Key Highlights

  • ISG's quarterly Dividend of $0.045 per share trades ex-date September 4, 2026, payable September 25, yielding approximately 3.58%.
  • Q2 2026 Revenue reached $65.5 million, up 6.4% year over year and the company's highest quarterly revenue since 2023.
  • GAAP Net Income rose 51% to $3.3 million, with GAAP EPS of $0.07, up 75%, and adjusted EBITDA of $9.4 million, up 13%.
  • The Board approved a $30 million expansion of the share-repurchase program, the largest single expansion in company history.

Information Services Group's (Nasdaq:III) quarterly dividend of $0.045 per share yields approximately 3.58%. The more relevant story this quarter is momentum: revenue reached its highest level since 2023, driven by growth across the Americas and Europe, and management responded by authorizing the largest single share-buyback expansion in the firm's history.

Dividend Program and Shareholder Returns

ISG's Board declared a third-quarter dividend of $0.045 per share on August 5, 2026, payable September 25, 2026, to shareholders of record September 4, trading ex-dividend the same date and yielding approximately 3.58%. The company paid dividends of $2.3 million and repurchased $1.5 million of shares during Q2. Alongside the dividend declaration, the Board approved a $30 million expansion of the share-repurchase program, increasing the aggregate authorization to $32.3 million, which the company described as its single largest buyback expansion ever. Future dividends remain subject to Board approval and the consulting business's exposure to enterprise technology-spending cycles.

About the Company

Information Services Group is a global AI-centered technology research and advisory firm helping enterprises manage technology transformation through research, consulting, governance, sourcing, and provider-management services. The company has increasingly centered its strategy on AI, helping more than 900 clients, including 75 of the world's 100 largest enterprises, evaluate, govern, and implement AI-driven transformation.

Financial Performance Behind the Payout

ISG reported Q2 2026 revenue of $65.5 million, up 6.4% from $61.6 million a year earlier, its highest quarterly revenue since 2023. Growth was led by Europe, up 10%, and the Americas, up 7%, while recurring revenues reached a new quarterly high of $30 million. Operating Income was $5.9 million, compared with $4.7 million a year earlier. GAAP net income was $3.3 million, up from $2.2 million, with GAAP EPS of $0.07, up 75%, and adjusted EPS of $0.10, up 25%. Adjusted EBITDA was $9.4 million, up 13%, with adjusted EBITDA Margin of 14.3%, up more than 80 basis points from the prior year.

AI-Centered Positioning Is Translating Into Measurable Growth

The central analytical point for ISG is that its strategic pivot toward AI-centered research, advisory, and governance services is now showing up clearly in the numbers, with Recurring Revenue reaching a new quarterly high and both the Americas and Europe posting solid growth. The historic multiyear contract signed earlier in the year, worth up to $17 million to support AI-powered Business reinvention for a global manufacturer, exemplifies the kind of larger, more embedded client relationship the company is targeting rather than smaller project-based work. Management's decision to authorize the largest buyback expansion in company history alongside a steady dividend suggests confidence that current growth is durable rather than a single-quarter anomaly, though enterprise clients navigating macro and geopolitical uncertainty could still delay transformation decisions even when strategic intent remains intact.

Outlook

ISG's dividend is supported by record quarterly revenue and improving margins, with the company's expanded buyback authorization signaling confidence in continued cash generation. Investors should watch recurring-revenue growth, Europe and Americas momentum, the pace of large AI-advisory contract signings, and enterprise technology-spending trends amid ongoing macro uncertainty.