Susquehanna has adjusted its stance on $INFY, upgrading the stock from Negative to Neutral. The move signals a notable shift in sentiment, driven primarily by a recalibrated view of valuation. Analysts now believe the stock price more accurately reflects the company’s fundamentals and forward-looking metrics.
Despite trimming earnings estimates, Susquehanna noted that the revised figures still sit above the broader market consensus. This implies that while growth expectations have cooled slightly, Infosys may be in a better position than initially feared. There are also indications that the company’s March performance was less challenged than originally anticipated, potentially easing concerns around demand softness.
With global IT services firms adjusting to macro headwinds, this upgrade suggests that $INFY’s current positioning offers a fair risk-reward tradeoff — particularly when viewed through the lens of its reliable dividend stream.
Dividend Fundamentals
💰 Dividend Yield: 3.46%, currently hovering near a 10-year high
📊 Payout Ratio: 73.36%, well above its 3-year average of 57.80%, signaling a shareholder-friendly policy
📈 Dividend Growth: 5-year compound annual growth rate of 16%
🗓️ Payment Frequency: Semi-annually, with the last payment of $0.2485 per share made in November 2024