Infosys (INFY) Stock Insights
INFY$12.11-0.01 -0.04%
$49.13B
Market Cap
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P/E
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Forward P/E
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Score
Infosys (INFY) Stock Insights
INFY price $12.11 -0.01 -0.04%
- Ticker
- INFY
- Price
- $12.11
- Change
- -0.01 -0.04%
- Market cap ?
- $49.13B
- Sector
- Technology
- Industry
- Information Technology Services
Infosys Limited, through its global network of subsidiaries, delivers an extensive portfolio of consulting, technology, outsourcing, and next-generation digital services spanning North America, Europe, India, and other international markets. The company's diverse offerings encompass a broad spectrum of digital capabilities, including marketing, workplace modernization, e-commerce, customer experience enhancement…
Fair value
INFY fair value $16.43. Price $12.11. Price is 26% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 86% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 3.67B. Growth 1.46%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 4.06B. Net debt -1.37B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-01-13 | — | 0.20 | — | 5.15B |
| 2026-10-23 | 0.20 | 0.21 | 5.17B | 5.12B |
| 2026-07-23 | 0.20 | 0.21 | 4.99B | 5.08B |
| 2026-04-23 | 0.23 | 0.20 | 5.04B | 4.99B |
| 2026-01-14 | 0.21 | 0.20 | 5.04B | 5.03B |
| 2025-10-16 | 0.20 | 0.20 | 5.08B | 4.98B |
| 2025-07-23 | 0.19 | 0.19 | 4.94B | 4.87B |
| 2025-07-01 | 0.20 | 0.19 | 4.73B | 4.90B |
| 2025-04-17 | 0.20 | 0.19 | 4.79B | 4.90B |
| 2024-10-17 | 0.19 | 0.19 | 4.89B | 4.87B |
| 2024-07-18 | 0.18 | 0.18 | 4.71B | 4.66B |
| 2024-04-18 | 0.23 | 0.18 | 4.56B | 4.61B |
| 2024-01-11 | 0.18 | 0.18 | 4.68B | 4.65B |
| 2023-10-12 | 0.18 | 0.18 | 4.72B | 4.63B |
| 2023-07-20 | 0.17 | 0.18 | 4.63B | 4.59B |
| 2023-04-13 | 0.18 | 0.19 | 4.55B | 4.73B |
| 2023-01-12 | 0.19 | 0.19 | 4.70B | 4.61B |
| 2022-10-13 | 0.18 | 0.18 | 4.55B | 4.50B |
| 2022-07-24 | 0.16 | 0.18 | 4.44B | 4.31B |
| 2022-04-13 | 0.18 | 0.19 | 4.28B | 4.33B |
| 2022-01-12 | 0.18 | 0.18 | 4.25B | 4.08B |
| 2021-10-13 | 0.17 | 0.17 | 4.00B | 3.91B |
| 2021-07-14 | 0.17 | 0.17 | 3.78B | 3.68B |
| 2021-06-11 | 0.16 | 0.16 | 3.61B | 3.62B |
| 2021-04-14 | 0.16 | 0.16 | 3.52B | 3.05B |
| 2020-10-14 | 0.15 | 0.14 | 3.31B | 3.09B |
| 2020-07-15 | 0.13 | 0.12 | 3.12B | 2.86B |
| 2020-04-20 | 0.14 | 0.14 | 3.20B | 3.12B |
| 2020-01-10 | 0.15 | 0.14 | 3.24B | 3.01B |
| 2019-10-11 | 0.13 | 0.14 | 3.21B | 3.44B |
| 2019-07-12 | 0.13 | 0.13 | 3.13B | 3.13B |
| 2019-06-19 | 0.13 | 0.13 | 3.06B | 3.09B |
| 2019-04-12 | 0.13 | 0.13 | 2.99B | 3.22B |
| 2018-10-16 | 0.13 | 0.13 | 2.92B | 2.92B |
| 2018-07-13 | 0.13 | 0.13 | 2.81B | 2.83B |
| 2018-06-30 | 0.12 | — | 2.83B | — |
| 2018-04-13 | 0.13 | 0.13 | 2.75B | 2.54B |
| 2017-10-24 | 0.13 | 0.12 | 2.73B | 2.50B |
| 2017-07-14 | 0.12 | 0.12 | 2.65B | 2.65B |
| 2017-06-12 | 0.12 | 0.12 | 2.57B | 2.57B |
Dividends
Yield 2.19%. Payout ratio 85.80%. Frequency Semi-Annual.
