Information Services Group, Inc.

NasdaqGM:III Rapport sur les actions

Capitalisation boursière : US$205.2m

Information Services Group Gestion

Gestion contrôle des critères 2/4

Le PDG Information Services Group est Mike Connors, nommé en Jul2006, a un mandat de 19.92 ans. La rémunération annuelle totale est $ 3.92M, composée du salaire de 22.9% et des bonus 77.1%, y compris les actions et options de la société. détient directement 9.92% des actions de la société, d'une valeur de $ 20.36M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.9 ans et 14.5 ans.

Informations clés

Mike Connors

Directeur général

US$3.9m

Rémunération totale

Pourcentage du salaire du PDG22.93%
Durée du mandat du directeur général19.9yrs
Propriété du PDG9.9%
Durée moyenne d'occupation des postes de direction6.9yrs
Durée moyenne du mandat des membres du conseil d'administration14.5yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Jun 10

Information Services Group: Profits Improve, But Defensive Moats Limit Upside

Summary Information Service Group is pivoting to AI-driven advisory, showing recent profit and margin improvements after a decade of weak revenue growth. The company's defensive moats - intangible assets and customer embeddedness - support recurring revenue but have not translated into market share gains or robust topline growth. Despite strong cash generation and improved profitability, the company remains a lower-tier performer versus peers, with persistent challenges in capturing sector growth. My valuation, assuming 4% perpetual revenue growth and 2025 margins, yields no margin of safety versus the current market price. Read the full article on Seeking Alpha
Mise à jour du récit Jun 05

III: AI Research Expansion And Share Buybacks Will Support Future Upside

Analysts have adjusted their price target for Information Services Group to $6.67, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E that slightly refine their valuation outlook without materially changing the overall fair value estimate. What's in the News Launched multiple ISG Provider Lens research studies across key areas including AWS ecosystem partners, UKG Pro, Workday, Guidewire, supply chain services, public sector services, medical device digital services, automotive and mobility, enterprise service management, advanced analytics and AI, and generative AI.
Article d’analyse May 13

Information Services Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The first-quarter results for Information Services Group, Inc. ( NASDAQ:III ) were released last week, making it a good...
Mise à jour du récit May 09

III: AI Research Expansion And Buybacks Will Support Future Earnings Upside

Analysts have kept their price target for Information Services Group broadly steady at about $6.67. This reflects only minor model adjustments to the discount rate, long run revenue growth, profit margin, and future P/E assumptions that together support this unchanged view.
Mise à jour du récit Apr 20

III: AI Index And Share Repurchases Will Support Future Earnings Upside

Analysts held their price target for Information Services Group steady at $6.67, citing unchanged fair value estimates along with only marginal tweaks to discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Launched the ISG AI Index, a benchmark companion to the long running ISG Index.
Mise à jour du récit Apr 06

III: Buybacks And AI Offerings Will Support Future Earnings Upside

Analysts have kept their $6.67 price target on Information Services Group broadly unchanged, citing only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as they refine their valuation model. What's in the News Completed share repurchase of 4,715,475 shares, representing 9.73% of shares, for a total of $19.08 million under the buyback program announced on August 3, 2023.
Nouveau récit Mar 25

AI Adoption And Tariff Risks Will Pressure Margins Yet Support A Gradual Earnings Recovery

Catalysts About Information Services Group Information Services Group provides research, benchmarking, advisory and governance services focused on technology and AI centered transformation for enterprises worldwide. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Mar 22

III: Buybacks And AI Offerings Will Support Future Earnings Upside

Analysts have trimmed their price target on Information Services Group to reflect a lower fair value estimate of $6.67 from $7.17, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Completed share repurchase of 4,715,475 shares, about 9.73% of outstanding stock, for $19.08 million under the buyback program announced on August 3, 2023, including 407,000 shares bought between October 1, 2025 and December 31, 2025 for $2.29 million (Key Developments).
Nouveau récit Mar 10

AI Transformation Tailwinds Will Support Long Term Upside Potential

Catalysts About Information Services Group Information Services Group is a research and advisory firm that helps enterprises with technology sourcing, AI centered transformation, benchmarking, governance and change management. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Mar 05

III: Expanded AI And Cybersecurity Research Program Will Support Future Earnings Upside

Analysts have nudged their price target on Information Services Group slightly higher to $7.17, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall fair value view effectively unchanged. What's in the News ISG launched a standardized revenue cycle contract management framework for U.S. healthcare providers, aiming to make contracts measurable and governable and citing examples where clients saw up to 50% operating cost savings and multi million dollar revenue gains (Key Developments).
Mise à jour du récit Feb 19

