Information Services Group Inc. · Management Consulting Services

III

Low riskNext report: In 5 days (est.)

View price ↗

The short version

A profitable company with steady sales. Institutions are adding.

Going well

Profitable
Brings in more cash than it spends
Pays a 3.0% dividend yield

Money moves

No insider buying or selling in the last 30 days
Institutions added 2.1% to their holdings in the quarter ending June 2026 (74 bought, 58 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$6.09-1.5% that day

Company value: $295M; Share price times all shares
Price vs profit (P/E): 25.4x; You pay about $25 for each $1 of yearly profit
Price vs sales: 1.2x; Company value is 1.2 times a year of sales
Dividend yield: 3.0%; Yearly dividend as a share of today's price
Cash vs value: 8%; Cash as a share of company value
Debt vs value: 20%; Debt as a share of company value

From III's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$65.5M+6.4% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $250.2M, up 4.2% from the 12 months before. Over 5 years, sales shrank about 0.4% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of III. Starting points are the company's recent numbers.

Sales growth+4% a yearRecently: +4.2% a yearProfit margin5%Last 12 months: 4.7%P/E at the end25xToday: 25.4x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$304M

Profit in 5 years$15M

Price these guesses point to$7.86+29% vs $6.09 todayAbout +5.2% a year, before dividends

What today's price needs: with a 5% margin and a 25x P/E, sales could shrink about 1.2% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.8%
MissDebt under half of equityNot relying on borrowed money.0.63x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.8%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$25.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-0.2% in 3 years

Revenue: $244.7M; -1.2% vs prior year
5-year growth: -0.4%/yr; revenue, per year
Total debt: $59.2M; 0.63x equity
Current ratio: 2.34x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 5

Revenue: $65.5M; +6.4% YoY
EPS: $0.07; vs $0.04
Op. margin: 8.9%; +1.3 pts
Gross margin: 48.8%; +6.6 pts
Free cash flow: $4.7M
Share count: -0.6%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.5
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+2.1%

Institutions added 2.1% to their holdings. 74 bought, 58 sold.

Shares held by institutions32.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-0.1%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.6x · $59.2M debt

Shares outstandingLatest reported

48M

Earnings reports

Last 12

Next reportIn 5 days (est.)Estimated from the same quarter last year

Results filedAug 5
Results filedMay 7
Results filedMar 5
Results filedNov 3, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Shares withheld for taxesMichael A. SherrickEVP & CHIEF FINANCIAL OFFICER

66,996 shares at $5.06 · $339K

-16% of holdings
Now owns 364,551 shares
Filed 2 days after trade

Sep 1Form 4 ↗

Option exerciseMichael A. SherrickEVP & CHIEF FINANCIAL OFFICER

18,116 shares

+4% of holdings
Now owns 442,301 shares
Filed 2 days after trade
Also: Shares withheld for taxes

Aug 18Form 4 ↗

Option exerciseTodd D. LavieriVICE CHAIRMAN

25,880 shares

+2% of holdings
Now owns 1,229,573 shares
Filed 2 days after trade
Also: Shares withheld for taxes

Aug 18Form 4 ↗

Option exerciseThomas S. KucinskiEVP, CHIEF HR

7,764 shares

+2% of holdings
Now owns 340,781 shares
Filed 2 days after trade
Also: Shares withheld for taxes

Aug 18Form 4 ↗

Quarterly reportAug 6 · Form 10-Q ↗Earnings resultsAug 5 · Form 8-K ↗

Shares withheld for taxesThomas S. KucinskiEVP, CHIEF HR

12,419 shares at $4.51 · $56K

-4% of holdings
Now owns 333,017 shares
Filed 2 days after trade

Jun 1Form 4 ↗

Shares withheld for taxesMichael P ConnorsCHAIRMAN & CEO, Director, 10% owner

56,651 shares at $4.51 · $255K

-1% of holdings
Now owns 5,156,729 shares
Filed 2 days after trade

Jun 1Form 4 ↗

Insider tradeJun 3 · Form 4 ↗Insider tradeJun 3 · Form 4 ↗Quarterly reportMay 8 · Form 10-Q ↗Earnings resultsMay 7 · Form 8-K ↗Shareholder vote resultsApr 27 · Form 8-K ↗Insider tradeApr 3 · Form 4 ↗Insider tradeApr 3 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

Report a problem with this page