Safety score 82/100 · Safe. Payout ratio is 86% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 28 separate years. Yield is 2.2%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-11-03 | $0.27 | 2026-11-03 | — | Semi-Annual |
| 2026-06-10 | $0.26 | 2026-06-10 | 2026-06-29 | Semi-Annual |
| 2025-10-27 | $0.26 | 2025-10-27 | 2025-11-12 | Semi-Annual |
| 2025-05-30 | $0.26 | 2025-05-30 | 2025-07-02 | Semi-Annual |
| 2024-10-29 | $0.25 | 2024-10-29 | 2024-11-12 | Annual |
| 2024-05-31 | $0.34 | 2024-05-31 | 2024-07-03 | Special |
| 2023-10-24 | $0.22 | 2023-10-25 | 2023-11-08 | Semi-Annual |
| 2023-06-01 | $0.21 | 2023-06-02 | 2023-07-05 | Semi-Annual |
| 2022-10-27 | $0.20 | 2022-10-28 | 2022-11-14 | Semi-Annual |
| 2022-05-31 | $0.21 | 2022-06-01 | 2022-06-30 | Semi-Annual |
| 2021-10-26 | $0.20 | 2021-10-27 | 2021-11-12 | Semi-Annual |
| 2021-05-28 | $0.17 | 2021-06-01 | 2021-06-29 | Semi-Annual |
| 2020-10-23 | $0.16 | 2020-10-26 | 2020-11-16 | Semi-Annual |
| 2020-05-29 | $0.13 | 2020-06-01 | 2020-07-07 | Semi-Annual |
| 2019-10-22 | $0.11 | 2019-10-23 | 2019-11-01 | Semi-Annual |
| 2019-06-13 | $0.15 | 2019-06-14 | 2019-06-27 | Semi-Annual |
| 2019-01-24 | $0.06 | 2019-01-25 | 2019-01-30 | Special |
| 2018-10-25 | $0.09 | 2018-10-26 | 2018-11-01 | Annual |
| 2018-06-14 | $0.23 | 2018-06-15 | 2018-06-28 | Semi-Annual |
| 2017-10-31 | $0.09 | 2017-11-01 | 2017-11-08 | Semi-Annual |
| 2017-05-31 | $0.12 | 2017-06-02 | 2017-06-29 | Semi-Annual |
| 2016-10-19 | $0.08 | 2016-10-24 | 2016-10-28 | Semi-Annual |
| 2016-06-07 | $0.11 | 2016-06-09 | 2016-06-22 | Special |
| 2015-10-15 | $0.08 | 2015-10-19 | 2015-10-23 | Special |
| 2015-06-11 | $0.12 | — | 2015-06-25 | Special |
| 2014-10-14 | $0.06 | 2014-10-16 | 2014-10-22 | Quarterly |
| 2014-06-17 | $0.09 | — | 2014-06-18 | Special |
| 2013-10-15 | $0.04 | — | 2013-10-23 | Semi-Annual |
| 2013-05-29 | $0.06 | — | 2013-06-19 | Semi-Annual |
| 2012-10-16 | $0.04 | — | 2012-10-24 | Semi-Annual |
| 2012-05-22 | $0.08 | — | 2012-06-13 | Semi-Annual |
| 2011-10-19 | $0.04 | — | 2011-10-26 | Semi-Annual |
| 2011-05-25 | $0.06 | — | 2011-06-15 | Semi-Annual |
| 2010-10-19 | $0.11 | — | 2010-10-27 | Semi-Annual |
| 2010-05-26 | $0.04 | — | — | Semi-Annual |
| 2009-10-13 | $0.03 | — | — | Semi-Annual |
| 2009-06-03 | $0.03 | — | — | Semi-Annual |
| 2008-10-14 | $0.03 | — | — | Semi-Annual |
