XBP Global Holdings, Inc. announced a director or officer change
SEC 8-KRead source ↗
XBP Global Holdings, Inc. is a US-listed company in the diversified support services industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders6 buying, 0 selling7 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
- Funds8 adding, 9 cuttingOf 1 active managers that changed their stake, 0 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Several insiders buying shares: 5 insiders bought shares in the open market in the past 90 days, according to their Form 4 filings.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in XBP Global Holdings, Inc.'s latest figures clears our strength thresholds.
Things to watch
- Results due soon. Results are expected around 13 November; the share price can move sharply on the day.
- Volatile shares. Over the past year the shares showed annualised volatility of 96% and a beta of 0.9 against the S&P 500.
Latest results
- Earnings per share
- -$1.42 against an average estimate of -$1.04: missed by 36.5%
- Share reaction
- -4.1% in the first session after the results on August 13, 2026, against +0.5% for the S&P 500
Price chart
- 1 day+7.2%
- 1 week+3.7%
- 1 month-7.9%
- This year-60.1%
- 1 year-55.2%
- 5 years-97.1%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 13, 2026
- Next results (est.)
- November 13, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Leadership
- Insider trade
Avenue Rp Opportunities Fund Genpar, Llc (10% owner) bought $1.5M of stock
SEC Form 4 - Agreement
XBP Global Holdings, Inc. entered a material agreement; sold unregistered shares
SEC 8-KRead source ↗ - Results
XBP Global Holdings, Inc. reported results
SEC 8-KRead source ↗
No model value for XBP Global Holdings, 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 XBP Global Holdings, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 7.5%: the 10-year Treasury yield (4.9%) plus a beta of 0.57 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 |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: revenue and margins don't support a positive value |
| Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. | — | 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 XBP Global Holdings, Inc. with Diversified Support Services 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
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | −$4.51 | — | $811m | +3% |
| Next | −$1.51 | +67% | $899m | +11% |
How the EPS forecast has moved
In the last 30 days, 0 analysts raised XBP Global Holdings, Inc.'s forecast and 1 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 30 days ago | $0.42 | $2.17 |
| 7 days ago | −$4.95 | $0.06 |
| Now | −$4.51 | −$1.51 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | −$1.04 | −$1.42 | −36.5% |
| Mar 2026 | −$0.18 | −$1.08 | −498.5% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 0.2% of tradable shares
- Days to cover
- 0.92 at average volume
- Short interest, 1 month
- −46% to October 15, 2026
- Held by institutions
- 66% of shares
- Held by insiders
- 34.4% of shares
- Employees
- 9,200 full time
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|
| Return | |||||
| XBP | +4% | −49% | −79% | −38% | −60% |
| Industry peers (median) | −13% | +11% | +5% | −7% | −10% |
| S&P 500 | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | |||||
| XBP | 75% | 67% | 33% | 42% | 55% |
| S&P 500 | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | |||||
| XBP | −1% | −86% | −85% | −75% | −76% |
| S&P 500 | −25% | −10% | −8% | −19% | −9% |
Worst fall since May 5, 2021: 100% from December 4, 2023 to May 18, 2026. Getting back needed a 18302% gain, and the shares have not yet recovered.
