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Infosys Falls After Lowering Full-Year Revenue Growth Outlook

Investivoq PriceTracker

Infosys Limited (INFY) is down 4.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a weaker full-year revenue outlook in the company’s latest quarterly update. Even though quarterly revenue, large-deal wins, and margins were relatively steady, investors appear focused on management trimming its FY27 constant-currency growth guidance again, which can signal softer demand visibility.

Details:

  • Infosys lowered its FY27 revenue growth guidance to 1% to 2% in constant currency, down from 1.5% to 3.0% after the prior quarter.
  • For the September quarter, the company posted $5.145 billion in revenue, with constant-currency growth of 1.5% year over year and 1.2% sequentially, showing growth but not enough to offset the outlook cut.
  • Large-deal total contract value was $5.2 billion, including a net-new mix of 62%, which suggests bookings were solid even as near-term revenue expectations weakened.
  • Operating margin held at 21.0%, while free cash flow declined from a year earlier, adding to the sense that execution was stable but not strong enough to improve sentiment.

    • Sources:

    Infosys, SEC, Moneycontrol

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $INFY Insider Trading Activity

    INFY Insider Trades

    $INFY insiders have traded $INFY stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

    Here’s a breakdown of recent trading of $INFY stock by insiders over the last 6 months:

    • SALIL S. PAREKH (CEO & Managing Director) sold 95,800 shares for an estimated $112,838,987
    • JAYESH SANGHRAJKA (Chief Financial Officer) sold 5,191 shares for an estimated $5,665,249
    • SHAJI MATHEW (Chief Human Resources Officer) sold 740 shares for an estimated $807,606
    • INDERPREET SAWHNEY (Chief Legal Officer) sold 6,845 shares for an estimated $80,531

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $INFY Hedge Fund Activity

    We have seen 213 institutional investors add shares of $INFY stock to their portfolio, and 225 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • GQG PARTNERS LLC added 26,999,640 shares (+inf%) to their portfolio in Q2 2026, for an estimated $283,226,223
    • JPMORGAN CHASE & CO added 21,192,827 shares (+inf%) to their portfolio in Q2 2026, for an estimated $222,312,755
    • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 18,252,064 shares (+281.2%) to their portfolio in Q2 2026, for an estimated $191,464,151
    • MORGAN STANLEY added 13,822,437 shares (+32.3%) to their portfolio in Q2 2026, for an estimated $144,997,364
    • LAZARD ASSET MANAGEMENT LLC added 11,523,376 shares (+50.4%) to their portfolio in Q2 2026, for an estimated $120,880,214
    • FIRST TRUST ADVISORS LP added 10,423,898 shares (+59.3%) to their portfolio in Q2 2026, for an estimated $109,346,690
    • BANK OF AMERICA CORP /DE/ added 10,003,547 shares (+147.3%) to their portfolio in Q2 2026, for an estimated $104,937,208

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $INFY Price Targets

    Multiple analysts have issued price targets for $INFY recently. We have seen 3 analysts offer price targets for $INFY in the last 6 months, with a median target of $11.0.

    Here are some recent targets:

    • Bryan Bergin from TD Cowen set a target price of $10.0 on 07/09/2026
    • Jason Kupferberg from Wells Fargo set a target price of $11.0 on 06/26/2026
    • Ankur Rudra from JP Morgan set a target price of $12.7 on 06/24/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.