research note on Thursday, October 23rd. One research analyst has rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $47.29.

Genpact Price Performance

Shares of NYSE G opened at $39.15 on Wednesday. The company’s fifty day moving average is $45.72 and its two-hundred day moving average is $43.64. The firm has a market capitalization of $6.75 billion, a P/E ratio of 12.51, a PEG ratio of 1.15 and a beta of 0.74. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.51 and a current ratio of 1.66. Genpact Limited has a one year low of $37.49 and a one year high of $55.84.

Genpact (NYSE:G) last released its quarterly earnings data on Thursday, February 5th. The business services provider reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.31 billion. Genpact had a return on equity of 22.02% and a net margin of 10.88%.Genpact’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period last year, the business posted $0.91 EPS. Genpact has set its FY 2026 guidance at 4.010-4.010 EPS and its Q1 2026 guidance at 0.920-0.930 EPS. Analysts forecast that Genpact Limited will post 3.21 EPS for the current fiscal year.

Genpact Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 16th will be given a $0.1875 dividend. The ex-dividend date is Monday, March 16th. This represents a $0.75 annualized dividend and a dividend yield of 1.9%. This is a boost from Genpact’s previous quarterly dividend of $0.17. Genpact’s payout ratio is presently 21.73%.

Insider Transactions at Genpact

In other Genpact news, SVP Sameer Dewan sold 15,088 shares of the company’s stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $46.65, for a total value of $703,855.20. Following the sale, the senior vice president owned 37,749 shares of the company’s stock, valued at $1,760,990.85. This represents a 28.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Riju Vashisht sold 16,016 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $46.65, for a total transaction of $747,146.40. Following the completion of the sale, the senior vice president owned 95,521 shares in the company, valued at $4,456,054.65. This represents a 14.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 2.80% of the stock is currently owned by corporate insiders.

About Genpact

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.