| 2008-05-28 | $0.08 | — | — | Semi-Annual |
| 2007-10-16 | $0.02 | — | — | Semi-Annual |
| 2007-06-05 | $0.02 | — | — | Semi-Annual |
| 2006-10-17 | $0.01 | — | — | Semi-Annual |
| 2006-05-24 | $0.05 | — | — | Semi-Annual |
| 2005-10-18 | $0.01 | — | — | Semi-Annual |
| 2005-06-01 | $0.01 | — | — | Semi-Annual |
| 2004-10-15 | $0.01 | — | — | Semi-Annual |
| 2004-05-25 | $0.04 | — | — | Semi-Annual |
| 2003-10-16 | $0.00 | — | — | Semi-Annual |
| 2003-05-27 | $0.00 | — | — | Semi-Annual |
| 2002-10-29 | $0.00 | — | — | Semi-Annual |
| 2002-05-21 | $0.00 | — | — | Semi-Annual |
| 2001-10-30 | $0.00 | — | — | Semi-Annual |
| 2001-05-11 | $0.00 | — | — | Semi-Annual |
| 2000-11-07 | $0.00 | — | — | Semi-Annual |
| 2000-05-12 | $0.00 | — | — | Irregular |
| 1999-11-08 | $0.00 | — | — | Semi-Annual |
| 1999-06-01 | $0.00 | — | — | Semi-Annual |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-14 | Sanghrajka Jayesh | Sell | 5.19K | $1,091.36 | 5.67M |
| 2026-05-14 | Mathew Shaji | Sell | 740 | $1,091.36 | 807.61K |
| 2026-05-14 | Sawhney Inderpreet | Sell | 6.84K | $11.77 | 80.53K |
| 2026-05-08 | Parekh Salil S. | Sell | 95.80K | $1,177.86 | 112.84M |
| 2026-05-02 | Parekh Salil S. | Buy | 13.27K | $5.00 | 66.36K |
| 2026-05-02 | Parekh Salil S. | Buy | 230.62K | $5.00 | 1.15M |
| 2026-05-02 | Parekh Salil S. | Sell | 230.62K | $5.00 | 1.15M |
| 2026-05-02 | Parekh Salil S. | Sell | 13.27K | $5.00 | 66.36K |
| 2026-05-02 | Parekh Salil S. | Buy | 230.62K | $5.00 | 1.15M |
| 2026-05-02 | Parekh Salil S. | Buy | 43.14K | $5.00 | 215.69K |
| 2026-05-02 | Parekh Salil S. | Buy | 13.27K | $5.00 | 66.36K |
| 2026-04-22 | Jurgens Diane Enberg | Other | 0 | — | — |
| 2026-03-31 | Sawhney Inderpreet | Buy | 4.88K | $0.10 | 488 |
| 2026-03-31 | Sawhney Inderpreet | Sell | 4.88K | $0.10 | 488 |
| 2026-03-31 | Sawhney Inderpreet | Buy | 4.88K | $0.10 | 488 |
| 2026-03-31 | Mathew Shaji | Buy | 1.83K | $5.00 | 9.15K |
| 2026-03-31 | Sanghrajka Jayesh | Buy | 2.44K | $5.00 | 12.21K |
| 2026-03-18 | Damodaran Nair Sundaram | Other | 0 | — | — |
| 2026-03-18 | Parekh Salil S. | Other | 0 | — | — |
| 2026-03-18 | Gibbs Michael Nelson | Other | 0 | — | — |
| 2026-03-18 | Auriol Potier Helene | Other | 0 | — | — |
| 2026-03-18 | Parikh Bobby | Other | 0 | — | — |
| 2026-03-18 | Paranjpe Nitin | Other | 0 | — | — |
