Cognizant Technology Solutions Corporation $CTSH Shares Acquired by Alps Advisors Inc.

Alps Advisors Inc. boosted its holdings in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 16.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 306,078 shares of the information technology service provider’s stock after purchasing an additional 43,252 shares during the quarter. Alps Advisors Inc. owned approximately 0.06% of Cognizant Technology Solutions worth $20,529,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Norges Bank acquired a new position in shares of Cognizant Technology Solutions in the 2nd quarter valued at about $487,526,000. Allianz Asset Management GmbH lifted its holdings in Cognizant Technology Solutions by 152.7% in the second quarter. Allianz Asset Management GmbH now owns 2,708,349 shares of the information technology service provider’s stock worth $211,332,000 after acquiring an additional 1,636,636 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its stake in Cognizant Technology Solutions by 59.4% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,778,252 shares of the information technology service provider’s stock valued at $253,407,000 after acquiring an additional 1,407,776 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Cognizant Technology Solutions during the second quarter valued at approximately $74,917,000. Finally, Worldquant Millennium Advisors LLC acquired a new stake in shares of Cognizant Technology Solutions during the 2nd quarter worth approximately $59,176,000. 92.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Cognizant Technology Solutions

In related news, insider Surya Gummadi sold 1,728 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $83.06, for a total value of $143,527.68. Following the sale, the insider directly owned 25,641 shares in the company, valued at $2,129,741.46. The trade was a 6.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Michael Patsalos-Fox sold 7,000 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $83.52, for a total transaction of $584,640.00. Following the sale, the director directly owned 47,729 shares of the company’s stock, valued at approximately $3,986,326.08. This represents a 12.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 29,434 shares of company stock worth $2,460,809. Company insiders own 0.32% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on CTSH shares. Royal Bank Of Canada increased their target price on Cognizant Technology Solutions from $82.00 to $88.00 and gave the stock a “sector perform” rating in a research report on Thursday. Weiss Ratings raised shares of Cognizant Technology Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday. Susquehanna reissued a “positive” rating and set a $98.00 target price on shares of Cognizant Technology Solutions in a research note on Friday, January 23rd. Guggenheim restated a “buy” rating and issued 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, JPMorgan Chase & Co. raised their price target on shares of Cognizant Technology Solutions from $89.00 to $92.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Ten analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cognizant Technology Solutions presently has an average rating of “Hold” and an average price target of $90.78.

Cognizant Technology Solutions Stock Performance

CTSH opened at $77.08 on Monday. The business has a 50 day moving average price of $82.89 and a two-hundred day moving average price of $74.99. 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 has a market capitalization of $37.20 billion, a price-to-earnings ratio of 16.94, a price-to-earnings-growth ratio of 1.47 and a beta of 0.95. Cognizant Technology Solutions Corporation has a 1-year low of $65.15 and a 1-year high of $90.82.

Cognizant Technology Solutions (NASDAQ:CTSH) last posted its quarterly earnings data on Wednesday, February 4th. The information technology service provider reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.03. The company had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5.31 billion. Cognizant Technology Solutions had a return on equity of 17.17% and a net margin of 10.56%.The company’s quarterly revenue was up 4.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.21 EPS. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. Research analysts predict that Cognizant Technology Solutions Corporation will post 4.98 EPS for the current fiscal year.

Cognizant Technology Solutions Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 26th. Shareholders of record on Wednesday, February 18th will be issued a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Wednesday, February 18th. This is a positive change from Cognizant Technology Solutions’s previous quarterly dividend of $0.31. Cognizant Technology Solutions’s dividend payout ratio is currently 29.01%.

Key Stories Impacting Cognizant Technology Solutions

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

About Cognizant Technology Solutions

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.