III · NASDAQ · Specialty Business Services

Information Services Group

Advises enterprises on technology sourcing, supplier governance, research, and change programs.

$5.14
After-hours close0.00 (0.00%)
At close$5.14(+1.98%)
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Profile

Information Services Group, Inc.IIIIndustrials

Provides sourcing advisory, technology research, supplier-governance platforms, and change-management services through one reportable segment. Revenue is concentrated in the Americas, with Europe and Asia Pacific smaller, and the model depends on vendor independence, proprietary contract data, and enterprise demand for technology transformation.

Works as an AI-centered technology research and advisory firm, combining sourcing advisory, cloud and data analytics, network and software advisory, technology strategy, operational design, and market intelligence. The business reports one segment, fact-based sourcing advisory services.

Client work is organized around ISG Digital for transformation and sourcing, ISG Enterprise for change and core-operations optimization, and ISG Research for market analysis and provider evaluation. Proprietary tools such as GovernX, Tango, and Inform support supplier governance, sourcing decisions, and benchmarking.

Revenue is concentrated in the Americas, with Europe and Asia Pacific as smaller regions. The operating model depends on independence from vendors and service providers, proprietary market data, and continued enterprise spending on technology transformation and AI adoption.

Company facts

CEOMichael P. Connors
ListedFeb 12, 2007
ExchangeNASDAQ
HeadquartersStamford, CT
CountryUnited States
Employees1,500
CIK0001371489
ISINUS45675Y1047

Key statistics

Market cap$245.4M
EPS (ttm)$0.2365
P/E (ttm)21.69
ROE12.3%
P/B2.57
P/S0.9807
Dividend yield3.51%
Beta0.93vs XLI −0.42

Year to date −7.9% · Average volume (30d) 226.2K

Analysts

Price target, next 12 months$5.50+7.2%Median of 2 analysts · vs the Aug 28 close
ConsensusBuy1 of 2 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior targetTarget
Mar 9, 2026BarringtonTarget$7$5.50
Nov 4, 2025BarringtonTarget$7

Earnings

EPS

Estimate$0.10
ReportedDue Nov 2, 2026

Revenue

Estimate$64.0M
ReportedDue Nov 2, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.05$0.10+85.2%$62.9M$65.5M+4.2%+17.37%
May 7, 2026Q1 FY26$0.08$0.09+12.5%$60.8M$61.2M+0.5%−3.12%
Mar 5, 2026Q4 FY25$0.08$0.080.0%$61.1M$61.2M+0.2%−4.83%
Nov 3, 2025Q3 FY25$0.08$0.09+12.5%$61.1M$62.4M+2.1%−2.64%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$59.6M$61.6M$62.4M$61.2M$61.2M$65.5M
Gross profit$25.7M$26.0M$26.3M$22.9M$25.3M$30.9M
Operating income$3.4M$4.7M$4.6M$5.1M$5.5M$5.9M
Net income$1.5M$2.2M$3.1M$2.6M$2.7M$3.3M
Diluted EPS$0.03$0.04$0.06$0.05$0.05$0.07
Gross margin43.1%42.2%42.2%37.4%41.4%47.2%
Operating margin5.7%7.6%7.4%8.4%9.0%8.9%

Fiscal years (4-quarter sums)FY21 $277.8M · FY22 $286.3M · FY23 $291.1M · FY24 $247.6M · FY25 $244.7M

Revenue by geography · Q2 FY26

Americas$42.1M · 64%
Europe$18.3M · 28%
Asia Pacific$5.1M · 8%

Balance sheet, Jun 30, 2026Cash & short-term investments $23.7M · Total debt $67.5M · Total assets $204.6M · Shareholders' equity $95.8M

Dividends

Next ex-date
Sep 4, 2026
in 6 days
Annual dividend
$0.18
per share
Dividend yield
3.51%
Schedule
Quarterly
4 payments a year

Raised for 4 straight years — most recently to $0.045 from $0.04 in Jun 2023. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 5, 2026Jun 5Jun 26$0.045
Mar 20, 2026Mar 20Mar 26$0.045
Dec 5, 2025Dec 5Dec 19$0.045
Sep 5, 2025Sep 5Sep 26$0.045
Jun 6, 2025Jun 6Jun 27$0.045
Mar 21, 2025Mar 21Mar 28$0.045
Dec 3, 2024Dec 3Dec 20$0.045
Sep 6, 2024Sep 6Oct 4$0.045
View details

Ownership

Institutions 68.74%32.89M sharesInsiders 19.01%9.10M sharesOther 12.25%5.86M shares

Shares outstanding 47.84M · Float 33.57M · 70.2% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Chevrillon & Associes · 10 percent owner5.24M10.95%Form 4Feb 25, 2026
Michael P. Connors · director, 10 percent owner, officer: CHAIRMAN & CEO5.21M10.90%Form 4Apr 3, 2026
Private Capital Management, LLC4.87M10.19%13FAug 14, 2026
Cerity Partners LLC4.65M9.71%13FAug 14, 2026
BlackRock, Inc.3.10M6.49%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Dec 15, 2025Chevrillon & Associes10 percent owner−200,000$5.95
Dec 11, 2025Chevrillon & Associes10 percent owner−250,000$6.06
Nov 12, 2025Michael P. Connorsdirector, 10 percent owner, officer: CHAIRMAN & CEO−66,196$5.26
Nov 11, 2025Michael P. Connorsdirector, 10 percent owner, officer: CHAIRMAN & CEO−100,096$5.21
Nov 10, 2025Michael P. Connorsdirector, 10 percent owner, officer: CHAIRMAN & CEO−78,476$5.22
View details

Peers

  • Gartner

    Technology research and advisory rival for enterprise buyers

  • Accenture

    Large-scale consulting and AI transformation overlap

  • Forrester Research

    Independent research, consulting, and events peer

  • IBM

    Hybrid cloud, AI, and consulting overlap

  • Cognizant Technology Solutions

    AI, cloud, engineering, and outsourcing services competitor

  • Infosys (ADR)

    Digital consulting and IT-services ADR peer

  • Wipro (ADR)

    Consulting-led IT services and BPS ADR peer

  • Globant

    AI-native digital engineering and transformation peer

CompareAfter-hours close

CompanyPriceChange
Information Services Group$5.140.00%$245.4M21.717.11.0+6.4%
Gartner$198.39−0.04%$13.28B17.812.72.1−0.6%
Accenture$189.20−0.17%$116.03B15.113.21.6+5.6%
Forrester Research$12.38+0.08%$240.3M16.00.6−10.2%
IBM$235.80+0.10%$221.96B20.818.43.2+1.1%
Cognizant Technology Solutions$64.12+0.11%$28.85B13.810.61.3+4.5%
Infosys (ADR)$12.01−0.41%$48.89B14.914.82.4+1.0%
Wipro (ADR)$1.82+0.10%$18.00B13.817.41.9−1.0%
Globant$40.52−0.04%$1.75B15.96.80.7+0.0%
Median15.114.01.7+0.5%