AGF Management Ltd. Acquires 8,013 Shares of Cognizant Technology Solutions Corporation $CTSH

AGF Management Ltd. grew its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 21.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 45,631 shares of the information technology service provider’s stock after purchasing an additional 8,013 shares during the quarter. AGF Management Ltd.’s holdings in Cognizant Technology Solutions were worth $3,060,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. NewSquare Capital LLC boosted its position in Cognizant Technology Solutions by 71.8% in the 2nd quarter. NewSquare Capital LLC now owns 366 shares of the information technology service provider’s stock valued at $29,000 after buying an additional 153 shares during the period. High Note Wealth LLC raised its stake in shares of Cognizant Technology Solutions by 22,450.0% during the third quarter. High Note Wealth LLC now owns 451 shares of the information technology service provider’s stock valued at $30,000 after acquiring an additional 449 shares in the last quarter. Winnow Wealth LLC purchased a new stake in shares of Cognizant Technology Solutions in the third quarter valued at approximately $39,000. E Fund Management Hong Kong Co. Ltd. grew 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 worth $40,000 after purchasing an additional 439 shares in the last quarter. Finally, Root Financial Partners LLC bought a new position in Cognizant Technology Solutions in the third quarter worth approximately $41,000. Hedge funds and other institutional investors own 92.44% of the company’s stock.

Wall Street Analysts Forecast Growth

CTSH has been the subject of several research reports. Citigroup reiterated a “neutral” rating and issued a $86.00 target price (up from $75.00) on shares of Cognizant Technology Solutions in a report on Thursday, January 22nd. Berenberg Bank set a $107.00 price objective on Cognizant Technology Solutions and gave the company a “buy” rating in a report on Thursday, January 22nd. Royal Bank Of Canada lowered their price objective on shares of Cognizant Technology Solutions from $93.00 to $82.00 and set a “sector perform” rating for the company in a research note on Thursday, October 30th. UBS Group reissued a “neutral” rating and set a $82.00 target price (up previously from $78.00) on shares of Cognizant Technology Solutions in a research report on Monday, December 8th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of Cognizant Technology Solutions from a “hold” rating to a “buy” rating and set a $100.00 price target for the company in a report on Monday, January 26th. Nine research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $90.28.

Cognizant Technology Solutions Stock Up 3.0%

NASDAQ:CTSH opened at $76.71 on Thursday. The company’s 50-day simple moving average is $82.91 and its 200-day simple moving average is $74.99. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.36 and a current ratio of 2.36. Cognizant Technology Solutions Corporation has a fifty-two week low of $65.15 and a fifty-two week high of $90.82. The stock has a market capitalization of $37.02 billion, a P/E ratio of 17.80, a P/E/G ratio of 1.43 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 EPS for the quarter, topping the consensus estimate of $1.32 by $0.03. The firm had revenue of $5.33 billion during the quarter, compared to analyst estimates of $5.31 billion. Cognizant Technology Solutions had a net margin of 10.20% and a return on equity of 17.00%. Cognizant Technology Solutions’s revenue was up 4.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.21 EPS. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. On average, equities analysts anticipate that Cognizant Technology Solutions Corporation will post 4.98 earnings per share for the current fiscal year.

Cognizant Technology Solutions Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 26th. Stockholders of record on Wednesday, February 18th will be given a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a dividend 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 payout ratio is 28.77%.

Insiders Place Their Bets

In other news, Director Michael Patsalos-Fox sold 7,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $83.52, for a total transaction of $584,640.00. Following the sale, the director owned 47,729 shares in the company, valued at approximately $3,986,326.08. The trade was a 12.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Surya Gummadi sold 1,728 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $83.06, for a total transaction of $143,527.68. Following the transaction, the insider owned 25,641 shares in the company, valued at approximately $2,129,741.46. This trade represents a 6.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 29,434 shares of company stock valued at $2,460,809 in the last 90 days. Corporate insiders own 0.32% of the company’s stock.

Key Cognizant Technology Solutions News

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

• Positive Sentiment: Q4 results beat estimates — Cognizant reported $1.35 EPS vs. $1.32 expected and $5.33B revenue, with revenue up 4.9% YoY. The beat and improved margins underpin the rally. CTSH Beats Q4 Estimates
• Positive Sentiment: Raised FY‑2026 outlook — management set 2026 constant‑currency revenue growth of 4.0%–6.5% and adjusted operating margin expansion, with EPS guidance of 5.560–5.700 and revenue guidance that sits above Street estimates. That guidance containment + upside to revenue helped lift sentiment. Cognizant Forecasts Annual Revenue Above Estimates
• Positive Sentiment: AI-driven bookings and large deals — management highlighted big “mega-deals” (including ~$500M opportunities) tied to AI implementations and stronger bookings (trailing 12‑month bookings of $28.4B), supporting revenue momentum. AI Mega-Deals Fuel Growth
• Positive Sentiment: Shareholder returns and dividend hike — Cognizant announced a 6.5% increase to the quarterly dividend ($0.33) and plans to return $1.6B in 2026 including $1B of buybacks, which increases yield/capital-return appeal. Q4 Results & Capital Returns
• Neutral Sentiment: Full earnings disclosure and call transcript are available — useful for detail but not new market-moving headlines beyond the beats and guidance. Earnings Call Transcript
• Neutral Sentiment: Third‑party bullish analysis — a bull-case thesis was published summarizing longer-term upside drivers; useful context but not an immediate catalyst. Bull Case Theory
• Neutral Sentiment: Short‑interest data reported is unreliable in the feed (values inconsistent); no clear, actionable short squeeze signal from the available entries.

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.