Infosys Limited (INFY) Stock Price & Analysis
Infosys Limited (INFY) is trading at USD 12.59, down 4.80% today, as of October 23, 2026 at 16:25 UTC (US market open; quotes may be delayed), according to Nexqual market data.
INFY last closed at USD 13.22; today's session has ranged USD 12.21–12.69 on volume of 26,422,796 shares. Market capitalization is $50.97B, with a 52-week range of USD 10.12–30 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 16:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/INFY.md
Key facts (INFY)
- 1 of 80 tracked superinvestors hold INFY (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $119M; 4 not under a Rule 10b5-1 plan ($119M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.79 on a 1–5 scale) (14 analysts), mean target USD 11.67 (range 9–14.1).
- Total return with dividends: 1Y -25.6% vs S&P 500 +14.7%; 5Y -35.7% vs S&P 500 +77.5%.
- Next earnings: 2026-10-23, EPS estimate USD 0.21, revenue estimate $492B.
Superinvestors (SEC 13F-HR, Q2 2026) (INFY)
1 of 80 tracked investors hold INFY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 0.06% | $5.5M | Reduced -72.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (INFY)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-14 | Sanghrajka Jayesh | Chief Financial Officer | 5,191 | $5.7M | 2.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-14 | Mathew Shaji | Chief Human Resources Officer | 740 | $808K | 0.2% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-14 | Sawhney Inderpreet | Chief Legal Officer | 6,845 | $81K | 1.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Parekh Salil S. | CEO & Managing Director | 95,800 | $113M | 5.7% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (INFY)
Consensus Hold (mean 2.79 on a 1–5 scale), 14 analysts; mean target USD 11.67 (low 9, high 14.1).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-24 | BMO Capital | Target lowered | Market Perform | $13 → $12 |
| 2026-07-24 | TD Cowen | Target lowered | Hold | $10 → $9 |
| 2026-07-24 | Susquehanna | Target lowered | Neutral | $12 → $11 |
| 2026-07-24 | JP Morgan | Downgrade | Overweight → Neutral | $12.7 → $10.9 |
| 2026-07-24 | HSBC | Downgrade | Buy → Hold | $14.24 → $11.47 |
| 2026-07-16 | Stifel | Target lowered | Hold | $15 → $13 |
| 2026-07-10 | Susquehanna | Target lowered | Neutral | $14 → $12 |
| 2026-07-09 | TD Cowen | Target lowered | Hold | $13 → $10 |
| 2026-06-26 | Wells Fargo | Initiated | Equal-Weight | $11 |
Total return (dividends reinvested) (INFY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -25.6% | -35.7% |
| S&P 500 (SPY) | +14.7% | +77.5% |
| Per year | -25.6% | -8.4% |
| Volatility (annualized) | 41.1% | 29.9% |
| Max drawdown | -47.0% (Dec 2025→Jun 2026) | -54.4% (Jan 2022→Sep 2026) |
INFY suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Microsoft (MSFT) | “The Microsoft Business Applications Practice at Infosys helps enterprises accelerate Digital and AI-enabled transformations by redefining the Customer Experience ("CX"), Employee Experience ("EX") and Operational Excellence ("OX") across enterprise functions using D365 ERP & CRM Suite, Business Central, Power Platform, Copilot Studio, Azure AI foundry, and Microsoft Fabric.” |
| Customer | Salesforce (CRM) | “Our services span across Agentforce Sales, Agentforce Service, Marketing Cloud Next, Commerce Cloud, Experience Cloud, Salesforce Platform, Data 360, Agentforce AI, Industry Clouds, and a broad set of AppExchange and AI‑led capabilities, enabling enterprises to drive customer-centric, outcome‑driven transformations.” |
| Partner | SAP (SAP) | “As a RISE with SAP Validated Partner, with multiple partner recognitions and as an acknowledged leader in SAP services by industry analysts, we help simplify clients' migration to SAP S/4HANA and delivers cost and performance optimization through comprehensive RISE with SAP and GROW with SAP offerings.” |
| Partner | Oracle (ORCL) | “The Infosys Oracle Practice, marking nearly three decades of strategic partnership with Oracle, enables AI‑first enterprise transformation across Oracle ERP, SCM, CX and HCM platforms, supported by industry solutions and end‑to‑end infrastructure and technology modernization.” |
| Partner | ServiceNow (NOW) | “GuideVision (ServiceNow Elite Partner): Infosys' partnership with GuideVision enhances our enterprise service management and digital operations by integrating deep ServiceNow expertise, strategic advisory, large‑scale implementations, and proprietary IP such as SnowMirror, reinforcing cloud‑led, AI‑enabled operations into our existing systems.” |
| Partner | Infosys McCamish Systems | “Our platform-based digital capabilities include industry leading policy administration and insurance platform McCamish NGIN; vertical utilities platform in mortgage – Stater, and our joint venture with Hitachi, Panasonic, Mitsubishi and Pasona in Japan for sourcing and procurement, and enterprise capabilities platforms such as APOC (Account Payables on Cloud).” |
| Partner | Panasonic | “Our platform-based digital capabilities include industry leading policy administration and insurance platform McCamish NGIN; vertical utilities platform in mortgage – Stater, and our joint venture with Hitachi, Panasonic, Mitsubishi and Pasona in Japan for sourcing and procurement, and enterprise capabilities platforms such as APOC (Account Payables on Cloud).” |
| Partner | Walt Disney (DIS) | “She also represented Disney on the US-India Strategic Partnership Forum (USISPF).” |
Quoted from the company's 20-F filed Jun 15, 2026.
