IDT Corporation Class B (IDT)

Over the past six months, IDT Corp.'s stock has experienced several notable events, including earnings reports, stock price movement, insider trades, and a shareholder meeting. In Q1 2026, IDT announced an EPS of $0.94 and revenue of $322.75 million, exceeding analyst estimates. In Q4 2025, the company reported strong fiscal year results, with consolidated Adjusted EBITDA increasing by 43% to a record $129 million. As of January 30, 2026, the closing stock price was $48.63. In January 2026, several company executives sold shares. IDT stockholders re-elected the board and approved an equity plan amendment on December 16, 2025.

Demand seasonality is observed in some of IDT Corp.'s business segments. The NRS segment includes terminals operating in seasonal stores, impacting net active terminal additions and margins. The money transfer business may experience seasonal fluctuations related to holidays or economic cycles. Historically, IDT's stock price has shown some seasonality, with November having the highest probability of positive returns and January having a lower probability.

IDT Corporation is a multinational provider of communications and payment services, operating in the Communication Services sector. The company's business is diversified across four main segments: National Retail Solutions (NRS), Fintech, net2phone, and Traditional Communications. NRS offers point-of-sale systems and merchant services to independent retailers. The Fintech segment includes BOSS Money, an international money remittance service, and Leaf, a digital wallet service. Net2phone provides cloud communications and telephony services to businesses. The Traditional Communications segment encompasses BOSS Revolution, offering international long-distance voice services, and IDT Digital Payments, a platform for prepaid digital offerings.

IDT Corporation operates globally, with services available in the United States, the United Kingdom, and internationally. The company has a workforce across six continents. BOSS Money transfers money from customers in the USA to over 284,795 cash pick-up locations in 50 countries.

In the past year, there have been no widely reported negative events or controversies that significantly impacted IDT Corp.'s overall brand reputation. BOSS Money achieved the highest average app store rating among digital money transfer providers surveyed by FXC Intelligence in its 2025 customer satisfaction ranking. However, IDT is susceptible to cyberattacks and technological disruptions, which could potentially lead to a loss of customer trust and damage to its reputation. The company also faces competitive pressures from larger entities and the rise of Over-The-Top (OTT) services.

IDT Corporation has a significant institutional ownership presence, with 416 institutional owners and shareholders holding a total of 15,412,349 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Renaissance Technologies Llc, Dimensional Fund Advisors Lp, First Trust Advisors Lp, State Street Corp, Geode Capital Management, Llc, and Acadian Asset Management Llc. Howard Jonas, the founder and chairman, along with his family and affiliated entities, maintains a controlling interest through a dual-class share structure.