Market Cap
$44.9B
INFY
Infosys Ltd
$11.06 ▼ -2.51%
Prev close $11.35Market cap$44.9B
ConsensusHold
12-mo target$11.67 (+5.5%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Software & IT
Snapshot
The big-picture read on INFY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (51%)
Inst. Holders
50 funds
Inst. Value
$4.8B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $119.4M sell
Insider Net $
-$119.4M
Social Sentiment
22° Bearish
SEC Reports
16
Press Releases
1
Price chart 30d -7.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 contract
Aug 6, 2026 Press Infosys and Columbia University Launch Strategic Collaboration Across Deep Research to Drive Innovation and Unlock Business Value
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader
Infosys announced a multi-year strategic collaboration expansion with Metsä Group, a Finnish forest industry group, to t
Impact 4/10
Infosys reported strong Q1 FY27 results with consolidated revenue of ₹48,211 crore (+14.0% YoY) and net profit of ₹7,775
6-K — Impact 5/10
Infosys filed a routine 6-K disclosing stock incentives granted to key managerial personnel (KMPs) under its stock optio
6-K — Impact 2/10
Infosys reported Q1 FY27 results with revenue of $5,082 million (+2.8% YoY, +2.4% CC), operating margin of 21.1%, and ne
6-K — Impact 6/10
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
56,575,375 shares ($593.5M)
Jun 30, 2026 Inst.
Robeco Institutional Asset Management — ADD
49,040,701 shares ($514.4M)
May 14, 2026 Insider
Mathew Shaji sold 740 shares
Chief Human Resources Officer @ $1,091.36 ($807.6K)
Analyst ratings buy % -23.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
51% rate it Buy or better · 49 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 24, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 24, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 24, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 24, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Jul 24, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Jul 16, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 10, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 9, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jun 26, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Jun 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 12 | 20 | 4 | 0 | 51% | |
| Aug 1, 2026 | 14 | 12 | 19 | 4 | 0 | 53% | |
| Jul 1, 2026 | 16 | 16 | 15 | 2 | 0 | 65% | |
| Jun 1, 2026 | 16 | 16 | 15 | 2 | 0 | 65% | |
| May 1, 2026 | 17 | 16 | 15 | 2 | 0 | 66% | |
| Apr 1, 2026 | 17 | 15 | 16 | 2 | 0 | 64% | |
| Mar 1, 2026 | 17 | 15 | 16 | 2 | 0 | 64% | |
| Feb 1, 2026 | 17 | 16 | 15 | 2 | 0 | 66% |
Price targets
Where 12 covering analysts think INFY trades over the next 12 months.
$11.67 +5.5% upside Buy
Current$11.06 Low$9.00 Median$11.28 High$14.10 12 analysts
$9.00$14.10
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
22°
Bearish
BearishNeutralBullish
Recent posts
CTSH near 9x earnings after IT-services selloff: value play or AI-driven value trap?
▲ 1 · 💬 0· ⚡ 0.5
Acn/ctsh/epam/glob/infy are no longer hi-tech premium stocks. Trending down to staffing agencies with 0.3-0.6 Price/sales cap
▲ 1 · 💬 0· ⚡ 0.5
Acn/ctsh/epam/glob/infy are no longer hi-tech premium stocks. Trending down to staffing agencies with 0.3-0.6 Price/sales cap
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 2 bullish, 1 bearish, 2 mixed, 11 neutral · avg impact 3.9/10.Plus 1 press releases.
NEUTRAL6-K5/10
Infosys reported strong Q1 FY27 results with consolidated revenue of ₹48,211 crore (+14.0% YoY) and
Jul 28, 2026
NEUTRAL6-K2/10
Infosys filed a routine 6-K disclosing stock incentives granted to key managerial personnel (KMPs) u
Jul 28, 2026
MIXED6-K6/10
Infosys reported Q1 FY27 results with revenue of $5,082 million (+2.8% YoY, +2.4% CC), operating mar
Jul 23, 2026
NEUTRALPRESS-RELEASE4/10
Infosys reported Q1 FY27 revenue of $5,082M (+2.8% YoY) and EPS of $0.20, in line with consensus. Op
Jul 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
contract
Infosys and Columbia University Launch Strategic Collaboration Across Deep Research to Drive Innovation and Unlock Business Value
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology se
Oct 1, 2026
short_volume
Short Volume: INFY — 58.8% short (9.3M / 15.8M)
Short: 9,311,548 | Exempt: 18,787 | TRF Vol: 15,829,955 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
contract
Infosys and ABN Amro Extend Strategic Collaboration to Simplify IT Landscape and Accelerate AI-Driven Transformation
