Cognizant Technology Solutions (NASDAQ:CTSH) Insider Sells $143,527.68 in Stock

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) 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 value of $143,527.68. Following the completion of the sale, the insider owned 25,641 shares of the company’s stock, valued at approximately $2,129,741.46. The trade was a 6.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Cognizant Technology Solutions Stock Up 3.0%

Cognizant Technology Solutions stock traded up $2.21 during midday trading on Wednesday, reaching $76.71. The stock had a trading volume of 11,793,445 shares, compared to its average volume of 4,752,364. The company has a fifty day moving average price of $82.91 and a two-hundred day moving average price of $74.99. The company has a market capitalization of $37.02 billion, a P/E ratio of 17.80, a PEG ratio of 1.43 and a beta of 0.95. The company has a current ratio of 2.36, a quick ratio of 2.36 and a debt-to-equity ratio of 0.04. Cognizant Technology Solutions Corporation has a 12 month low of $65.15 and a 12 month high of $90.82.

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 the consensus estimate of $1.32 by $0.03. Cognizant Technology Solutions had a net margin of 10.20% and a return on equity of 17.00%. The business had revenue of $5.33 billion for the quarter, compared to analysts’ expectations of $5.31 billion. During the same quarter last year, the firm earned $1.21 EPS. The firm’s revenue for the quarter 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. As a group, equities analysts expect that Cognizant Technology Solutions Corporation will post 4.98 EPS for the current fiscal year.

Cognizant Technology Solutions Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Wednesday, February 18th will be issued a $0.33 dividend. This is a boost 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 dividend on an annualized basis and a dividend yield of 1.7%. Cognizant Technology Solutions’s payout ratio is presently 28.77%.

Institutional Investors Weigh In On Cognizant Technology Solutions

Large investors have recently modified their holdings of the stock. Brighton Jones LLC purchased a new position in Cognizant Technology Solutions in the fourth quarter worth about $214,000. Geneos Wealth Management Inc. raised its holdings in Cognizant Technology Solutions by 118.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 569 shares of the information technology service provider’s stock worth $44,000 after acquiring an additional 309 shares during the last quarter. Acadian Asset Management LLC bought a new position in Cognizant Technology Solutions in the 1st quarter valued at approximately $142,000. Truist Financial Corp boosted its position in shares of Cognizant Technology Solutions by 7.7% during the second quarter. Truist Financial Corp now owns 62,720 shares of the information technology service provider’s stock valued at $4,894,000 after buying an additional 4,492 shares during the last quarter. Finally, Hilltop National Bank bought a new stake in Cognizant Technology Solutions in the 2nd quarter worth about $27,000. Institutional investors own 92.44% of the company’s stock.

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.

Analyst Ratings Changes

CTSH has been the subject of several analyst reports. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $98.00 price objective (up from $87.00) on shares of Cognizant Technology Solutions in a report on Wednesday, January 14th. Berenberg Bank set a $107.00 price objective on Cognizant Technology Solutions and gave the stock a “buy” rating in a report on Thursday, January 22nd. BMO Capital Markets reaffirmed a “market perform” rating and set a $96.00 target price on shares of Cognizant Technology Solutions in a report on Thursday, January 29th. TD Cowen reissued a “hold” rating on shares of Cognizant Technology Solutions in a report on Friday, January 9th. Finally, Citigroup reaffirmed a “neutral” rating and set a $86.00 target price (up previously from $75.00) on shares of Cognizant Technology Solutions in a report on Thursday, January 22nd. Nine equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $90.28.

Cognizant Technology Solutions Company 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.