188,203 Shares of Infosys Ltd. $INFY Purchased by Vest Financial LLC

Vest Financial LLC purchased a new stake in shares of Infosys Ltd. (NYSE:INFY) in the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 188,203 shares of the technology company’s stock, valued at approximately $2,025,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Lazard Asset Management LLC increased its stake in shares of Infosys by 17.0% in the first quarter. Lazard Asset Management LLC now owns 26,776,494 shares of the technology company’s stock worth $361,750,000 after purchasing an additional 3,893,801 shares during the period. Trinity Street Asset Management LLP grew its stake in shares of Infosys by 45.5% during the first quarter. Trinity Street Asset Management LLP now owns 14,938,546 shares of the technology company’s stock valued at $201,820,000 after purchasing an additional 4,674,742 shares during the last quarter. Dimensional Fund Advisors LP increased its position in Infosys by 0.7% in the first quarter. Dimensional Fund Advisors LP now owns 7,789,344 shares of the technology company’s stock worth $105,206,000 after purchasing an additional 52,393 shares during the period. Bank of America Corp DE raised its stake in shares of Infosys by 7.4% during the first quarter. Bank of America Corp DE now owns 6,790,666 shares of the technology company’s stock worth $91,742,000 after buying an additional 469,843 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Infosys by 8.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 6,490,358 shares of the technology company’s stock valued at $87,685,000 after purchasing an additional 521,169 shares during the period. Institutional investors and hedge funds own 16.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on INFY shares. CLSA cut shares of Infosys from an “outperform” rating to a “hold” rating in a research report on Wednesday, August 19th. BMO Capital Markets restated a “market perform” rating and set a $12.00 price objective (down from $13.00) on shares of Infosys in a research note on Friday, July 24th. HSBC set a $11.47 price objective on Infosys and gave the company a “hold” rating in a research note on Friday, July 24th. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $10.90 price target (down from $12.70) on shares of Infosys in a report on Friday, July 24th. Finally, TD Cowen reissued a “hold” rating and set a $9.00 price target (down from $10.00) on shares of Infosys in a research report on Friday, July 24th. Ten research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $11.45.

Key Headlines Impacting Infosys

Here are the key news stories impacting Infosys this week:

• Positive Sentiment: Infosys reported a 29% sequential increase in AI revenue, highlighting demand for its AI-first consulting and technology services. Infosys AI revenue growth
• Positive Sentiment: Second-quarter large-deal total contract value reached $5.2 billion, with 62% coming from net-new business, potentially supporting future revenue growth. Operating margin remained stable at 21%, within the company’s 20%-22% target range. Infosys AI strategy and deal wins
• Neutral Sentiment: Jefferies maintained a Hold rating, suggesting the firm sees a more balanced risk-reward profile following the earnings update. Jefferies Hold rating
• Negative Sentiment: Revenue of $5.145 billion rose 1.5% year over year and 1.2% sequentially in constant currency, but fell short of expectations. Earnings per share of $0.20 also missed the $0.21 consensus estimate. Infosys revenue and guidance miss
• Negative Sentiment: Infosys reduced its FY2027 constant-currency revenue-growth guidance to 1%-2%. Its reported revenue outlook of $20.4 billion-$20.6 billion was broadly in line with consensus, but the lower growth range raised concerns about weak demand and limited near-term expansion. Infosys lowers revenue forecast
• Negative Sentiment: Net profit and EPS declined despite modest revenue growth, reinforcing concerns that AI investments and current business conditions are not yet translating into stronger earnings. Infosys quarterly earnings

Infosys Stock Performance

NYSE INFY opened at $12.34 on Friday. The firm’s fifty day moving average price is $11.45 and its two-hundred day moving average price is $11.93. Infosys Ltd. has a fifty-two week low of $10.12 and a fifty-two week high of $30.00. The stock has a market cap of $49.99 billion, a PE ratio of 15.24, a PEG ratio of 3.08 and a beta of 0.88.

Infosys (NYSE:INFY) last posted its quarterly earnings data on Friday, October 23rd. The technology company reported $0.20 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.01). Infosys had a return on equity of 33.91% and a net margin of 16.38%. The company had revenue of $5.19 billion during the quarter, compared to analyst estimates of $5.12 billion. As a group, sell-side analysts predict that Infosys Ltd. will post 0.81 earnings per share for the current fiscal year.

About Infosys

Infosys Ltd. is a digital services and consulting company, which engages in the provision of end-to-end business solutions. It operates through the following segments: Financial Services, Retail, Communication, Energy, Utilities, Resources, and Services, Manufacturing, Hi-Tech, Life Sciences, and All Other. The company was founded by Dinesh Krishnan Swamy, Senapathy Gopalakrishnan, Narayana Ramarao Nagavara Murthy, Raghavan N. S., Ashok Arora, Nandan M. Nilekani, and S. D. Shibulal on July 2, 1981 and is headquartered in Bangalore, India.