Atlantic Union Bankshares Corp Purchases 20,215 Shares of Cognizant Technology Solutions Corporation $CTSH

Atlantic Union Bankshares Corp increased its position in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 32,087.3% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 20,278 shares of the information technology service provider’s stock after purchasing an additional 20,215 shares during the period. Atlantic Union Bankshares Corp’s holdings in Cognizant Technology Solutions were worth $1,360,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in CTSH. NewSquare Capital LLC raised its stake in shares of 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 valued at $29,000 after acquiring an additional 153 shares during the last quarter. High Note Wealth LLC grew its stake in shares of Cognizant Technology Solutions by 22,450.0% in the third quarter. High Note Wealth LLC now owns 451 shares of the information technology service provider’s stock worth $30,000 after purchasing an additional 449 shares during the last quarter. Winnow Wealth LLC purchased a new position in Cognizant Technology Solutions during the 3rd quarter valued at about $39,000. E Fund Management Hong Kong Co. Ltd. raised its position in Cognizant Technology Solutions by 267.7% during the 3rd 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 purchasing an additional 439 shares during the last quarter. Finally, Root Financial Partners LLC bought a new position in Cognizant Technology Solutions during the 3rd quarter valued at approximately $41,000. Hedge funds and other institutional investors own 92.44% of the company’s stock.

Insider Activity

In related news, Director Michael Patsalos-Fox sold 7,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $83.52, for a total value of $584,640.00. Following the transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO John Sunshin Kim sold 2,500 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $80.00, for a total value of $200,000.00. Following the sale, the chief accounting officer owned 36,149 shares in the company, valued at approximately $2,891,920. This represents a 6.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 29,434 shares of company stock worth $2,460,809. Corporate insiders own 0.32% of the company’s stock.

Key Stories Impacting Cognizant Technology Solutions

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 Upgrades and Downgrades

A number of brokerages have recently weighed in on CTSH. Deutsche Bank Aktiengesellschaft upgraded Cognizant Technology Solutions from a “hold” rating to a “buy” rating and set a $100.00 price objective on the stock in a research report on Monday, January 26th. BMO Capital Markets reiterated a “market perform” rating and issued a $96.00 price target on shares of Cognizant Technology Solutions in a report on Thursday, January 29th. Susquehanna reissued a “positive” rating and set a $98.00 price objective on shares of Cognizant Technology Solutions in a research report on Friday, January 23rd. Guggenheim reaffirmed a “buy” rating and issued a $100.00 target price (up from $95.00) on shares of Cognizant Technology Solutions in a research report on Wednesday, January 28th. Finally, Berenberg Bank set a $107.00 target price on shares of Cognizant Technology Solutions and gave the company a “buy” rating in a research note on Thursday, January 22nd. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, Cognizant Technology Solutions has a consensus rating of “Hold” and a consensus price target of $90.28.

Cognizant Technology Solutions Stock Up 3.0%

CTSH stock opened at $76.71 on Thursday. The business has a 50 day moving average of $82.91 and a 200 day moving average of $74.99. The firm has a market cap of $37.02 billion, a PE ratio of 17.80, a price-to-earnings-growth ratio of 1.43 and a beta of 0.95. Cognizant Technology Solutions Corporation has a twelve month low of $65.15 and a twelve month high of $90.82. The company has a quick ratio of 2.36, a current ratio of 2.36 and a debt-to-equity ratio of 0.04.

Cognizant Technology Solutions (NASDAQ:CTSH) last released its earnings results 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 firm had revenue of $5.33 billion for the quarter, compared to analysts’ expectations of $5.31 billion. Cognizant Technology Solutions had a return on equity of 17.00% and a net margin of 10.20%.The company’s quarterly revenue was up 4.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.21 earnings per share. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. On average, research analysts forecast that Cognizant Technology Solutions Corporation will post 4.98 EPS 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. Shareholders of record on Wednesday, February 18th will be issued 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 of this dividend is Wednesday, February 18th. Cognizant Technology Solutions’s dividend payout ratio is presently 28.77%.

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.