Twin Capital Management Inc. Sells 10,158 Shares of Cognizant Technology Solutions Corporation $CTSH

Twin Capital Management Inc. trimmed its position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 28.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,036 shares of the information technology service provider’s stock after selling 10,158 shares during the period. Twin Capital Management Inc.’s holdings in Cognizant Technology Solutions were worth $1,679,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the company. NewSquare Capital LLC boosted its stake in 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 worth $29,000 after buying an additional 153 shares in the last quarter. High Note Wealth LLC lifted its holdings in shares of Cognizant Technology Solutions by 22,450.0% during the 3rd quarter. High Note Wealth LLC now owns 451 shares of the information technology service provider’s stock worth $30,000 after acquiring an additional 449 shares during the period. Winnow Wealth LLC acquired a new stake in shares of Cognizant Technology Solutions during the 3rd quarter valued at about $39,000. E Fund Management Hong Kong Co. Ltd. increased its stake in Cognizant Technology Solutions by 267.7% in the third 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 acquiring an additional 439 shares during the period. Finally, Root Financial Partners LLC acquired a new position in Cognizant Technology Solutions in the third quarter worth about $41,000. Institutional investors own 92.44% of the company’s stock.

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 Stock Up 0.3%

Shares of NASDAQ CTSH opened at $77.08 on Friday. Cognizant Technology Solutions Corporation has a 12-month low of $65.15 and a 12-month high of $90.82. The firm’s 50-day simple moving average is $82.89 and its 200 day simple moving average is $75.01. The company has a quick ratio of 2.36, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The company has a market cap of $37.20 billion, a price-to-earnings ratio of 16.94, a price-to-earnings-growth ratio of 1.46 and a beta of 0.95.

Cognizant Technology Solutions (NASDAQ:CTSH) last posted its quarterly earnings data on Wednesday, February 4th. The information technology service provider reported $1.35 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.03. Cognizant Technology Solutions had a net margin of 10.56% and a return on equity of 17.17%. The firm had revenue of $5.33 billion during the quarter, compared to analysts’ expectations of $5.31 billion. During the same quarter last year, the company posted $1.21 EPS. The company’s quarterly 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, research analysts expect that Cognizant Technology Solutions Corporation will post 4.98 earnings per share for the current fiscal year.

Cognizant Technology Solutions Increases Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on CTSH shares. BMO Capital Markets reiterated a “market perform” rating and issued a $96.00 price objective on shares of Cognizant Technology Solutions in a research note on Thursday, January 29th. UBS Group reiterated a “neutral” rating and set a $82.00 price objective (up from $78.00) on shares of Cognizant Technology Solutions in a research note on Monday, December 8th. Weiss Ratings restated a “hold (c+)” rating on shares of Cognizant Technology Solutions in a research note on Monday, December 29th. Guggenheim reiterated a “buy” rating and set a $100.00 target price (up previously from $95.00) on shares of Cognizant Technology Solutions in a research report on Wednesday, January 28th. Finally, Morgan Stanley boosted their price target on shares of Cognizant Technology Solutions from $80.00 to $82.00 and gave the company an “equal weight” rating in a research report on Thursday. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $90.78.

Insider Transactions at Cognizant Technology Solutions

In other Cognizant Technology Solutions news, Director Michael Patsalos-Fox sold 2,000 shares of the company’s stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $84.23, for a total transaction of $168,460.00. Following the transaction, the director directly owned 29,729 shares in the company, valued at approximately $2,504,073.67. This represents a 6.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Surya Gummadi sold 1,728 shares of Cognizant Technology Solutions stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $83.06, for a total transaction of $143,527.68. Following the sale, the insider owned 25,641 shares of the company’s stock, valued at approximately $2,129,741.46. This represents a 6.31% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 29,434 shares of company stock worth $2,460,809. Insiders own 0.32% of the company’s stock.

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.