Cognizant Technology Solutions Corporation $CTSH Shares Bought by Ashton Thomas Private Wealth LLC

Ashton Thomas Private Wealth LLC lifted its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 162.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,233 shares of the information technology service provider’s stock after buying an additional 65,120 shares during the quarter. Ashton Thomas Private Wealth LLC’s holdings in Cognizant Technology Solutions were worth $7,058,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in CTSH. Penserra Capital Management LLC boosted its stake in Cognizant Technology Solutions by 480.1% during the 3rd quarter. Penserra Capital Management LLC now owns 15,716 shares of the information technology service provider’s stock valued at $1,052,000 after acquiring an additional 13,007 shares during the last quarter. Strengthening Families & Communities LLC raised its stake in shares of Cognizant Technology Solutions by 3,762.1% in the 3rd quarter. Strengthening Families & Communities LLC now owns 25,142 shares of the information technology service provider’s stock valued at $1,699,000 after purchasing an additional 24,491 shares in the last quarter. SP Asset Management LLC lifted its position in shares of Cognizant Technology Solutions by 0.4% during the third quarter. SP Asset Management LLC now owns 43,152 shares of the information technology service provider’s stock worth $2,894,000 after purchasing an additional 179 shares during the last quarter. Atlantic Union Bankshares Corp grew its stake in Cognizant Technology Solutions by 32,087.3% in the third quarter. Atlantic Union Bankshares Corp now owns 20,278 shares of the information technology service provider’s stock worth $1,360,000 after purchasing an additional 20,215 shares in the last quarter. Finally, AGF Management Ltd. increased its holdings in Cognizant Technology Solutions by 21.3% in the third quarter. AGF Management Ltd. now owns 45,631 shares of the information technology service provider’s stock valued at $3,060,000 after buying an additional 8,013 shares during the last quarter. 92.44% of the stock is owned by institutional investors and hedge funds.

Cognizant Technology Solutions Trading Up 3.0%

NASDAQ:CTSH opened at $76.71 on Thursday. The stock has a market cap of $37.02 billion, a price-to-earnings ratio of 17.80, a PEG ratio of 1.43 and a beta of 0.95. 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 1 year low of $65.15 and a 1 year high of $90.82. The business has a fifty day moving average of $82.91 and a 200-day moving average of $74.99.

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 (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.03. The business had revenue of $5.33 billion during the quarter, compared to analysts’ expectations of $5.31 billion. Cognizant Technology Solutions had a net margin of 10.20% and a return on equity of 17.00%. The business’s revenue was up 4.9% on a year-over-year basis. During the same period last year, the firm posted $1.21 earnings per share. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. Equities analysts predict that Cognizant Technology Solutions Corporation will post 4.98 earnings per share for the current 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 given a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 1.7%. This is a boost from Cognizant Technology Solutions’s previous quarterly dividend of $0.31. The ex-dividend date is Wednesday, February 18th. Cognizant Technology Solutions’s dividend payout ratio (DPR) is presently 28.77%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Royal Bank Of Canada decreased their target price on Cognizant Technology Solutions from $93.00 to $82.00 and set a “sector perform” rating for the company in a research report on Thursday, October 30th. TD Cowen restated a “hold” rating on shares of Cognizant Technology Solutions in a research note on Friday, January 9th. Guggenheim reaffirmed a “buy” rating and issued a $100.00 price objective (up previously from $95.00) on shares of Cognizant Technology Solutions in a report on Wednesday, January 28th. BMO Capital Markets reissued a “market perform” rating and set a $96.00 target price on shares of Cognizant Technology Solutions in a report on Thursday, January 29th. 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 on the stock in a research report on Monday, January 26th. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Cognizant Technology Solutions currently has an average rating of “Hold” and an average price target of $90.28.

Cognizant Technology Solutions News Roundup

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.

Insider Buying and Selling 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 transaction of $168,460.00. Following the completion of the sale, the director directly owned 29,729 shares of the company’s stock, valued at $2,504,073.67. This represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Surya Gummadi sold 1,728 shares of the firm’s 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 $2,129,741.46. The trade was a 6.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 29,434 shares of company stock valued at $2,460,809 over the last 90 days. Insiders own 0.32% of the company’s stock.

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.