Conduent (NASDAQ:CNDT) Releases Earnings Results, Misses Expectations By $0.03 EPS

Conduent (NASDAQ:CNDT) released its quarterly earnings results on Thursday. The company reported ($0.09) EPS for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.03), FiscalAI reports. The business had revenue of $770.00 million for the quarter, compared to the consensus estimate of $790.50 million. Conduent had a negative return on equity of 8.74% and a negative net margin of 4.85%.Conduent’s revenue was down 3.7% compared to the same quarter last year. During the same period in the prior year, the business posted ($0.15) earnings per share.

Here are the key takeaways from Conduent’s conference call:

• New CEO Harsha Agadi (in role under 30 days) laid out a clear turnaround framework — faster decision‑making, strict capital allocation, SG&A/technology cuts, portfolio rationalization, pipeline conversion, and organizational simplification — and committed to an Analyst Day and a strong focus on sustainable free cash flow.
• Full‑year adjusted EBITDA improved to $164 million (5.4% margin, +150 bps YoY) and Q4 adjusted EBITDA margin rose to 6.5% (+250 bps), indicating operating leverage despite revenue pressures.
• Sales momentum showed a $3.2 billion qualified ACV pipeline and Q4 new business ACV of $152 million (+11% YoY), with particularly strong government pipeline growth (+29% YoY) and improvements in new‑capability sales.
• Adjusted revenue declined to $3.04 billion (-4.2% YoY), the commercial segment fell ~5.9%, and adjusted free cash flow was a -$130 million for FY2025, with some cash timing issues tied to delayed government billings.
• Management is accelerating portfolio rationalization (fix/sell/grow) and cost actions with proceeds slated to reduce debt, which could improve leverage and margins but depends on execution and transaction timing.

Conduent Trading Down 4.1%

Shares of CNDT stock traded down $0.06 during trading hours on Thursday, hitting $1.29. 1,748,425 shares of the company were exchanged, compared to its average volume of 1,421,041. The company has a 50 day simple moving average of $1.83 and a two-hundred day simple moving average of $2.26. The firm has a market cap of $196.46 million, a P/E ratio of -1.31, a P/E/G ratio of 35.75 and a beta of 1.31. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.64 and a current ratio of 1.64. Conduent has a fifty-two week low of $1.18 and a fifty-two week high of $4.26.

Analysts Set New Price Targets

CNDT has been the subject of several analyst reports. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Conduent in a report on Wednesday, January 21st. Wall Street Zen cut shares of Conduent from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. One research analyst has rated the stock with a Strong Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy”.

Institutional Investors Weigh In On Conduent

Large investors have recently bought and sold shares of the stock. Sei Investments Co. grew its stake in Conduent by 4.3% during the third quarter. Sei Investments Co. now owns 201,619 shares of the company’s stock valued at $565,000 after acquiring an additional 8,381 shares in the last quarter. Boothbay Fund Management LLC purchased a new stake in Conduent in the second quarter valued at approximately $29,000. Goldman Sachs Group Inc. increased its holdings in shares of Conduent by 0.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,962,919 shares of the company’s stock worth $5,300,000 after buying an additional 11,428 shares during the last quarter. Public Employees Retirement System of Ohio lifted its holdings in shares of Conduent by 7.7% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 168,033 shares of the company’s stock worth $470,000 after acquiring an additional 11,974 shares during the last quarter. Finally, IHT Wealth Management LLC purchased a new stake in Conduent during the second quarter valued at about $34,000. 77.28% of the stock is currently owned by institutional investors and hedge funds.

About Conduent

Conduent Incorporated is a global provider of diversified business process services with a focus on delivering digital platforms and automation solutions. The company serves clients across a variety of industries including healthcare, transportation, public sector, financial services and human resources. By combining technology-enabled services with data analytics and artificial intelligence, Conduent helps organizations streamline operations, enhance customer experiences and improve overall efficiency.

Key offerings from Conduent encompass customer engagement and transaction processing, digital payment solutions, eligibility and enrollment services for health and welfare programs, and workforce management tools.