Alps Advisors Inc. Has $20.53 Million Stock Position in Cognizant Technology Solutions Corporation $CTSH

Alps Advisors Inc. boosted its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 16.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 306,078 shares of the information technology service provider’s stock after buying an additional 43,252 shares during the period. Alps Advisors Inc.’s holdings in Cognizant Technology Solutions were worth $20,529,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of CTSH. Brighton Jones LLC acquired a new stake in shares of Cognizant Technology Solutions during the fourth quarter valued at approximately $214,000. Geneos Wealth Management Inc. grew its position in Cognizant Technology Solutions by 118.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 569 shares of the information technology service provider’s stock worth $44,000 after purchasing an additional 309 shares in the last quarter. Acadian Asset Management LLC acquired a new stake in Cognizant Technology Solutions during the 1st quarter valued at $142,000. Maryland State Retirement & Pension System lifted its holdings in shares of Cognizant Technology Solutions by 3.1% in the second quarter. Maryland State Retirement & Pension System now owns 23,996 shares of the information technology service provider’s stock valued at $1,872,000 after purchasing an additional 729 shares in the last quarter. Finally, Callan Family Office LLC purchased a new stake in shares of Cognizant Technology Solutions in the second quarter valued at $394,000. 92.44% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms recently weighed in on CTSH. Berenberg Bank set a $107.00 price target on Cognizant Technology Solutions and gave the company a “buy” rating in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft raised Cognizant Technology Solutions from a “hold” rating to a “buy” rating and set a $100.00 target price on the stock in a research note on Monday, January 26th. Guggenheim reiterated a “buy” rating and issued a $100.00 target price (up previously from $95.00) on shares of Cognizant Technology Solutions in a report on Wednesday, January 28th. The Goldman Sachs Group restated a “neutral” rating and set a $84.00 price target on shares of Cognizant Technology Solutions in a report on Wednesday, October 29th. Finally, Morgan Stanley boosted their price objective on shares of Cognizant Technology Solutions from $80.00 to $82.00 and gave the company an “equal weight” rating in a research report on Thursday. Ten equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, Cognizant Technology Solutions currently has a consensus rating of “Hold” and an average price target of $90.78.

Cognizant Technology Solutions Price Performance

NASDAQ CTSH opened at $77.08 on Monday. The company has a quick ratio of 2.36, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $37.20 billion, a PE ratio of 16.94, a price-to-earnings-growth ratio of 1.47 and a beta of 0.95. Cognizant Technology Solutions Corporation has a 12-month low of $65.15 and a 12-month high of $90.82. The company has a 50 day moving average price of $82.89 and a two-hundred day moving average price of $74.99.

Cognizant Technology Solutions (NASDAQ:CTSH) last released its quarterly earnings results on Wednesday, February 4th. The information technology service provider reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.03. Cognizant Technology Solutions had a net margin of 10.56% and a return on equity of 17.17%. The business had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5.31 billion. During the same quarter last year, the firm earned $1.21 EPS. Cognizant Technology Solutions’s revenue for the quarter 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. As a group, equities analysts predict that Cognizant Technology Solutions Corporation will post 4.98 earnings per share 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. Stockholders of record on Wednesday, February 18th will be paid a dividend of $0.33 per share. This is a boost from Cognizant Technology Solutions’s previous quarterly dividend of $0.31. The ex-dividend date is Wednesday, February 18th. This represents a $1.32 annualized dividend and a dividend yield of 1.7%. Cognizant Technology Solutions’s dividend payout ratio is currently 29.01%.

Insider Buying and Selling

In other Cognizant Technology Solutions news, CEO Ravi Kumar Singisetti sold 2,950 shares of the stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $85.06, for a total transaction of $250,927.00. Following the transaction, the chief executive officer owned 75,209 shares in the company, valued at $6,397,277.54. This trade represents a 3.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO John Sunshin Kim sold 2,500 shares of Cognizant Technology Solutions stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $80.00, for a total transaction of $200,000.00. Following the completion of the transaction, the chief accounting officer directly owned 36,149 shares in the company, valued at approximately $2,891,920. This represents a 6.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 29,434 shares of company stock worth $2,460,809. Insiders own 0.32% of the company’s stock.

Cognizant Technology Solutions News Summary

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

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.