Reading the tape
NASDAQ: III
Information Services Group, Inc.
Technology · Information Technology Services
Market Cap
$196.18M
52w High
$6.45
52w Low
$3.74
P/E
21.08
Volume
49.31K
Outstanding Shares
47.67M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 6.46%Revenue (TTM): -1.16%FCF (TTM): 41.26%P/FCF: 18th pct
What changed
The stock rose 6.46% over the last year. Revenue declined 1.16% over the trailing twelve months. Operating margin moved from 2.33% to 7.27%. Free cash flow grew 41.26% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 7.27%. A decisive move in revenue — currently down 1.16% — would be the clearest signal to resolve the ambiguity.
Company profile
Information Services Group, Inc., together with its subsidiaries, operates as a technology research and advisory company in the Americas, Europe, and the Asia Pacific.
CEOMichael Connors
SectorTechnology
IndustryInformation Technology Services
Employees1,300
IPO dateFeb 12, 2007
Valuation
Forward P/E—
EV/EBITDA14.34
Enterprise value$320.24M
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth5.95%
Gross margin41.22%▲4.90%vs FY2024
Operating margin7.27%▲212.73%vs FY2024
ROE9.87%▲234.62%vs FY2024
Analyst consensus
RatingBuy
Target price$5.50▲33.66%
1
Buy
1
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $0.08 · Revenue est $60.85M
View
Dividends
$0.18/shareQuarterly4yr growth streakStretchedIII pays a dividend with a 4.37% dividend yield, 4 consecutive years of growth, growing at 4% annually, covered 2.7× by free cash flow.
Dividend Yield
4.37%
Annual Div / Share
$0.18
3yr CAGR
+4%
Doubles every ~17.7yr
Payout Ratio
98.29%
Stretched
Dividend Growth Rate
3yr CAGR
+4%
Dividend Safety
6/10Stretched
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$0.18+0.0%
2024$0.18+0.0%
2023$0.18+12.5%
2022$0.16+33.3%
2021$0.12—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$44/yr
$4/mo
In 5 yrs
$53/yr+22%
$4/mo
In 10 yrs
$65/yr+48%
$5/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$44/yr $4/mo | $53/yr+22% $4/mo | $65/yr+48% $5/mo |
Yield-on-cost grows from 4.37% → 6.48% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 2.7× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
High payout ratio
With 98.29% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.