108,924 Infosys Ltd. $INFY Shares Bought by RWC Asset Advisors US LLC

RWC Asset Advisors US LLC grew its holdings in shares of Infosys Ltd. (NYSE:INFY) by 5.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,183,057 shares of the technology company’s stock after purchasing an additional 108,924 shares during the quarter. Infosys comprises about 6.2% of RWC Asset Advisors US LLC’s investment portfolio, making the stock its 8th biggest position. RWC Asset Advisors US LLC’s holdings in Infosys were worth $23,490,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Trinity Street Asset Management LLP boosted its holdings in Infosys by 45.5% in the first quarter. Trinity Street Asset Management LLP now owns 14,938,546 shares of the technology company’s stock worth $201,820,000 after purchasing an additional 4,674,742 shares in the last quarter. Lazard Asset Management LLC increased its position in Infosys by 17.0% during the first quarter. Lazard Asset Management LLC now owns 26,776,494 shares of the technology company’s stock worth $361,750,000 after buying an additional 3,893,801 shares during the last quarter. Public Employees Retirement System of Ohio bought a new position in Infosys during the second quarter valued at about $23,235,000. Hudson Edge Investment Partners Inc. raised its holdings in Infosys by 56.5% during the first quarter. Hudson Edge Investment Partners Inc. now owns 4,452,990 shares of the technology company’s stock valued at $60,160,000 after buying an additional 1,607,300 shares in the last quarter. Finally, Nykredit A S bought a new position in Infosys during the second quarter valued at about $11,160,000. Institutional investors and hedge funds own 16.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. CLSA cut Infosys from an “outperform” rating to a “hold” rating in a research report on Wednesday, August 19th. Wells Fargo & Company set a $11.00 price objective on Infosys and gave the company an “equal weight” rating in a report on Friday, June 26th. Stifel Nicolaus set a $13.00 price objective on Infosys and gave the company a “hold” rating in a research note on Thursday, July 16th. HSBC set a $11.47 price objective on Infosys and gave the company a “hold” rating in a research note on Friday, July 24th. Finally, Weiss Ratings lowered Infosys from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, July 28th. Ten investment analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $11.45.

More Infosys News

Here are the key news stories impacting Infosys this week:

• Positive Sentiment: Infosys reported a 29% sequential increase in AI revenue, highlighting demand for its AI-first consulting and technology services. Infosys AI revenue growth
• Positive Sentiment: Second-quarter large-deal total contract value reached $5.2 billion, with 62% coming from net-new business, potentially supporting future revenue growth. Operating margin remained stable at 21%, within the company’s 20%-22% target range. Infosys AI strategy and deal wins
• Neutral Sentiment: Jefferies maintained a Hold rating, suggesting the firm sees a more balanced risk-reward profile following the earnings update. Jefferies Hold rating
• Negative Sentiment: Revenue of $5.145 billion rose 1.5% year over year and 1.2% sequentially in constant currency, but fell short of expectations. Earnings per share of $0.20 also missed the $0.21 consensus estimate. Infosys revenue and guidance miss
• Negative Sentiment: Infosys reduced its FY2027 constant-currency revenue-growth guidance to 1%-2%. Its reported revenue outlook of $20.4 billion-$20.6 billion was broadly in line with consensus, but the lower growth range raised concerns about weak demand and limited near-term expansion. Infosys lowers revenue forecast
• Negative Sentiment: Net profit and EPS declined despite modest revenue growth, reinforcing concerns that AI investments and current business conditions are not yet translating into stronger earnings. Infosys quarterly earnings

Infosys Price Performance

NYSE:INFY traded down $0.88 during midday trading on Friday, reaching $12.34. The stock had a trading volume of 45,953,855 shares, compared to its average volume of 21,868,784. Infosys Ltd. has a 1-year low of $10.12 and a 1-year high of $30.00. The firm’s fifty day simple moving average is $11.45 and its 200-day simple moving average is $11.93. The stock has a market capitalization of $49.99 billion, a P/E ratio of 15.24, a PEG ratio of 3.08 and a beta of 0.88.

Infosys (NYSE:INFY) last announced its earnings results on Friday, October 23rd. The technology company reported $0.20 EPS for the quarter, missing the consensus estimate of $0.21 by ($0.01). The firm had revenue of $5.19 billion during the quarter, compared to the consensus estimate of $5.12 billion. Infosys had a return on equity of 33.91% and a net margin of 16.38%. On average, equities research analysts anticipate that Infosys Ltd. will post 0.81 earnings per share for the current fiscal year.

Infosys 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.