Infosys (ADR)
Runs consulting and technology transformation through an India-centered global delivery network.
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Profile
Provides consulting, software development, outsourcing, cloud and enterprise AI services to organizations worldwide. An India-centered delivery model connects engineering teams across time zones with client-facing operations abroad, while specialist acquisitions extend industry and platform expertise.
Combines consulting, custom software, outsourcing and systems integration with cloud and enterprise AI services. Cobalt organizes cloud offerings, Topaz groups AI-first services and platforms, and Aster supports AI-amplified marketing work. Finacle remains the core banking product brand.
Executes client projects through a global delivery model built around a large India-centered engineering base, overseas client teams and work distributed across time zones. Training infrastructure and targeted acquisitions add skills in experience design, Salesforce, ServiceNow, life sciences and engineering research.
Serves organizations across a geographically broad network while remaining headquartered in Bengaluru. The operating structure depends on cross-border talent deployment, sustained enterprise transformation work and access to major cloud and software platform ecosystems. Its US-traded shares are ADSs representing equity in the Indian issuer.
Company facts
Categories
Key statistics
Year to date −33.6% · Average volume (30d) 20.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 24, 2026 | Susquehanna | Reiterate | Neutral | $12 | $11 | |
| Jul 24, 2026 | BMO Capital | Reiterate | Market Perform | $15 | $12 | |
| Jul 24, 2026 | HSBC | Downgrade | Buy | Hold | $20.10 | $11.47 |
| Jul 24, 2026 | JP Morgan | Downgrade | Overweight | Neutral | ||
| Jul 16, 2026 | Stifel Nicolaus | Target | $15 | $13 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q1 FY27 | $0.21 | $0.20 | −4.8% | $5.08B | $4.99B | −1.8% | +4.12% |
| Apr 23, 2026Q4 FY26 | $0.20 | $0.23 | +15.0% | $4.99B | $5.04B | +1.0% | −0.62% |
| Jan 14, 2026Q3 FY26 | $0.20 | $0.21 | +5.0% | $5.03B | $5.04B | +0.1% | −2.74% |
| Oct 16, 2025Q2 FY26 | $0.20 | $0.20 | 0.0% | $5.10B | $5.08B | −0.6% | +1.62% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.73B | $4.94B | $5.08B | $5.10B | $5.04B | $5.08B | |
| Gross profit | $1.43B | $1.53B | $1.56B | $1.44B | $1.56B | $1.60B | |
| Operating income | $991.0M | $1.03B | $1.07B | $937.0M | $1.06B | $1.07B | |
| Net income | $811.9M | $808.7M | $839.0M | $746.9M | $919.0M | $819.0M | |
| Diluted EPS | $0.20 | $0.19 | $0.20 | $0.18 | $0.23 | $0.20 | |
| Gross margin | 30.2% | 30.9% | 30.7% | 28.2% | 30.9% | 31.5% | |
| Operating margin | 21.0% | 20.8% | 21.0% | 18.4% | 20.9% | 21.1% |
Fiscal years (4-quarter sums)FY22 $16.31B · FY23 $18.21B · FY24 $18.56B · FY25 $19.28B · FY26 $20.16B
Revenue by product · FY26
Revenue by geography · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $3.12B · Total debt $923.0M · Total assets $16.36B · Shareholders' equity $9.62B
Dividends
Raised for 6 straight years — most recently to $0.2647 from $0.2589 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 10, 2026 | Jun 10 | Jun 29 | $0.2647 | raised from $0.2589 |
| Oct 27, 2025 | Oct 27 | Nov 12 | $0.2589 | raised from $0.2579 |
| May 30, 2025 | May 30 | Jul 2 | $0.2579 | raised from $0.2485 |
| Oct 29, 2024 | Oct 29 | Nov 12 | $0.2485 | raised from $0.2163 |
| May 31, 2024 | May 31 | Jul 3 | $0.335 | special dividend |
| Oct 24, 2023 | Oct 25 | Nov 8 | $0.2163 | raised from $0.2134 |
| Jun 1, 2023 | Jun 2 | Jul 5 | $0.2134 | raised from $0.201 split-adjusted |
| Oct 27, 2022 | Oct 28 | Nov 14 | $0.169 | cut from $0.177 |
Ownership
Shares outstanding 4.06B · Float 3.51B · 86.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Morgan Stanley | 56.58M | 1.39% | 13F | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | 49.04M | 1.21% | 13F | Jul 21, 2026 |
| Lazard Asset Management LLC | 34.41M | 0.85% | 13F | Aug 14, 2026 |
| First Trust Advisors LP | 28.01M | 0.69% | 13F | Aug 11, 2026 |
| GQG Partners LLC | 27.00M | 0.67% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 14, 2026 | Jayesh Sanghrajka | officer: Chief Financial Officer | −5,191 | $1,091.36 |
| May 14, 2026 | Inderpreet Sawhney | officer: Chief Legal Officer | −6,845 | $11.77 |
| May 14, 2026 | Shaji Mathew | officer: Chief Human Resources Officer | −740 | $1,091.36 |
| May 8, 2026 | Salil S. Parekh | director, officer: CEO & Managing Director | −95,800 | $1,177.86 |
Peers
- Accenture
Global consulting and managed-services rival for large transformations
- Cognizant Technology Solutions
Digital engineering and operations rival with industry-led delivery
- Wipro (ADR)
India-centered rival in consulting-led technology and managed services
- IBM
Hybrid-cloud and AI consulting rival with enterprise platforms
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Infosys (ADR) | $12.01 | −0.41% | $48.89B | 14.9 | 14.8 | 2.4 | +1.0% |
| Accenture | $189.20 | −0.17% | $116.03B | 15.1 | 13.2 | 1.6 | +5.6% |
| Cognizant Technology Solutions | $64.12 | +0.11% | $28.85B | 13.8 | 10.6 | 1.3 | +4.5% |
| Wipro (ADR) | $1.82 | +0.10% | $18.00B | 13.8 | 17.4 | 1.9 | −1.0% |
| IBM | $235.80 | +0.10% | $221.96B | 20.8 | 18.4 | 3.2 | +1.1% |
| Median | 14.5 | 15.3 | 1.7 | +2.8% |