Consensus Cloud Solutions (NASDAQ:CCSI) Posts Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Consensus Cloud Solutions (NASDAQ:CCSI) released its quarterly earnings results on Thursday. The company reported $1.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.48 by $0.01, FiscalAI reports. The firm had revenue of $91.36 million for the quarter, compared to analyst estimates of $89.63 million. Consensus Cloud Solutions had a return on equity of 849.75% and a net margin of 26.69%. Consensus Cloud Solutions updated its Q3 2026 guidance to 1.340-1.440 EPS and its FY 2026 guidance to 5.550-5.950 EPS.

Here are the key takeaways from Consensus Cloud Solutions’ conference call:

• Corporate revenue reached a record $60.5 million, up 9.3% year over year, supported by strong usage, customer acquisition, retention, advanced products, and a 103.1% net revenue retention rate.
• Management reaffirmed full-year 2026 guidance but expects revenue to land between the midpoint and high end of the range, with adjusted EBITDA and EPS tracking slightly above midpoint; free cash flow is still expected to approximate $106 million.
• The VA rollout is approximately 65%-80% complete, with management expecting more than $9 million of 2026 revenue and seeing additional opportunities among government contractors and other public-sector organizations.
• The board increased the share-repurchase authorization to $200 million; Consensus repurchased approximately $9.6 million of stock in Q2 and indicated that further buybacks remain attractive given an estimated 16%-17% free-cash-flow yield.
• SOHO revenue declined 4.7% year over year to $30.9 million, and management expects declines of roughly 5%-7% in each of the next two quarters; hospital customers are also becoming more cautious and focused on ROI, which could slow sales cycles.

Consensus Cloud Solutions Price Performance

Shares of Consensus Cloud Solutions stock traded down $2.19 during trading on Friday, reaching $35.14. The company’s stock had a trading volume of 186,393 shares, compared to its average volume of 119,654. The company has a quick ratio of 1.80, a current ratio of 1.80 and a debt-to-equity ratio of 24.99. Consensus Cloud Solutions has a 12-month low of $20.20 and a 12-month high of $41.40. The company has a market capitalization of $646.58 million, a P/E ratio of 7.11 and a beta of 1.57. The business has a 50 day moving average price of $36.02 and a 200-day moving average price of $30.06.

Insider Transactions at Consensus Cloud Solutions

In other Consensus Cloud Solutions news, Director Elaine Healy sold 4,000 shares of the stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $34.27, for a total value of $137,080.00. Following the completion of the transaction, the director owned 27,658 shares in the company, valued at approximately $947,839.66. This represents a 12.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 3.65% of the company’s stock.

Hedge Funds Weigh In On Consensus Cloud Solutions

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Russell Investments Group Ltd. increased its holdings in Consensus Cloud Solutions by 239.3% during the 3rd quarter. Russell Investments Group Ltd. now owns 170,445 shares of the company’s stock valued at $5,006,000 after acquiring an additional 120,205 shares in the last quarter. Kent Lake PR LLC raised its position in Consensus Cloud Solutions by 92.6% during the second quarter. Kent Lake PR LLC now owns 250,000 shares of the company’s stock worth $5,765,000 after acquiring an additional 120,200 shares during the last quarter. Heron Bay Capital Management lifted its holdings in shares of Consensus Cloud Solutions by 4.1% in the fourth quarter. Heron Bay Capital Management now owns 1,253,487 shares of the company’s stock valued at $27,351,000 after purchasing an additional 49,761 shares in the last quarter. Two Sigma Investments LP purchased a new stake in shares of Consensus Cloud Solutions in the third quarter valued at about $1,442,000. Finally, Lazard Asset Management LLC grew its position in shares of Consensus Cloud Solutions by 367.8% in the third quarter. Lazard Asset Management LLC now owns 57,959 shares of the company’s stock valued at $1,702,000 after purchasing an additional 45,569 shares during the last quarter. 93.93% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have weighed in on CCSI shares. Wall Street Zen raised Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a research report on Sunday, May 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of Consensus Cloud Solutions in a report on Tuesday. BTIG Research upped their price target on Consensus Cloud Solutions from $40.00 to $45.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Finally, Oppenheimer increased their price target on Consensus Cloud Solutions from $32.00 to $35.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Three research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $38.33.

Consensus Cloud Solutions Company Profile

Consensus Cloud Solutions (NASDAQ: CCSI) is a provider of cloud consulting and managed services focused on helping organizations accelerate digital transformation. The company specializes in designing, deploying and supporting cloud architectures that leverage leading public and private cloud platforms, including infrastructure as a service (IaaS), platform as a service (PaaS) and software as a service (SaaS) environments. Its end-to-end approach encompasses strategy, implementation and ongoing optimization to align technology investments with business objectives.

The firm’s core offerings include cloud migration and deployment, application modernization, data analytics and cybersecurity solutions.