Westfield Capital Management Co. LP Decreases Stock Holdings in Kyndryl Holdings, Inc. $KD

Westfield Capital Management Co. LP lowered its stake in shares of Kyndryl Holdings, Inc. (NYSE:KD) by 44.6% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,315,656 shares of the company’s stock after selling 1,059,698 shares during the period. Westfield Capital Management Co. LP owned approximately 0.58% of Kyndryl worth $39,509,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Kyndryl by 6.1% during the third quarter. Vanguard Group Inc. now owns 28,186,677 shares of the company’s stock valued at $846,446,000 after purchasing an additional 1,619,048 shares during the period. Geode Capital Management LLC raised its stake in Kyndryl by 5.0% during the 2nd quarter. Geode Capital Management LLC now owns 4,277,559 shares of the company’s stock valued at $179,515,000 after buying an additional 203,986 shares during the last quarter. Cortland Associates Inc. MO lifted its holdings in shares of Kyndryl by 39.2% during the 3rd quarter. Cortland Associates Inc. MO now owns 2,105,082 shares of the company’s stock valued at $63,216,000 after buying an additional 592,751 shares during the period. Sound Shore Management Inc CT purchased a new position in shares of Kyndryl in the 3rd quarter worth $61,113,000. Finally, Bank of America Corp DE boosted its stake in shares of Kyndryl by 39.5% in the 2nd quarter. Bank of America Corp DE now owns 1,767,574 shares of the company’s stock worth $74,167,000 after buying an additional 500,309 shares during the last quarter. 71.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on KD. Susquehanna lowered their target price on Kyndryl from $35.00 to $16.00 and set a “positive” rating on the stock in a report on Friday, February 13th. Zacks Research lowered shares of Kyndryl from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 18th. Oppenheimer reiterated a “market perform” rating on shares of Kyndryl in a research note on Monday, February 9th. Wall Street Zen upgraded shares of Kyndryl from a “hold” rating to a “buy” rating in a research report on Sunday, February 22nd. Finally, JPMorgan Chase & Co. cut shares of Kyndryl from an “overweight” rating to an “underweight” rating and set a $16.00 target price for the company. in a report on Monday, February 9th. Two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Kyndryl currently has an average rating of “Hold” and an average target price of $29.00.

Kyndryl Stock Up 1.7%

KD stock opened at $12.30 on Friday. Kyndryl Holdings, Inc. has a twelve month low of $10.10 and a twelve month high of $44.20. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.75. The stock has a market cap of $2.77 billion, a P/E ratio of 11.71 and a beta of 1.84. The business’s 50-day moving average price is $21.78 and its 200-day moving average price is $26.31.

Kyndryl (NYSE:KD) last released its earnings results on Monday, February 9th. The company reported $0.52 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.60 by ($0.08). Kyndryl had a return on equity of 25.91% and a net margin of 1.65%.The firm had revenue of $3.86 billion during the quarter, compared to analysts’ expectations of $3.89 billion. During the same period in the prior year, the company posted $0.51 earnings per share. The company’s revenue was up .6% compared to the same quarter last year. On average, equities research analysts forecast that Kyndryl Holdings, Inc. will post 0.73 EPS for the current year.

Kyndryl News Summary

Here are the key news stories impacting Kyndryl this week:

• Positive Sentiment: Kyndryl was named a Leader in IDC’s 2025–2026 MarketScape for Mainframe Modernization, which supports the company’s credibility in a core service area and could help win enterprise deals. Kyndryl Named a Leader in 2025-2026 IDC MarketScape Worldwide for Mainframe Modernization Infrastructure Solutions
• Positive Sentiment: Kyndryl’s interim CFO is scheduled to present at the Morgan Stanley TMT Conference on March 3 — a forum where management can update investors and potentially reassure markets about strategy and outlook. KYNDRYL TO SPEAK AT THE MORGAN STANLEY TMT CONFERENCE ON MARCH 3
• Positive Sentiment: Short interest dropped materially in February (down ~25.8% vs. Jan 29), reducing immediate short‑pressure and implying some short-covering-driven buying interest. (No link provided)
• Neutral Sentiment: CNBC/Brian/Media commentary remains cautious — Jim Cramer said “it’s too early to recommend the stock,” which may temper momentum but isn’t new fundamental news. Jim Cramer on Kyndryl: “It’s Too Early to Recommend the Stock”
• Negative Sentiment: Kyndryl filed amended quarterly and annual reports disclosing material weaknesses in disclosure controls and internal control over financial reporting (periods ending Mar–Sep 2025) following the departure of three key executives — a substantive governance/financial‑reporting risk that increases investor uncertainty. Kyndryl Holdings (KD) Files Amended Quarterly and Fiscal Year Reports Detailing Material Internal Control Weaknesses
• Negative Sentiment: Numerous plaintiff law firms have filed or issued investor alerts about a securities‑fraud class action covering Aug 7, 2024–Feb 9, 2026 and are soliciting lead‑plaintiff candidates (lead‑plaintiff deadline cited as Apr 13, 2026) — this increases litigation risk, potential legal costs and management distraction. Representative notice: KD Investors Have Opportunity to Lead Kyndryl Holdings, Inc. Securities Fraud Lawsuit with The Schall Law Firm

Insider Activity at Kyndryl

In related news, SVP Vineet Khurana sold 6,641 shares of Kyndryl stock in a transaction on Friday, December 5th. The shares were sold at an average price of $26.69, for a total transaction of $177,248.29. Following the transaction, the senior vice president owned 59,708 shares in the company, valued at approximately $1,593,606.52. The trade was a 10.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.90% of the stock is owned by insiders.

Kyndryl Profile

Kyndryl (NYSE: KD) is a global managed infrastructure services provider formed in November 2021 through the spin-off of IBM’s Managed Infrastructure Services business. The company designs, builds, manages and modernizes critical information technology systems for enterprises worldwide. Kyndryl’s core offerings include cloud migration and management, network and edge computing solutions, digital workplace services and IT resiliency and security capabilities.

With a workforce of approximately 90,000 professionals and operations in more than 60 countries, Kyndryl serves clients across a broad range of industries, including financial services, telecommunications, healthcare, manufacturing and retail.