Sei Investments Co. Has $41.05 Million Stock Position in Infosys Ltd. $INFY

Sei Investments Co. raised its holdings in shares of Infosys Ltd. (NYSE:INFY) by 1.9% in the 1st quarter, Holdings Channel.com reports. The fund owned 3,038,653 shares of the technology company’s stock after buying an additional 56,428 shares during the period. Sei Investments Co.’s holdings in Infosys were worth $41,052,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. V Square Quantitative Management LLC acquired a new position in Infosys during the first quarter worth $97,000. State of Wyoming bought a new stake in Infosys during the 1st quarter worth about $134,000. Aureus Asset Management LLC acquired a new stake in shares of Infosys in the first quarter valued at about $142,000. Able Wealth Management LLC bought a new stake in Infosys during the first quarter worth about $163,000. Finally, Laidlaw Wealth Management LLC raised its holdings in Infosys by 30.8% during the first quarter. Laidlaw Wealth Management LLC now owns 14,650 shares of the technology company’s stock worth $198,000 after acquiring an additional 3,450 shares in the last quarter. 16.20% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Infosys

Here are the key news stories impacting Infosys this week:

• Positive Sentiment: Infosys highlighted AI revenues at 8.2% of sales, showing continued traction in higher-growth services, while operating margin held firm at 21.1%. Infosys: AI Revenues at 8.2% in Q1; Resilient Operating Margin of 21.1%
• Positive Sentiment: The company reported strong large-deal wins of $3.6 billion and generated robust free cash flow, which supports the longer-term investment case. Infosys: AI Revenues at 8.2% in Q1; Resilient Operating Margin of 21.1%
• Neutral Sentiment: Infosys named Ashiss Kumar Dash as CEO-designate, giving the market a clearer leadership succession plan. India’s Infosys misses quarterly revenue view, names CEO designate
• Negative Sentiment: Q1 earnings and revenue missed estimates, with softer volumes and a client exit offsetting growth in AI services. Infosys Q1 Earnings Miss Estimates, Revenues Increase Y/Y
• Negative Sentiment: Infosys narrowed its FY27 revenue growth outlook to 1.5%-3.0%, signaling a more cautious view on demand and contributing to the stock’s decline. India’s Infosys misses quarterly revenue view, names CEO designate
• Negative Sentiment: Several brokerages cut price targets or turned more cautious after the results, reinforcing concern that near-term upside may be limited. These Analysts Slash Their Forecasts On Infosys After Q1 Results

Infosys Stock Up 0.1%

INFY opened at $11.13 on Monday. Infosys Ltd. has a 12-month low of $10.30 and a 12-month high of $30.00. The business has a 50 day moving average of $11.62 and a 200-day moving average of $13.68. The stock has a market cap of $45.03 billion, a price-to-earnings ratio of 13.74, a PEG ratio of 2.57 and a beta of 0.90.

Infosys (NYSE:INFY) last posted its earnings results on Thursday, July 23rd. The technology company reported $0.20 earnings per share for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.01). Infosys had a return on equity of 33.91% and a net margin of 16.38%.The business had revenue of $4.99 billion for the quarter, compared to analyst estimates of $5.08 billion. As a group, analysts expect that Infosys Ltd. will post 0.81 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Wells Fargo & Company set a $11.00 price target on Infosys and gave the company an “equal weight” rating in a research note on Friday, June 26th. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $10.90 price objective (down from $12.70) on shares of Infosys in a research note on Friday. Weiss Ratings reissued a “hold (c-)” rating on shares of Infosys in a research note on Monday, June 8th. BMO Capital Markets reissued a “market perform” rating and issued a $12.00 target price (down from $13.00) on shares of Infosys in a research note on Friday. Finally, HSBC set a $11.47 price target on shares of Infosys in a research report on Friday. Eight analysts have rated the stock with a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Infosys has an average rating of “Reduce” and a consensus target price of $11.63.

Infosys Company Profile

Infosys Ltd. is a digital services and consulting company, which engages in the provision of end-to-end business solutions. It operates through the following segments: Financial Services, Retail, Communication, Energy, Utilities, Resources, and Services, Manufacturing, Hi-Tech, Life Sciences, and All Other. The company was founded by Dinesh Krishnan Swamy, Senapathy Gopalakrishnan, Narayana Ramarao Nagavara Murthy, Raghavan N. S., Ashok Arora, Nandan M. Nilekani, and S. D. Shibulal on July 2, 1981 and is headquartered in Bangalore, India.