Informatica Inc.

NYSE:INFA Stock Report

Market Cap: US$7.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Informatica Dividends and Buybacks

Dividend criteria checks 0/6

Informatica does not have a record of paying a dividend.

Key information

n/a

Dividend yield

2.9%

Buyback Yield

Total Shareholder Yield2.9%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Narrative Update Sep 05

Cloud-Only Strategy And AI Capabilities Will Unlock Future Opportunities In Data Management

With Informatica’s consensus analyst price target and key valuation metrics—including the discount rate and future P/E ratio—remaining effectively unchanged, analysts see little revision to fair value, which holds steady at $24.40. What's in the News Completed repurchase of 8,749,000 shares (2.87%) for $203.31 million under the ongoing buyback program, with no additional shares repurchased in the latest tranche.
Seeking Alpha Apr 24

Informatica Continues Transition With Weak Revenue Growth (Downgrade)

Summary Informatica faces revenue growth challenges but has improved its operating cost structure. Despite a growing enterprise data management market, some of INFA's revenue sources continue to decline. Financial trends show improved operating income and gross margins, but revenue growth remains weak, and market valuation multiples have dropped. Management's forward guidance is not encouraging, and I expect low growth to continue. I'm bearish on INFA for the near term, as it will likely need many quarters to return to material organic growth as it continues its transition. Read the full article on Seeking Alpha
Seeking Alpha Feb 20

'The Elephant Scratched Its Pimple': Informatica Shares Tumbled, But The Business Is Fine

Summary Data management company Informatica committed the cardinal Wall Street sin. It slashed revenue guidance. The Street administered its usual form of punishment… It knocked 21.5% off the stock price. In the past, I’ve characterized the Wall Street’s usual guidance game as an obsession with something that’s no more important than a 'pimple on an elephant.' That’s how unimportant the guidance cut is to INFA’s business prospects, only this time, the metaphorical elephant scratched the metaphorical pimple and hence worsened the short-term the situation. Informatica didn’t predict well, but its business is proceeding on plan and the stock, a “Buy” when I first covered it on 11/4/24, is more so now. Read the full article on Seeking Alpha
Seeking Alpha Jan 22

Informatica: High Competition Lowers Growth Potential

Summary Informatica's solutions cater to large enterprises with complex data needs, but high stock-based compensation and slow revenue growth hinder significant revenue per share expansion. Despite a comprehensive strategy and significant opportunities, strong competition from cloud providers limits Informatica's market share potential. Informatica's 2024 performance has been poor, and future returns are expected to be low due to fair valuation and minimal revenue growth. Read the full article on Seeking Alpha
Seeking Alpha Nov 06

AI Needs Data, Data Needs Informatica, So AI Investors Also Need Informatica

Summary AI isn’t designed to produce accurate facts… all of its information must come outside sources. So, data, important enough as it is given increasing needs to track and analyze, becomes even more critical if we expect AI to produce real benefits. It’s important to have, store and move data… but we also need to manage it. Informatica is a big gorilla in data management. Business model transformation is leaving Informatica with uninspiring numbers today, but it’s trending the right way and shaping up to be a big-time data winner. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

Informatica's Growth Slows And Valuation Remains Full

Summary Informatica's revenue growth is slowing, and earnings growth is stalling. The enterprise data management market is expected to grow significantly, but INFA faces stiff competition. Financial metrics show fluctuating earnings, high stock-based compensation, and a modest free cash flow net of SBC. Until INFA completes its cloud transition and reignites growth, I remain neutral on the stock. Read the full article on Seeking Alpha
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New Narrative Aug 27

CLAIRE GPT And Cloud Expansion Drive Growth, Despite Concerns Over Shrinking Profit Margins And Revenue Risks

Launching CLAIRE GPT underscores Informatica's edge in AI-driven data management, promising improved user experiences and operational efficiencies.
Seeking Alpha Jul 22

Is Informatica Stock A Good Buy Ahead Of Its Q2 Results

Summary Informatica's stock has had a volatile year, initially surging on takeover speculation but now down -14% YTD. INFA's upcoming Q2 results, due to be announced on the 30th of July could determine the next course of action for the share price. We cover the major sub-plots surrounding INFA's earnings. INFA is poised to deliver impressive operating leverage through the next 3 years and forward valuations don't necessarily reflect this. Bearish conditions still linger on the charts. Read the full article on Seeking Alpha
Seeking Alpha May 07

Informatica: Growth, Cash Flow, Valuation, And M&A Target

Summary Informatica has successfully transformed into a software-as-a-service data management business model. EBITDA margins have doubled to 30% since 2018 on revenue growth of just 5%. Valuation may be clouded by significant goodwill amortization that hides significant cash earnings. Consensus YE24 price target of US$38.5 backs into a 1.5x PEG (cash ESP). I rate it a BUY given low growth expectations, high free cash flow, reasonable valuations, and M&A target status. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

Informatica Inc.: Growth Should Accelerate From Here

Summary Informatica Inc. is recommended as a buy due to expected growth acceleration from cloud revenue and increased penetration of large customers. Recent results show strong performance, with subscription revenue growing 26% and cloud ARR growing 37% year-over-year. As the transition from legacy to cloud reaches an inflection point, INFA is expected to capture more market share and improve margins. Read the full article on Seeking Alpha

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if INFA's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if INFA's dividend payments have been increasing.


Dividend Yield vs Market

Informatica Dividend Yield vs Market
How does INFA dividend yield compare to the market?
SegmentDividend Yield
Company (INFA)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.3%
Industry Average (Software)0.9%
Analyst forecast (INFA) (up to 3 years)0%

Notable Dividend: Unable to evaluate INFA's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate INFA's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate INFA's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as INFA has not reported any payouts.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/17 15:15
End of Day Share Price 2025/11/17 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 world class team 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

Informatica Inc. is covered by 9 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Edward MagiBerenberg
Tyler RadkeCitigroup Inc
Tyler RadkeCitigroup Inc