III: Expanded AI And Cybersecurity Research Program Will Support Future Earnings Upside

Analysts maintained their $7.17 price target on Information Services Group, citing essentially stable views on the discount rate, revenue growth, profit margin, and future P/E assumptions, which together keep their overall valuation framework intact. What's in the News ISG launched a global research study on AI driven governance, risk, compliance and fraud services for enterprises, with findings to be published in its Specialty Analytics and AI Services GRCF report planned for August 2026 (Key Developments).
Article d’analyse Feb 12

Is Information Services Group (NASDAQ:III) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Feb 05

III: Expanded AI And Cybersecurity Research Pipeline Will Support Future Earnings Upside

Analysts have adjusted their price target on Information Services Group to US$7.17, reflecting fine tuning to inputs such as the discount rate and future P/E assumptions, rather than a change in their core outlook. What's in the News ISG outlined its 2026 Research Plan, expanding ISG Provider Lens and Buyers Guide coverage of enterprise AI, software and services, including a unified AI, data and cloud software stack for buyers.
Mise à jour du récit Jan 21

III: Share Repurchases And Expanded AI Research Will Support Future Earnings Upside

Analysts have made modest adjustments to their price target on Information Services Group to reflect slightly refined assumptions on discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains effectively unchanged at about US$7.17.
Mise à jour du récit Jan 06

III: Share Repurchases And Expanded AI Research Program Will Support Earnings Upside

Analysts have adjusted their price target on Information Services Group to US$7.17, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News ISG plans to expand its enterprise AI research in 2026, outlining a research plan that includes 60 ISG Provider Lens studies and over 30 Buyers Guides covering more than 200 software categories.
Mise à jour du récit Dec 18

III: Share Repurchases And Expanding AI Research Platform Will Drive Earnings Upside

Analysts have raised their price target on Information Services Group by 0.0 percent to an unchanged implied fair value of $7.17 per share, reflecting slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple while maintaining stable revenue growth and profit margin expectations. What's in the News ISG research highlights how cloud based, AI enabled ERP platforms are transforming efficiency and decision making across industries, with more than 80 percent of new ERP systems at non product companies expected to be cloud deployed by 2028 (ISG Buyers Guides for Enterprise Resource Planning) The firm launched an Aerospace and Defense Services and Solutions study to evaluate more than 120 providers helping A&D organizations modernize engineering, MRO and supply chain operations with digital technologies (ISG Provider Lens research) A new Multi Public Cloud Services report for the U.S. finds enterprises are using cloud native AI tools to modernize data pipelines and automate workflows, while remaining cautious on GenAI by limiting deployment to high accuracy use cases (ISG Provider Lens report) ISG unveiled its 2026 Research Plan, expanding to 60 ISG Provider Lens studies and over 30 Buyers Guides that together cover more than 200 software categories, with a unified AI, data and cloud software stack for enterprise buyers (ISG Research 2026 plan) The company issued fourth quarter 2025 guidance, targeting revenue between $60.5 million and $61.5 million, and reported completing a 4.31 million share repurchase program totaling $16.78 million since 2023 (company guidance and buyback update) Valuation Changes Fair Value: Unchanged at an implied price target of $7.17 per share, indicating no revision to the central valuation estimate.
Mise à jour du récit Dec 04

III: Ongoing Share Repurchases Will Support Stronger Earnings Performance Next Year

Narrative Update on Information Services Group Analysts have modestly increased their price target on Information Services Group to approximately 7.17 dollars. This reflects slightly higher assumptions for the company’s future earnings multiple while leaving growth and margin expectations effectively unchanged.
Mise à jour du récit Nov 20

III: Rising Profit Margins Will Drive Improved Earnings Performance Over The Next Year

Information Services Group's analyst price target has been raised by $0.50 to $7.17, as analysts cite improved profit margin forecasts and slightly stronger revenue growth expectations as the primary drivers for the increase. What's in the News Information Services Group has launched major research studies on digital engineering services, intelligent robotics, and mainframe modernization, with reports scheduled for release throughout 2026 (Key Developments).
Article d’analyse Nov 10

We Think That There Are Some Issues For Information Services Group (NASDAQ:III) Beyond Its Promising Earnings

Information Services Group, Inc. ( NASDAQ:III ) just released a solid earnings report, and the stock displayed some...
Mise à jour du récit Nov 01

