Lesaka Technologies Inc announced a director or officer change
SEC 8-KRead source ↗
Lesaka Technologies Inc is a US-listed company in the transaction & payment processing services industry. Its financial year ends in June.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders2 buying, 2 selling10 purchases and 37 sales by directors and officers, last 12 monthsInsider trades
- Funds27 adding, 16 cuttingOf 9 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 67% in the quarter to 2026-06-30, the 4th beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
- Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
- Estimates rising. Analysts' consensus for next year's earnings per share has risen 19.4% over 90 days.
Things to watch
No figure in Lesaka Technologies Inc's latest results trips our warning thresholds.
Latest results
- Earnings per share
- $0.15 against an average estimate of $0.09: beat by 66.7%
- Share reaction
- -0.7% in the first session after the results on September 9, 2026, against -1.1% for the S&P 500
- Next report
- November 4, 2026; average EPS estimate $0.03
Price chart
- 1 day+1.3%
- 1 week-1.9%
- 1 month-6.7%
- This year-15.3%
- 1 year-6.0%
- 5 years-37.4%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- September 9, 2026
- Next results (est.)
- December 9, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Leadership
- Leadership
Lesaka Technologies Inc announced a director or officer change
SEC 8-KRead source ↗ - Results
Lesaka Technologies Inc reported results
SEC 8-KRead source ↗ - Leadership
Lesaka Technologies Inc announced a director or officer change; reported shareholder vote results
SEC 8-KRead source ↗ - Leadership
Lesaka Technologies Inc announced a director or officer change
SEC 8-KRead source ↗
No model value for Lesaka Technologies Inc at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Valuation models
We value Lesaka Technologies Inc as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 8%: the 10-year Treasury yield (4.9%) plus a beta of 0.68 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Combined value Weighted average of the models that apply: the primary model (price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Lesaka Technologies Inc with asset managers, brokers and exchanges in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Forecasts and guidance
Next results: November 4, 2026, after the close. Analysts expect revenue of $182m and EPS of $0.03 (range $0.03 to $0.03) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.49 | +26% | $806m | +12% |
| Next | $0.21 | +48% | $915m | +14% |
Next year's EPS estimate has moved +19.4% in 90 days, across 2 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is +4.3% on 90 days ago. In the last 30 days, 1 analyst raised Lesaka Technologies Inc's forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.47 | $0.18 |
| 60 days ago | $0.47 | $0.18 |
| 30 days ago | $0.47 | $0.18 |
| 7 days ago | $0.49 | $0.21 |
| Now | $0.49 | $0.21 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.09 | $0.15 | +66.7% |
| Mar 2026 | $0.07 | $0.11 | +57.1% |
| Dec 2025 | $0.04 | $0.08 | +100.0% |
| Sept 2025 | $0.03 | $0.06 | +100.0% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 0.6% of tradable shares
- Days to cover
- 1.32 at average volume
- Short interest, 1 month
- +20% to October 15, 2026
- Held by institutions
- 43% of shares
- Held by insiders
- 17.0% of shares
- Employees
- 3,861 full time
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| LSAK | +8% | −15% | −29% | +68% | −13% | −15% |
| Industry peers (median) | −19% | −35% | +8% | +9% | −26% | +9% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| LSAK | 58% | 58% | 42% | 83% | 42% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| LSAK | −37% | −49% | −33% | −16% | −32% | −27% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 2, 2015: 84% from November 2, 2015 to April 3, 2020. Getting back needed a 517% gain, and the shares have not yet recovered.
Price behaviour
- 52-week range
- $3.71 – $5.45
- From 52-week high
- −25.9%
- vs 50-day average
- −7.5%
- vs 200-day average
- −13.6%
- Volatility (1 year)
- 39%
- Beta vs S&P 500
- 0.69
Share price after results
- Next day
- 5 up, 7 down typical move ±2.9%
- After a week
- 6 up, 6 down typical move ±4.4%
- After a month
- 5 up, 7 down typical move ±4.4%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| September 9, 2026 | −0.7% | −1.1% | −6.2% | +4.4% |
| May 18, 2026 | +1.0% | −0.7% | +2.2% | −7.9% |
| May 6, 2026 | −0.8% | +1.1% | −4.0% | −5.0% |
| February 4, 2026 | −2.6% | −1.7% | +1.1% | +1.3% |
| November 5, 2025 | −0.5% | −0.7% | −8.2% | −2.6% |
| September 29, 2025 | −0.2% | +0.7% | +3.1% | +3.8% |
| September 10, 2025 | −7.2% | +1.1% | −10.3% | −10.7% |
| February 5, 2025 | +3.9% | +0.8% | +0.8% | −2.5% |
| November 6, 2024 | −2.4% | +3.3% | −6.9% | −3.5% |
| September 11, 2024 | +4.2% | +1.9% | 0.0% | +9.7% |
| May 8, 2024 | +4.3% | +0.6% | +7.4% | 0.0% |
| February 6, 2024 | +6.5% | +1.1% | +2.8% | +0.9% |
Fundamentals
Where the revenue comes from
| Line of business | Revenue | YoY |
|---|---|---|
| Merchant | $496M | ▼ 3.6% |
| Enterprisesegment | $72.9M | ▲ 84.9% |
| Consumer | $51.5M | ▲ 28.5% |
| Unallocated | $0 | — |
These categories overlap or exclude eliminations, so shares aren't shown.
