Mondrian Investment Partners 13F: Cuts INFY Stake by $3.9M

Mondrian Investment Partners lowered its stake in Infosys Limited (NYSE:INFY) by 363,558 shares during the quarter, according to a Form 13F filing with the SEC on October 23, 2026. Infosys closed at $12.35 on the day of the filing.

INFY Infosys Limited

$12.35 ▼ -30.50% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mondrian Investment Partners's Infosys Limited Position

The fund trimmed its position by 7.5%, bringing its total holdings down to 4,499,689 shares. The remaining stake carried a reported value of $48,416,652 at the time of the filing, down from the previous total of 4,863,247 shares.

Other Institutional Activity in Infosys Limited

Robeco Institutional Asset Management B.V. reduced its holdings by 2,746,264 shares, ending with 46,294,169 shares worth about $571,733,004. Lazard Asset Management LLC grew its holdings by 7,628,834 shares, ending with 34,406,069 shares worth about $424,914,965. First Trust Advisors LP grew its holdings by 10,423,438 shares, ending with 28,009,803 shares worth about $345,921,077. GQG Partners LLC opened a new position by adding 13,499,820 shares, ending with 26,999,640 shares worth about $333,445,564. Arrowstreet Capital, Limited Partnership grew its holdings by 18,252,096 shares, ending with 24,742,422 shares worth about $305,568,921.

Infosys Limited Stock Down 3.5%

Infosys recently traded around $12.31 as of October 24, 2026, sitting down slightly from its $12.35 close on the filing date. The stock trades above its 50-day moving average of $11.46 but remains below its 200-day moving average of $13.00. Shares have traded between a 52-week low of $10.12 and a high of $30.00.

Recent Earnings

Infosys generated trailing twelve month revenue of $20.3 billion alongside an earnings per share of $0.81. The business posted a net profit margin of 16.4% and a return on equity of 32.0%.

Dividend

The company distributes an annual dividend rate of $0.52 per share, translating to a dividend yield of 3.96%. The payout is supported by a dividend payout ratio of 65.4%.

Insider Buying and Selling at Infosys Limited

Officer Inderpreet Sawhney sold 6,845 shares on May 14, 2026, at an average price of $11.76 for a total value of $80,531.

Analysts Set New Price Targets

On July 24, 2026, BMO Capital maintained a Market Perform rating with a $12.00 price target, down from $13.00. TD Cowen maintained a Hold rating with a $9.00 price target, down from $10.00. Susquehanna maintained a Neutral rating with an 11.00 price target, down from $12.00. JP Morgan downgraded the stock to Neutral with a $10.90 price target, down from $12.70. HSBC downgraded the stock to Hold with an $11.47 price target, down from $14.24. Overall, the stock holds a consensus Hold rating from 12 analysts with a mean price target of $11.67.

About Infosys Limited

Based in Bengaluru, India, Infosys Limited provides consulting, technology, outsourcing, and digital services worldwide. The company offers cloud, data, applied and generative AI solutions through platforms like Infosys Topaz, alongside cybersecurity, engineering, and enterprise modernization services to global clients.

Bottom Line

Institutional adjustments in Infosys reflect shifting allocations across the information technology services sector. Investors will monitor upcoming earnings reports and market trends to gauge how consulting demand impacts the share price near its moving averages.