III: AI Adoption And Digital Tools Will Drive Efficiency Across Sectors

Narrative Update on Analyst Price Target for Information Services Group Analysts have adjusted their price target for Information Services Group slightly. The new target is $6.67 per share, reflecting a minimal change based on nuanced updates to company fundamentals including discount rate and future price-to-earnings assumptions.
Mise à jour du récit Oct 18

Digital Transformation And AI Will Unlock New Opportunities

Narrative Update on Information Services Group Analysts have modestly adjusted their price target for Information Services Group, maintaining it at $6.67. This reflects updated assumptions about discount rates and market outlook.
Mise à jour du récit Oct 03

Digital Transformation And AI Will Unlock New Opportunities

Analysts have raised their price target for Information Services Group from $5.83 to $6.67 per share, citing a slight decrease in the discount rate and updated expectations for valuation multiples. What's in the News ISG Software Research reports enterprises are seeking learning management systems (LMS) that combine compliance, integration with HCM systems, personalized experiences, and extended-enterprise capabilities.
Article d’analyse Sep 27

What Does Information Services Group, Inc.'s (NASDAQ:III) Share Price Indicate?

While Information Services Group, Inc. ( NASDAQ:III ) might not have the largest market cap around , it received a lot...
Mise à jour du récit Sep 16

Digital Transformation And AI Will Unlock New Opportunities

The recent increase in the consensus Analyst Price Target for Information Services Group reflects higher future earnings expectations as indicated by the rise in the forward P/E multiple, resulting in a new fair value estimate of $5.83 per share. What's in the News Information Services Group (ISG) launched multiple research studies focused on digital transformation, AI, data security, sustainability, and customer experience across healthcare, manufacturing, telecom, utilities, and insurance sectors, with reports scheduled for late 2025 and early 2026.
Mise à jour du récit Aug 15

Digital Transformation And AI Will Unlock New Opportunities

Despite a notable improvement in net profit margin and a sharply reduced future P/E ratio, consensus analyst sentiment has turned more cautious, resulting in the price target dropping from $5.83 to $5.25. What's in the News Information Services Group (ISG) launched multiple industry-focused research studies, including in healthcare digital services, manufacturing industry IT, telecom/media/entertainment services, digital sustainability, power and utilities, insurance, multi public cloud services, medical devices, and supply chain services.
Article d’analyse Jul 04

Is Information Services Group, Inc. (NASDAQ:III) Trading At A 30% Discount?

Key Insights Information Services Group's estimated fair value is US$7.25 based on 2 Stage Free Cash Flow to Equity...
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Nouveau récit Jun 02

Digital Transformation And AI Will Unlock Future Potential

Accelerating demand for digital transformation and AI services is boosting recurring revenues, client diversity, and long-term revenue potential.
Article d’analyse May 20

Information Services Group, Inc. (NASDAQ:III) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

Information Services Group, Inc. ( NASDAQ:III ) shares have continued their recent momentum with a 27% gain in the last...
Article d’analyse May 14

Information Services Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

The investors in Information Services Group, Inc. 's ( NASDAQ:III ) will be rubbing their hands together with glee...
Seeking Alpha Apr 29

Information Services Group: Holding Steady

Summary III’s fundamental results continue to point upwards long-term. Sales are feeling macro pressures today, but margin initiatives have offset these headwinds. In the mid-$3/share range, I believe today’s price offers an attractive IRR. Read the full article on Seeking Alpha
Article d’analyse Apr 02

Earnings Tell The Story For Information Services Group, Inc. (NASDAQ:III) As Its Stock Soars 26%

Information Services Group, Inc. ( NASDAQ:III ) shareholders would be excited to see that the share price has had a...
Article d’analyse Mar 20

Earnings Troubles May Signal Larger Issues for Information Services Group (NASDAQ:III) Shareholders

The market rallied behind Information Services Group, Inc.'s ( NASDAQ:III ) stock, leading do a rise in the share price...
Seeking Alpha Mar 11

Information Services Group Focuses On America's Potential For Growth (Upgrade)

Summary Information Services Group, Inc. recently reported Q4 2024 results, beating revenue and earnings estimates, and sold its automation unit to focus on core opportunities. Despite past concerns, the firm appears reasonably valued and holds potential for growth in the Americas and generative AI activities. III's financials show improved operating income, higher gross margins, and reduced SG&A costs, though European revenue remains a drag due to macroeconomic conditions. Management is optimistic about growth in the Americas and AI projects, with a focus on debt reduction and stock buybacks. My outlook is now a neutral Hold. Read the full article on Seeking Alpha
Article d’analyse Mar 10

Information Services Group (NASDAQ:III) Has Announced A Dividend Of $0.045

Information Services Group, Inc.'s ( NASDAQ:III ) investors are due to receive a payment of $0.045 per share on 28th of...