| 2026-03-18 | Nilekani Nandan M. | Other | 0 | — | — |
| 2026-03-18 | Nayak Chitra | Other | 0 | — | — |
| 2026-03-18 | Iyer Govind | Other | 0 | — | — |
| 2026-03-18 | Sawhney Inderpreet | Other | 0 | — | — |
| 2026-03-18 | Sawhney Inderpreet | Other | 136.06K | $17.93 | 2.44M |
| 2026-03-18 | Sanghrajka Jayesh | Other | 0 | — | — |
| 2026-03-18 | Sanghrajka Jayesh | Other | 53.02K | — | — |
| 2026-03-18 | Mathew Shaji | Other | 0 | — | — |
| 2026-03-18 | Mathew Shaji | Other | 42.19K | — | — |
| 2026-02-15 | Sawhney Inderpreet | Buy | 6.71K | $0.10 | 671 |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 453, holders -26 vs prior quarter. Ownership 13.68%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 56.58M | 13.82M | +32.33% | 593.48M |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 49.04M | 10.47M | +27.15% | 514.44M |
| LAZARD ASSET MANAGEMENT LLC | 34.41M | 7.63M | +28.49% | 360.92M |
| FIRST TRUST ADVISORS LP | 28.01M | 10.42M | +59.27% | 293.82M |
| GQG PARTNERS LLC | 27.00M | 27.00M | New | 283.23M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24.74M | 18.25M | +281.22% | 259.55M |
| JPMORGAN CHASE & CO | 21.19M | -6.87M | -24.47% | 226.76M |
| BANK OF AMERICA CORP /DE/ | 16.79M | 10.00M | +147.31% | 176.17M |
| BLACKROCK, INC. | 15.17M | 4.07M | +36.62% | 159.16M |
| INVESCO LTD. | 14.38M | 1.74M | +13.76% | 150.80M |
| STATE STREET CORP | 13.68M | -1.58M | -10.34% | 143.55M |
| UBS GROUP AG | 13.55M | -7.11M | -34.42% | 142.11M |
| TRINITY STREET ASSET MANAGEMENT LLP | 13.08M | -1.86M | -12.45% | 137.20M |
| AQR CAPITAL MANAGEMENT LLC | 12.99M | 5.34M | +69.80% | 135.61M |
| GOLDMAN SACHS GROUP INC | 12.70M | 10.18M | +404.69% | 133.20M |
| ACADIAN ASSET MANAGEMENT LLC | 11.89M | -5.78M | -32.69% | 124.71M |
| DEUTSCHE BANK AG\ | 11.02M | -2.74M | -19.90% | 115.64M |
| FMR LLC | 7.11M | 4.09M | +134.94% | 74.64M |
| DIMENSIONAL FUND ADVISORS LP | 7.01M | -781.59K | -10.03% | 73.50M |
| AMERICAN CENTURY COMPANIES INC | 6.87M | 538.37K | +8.50% | 72.07M |
| MARSHALL WACE, LLP | 6.77M | 4.31M | +175.51% | 71.03M |
| SG AMERICAS SECURITIES, LLC | 5.41M | 5.41M | New | 56.79M |
| MILLENNIUM MANAGEMENT LLC | 5.28M | 4.88M | +1220.42% | 55.42M |
| FRANKLIN TEMPLETON INC | 5.13M | -9.96K | -0.19% | 53.79M |
| MONDRIAN INVESTMENT PARTNERS LTD | 4.86M | 56.76K | +1.18% | 51.02M |
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