Price behaviour
- 52-week range
- $2.06 – $8.47
- From 52-week high
- −67.9%
- vs 50-day average
- −10.0%
- vs 200-day average
- −28.5%
- Volatility (1 year)
- 96%
- Beta vs S&P 500
- 0.88
Share price after results
- Next day
- 3 up, 8 down typical move ±8.6%
- After a week
- 4 up, 7 down typical move ±14.0%
- After a month
- 4 up, 7 down typical move ±29.8%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 13, 2026 | −4.1% | +0.5% | −1.7% | +1.9% |
| May 14, 2026 | −4.1% | −0.4% | +17.6% | +8.6% |
| March 30, 2026 | −0.2% | +2.6% | −15.1% | −34.1% |
| November 14, 2025 | +8.7% | −0.9% | 0.0% | −8.2% |
| August 14, 2025 | +12.0% | −0.2% | +37.5% | +117.3% |
| May 15, 2025 | −1.7% | +1.1% | −4.9% | −15.5% |
| March 19, 2025 | −4.7% | +0.8% | +0.8% | −17.6% |
| November 12, 2024 | +40.8% | −0.3% | +36.4% | +17.7% |
| August 12, 2024 | −6.0% | +1.7% | −1.6% | −6.2% |
| May 13, 2024 | −12.8% | +0.5% | −34.4% | −64.1% |
| April 1, 2024 | 0.0% | −0.8% | −3.9% | −36.9% |
Fundamentals
Where the revenue comes from
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Applied Workflow Automation | $816M | 93.6% | — |
| Technology | $56.2M | 6.4% | — |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $847M | 97.1% | — |
| Other Countries | $25.5M | 2.9% | — |
| EMEA | $0 | 0.0% | — |
From XBP Global Holdings, Inc.'s 10-K filed March 31, 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
- $15.5M
- Institutions reporting
- 27
- Shares held vs prior quarter
- ▲ 12.7%
- Positions opened / closed
- 0 / 2
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Gates Capital Management, Inc. | $7.4M | 3.2M | 47.9% | 0.0% |
| Cantor Fitzgerald, L. P. | $3.8M | 1.6M | 24.5% | ▲ 113.4% |
| Holdco Asset Management, LP | $1.8M | 787K | 11.8% | 0.0% |
| Blackrock, Inc. | $409,911 | 177K | 2.6% | ▲ 1.6% |
| Allianz Asset Management Gmbh | $391,502 | 169K | 2.5% | 0.0% |
| Vanguard Capital Management LLC | $295,529 | 127K | 1.9% | ▼ 0.4% |
| Bank Of America Corp | $291,578 | 126K | 1.9% | ▼ 20.4% |
| Geode Capital Management, LLC | $287,766 | 124K | 1.9% | ▼ 3.0% |
| Brc Group Holdings, Inc. | $170,884 | 74K | 1.1% | 0.0% |
| Vanguard Fiduciary Trust Co | $135,019 | 58K | 0.9% | ▲ 0.8% |
| Jefferies Financial Group Inc. | $126,693 | 55K | 0.8% | 0.0% |
| Shay Capital LLC | $58,000 | 25K | 0.4% | 0.0% |
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 XBP Global Holdings, Inc.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $2.5M 7 trades by 6 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $2.5M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Avenue Rp Opportunities Fund Genpar, Llc 10% owner | September 15, 2026 | Buy | 202,287 | $2.83 | $572,472 |
| Avenue Rp Opportunities Fund Genpar, Llc 10% owner | September 15, 2026 | Buy | 325,319 | $2.83 | $920,653 |
| Avenue Capital Management Ii, L.P. 10% owner | September 15, 2026 | Buy | 72,394 | $2.83 | $204,875 |
| Jonovic Andrej Chief Executive Officer | September 15, 2026 | Buy | 31,500 | $2.83 | $89,145 |
| Avramovic Dejan Chief Financial Officer | September 15, 2026 | Buy | 8,833 | $2.83 | $24,997 |
| Chadha Par Director | September 15, 2026 | Buy | 204,946 | $2.83 | $579,997 |
| Klein Randal T Director | May 19, 2026 | Buy | 25,000 | $2.44 | $61,000 |
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 November 13, 2026 estimated from the company's past filing pattern, not announced
- August 13, 2026
- May 14, 2026
- March 30, 2026
- November 14, 2025
- August 14, 2025
- May 15, 2025
Recent SEC filings
- 8-K Current report
- S-3 FORM S-3
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
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 |
XBP Global Holdings, Inc. in brief
- What does XBP Global Holdings, Inc. do?
- XBP Global Holdings, Inc. is a US-listed company in the diversified support services industry. Its financial year ends in December.
- What is XBP Global Holdings, Inc.'s stock ticker?
- XBP Global Holdings, Inc. trades under the ticker XBP on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are XBP Global Holdings, Inc.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Gates Capital Management, Inc., Cantor Fitzgerald, L. P. and Holdco Asset Management, LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling XBP Global Holdings, Inc. stock?
- Over the last 12 months, XBP Global Holdings, Inc.'s directors and officers reported 7 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
- When is XBP Global Holdings, Inc.'s next earnings date?
- Around November 13, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — XBP Global Holdings, Inc. announces its own schedule.
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