Altisource Portfolio Solutions S.A. (ASPS)

Over the past six months, Altisource Portfolio Solutions SA's stock price has experienced a notable decline. Key events include the Q3 2025 earnings report on October 23, 2025, where Altisource announced a 4% increase in service revenue and a pre-tax loss improvement, though the stock dipped. On October 28, 2025, Altisource filed an S-3 registration statement related to shares previously issued to lenders, and on October 24, 2025, it filed for a 7.22 million share offering by selling stockholders. On August 4, 2025, the company announced that its outstanding warrants became exercisable after a VWAP condition was met. The Q2 2025 earnings were reported on July 24, 2025, highlighting an improvement in revenue, though the stock saw a dip. On June 3, 2025, an announcement detailed the effect of a 1-for-8 share consolidation on publicly traded warrants.

The demand for Altisource Portfolio Solutions SA's products and services is influenced by the broader seasonality of the real estate and mortgage industries. The housing market experiences a peak buying and selling season during the spring and summer months, while the fall and winter months typically represent a slower period. Altisource's guidance for 2025 assumes roughly flat delinquency rates and 13% growth in origination volume, suggesting an awareness of these market dynamics.

Altisource Portfolio Solutions SA operates within the Finance sector and the Real Estate and Mortgage industry. The Field Services segment provides property preservation and inspection services, along with a vendor management oversight SaaS platform. The Marketplace business offers Hubzu, an online real estate auction platform, real estate auction, real estate brokerage, and asset management services, and includes Equator, a SaaS-based technology for managing real estate owned (REO), short sales, foreclosure, bankruptcy, and eviction processes. The Mortgage and Real Estate Solutions segment encompasses a broad range of services including mortgage loans, title insurance, real estate valuation services, residential and commercial construction inspection and risk mitigation services, foreclosure trustee services, and the management of Lenders One, as well as Vendorly Invoice, RentRange, REALSynergy, and NestRange. The Origination segment also provides loan fulfillment, insurance, and management services, including platforms like Vendorly Monitor, Lenders One Loan Automation, TrelixAI, and ADMS.

Altisource Portfolio Solutions SA is headquartered in Luxembourg and primarily operates in the United States, with additional operations in India, Luxembourg, Uruguay, and internationally.

Altisource Portfolio Solutions SA has been actively working to rebuild its brand reputation over the past decade, following past scandals. As of September 2025, the company is seen as undergoing a turnaround in growth, profitability, and cost discipline, with improved margins and narrowing losses.

Altisource Portfolio Solutions SA has a significant institutional ownership presence, including UBS Asset Management Americas Inc., Deer Park Road Corp, First Eagle Investment Management, LLC, Vanguard Group Inc, BlackRock, Inc., and Geode Capital Management, Llc. Michelle Esterman, the Chief Financial Officer, made a notable purchase of US$101k worth of stock in April 2025, increasing her holding by 78%.