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 the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $83.06, for a total value of $143,527.68. Following the transaction, the insider owned 25,641 shares in the company, valued at approximately $2,129,741.46. This trade represents a 6.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Cognizant Technology Solutions Trading Up 3.0%

Shares of NASDAQ CTSH traded up $2.21 during midday trading on Wednesday, reaching $76.71. 11,793,445 shares of the stock were exchanged, compared to its average volume of 4,752,364. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.36 and a quick ratio of 2.36. Cognizant Technology Solutions Corporation has a 12 month low of $65.15 and a 12 month high of $90.82. The business has a 50-day simple moving average of $82.91 and a two-hundred day simple moving average of $74.99. The company has a market capitalization of $37.02 billion, a price-to-earnings ratio of 17.80, a P/E/G ratio of 1.43 and a beta of 0.95.

Cognizant Technology Solutions (NASDAQ:CTSH) last issued 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 analyst estimates of $5.31 billion. Cognizant Technology Solutions had a return on equity of 17.00% and a net margin of 10.20%.Cognizant Technology Solutions’s quarterly revenue was up 4.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.21 EPS. Cognizant Technology Solutions has set its FY 2026 guidance at 5.560-5.700 EPS. As a group, equities research analysts expect that Cognizant Technology Solutions Corporation will post 4.98 EPS for the current year.

Cognizant Technology Solutions Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 26th. Stockholders of record on Wednesday, February 18th will be issued a $0.33 dividend. This represents a $1.32 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Wednesday, February 18th. This is a boost from Cognizant Technology Solutions’s previous quarterly dividend of $0.31. Cognizant Technology Solutions’s payout ratio is currently 28.77%.

Wall Street Analysts Forecast Growth

CTSH has been the subject of a number of research analyst reports. TD Cowen reiterated a “hold” rating on shares of Cognizant Technology Solutions in a report on Friday, January 9th. The Goldman Sachs Group reiterated a “neutral” rating and set a $84.00 target price on shares of Cognizant Technology Solutions in a research note on Wednesday, October 29th. William Blair raised Cognizant Technology Solutions from a “market perform” rating to an “outperform” rating in a report on Friday, November 21st. UBS Group reaffirmed a “neutral” rating and set a $82.00 price target (up previously from $78.00) on shares of Cognizant Technology Solutions in a report on Monday, December 8th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Cognizant Technology Solutions in a report on Monday, December 29th. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, Cognizant Technology Solutions currently has an average rating of “Hold” and a consensus price target of $90.28.

More Cognizant Technology Solutions News

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.

Institutional Trading of Cognizant Technology Solutions

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Checchi Capital Advisers LLC lifted its stake in shares of Cognizant Technology Solutions by 3.4% in the fourth quarter. Checchi Capital Advisers LLC now owns 3,852 shares of the information technology service provider’s stock worth $320,000 after acquiring an additional 127 shares during the period. Unison Advisors LLC lifted its position in shares of Cognizant Technology Solutions by 0.5% in the 2nd quarter. Unison Advisors LLC now owns 29,843 shares of the information technology service provider’s stock worth $2,329,000 after purchasing an additional 135 shares during the period. TD Waterhouse Canada Inc. boosted its stake in shares of Cognizant Technology Solutions by 7.2% in the 4th quarter. TD Waterhouse Canada Inc. now owns 2,130 shares of the information technology service provider’s stock valued at $177,000 after purchasing an additional 143 shares during the last quarter. Security National Bank of SO Dak increased its position in shares of Cognizant Technology Solutions by 0.6% during the third quarter. Security National Bank of SO Dak now owns 24,785 shares of the information technology service provider’s stock worth $1,662,000 after buying an additional 150 shares during the period. Finally, NewSquare Capital LLC raised its stake in 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 worth $29,000 after buying an additional 153 shares during the last quarter. 92.44% of the stock is currently owned by institutional investors.

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.