Noble Financial Has Bearish Estimate for III FY2026 Earnings

Information Services Group, Inc. (NASDAQ:III) – Analysts at Noble Financial reduced their FY2026 earnings estimates for Information Services Group in a research note issued to investors on Tuesday, January 20th. Noble Financial analyst J. Gomes now expects that the business services provider will earn $0.24 per share for the year, down from their prior estimate of $0.26. The consensus estimate for Information Services Group’s current full-year earnings is $0.09 per share.

Information Services Group (NASDAQ:III) last announced its earnings results on Monday, November 3rd. The business services provider reported $0.09 earnings per share for the quarter, topping the consensus estimate of $0.08 by $0.01. The business had revenue of $62.36 million during the quarter, compared to the consensus estimate of $60.94 million. Information Services Group had a net margin of 4.05% and a return on equity of 9.62%.

Other research analysts have also issued research reports about the company. Barrington Research boosted their target price on Information Services Group from $5.50 to $7.00 and gave the company an “outperform” rating in a report on Tuesday, November 4th. Wall Street Zen cut shares of Information Services Group from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 10th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Information Services Group in a research note on Friday, October 31st. One research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $7.00.

Information Services Group Stock Up 0.7%

III opened at $5.67 on Thursday. Information Services Group has a 52 week low of $2.95 and a 52 week high of $6.45. The business has a 50 day moving average price of $5.73 and a two-hundred day moving average price of $5.37. The company has a quick ratio of 2.22, a current ratio of 2.22 and a debt-to-equity ratio of 0.63. The company has a market cap of $271.48 million, a PE ratio of 29.84, a P/E/G ratio of 1.14 and a beta of 1.03.

Institutional Trading of Information Services Group

Institutional investors have recently added to or reduced their stakes in the stock. Baron Wealth Management LLC grew its position in Information Services Group by 59.8% during the fourth quarter. Baron Wealth Management LLC now owns 19,365 shares of the business services provider’s stock worth $112,000 after buying an additional 7,243 shares during the period. SG Americas Securities LLC boosted its stake in shares of Information Services Group by 22.6% during the 4th quarter. SG Americas Securities LLC now owns 12,754 shares of the business services provider’s stock worth $74,000 after acquiring an additional 2,351 shares in the last quarter. Procyon Advisors LLC acquired a new stake in shares of Information Services Group in the 4th quarter worth approximately $133,000. Crawford Investment Counsel Inc. increased its stake in Information Services Group by 5.7% in the 3rd quarter. Crawford Investment Counsel Inc. now owns 865,627 shares of the business services provider’s stock valued at $4,977,000 after purchasing an additional 46,903 shares in the last quarter. Finally, Centiva Capital LP acquired a new position in Information Services Group during the third quarter worth $68,000. Hedge funds and other institutional investors own 73.10% of the company’s stock.

Insider Activity at Information Services Group

In other news, CEO Michael P. Connors sold 66,196 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $5.26, for a total transaction of $348,190.96. Following the transaction, the chief executive officer directly owned 5,040,029 shares of the company’s stock, valued at $26,510,552.54. This represents a 1.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. In the last 90 days, insiders have sold 493,703 shares of company stock worth $2,641,010. 15.90% of the stock is currently owned by insiders.

Information Services Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Friday, December 5th were given a dividend of $0.045 per share. This represents a $0.18 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Friday, December 5th. Information Services Group’s payout ratio is presently 94.74%.

Key Information Services Group News

Here are the key news stories impacting Information Services Group this week:

• Positive Sentiment: ISG highlights growing regulatory and reporting needs that are driving demand for sustainability software and services — this supports higher consulting and advisory opportunities for ISG. Sustainability Software Evolves to Meet Changing Demands, ISG Says
• Positive Sentiment: ISG reports Nordic enterprises are shifting to multicloud and sovereign-cloud strategies for compliance and modernization — a market tailwind for ISG’s cloud advisory and vendor-assessment services. Nordic Firms Seek Sovereign Clouds for Compliant Modernization
• Positive Sentiment: ISG says Swiss firms are accelerating regulated AI and cloud adoption — another indication of demand for advisory, migration and compliance work that could lift ISG’s revenue mix. Swiss Firms Advance Regulated AI, Cloud Adoption
• Positive Sentiment: ISG research finds German enterprises prioritizing public-cloud strategies tailored to AI workloads — a structural demand driver for ISG’s cloud/AI advisory services. German Enterprises Focus Public Cloud Strategies on AI
• Neutral Sentiment: Noble Financial published detailed quarterly EPS forecasts for FY2026 (Q1–Q4: $0.05, $0.06, $0.07, $0.05) — useful modeling inputs for investors but not a company-produced guide. III profile / analyst notes
• Negative Sentiment: Noble Financial trimmed its FY2026 EPS estimate for III from $0.26 to $0.24 — a modest downward revision that could weigh on near-term sentiment until ISG demonstrates revenue/earnings traction. Analyst downgrade note

Information Services Group Company Profile

Information Services Group, Inc (ISG) is a leading global technology research and advisory firm specializing in digital transformation, sourcing strategies and technology-driven business operations. Headquartered in Stamford, Connecticut, the company leverages deep market insights and data analytics to help clients optimize cost structures, accelerate growth and navigate complex technology landscapes. Since its founding in 2006, ISG has cultivated expertise across industries including financial services, healthcare, manufacturing and the public sector.

ISG’s core offerings include sourcing advisory, managed governance, market intelligence and research services.