KBC Group NV Has $2.97 Million Stock Holdings in Infosys Ltd. $INFY

KBC Group NV lifted its holdings in Infosys Ltd. (NYSE:INFY) by 28.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 219,640 shares of the technology company’s stock after buying an additional 48,521 shares during the quarter. KBC Group NV’s holdings in Infosys were worth $2,967,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. V Square Quantitative Management LLC acquired a new stake in Infosys in the 1st quarter valued at about $97,000. Able Wealth Management LLC bought a new position in shares of Infosys in the first quarter worth about $163,000. Dynamic Technology Lab Private Ltd acquired a new position in shares of Infosys during the first quarter worth approximately $239,000. Laidlaw Wealth Management LLC lifted its position in shares of 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 purchasing an additional 3,450 shares in the last quarter. Finally, Keybank National Association OH bought a new stake in shares of Infosys during the first quarter valued at approximately $205,000. Institutional investors own 16.20% of the company’s stock.

Key Stories 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

Wall Street Analyst Weigh In

INFY has been the subject of a number of research reports. Stifel Nicolaus set a $13.00 price target on shares of Infosys and gave the company a “hold” rating in a report on Thursday, July 16th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $10.90 price objective (down from $12.70) on shares of Infosys in a report on Friday. Wells Fargo & Company set a $11.00 price objective on Infosys and gave the company an “equal weight” rating in a research report on Friday, June 26th. HSBC set a $11.47 target price on Infosys in a research note on Friday. Finally, Susquehanna cut their price target on Infosys from $12.00 to $11.00 and set a “neutral” rating on the stock in a research note on Friday. Eight investment analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus price target of $11.63.

Infosys Stock Up 4.3%

NYSE:INFY opened at $11.13 on Friday. Infosys Ltd. has a 12-month low of $10.30 and a 12-month high of $30.00. The firm has a market capitalization of $45.03 billion, a P/E ratio of 13.74, a P/E/G ratio of 1.40 and a beta of 0.90. The stock’s fifty day simple moving average is $11.62 and its 200-day simple moving average is $13.71.

Infosys (NYSE:INFY) last released its quarterly earnings data on Thursday, July 23rd. The technology company reported $0.20 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.01). Infosys had a net margin of 16.38% and a return on equity of 33.41%. The company had revenue of $4.99 billion during the quarter, compared to the consensus estimate of $5.08 billion. As a group, equities research analysts expect that Infosys Ltd. will post 0.82 earnings per share for the current year.

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.