Cognizant Technology Solutions Corporation $CTSH Position Increased by BI Asset Management Fondsmaeglerselskab A S

BI Asset Management Fondsmaeglerselskab A S increased its stake in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 281.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 103,289 shares of the information technology service provider’s stock after acquiring an additional 76,185 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Cognizant Technology Solutions were worth $6,928,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of CTSH. NewSquare Capital LLC raised its holdings in shares of Cognizant Technology Solutions by 71.8% during the second quarter. NewSquare Capital LLC now owns 366 shares of the information technology service provider’s stock valued at $29,000 after acquiring an additional 153 shares during the period. High Note Wealth LLC boosted its stake in Cognizant Technology Solutions by 22,450.0% in the 3rd quarter. High Note Wealth LLC now owns 451 shares of the information technology service provider’s stock worth $30,000 after purchasing an additional 449 shares during the period. Winnow Wealth LLC purchased a new position in Cognizant Technology Solutions during the 3rd quarter worth approximately $39,000. E Fund Management Hong Kong Co. Ltd. raised its stake in Cognizant Technology Solutions by 267.7% during the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 603 shares of the information technology service provider’s stock valued at $40,000 after purchasing an additional 439 shares during the period. Finally, Root Financial Partners LLC purchased a new stake in shares of Cognizant Technology Solutions in the third quarter valued at $41,000. 92.44% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Citigroup restated a “neutral” rating and set a $86.00 price target (up from $75.00) on shares of Cognizant Technology Solutions in a report on Thursday, January 22nd. Morgan Stanley lifted their target price on shares of Cognizant Technology Solutions from $80.00 to $82.00 and gave the company an “equal weight” rating in a research note on Thursday. TD Cowen restated a “hold” rating and set a $85.00 price target (up from $84.00) on shares of Cognizant Technology Solutions in a report on Thursday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Cognizant Technology Solutions in a report on Monday, December 29th. Finally, Deutsche Bank Aktiengesellschaft upgraded Cognizant Technology Solutions from a “hold” rating to a “buy” rating and set a $100.00 target price on the stock in a research note on Monday, January 26th. Nine research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $90.78.

Insider Transactions at Cognizant Technology Solutions

In related news, Director Michael Patsalos-Fox sold 2,000 shares of the stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $84.23, for a total value of $168,460.00. Following the sale, the director directly owned 29,729 shares in the company, valued at $2,504,073.67. This trade represents a 6.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Surya Gummadi sold 1,728 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $83.06, for a total transaction of $143,527.68. Following the completion of the transaction, the insider directly owned 25,641 shares of the company’s stock, valued at $2,129,741.46. This trade represents a 6.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 29,434 shares of company stock valued at $2,460,809. 0.32% of the stock is owned by company insiders.

More Cognizant Technology Solutions News

Here are the key news stories impacting Cognizant Technology Solutions this week:

• Positive Sentiment: Q4 beat and raised FY2026 outlook — Cognizant reported Q4 revenue of $5.33B and EPS $1.35, topped estimates and set FY2026 EPS guidance of $5.56–$5.70, which underpins the market rally. Cognizant tops Q4 forecasts, rebounds on upbeat 2026 guidance
• Positive Sentiment: Record bookings and AI deal momentum — Management cited trailing‑12‑month bookings of $28.4B, 28 large deals in 2025 (including ~$500M “mega‑deals”) and strong AI demand as drivers of revenue visibility. Q4 2025 Earnings Call Highlights: Record Bookings
• Positive Sentiment: Partnership to accelerate AI in healthcare and operations — Cognizant teamed with Palantir (Foundry + AIP) to integrate with TriZetto healthcare platforms and enterprise ops, reinforcing the company’s AI‑builder strategy and addressable market. Cognizant partners with Palantir
• Positive Sentiment: Shareholder returns & dividend hike — Management announced ~$1.6B of capital returns for 2026 (including $1B buybacks) and raised the quarterly dividend to $0.33, which supports valuation and buyback‑driven EPS accretion. Cognizant Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Analyst price‑target increases — RBC and Morgan Stanley raised price targets (RBC to $88; Morgan Stanley to $82), signaling some sell‑side support for the stock after the results. Price target raises
• Neutral Sentiment: Q1 / FY detail available but execution watch remains — Management gave Q1 revenue near $5.4B and reiterated FY revenue growth bands (4–6.5%); useful guidance but investors will watch margin and booking conversion. Cognizant forecasts annual revenue above estimates
• Neutral Sentiment: Earnings call materials published — Full transcript and slides are available for investors who want to drill into vertical performance, bookings cadence and margin assumptions. Q4 2025 earnings call transcript
• Neutral Sentiment: Analyst/bull writeups on valuation — Several pieces (Zacks, others) argue value/growth upside given forward P/E and margin leverage; helpful for longer‑term conviction but not immediate market drivers. Zacks: Why Cognizant is a Top Value Stock
• Negative Sentiment: Insider sale disclosed — Director Surya Gummadi sold 1,728 shares at about $83.06; small relative to holdings and buybacks but sometimes watched by investors as a mild negative signal. SEC Filing: Insider Sale

Cognizant Technology Solutions Trading Up 0.3%

Shares of Cognizant Technology Solutions stock opened at $77.08 on Friday. Cognizant Technology Solutions Corporation has a 52-week low of $65.15 and a 52-week high of $90.82. The firm has a market capitalization of $37.20 billion, a PE ratio of 16.94, a price-to-earnings-growth ratio of 1.46 and a beta of 0.95. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 2.36. The company’s fifty day moving average price is $82.89 and its two-hundred day moving average price is $75.01.

Cognizant Technology Solutions (NASDAQ:CTSH) last announced its quarterly earnings results on Wednesday, February 4th. The information technology service provider reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.03. Cognizant Technology Solutions had a return on equity of 17.17% and a net margin of 10.56%.The firm had revenue of $5.33 billion for the quarter, compared to analysts’ expectations of $5.31 billion. During the same period in the prior year, the business posted $1.21 earnings per share. The business’s revenue was up 4.9% compared to the same quarter last year. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. On average, analysts expect that Cognizant Technology Solutions Corporation will post 4.98 EPS for the current year.

Cognizant Technology Solutions Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Wednesday, February 18th will be given a $0.33 dividend. The ex-dividend date is Wednesday, February 18th. This is a positive change from Cognizant Technology Solutions’s previous quarterly dividend of $0.31. This represents a $1.32 dividend on an annualized basis and a yield of 1.7%. Cognizant Technology Solutions’s dividend payout ratio is 27.25%.

Cognizant Technology Solutions Profile

Cognizant Technology Solutions (NASDAQ: CTSH) is a global professional services company that provides information technology, consulting and business process services to large enterprises. Its core offerings include digital engineering, application development and maintenance, cloud migration and managed services, data analytics and artificial intelligence, cybersecurity, and industry-specific solutions. Cognizant works with clients to design and implement technology-enabled transformations that address customer experience, operational efficiency and new product and service delivery.

Founded in the 1990s and headquartered in Teaneck, New Jersey, Cognizant has grown into a multinational organization with delivery centers and operations across the Americas, Europe, and Asia.