INFY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.20 | $0.21 | -1.6% | $492.09B | 6 |
| Next quarter (ends Dec 2026) | $0.20 | $0.20 | -3.6% | $493.22B | 6 |
| Current fiscal year (ends Mar 2027) | $0.80 | $0.81 | -0.2% | $1.95T | 9 |
| Next fiscal year (ends Mar 2028) | $0.85 | $0.85 | -0.5% | $2.02T | 9 |
INFY options: expected move
Options price a move of about ±10.4% (±$1.30) by Nov 20, 2026, which includes earnings on Oct 23, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 41.6% | ±10.4% |
| Dec 18, 2026 | 56 | 40.7% | ±13.5% |
| Jan 15, 2027 | 84 | 42.7% | ±16.9% |
| Apr 16, 2027 | 175 | 43.1% | ±23.9% |
30-day implied volatility 39% vs 41.8% realized over the last 30 trading days. Put/call ratio (volume) 0.72. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 16:25 UTC)
| Price | USD 12.59 |
|---|---|
| Change | ▼ 4.80% (down) |
| Previous Close | USD 13.22 |
| Open | USD 12.61 |
| Day Range | USD 12.21 – 12.69 |
| 52-Week Range | USD 10.12 – 30 |
| Volume | 26,422,796 shares |
| Market Cap | $50.97B |
| Exchange | NYQ |
Technical Analysis (INFY)
Nexqual's technical model rates INFY "STRONG BUY" based on 5 bullish and 0 bearish signals across 128 daily candles, as of October 23, 2026 at 16:25 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 64.2 (neutral) |
| vs SMA50 | Above (USD 11.46) |
| MACD | 0.43 (positive) |
Analyst Ratings (INFY)
Wall Street analysts rate INFY "Hold" based on 14 analysts, with a mean price target of USD 11.67 (range USD 9–14.1), per Nexqual as of October 23, 2026 at 16:25 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 11.67 |
| High Target | USD 14.1 |
| Low Target | USD 9 |
| Buy / Hold / Sell | 2 / 12 / 0 |
Earnings (INFY)
| Next Earnings Date | 2026-10-23 |
|---|---|
| EPS Estimate | USD 0.21 |
| Revenue Estimate | $492.09B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.2 vs est 0.2 ▼ miss |
| 2026-03-31 | USD 0.23 vs est 0.21 ▲ beat |
| 2025-12-31 | USD 0.21 vs est 0.2 ▲ beat |
| 2025-09-30 | USD 0.2 vs est 0.2 ▼ miss |
Source: Nexqual, October 23, 2026 at 16:25 UTC.
Financials & Fundamentals (INFY)
| Total Revenue | $20.30B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.90% |
| Gross Margin | +29.68% |
| Operating Margin | +21.17% |
| Profit Margin | +16.37% |
| ROE | +32.00% |
| Debt / Equity | 0.1 |
| Current Ratio | 1.86 |
| Total Cash | $3.12B |
| Total Debt | $923.00M |
Source: Nexqual, October 23, 2026 at 16:25 UTC.
Financial Health Score (INFY)
Nexqual rates Infosys Limited's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 16:25 UTC.
| Growth | Solid — Revenue +10% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 30%, operating 21% (last 12 months) |
| Balance Sheet | Strong — $3.12B cash vs $923M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $4.09B (TTM) |
| Efficiency | Strong — ROE 32%, ROA 15.3% |
Ownership (INFY)
| Insider Ownership | +0.00% |
|---|---|
| Institutional Ownership | +14.19% |
| Shares Outstanding | 4.05B |
| Float | 7.77B |
| Short % of Float | +3.11% |
Source: Nexqual, October 23, 2026 at 16:25 UTC.
Leadership (INFY)
Infosys Limited is led by Salil Satish Parekh, MD, CEO & Director, per Nexqual as of October 23, 2026 at 16:25 UTC.
| MD, CEO & Director | Salil Satish Parekh |
|---|---|
| Co-Founder & Non-Executive Chairman | Nandan M. Nilekani |
| Chief Financial Officer | Jayesh Sanghrajka |
Major Backers & Investors (INFY)
Notable institutional backers of Infosys Limited include Morgan Stanley, Robeco Institutional Asset Management B.V., Lazard Asset Management LLC, according to Nexqual as of October 23, 2026 at 16:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Morgan Stanley | 1.39% |
| Robeco Institutional Asset Management B.V. | 1.14% |
| Lazard Asset Management LLC | 0.85% |
| First Trust Advisors LP | 0.69% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | 0.69% |
| GQG Partners LLC | 0.67% |
| Fidelity | 0.62% |
| Arrowstreet Capital, Limited Partnership | 0.61% |
Source: Nexqual, October 23, 2026 at 16:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CTSH | Cognizant Technology Solutions | USD 70.6 | ▼ 4.24% |
| FISV | Fiserv, Inc. | USD 49.4 | ▼ 2.8% |
| WIT | Wipro Limited | USD 2.12 | ▼ 3.42% |
| BR | Broadridge Financial Solutions, | USD 183.47 | ▼ 1.42% |
| CDW | CDW Corporation | USD 163.25 | ▼ 0.83% |
| FIS | Fidelity National Information S | USD 37.16 | ▼ 2.96% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:25 UTC. This page is informational and not investment advice.
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