Leveraging Infosys Topaz, the collaboration will help ABN AMRO drive operational efficiency, scalability, and innovation BENGALURU, India, Sept. 30, 2
Sep 28, 2026
short_volume
Short Volume: INFY — 69.3% short (4.4M / 6.3M)
Short: 4,377,743 | Exempt: 3,870 | TRF Vol: 6,314,104 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: INFY — 64.5% short (3.6M / 5.5M)
Short: 3,555,700 | Exempt: 16,109 | TRF Vol: 5,512,700 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.21 | $0.20–$0.21 | 2.7% | +0.0% | 1↑ 3↓ | $493.3B | 7 |
| Next Q | $0.20 | $0.18–$0.21 | -6.1% | -0.7% | 1↑ 3↓ | $492.9B | 7 |
| Current FY | $0.80 | $0.79–$0.82 | -3.2% | -0.2% | 1↑ 6↓ | $1950.7B | 10 |
| Next FY | $0.85 | $0.82–$0.89 | 5.4% | -0.2% | 1↑ 6↓ | $2023.3B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.205 | — |
| 7d ago | $0.205 | — |
| 30d ago | $0.205 | — |
| 60d ago | $0.207 | -0.001 |
| 90d ago | $0.210 | -0.005 |
Institutional ownership
Which big funds own INFY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.8B total value (461,624,789 shares) as of 2026-Q2. Top holders: MORGAN, Robeco, LAZARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 56,575,375 | $593.5M | 12.2% | ADD +32.3% |
| Robeco Institutional Asset Management B.V. | 49,040,701 | $514.4M | 10.6% | ADD +27.1% |
| LAZARD ASSET MANAGEMENT LLC | 34,406,069 | $360.9M | 7.4% | ADD +28.5% |
| FIRST TRUST ADVISORS LP | 28,009,803 | $293.8M | 6.1% | ADD +59.3% |
| GQG Partners LLC | 26,999,640 | $283.2M | 5.8% | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24,742,422 | $259.5M | 5.4% | DOUBLED +281.2% |
| JPMORGAN CHASE & CO | 21,192,827 | $226.8M | 4.7% | — |
| BANK OF AMERICA CORP /DE/ | 16,794,213 | $176.2M | 3.6% | DOUBLED +147.3% |
| BlackRock, Inc. | 15,172,989 | $159.2M | 3.3% | ADD +36.6% |
| Invesco Ltd. | 14,375,306 | $150.8M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 42,752,938 | 56,575,375 | +32.3% | $593.5M |
| Robeco Institutional Asset Management B.V. | ADD | 38,569,713 | 49,040,701 | +27.1% | $514.4M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 26,776,494 | 34,406,069 | +28.5% | $360.9M |
| FIRST TRUST ADVISORS LP | ADD | 17,585,905 | 28,009,803 | +59.3% | $293.8M |
| GQG Partners LLC | NEW | — | 26,999,640 | — | $283.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 6,490,358 | 24,742,422 | +281.2% | $259.5M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 6,790,666 | 16,794,213 | +147.3% | $176.2M |
| BlackRock, Inc. | ADD | 11,106,028 | 15,172,989 | +36.6% | $159.2M |
| UBS Group AG | TRIM | 20,656,729 | 13,547,487 | -34.4% | $142.1M |
| GOLDMAN SACHS GROUP INC | ADD | 8,550,593 | 12,697,885 | +48.5% | $133.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 14 transactions. Net -$119.4M — $0.00 bought, $119.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | Mathew Shaji | Chief Human Resources Officer | SELL | 740 | $1,091.36 | $807.6K |
| May 14, 2026 | Sawhney Inderpreet | Chief Legal Officer | SELL | 6,845 | $11.77 | $80.5K |
| May 14, 2026 | Sanghrajka Jayesh | Chief Financial Officer | SELL | 5,191 | $1,091.36 | $5.7M |
| May 8, 2026 | Parekh Salil S. | CEO & Managing Director | SELL | 95,800 | $1,177.86 | $112.8M |
| May 2, 2026 | Parekh Salil S. | CEO & Managing Director | EXERCISE | 230,621 | $5.00 | $1.2M |
| May 2, 2026 | Parekh Salil S. | CEO & Managing Director | EXERCISE | 13,273 | $5.00 | $66.4K |
| May 2, 2026 | Parekh Salil S. | CEO & Managing Director | AWARD | 230,621 | — | — |
| May 2, 2026 | Parekh Salil S. | CEO & Managing Director | AWARD | 13,273 | — | — |
| May 2, 2026 | Parekh Salil S. | CEO & Managing Director | AWARD | 43,138 | — | — |
| Mar 31, 2026 | Sanghrajka Jayesh | Chief Financial Officer | AWARD | 2,441 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for INFY.
Shares short
125,119,659
Settlement Sep 15, 2026
Change vs prior
-3.6%
Semi-monthly cycle
Days to cover
7.3
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All INFY filing & press-release reports (17)
- PRESS-RELEASE reportAug 6, 2026
- 6-K reportJul 28, 2026
- 6-K reportJul 28, 2026
- 6-K reportJul 23, 2026
- PRESS-RELEASE reportJul 23, 2026
- 6-K reportJul 13, 2026
- 20-F reportJun 15, 2026
- 6-K reportMay 29, 2026
- 6-K reportMay 29, 2026
- CLUSTER reportMay 26, 2026
- 6-K reportApr 30, 2026
- 6-K reportApr 29, 2026
- 6-K reportApr 24, 2026
- 6-K reportApr 23, 2026
- 6-K reportApr 20, 2026
- 6-K reportMar 26, 2026
- INST-CLUSTER reportFeb 28, 2026