Twin Capital Management Inc. Sells 10,158 Shares of Cognizant Technology Solutions Corporation $CTSH

Twin Capital Management Inc. lowered its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 28.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,036 shares of the information technology service provider’s stock after selling 10,158 shares during the period. Twin Capital Management Inc.’s holdings in Cognizant Technology Solutions were worth $1,679,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Norges Bank acquired a new stake in Cognizant Technology Solutions in the second quarter worth $487,526,000. Allianz Asset Management GmbH lifted its holdings in Cognizant Technology Solutions by 152.7% during 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 in the last quarter. Massachusetts Financial Services Co. MA grew 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 acquired a new stake in shares of Cognizant Technology Solutions during the second quarter worth about $74,917,000. Finally, Worldquant Millennium Advisors LLC acquired a new stake in shares of Cognizant Technology Solutions during the second quarter worth about $59,176,000. 92.44% of the stock is owned by institutional investors.

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

Insiders Place Their Bets

In related news, CEO Ravi Kumar Singisetti sold 3,125 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $80.01, for a total transaction of $250,031.25. Following the transaction, the chief executive officer directly owned 75,454 shares of the company’s stock, valued at approximately $6,037,074.54. The trade was a 3.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael Patsalos-Fox sold 7,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $83.52, for a total value of $584,640.00. Following the sale, the director directly owned 47,729 shares of the company’s stock, valued at $3,986,326.08. This represents a 12.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 29,434 shares of company stock valued at $2,460,809. 0.32% of the stock is owned by insiders.

Cognizant Technology Solutions Trading Up 0.3%

Shares of NASDAQ:CTSH opened at $77.08 on Friday. The company’s 50-day moving average price is $82.89 and its two-hundred day moving average price is $75.01. Cognizant Technology Solutions Corporation has a one year low of $65.15 and a one year high of $90.82. 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 stock has a market capitalization of $37.20 billion, a PE ratio of 16.94, a price-to-earnings-growth ratio of 1.46 and a beta of 0.95.

Cognizant Technology Solutions (NASDAQ:CTSH) last released its earnings results on Wednesday, February 4th. The information technology service provider reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.03. Cognizant Technology Solutions had a return on equity of 17.17% and a net margin of 10.56%.The business had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5.31 billion. During the same quarter in the previous year, the business earned $1.21 earnings per share. Cognizant Technology Solutions’s quarterly revenue was up 4.9% on a year-over-year basis. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. On average, equities analysts forecast that Cognizant Technology Solutions Corporation will post 4.98 EPS 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. 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. This represents a $1.32 dividend on an annualized basis and a dividend yield of 1.7%. Cognizant Technology Solutions’s payout ratio is 27.25%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Mizuho set a $85.00 target price on Cognizant Technology Solutions in a research note on Thursday, October 30th. JPMorgan Chase & Co. increased their price objective on shares of Cognizant Technology Solutions from $89.00 to $92.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft raised shares of 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. Wells Fargo & Company reiterated an “overweight” rating and set a $98.00 target price (up previously from $87.00) on shares of Cognizant Technology Solutions in a report on Wednesday, January 14th. Finally, Berenberg Bank set a $107.00 price target on 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 issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $90.78.

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.