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Information Services Group, Inc.

NasdaqGM:III Stock Report

Market Cap: US$245.0m

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Information Services Group Management

Management criteria checks 2/4

Information Services Group's CEO is Mike Connors, appointed in Jul 2006, has a tenure of 20.17 years. total yearly compensation is $3.92M, comprised of 22.9% salary and 77.1% bonuses, including company stock and options. directly owns 9.8% of the company’s shares, worth $24.01M. The average tenure of the management team and the board of directors is 7.2 years and 14.8 years respectively.

Key information

Mike Connors

Chief executive officer

US$3.9m

Total compensation

CEO salary percentage22.93%
CEO tenure20.2yrs
CEO ownership9.8%
Management average tenure7.2yrs
Board average tenure14.8yrs

Recent management updates

Recent updates

Seeking Alpha • Aug 27

Information Services Group: Hold On To This Advisory Services Business Through Its Transition

Summary Information Services Group Inc. is rated a hold as it transitions to an AI advisory services business, with execution risk and limited near-term catalysts. III posted 6.37% YoY revenue growth and beat EPS consensus, but FCF fell 57.62% due to higher receivables write-offs and accrued expenses. Contracted revenue of $121.4 million and recurring subscriptions support cash flow predictability, yet growth drivers beyond these are lacking. My DCF-derived intrinsic value of $6.33 per share aligns with a 12-month price target near the 52-week high, justifying a hold rating. Read the full article on Seeking Alpha
Analysis Article • Aug 09

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

As you might know, Information Services Group, Inc. ( NASDAQ:III ) just kicked off its latest second-quarter results...
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Narrative Update • Aug 08

III: Share Repurchases And Research Expansion Will Support A Higher Future Multiple

Analysts have lifted their fair value estimate for Information Services Group from $8.00 to $9.00, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that together support a higher price target. What’s in the News for Information Services Group Information Services Group has an active share repurchase program.
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Narrative Update • Jun 24

III: AI Research Expansion And Buybacks Will Support Future Upside

Analysts have maintained their $6.67 price target on Information Services Group, citing only minor model adjustments, including a slightly higher discount rate and small tweaks to long term revenue growth, profit margin, and future P/E assumptions. What’s in the News for Information Services Group Information Services Group announced a new ISG AI Index that tracks how AI is affecting the global technology and business services sector, including infrastructure as a service, software as a service and managed services, using revenue, profitability, stock performance and segment specific AI indicators as inputs (source: ISG AI Index launch).
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Narrative Update • 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.
Analysis Article • 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...
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Narrative Update • 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.
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Narrative Update • 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.
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Narrative Update • 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.
User avatar
New Narrative • 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?
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Narrative Update • 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).
User avatar
New Narrative • 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?
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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).
Analysis Article • 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...
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Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
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Narrative Update • 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.
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Narrative Update • 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).
Analysis Article • 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...
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Narrative Update • 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.
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Narrative Update • 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.
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Narrative Update • 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.
Analysis Article • 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...
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Narrative Update • 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.
User avatar
Narrative Update • 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.

CEO Compensation Analysis

How has Mike Connors's remuneration changed compared to Information Services Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

US$12m

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

Compensation vs Market: Mike's total compensation ($USD3.92M) is above average for companies of similar size in the US market ($USD1.60M).

Compensation vs Earnings: Mike's compensation has increased by more than 20% in the past year.


CEO

Mike Connors (71 yo)

20.2yrs
Tenure
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...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Connors
Chairman & CEO20.2yrsUS$3.92m9.8%
$ 24.0m
Michael Sherrick
CFO & Executive VP3.1yrsUS$1.24m0.32%
$ 789.8k
Todd Lavieri
Vice Chairman & President of ISG Americas and Asia Pacificno dataUS$1.82m1.92%
$ 4.7m
Kathy Rudy
Partner1.6yrsno datano data
Richard Fogel
VP of Law & Americas General Counselno datano datano data
Will Thoretz
Head of Corporate Communicationsno datano datano data
Tom Werner
Sales Directorno datano datano data
Thomas Kucinski
Executive VP & Chief HR Officer9.3yrsUS$529.51k0.55%
$ 1.4m
Steven Hall
Chief AI Officer8.7yrsno datano data
Todd Dreger
President of ISG Enterprise Growth & Chair of ISG GovernX®5.7yrsno datano data
Paul Gottsegen
Partner of Americas Consulting & President of ISG Client Experienceno datano datano data
Wayne Butterfield
Global Head of Intelligent Automation Solutionsno datano datano data
7.2yrs
Average Tenure
63yo
Average Age

Experienced Management: III's management team is seasoned and experienced (7.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Connors
Chairman & CEO20.2yrsUS$3.92m9.8%
$ 24.0m
Samuel Molinaro
Independent Director1.5yrsUS$200.00k0%
$ 0
Kalpana Raina
Independent Director17.1yrsUS$185.00k1.1%
$ 2.7m
Bruce Pfau
Independent Director7.2yrsUS$185.00k0.28%
$ 693.5k
Gerald Hobbs
Lead Independent Director18.7yrsUS$200.00k1.14%
$ 2.8m
Christine Putur
Independent Director12.5yrsUS$185.00k0.71%
$ 1.7m
14.8yrs
Average Tenure
71yo
Average Age

Experienced Board: III's board of directors are seasoned and experienced ( 14.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 00:22
End of Day Share Price 2026/09/10 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Information Services Group, Inc. is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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

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