188,203 Shares in Infosys Ltd. $INFY Acquired by Vest Financial LLC

Vest Financial LLC bought a new stake in shares of Infosys Ltd. (NYSE:INFY) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 188,203 shares of the technology company’s stock, valued at approximately $2,025,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Pinnacle Associates Ltd. acquired a new position in shares of Infosys during the third quarter worth $369,000. Nisa Investment Advisors LLC boosted its position in Infosys by 87.1% in the 3rd quarter. Nisa Investment Advisors LLC now owns 3,683 shares of the technology company’s stock worth $40,000 after purchasing an additional 1,715 shares in the last quarter. Frank Rimerman Advisors LLC grew its position in Infosys by 2.8% during the third quarter. Frank Rimerman Advisors LLC now owns 155,698 shares of the technology company’s stock valued at $1,675,000 after buying an additional 4,174 shares during the period. Vontobel Holding Ltd. raised its holdings in Infosys by 61.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 43,737 shares of the technology company’s stock worth $471,000 after purchasing an additional 16,657 shares during the period. Finally, Banque Pictet & Cie SA raised its stake in shares of Infosys by 21.6% during the 3rd quarter. Banque Pictet & Cie SA now owns 208,804 shares of the technology company’s stock worth $2,247,000 after buying an additional 37,059 shares during the period. 16.20% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on INFY shares. Stifel Nicolaus set a $13.00 price target on Infosys and gave the stock a “hold” rating in a research note on Thursday, July 16th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $10.90 target price (down from $12.70) on shares of Infosys in a research note on Friday, July 24th. Wells Fargo & Company set a $11.00 target price on Infosys and gave the company an “equal weight” rating in a report on Friday, June 26th. HSBC set a $11.47 target price on shares of Infosys and gave the company a “hold” rating in a report on Friday, July 24th. Finally, Jefferies Financial Group reiterated a “hold” rating and set a $14.31 price target (down from $20.82) on shares of Infosys in a report on Monday, August 31st. Ten equities research analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Infosys presently has an average rating of “Reduce” and an average target price 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

Shares of NYSE INFY opened at $12.34 on Friday. The company’s fifty day moving average is $11.45 and its two-hundred day moving average is $11.93. The firm has a market capitalization of $49.99 billion, a P/E ratio of 15.24, a PEG ratio of 3.08 and a beta of 0.88. Infosys Ltd. has a one year low of $10.12 and a one year high of $30.00.

Infosys (NYSE:INFY) last announced its earnings results on Friday, October 23rd. The technology company reported $0.20 EPS for the quarter, missing the consensus estimate of $0.21 by ($0.01). The company had revenue of $5.19 billion for the quarter, compared to analysts’ expectations of $5.12 billion. Infosys had a net margin of 16.38% and a return on equity of 33.91%. On average, sell-side analysts forecast 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.