IDT Corporation (NYSE: IDT) reported fourth-quarter fiscal 2026 revenue of $339.0 million, up 7% year over year, and net income attributable to IDT of $21.7 million, up 29%. GAAP diluted EPS rose to $0.87 from $0.67.
For fiscal 2026, IDT posted revenue of $1.298 billion, up 5%, and net income attributable to IDT of $86.6 million, up 14%. The company forecast fiscal 2027 adjusted EBITDA of $176 million to $180 million.
- Fourth-quarter gross profit rose 18% to $134.8 million, while income from operations increased 52% to $33.2 million.
- Fiscal 2026 income from operations increased 21% to $121.2 million; GAAP diluted EPS was $3.46.
- NRS fourth-quarter revenue grew 31% to $45.0 million, while Fintech revenue increased 12% to $47.1 million.
- net2phone subscription revenue increased 10% to $24.5 million in the quarter.
- IDT ended July 31, 2026 with $271.9 million in unrestricted cash, cash equivalents, debt securities and current equity investments, and no outstanding debt.
- The board declared a quarterly cash dividend of $0.07 per share, payable October 14, 2026.
$IDT Insider Trading Activity
$IDT insiders have traded $IDT stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $IDT stock by insiders over the last 6 months:
- MARCELO FISCHER (Chief Financial Officer) has made 0 purchases and 2 sales selling 28,323 shares for an estimated $1,581,523.
- MENACHEM ASH (EVP of Strategic&Legal Affairs) has made 0 purchases and 3 sales selling 28,050 shares for an estimated $1,527,836.
- JOYCE J MASON (EVP and Corporate Secretary) has made 0 purchases and 4 sales selling 7,197 shares for an estimated $413,011.
- IRWIN KATSOF sold 2,408 shares for an estimated $132,505
- ERIC F. COSENTINO sold 500 shares for an estimated $28,890
- NADINE SHEA (EVP of GLOBAL HUMAN RESOURCES) sold 500 shares for an estimated $27,661
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$IDT Hedge Fund Activity
We have seen 106 institutional investors add shares of $IDT stock to their portfolio, and 105 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP added 451,829 shares (+740.2%) to their portfolio in Q2 2026, for an estimated $26,278,374
- AMERICAN CENTURY COMPANIES INC added 323,377 shares (+345.5%) to their portfolio in Q2 2026, for an estimated $18,807,606
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 255,279 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,847,026
- COOKE & BIELER LP removed 167,347 shares (-40.9%) from their portfolio in Q2 2026, for an estimated $9,732,901
- QUBE RESEARCH & TECHNOLOGIES LTD removed 160,534 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $9,336,657
- BLACKROCK, INC. added 149,538 shares (+8.4%) to their portfolio in Q2 2026, for an estimated $8,697,130
- ROYCE & ASSOCIATES LP removed 144,628 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,411,564
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