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Services | $630M | 88.5% | ▲ 2.8% |
| ADP (part of Services) | $420M | 66.6% | ▼ 3.5% |
| Loan Based Fees Received (part of Services) | $65.7M | 10.4% | ▲ 75.9% |
| Transactional Fees (part of Services) | $50.4M | 8.0% | ▲ 27.4% |
| Acquiring (part of Services) | $46.8M | 7.4% | ▲ 43.9% |
| Other Products and Services (part of Services) | $25M | 4.0% | ▲ 0.1% |
| Software (part of Services) | $22.1M | 3.5% | ▲ 48.9% |
| Cash | $41.6M | 5.8% | ▼ 4.8% |
| Rental Income | $15.3M | 2.2% | — |
| Utilities | $15M | 2.1% | ▲ 272.5% |
| Products | $10.2M | 1.4% | ▲ 10.9% |
| Region | Revenue | YoY |
|---|---|---|
| ZA | $578M | ▲ 3.3% |
| Rest of World | $42.5M | ▲ 22.1% |
These categories overlap or exclude eliminations, so shares aren't shown.
From Lesaka Technologies Inc's 10-K filed September 9, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
Who owns it
Funds buying and selling- Reported value
- $108M
- Institutions reporting
- 43
- Shares held vs prior quarter
- ▼ 5.9%
- Positions opened / closed
- 14 / 6
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Morgan Stanley | $25.5M | 5.1M | 23.7% | ▲ 0.1% |
| Goldman Sachs Group Inc | $25.1M | 5.1M | 23.3% | ▼ 0.5% |
| Rathbones Group PLC | $18.2M | 3.7M | 16.9% | ▼ 49.8% |
| Hosking Partners LLP | $13.5M | 2.7M | 12.6% | ▼ 1.7% |
| Potomac Capital Management, Inc. | $7.5M | 1.5M | 7.0% | ▲ 36.2% |
| Kingsway Capital Partners Ltd | $4.6M | 920K | 4.2% | — |
| Deutsche Bank Ag\ | $2.2M | 439K | 2.0% | ▲ 343.9% |
| Citadel Advisors LLC | $2M | 400K | 1.8% | ▲ 442.4% |
| Barclays PLC | $1.2M | 250K | 1.2% | ▼ 6.6% |
| Intrepid Family Office LLC | $1.2M | 250K | 1.2% | 0.0% |
| UBS Group AG | $1.2M | 236K | 1.1% | ▲ 2.8% |
| Renaissance Technologies LLC | $835,457 | 168K | 0.8% | ▼ 9.6% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Lesaka Technologies Inc's complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $9.9M 10 trades by 2 insiders, last 12 months Insider sales History → $4.2M 37 trades by 2 insiders · 0% under pre-set plans
Net ▲ $5.7M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Mazanderani Ali Executive Chairman | September 16, 2026 | Buy | 14,774 | $4.40 | $65,006 |
| Mazanderani Ali Executive Chairman | September 15, 2026 | Buy | 28,226 | $4.21 | $118,831 |
| International Finance Corp 10% owner | April 16, 2026 | Sell | 66,437 | $4.90 | $325,541 |
| International Finance Corp 10% owner | April 15, 2026 | Sell | 19,488 | $4.90 | $95,491 |
| International Finance Corp 10% owner | April 14, 2026 | Sell | 106,948 | $4.90 | $524,045 |
| International Finance Corp 10% owner | April 13, 2026 | Sell | 52,230 | $4.92 | $256,972 |
| International Finance Corp 10% owner | April 10, 2026 | Sell | 57,894 | $4.98 | $288,312 |
| International Finance Corp 10% owner | April 9, 2026 | Sell | 9,878 | $4.95 | $48,896 |
| International Finance Corp 10% owner | April 8, 2026 | Sell | 19,311 | $4.93 | $95,203 |
| International Finance Corp 10% owner | April 7, 2026 | Sell | 47,954 | $4.91 | $235,454 |
| International Finance Corp 10% owner | April 6, 2026 | Sell | 34,219 | $4.95 | $169,384 |
| International Finance Corp 10% owner | April 2, 2026 | Sell | 9,928 | $4.99 | $49,541 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
Next expected around December 9, 2026 estimated from the company's past filing pattern, not announced
- September 9, 2026
- May 18, 2026
- May 6, 2026
- February 4, 2026
- November 5, 2025
- September 29, 2025
Recent SEC filings
- DEF 14A Proxy statement
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Lesaka Technologies Inc in brief
- What does Lesaka Technologies Inc do?
- Lesaka Technologies Inc is a US-listed company in the transaction & payment processing services industry. Its financial year ends in June.
- What is Lesaka Technologies Inc's stock ticker?
- Lesaka Technologies Inc trades under the ticker LSAK on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Lesaka Technologies Inc's largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Morgan Stanley, Goldman Sachs Group Inc and Rathbones Group PLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Lesaka Technologies Inc stock?
- Over the last 12 months, Lesaka Technologies Inc's directors and officers reported 10 open-market purchases and 37 sales on Form 4. The insider trading page charts every trade.
- When is Lesaka Technologies Inc's next earnings date?
- Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Lesaka Technologies Inc announces its own schedule.
Follow research on Lesaka Technologies Inc
New research on the companies we cover arrives in the weekly email. Free, one email a week.