Analyse de la rémunération des PDG

Comment la rémunération de Mike Connors a-t-elle évolué par rapport aux bénéfices de Information Services Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$11m

Dec 31 2025US$4mUS$900k

US$9m

Sep 30 2025n/an/a

US$10m

Jun 30 2025n/an/a

US$8m

Mar 31 2025n/an/a

US$8m

Dec 31 2024US$3mUS$810k

US$3m

Sep 30 2024n/an/a

-US$3m

Jun 30 2024n/an/a

-US$1m

Mar 31 2024n/an/a

-US$726k

Dec 31 2023US$3mUS$900k

US$6m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

US$16m

Mar 31 2023n/an/a

US$18m

Dec 31 2022US$4mUS$888k

US$20m

Sep 30 2022n/an/a

US$19m

Jun 30 2022n/an/a

US$18m

Mar 31 2022n/an/a

US$17m

Dec 31 2021US$5mUS$850k

US$16m

Sep 30 2021n/an/a

US$13m

Jun 30 2021n/an/a

US$11m

Mar 31 2021n/an/a

US$8m

Dec 31 2020US$3mUS$779k

US$3m

Sep 30 2020n/an/a

US$3m

Jun 30 2020n/an/a

US$3m

Mar 31 2020n/an/a

US$3m

Dec 31 2019US$3mUS$850k

US$3m

Rémunération vs marché: La rémunération totale de Mike ($USD 3.92M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 1.66M ).

Rémunération et revenus: La rémunération de Mike a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

Mike Connors (71 yo)

19.9yrs
Titularisation
US$3,924,363
Compensation

Mr. Michael P. Connors, also known as Mike, serves as the Chief Executive Officer and Chairman at ISG Information Services Group Americas, Inc. Mr. Connors serves as the Chairman and Chief Executive Office...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Michael Connors
Chairman & CEO19.9yrsUS$3.92m9.92%
$ 20.4m
Michael Sherrick
CFO & Executive VP2.8yrsUS$1.24m0.21%
$ 441.2k
Todd Lavieri
Vice Chairman & President of ISG Americas and Asia Pacificno dataUS$1.82m1.91%
$ 3.9m
Kathy Rudy
Partner1.3yrspas de donnéespas de données
Richard Fogel
VP of Law & Americas General Counselno datapas de donnéespas de données
Tom Werner
Sales Directorno datapas de donnéespas de données
Thomas Kucinski
Executive VP & Chief Human Resources Officer9yrsUS$529.51k0.54%
$ 1.1m
Steven Hall
President of ISG EMEA & Chief AI Officer8.4yrspas de donnéespas de données
Todd Dreger
President of ISG Enterprise Growth & Chair of ISG GovernX®5.4yrspas de donnéespas de données
Paul Gottsegen
Partner of Americas Consulting & President of ISG Client Experienceno datapas de donnéespas de données
Wayne Butterfield
Global Head of Intelligent Automation Solutionsno datapas de donnéespas de données
Gaurav Gupta
Partnerno datapas de donnéespas de données
6.9yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de III est chevronnée et expérimentée (6.9 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Michael Connors
Chairman & CEO19.9yrsUS$3.92m9.92%
$ 20.4m
Samuel Molinaro
Independent Director1.3yrsUS$200.00k0%
$ 0
Kalpana Raina
Independent Director16.8yrsUS$185.00k1.12%
$ 2.3m
Bruce Pfau
Independent Director6.9yrsUS$185.00k0.29%
$ 588.0k
Gerald Hobbs
Lead Independent Director18.4yrsUS$200.00k1.15%
$ 2.4m
Christine Putur
Independent Director12.3yrsUS$185.00k0.71%
$ 1.5m
14.5yrs
Durée moyenne de l'emploi
71yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la III est chevronné et expérimenté ( 14.5 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/11 03:42
Cours de l'action en fin de journée2026/06/11 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Information Services Group, Inc. est couverte par 9 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Vincent ColicchioBarrington Research Associates, Inc.
Sarkis SherbetchyanB. Riley Securities, Inc.
Timothy FoxDeutsche Bank