Quantinno Capital Management LP Increases Stake in Cognizant Technology Solutions Corporation $CTSH

Quantinno Capital Management LP grew its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 35.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 814,263 shares of the information technology service provider’s stock after purchasing an additional 211,564 shares during the quarter. Quantinno Capital Management LP’s holdings in Cognizant Technology Solutions were worth $49,955,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in CTSH. Pzena Investment Management LLC boosted its position in Cognizant Technology Solutions by 14.9% during the 1st quarter. Pzena Investment Management LLC now owns 20,262,362 shares of the information technology service provider’s stock valued at $1,243,096,000 after buying an additional 2,633,683 shares during the period. Invesco Ltd. increased its position in shares of Cognizant Technology Solutions by 8.6% in the third quarter. Invesco Ltd. now owns 12,534,198 shares of the information technology service provider’s stock valued at $840,669,000 after acquiring an additional 987,395 shares during the period. Norges Bank bought a new position in shares of Cognizant Technology Solutions during the fourth quarter valued at about $690,959,000. GQG Partners LLC purchased a new stake in shares of Cognizant Technology Solutions during the fourth quarter worth about $673,651,000. Finally, FIL Ltd increased its holdings in Cognizant Technology Solutions by 46.6% during the 4th quarter. FIL Ltd now owns 6,680,508 shares of the information technology service provider’s stock valued at $554,482,000 after purchasing an additional 2,122,600 shares during the period. Institutional investors own 92.44% of the company’s stock.

Cognizant Technology Solutions News Summary

Here are the key news stories impacting Cognizant Technology Solutions this week:

• Positive Sentiment: Raised full-year EPS outlook: Cognizant increased its 2026 adjusted diluted EPS guidance to $5.70–$5.82 from $5.69 previously expected by analysts. Revenue-growth guidance calls for 4.0%–5.5% constant-currency growth, while adjusted operating-margin guidance remains at 16.0%–16.2%. Cognizant Reports Second Quarter 2026 Results
• Positive Sentiment: Solid Q2 operating performance: Revenue rose 4.5% year over year to $5.48 billion, while adjusted EPS increased 4.6% to $1.37. Operating margin expanded to 15.9% from 15.6%, trailing-12-month bookings grew 5% to $29.1 billion, and Financial Services revenue jumped 12% to $1.73 billion. Cognizant also repurchased approximately $1.1 billion of shares. Cognizant Q2 Revenue Results
• Positive Sentiment: AI catalysts and analyst support: Cognizant’s expanded partnership with Anthropic and newly launched EMEA AI Unit support its strategy of helping enterprises scale agentic-AI deployments. William Blair analyst Maggie Nolan initiated a Buy rating, citing margin expansion, Financial Services momentum and AI-driven demand. William Blair Buy Rating
• Neutral Sentiment: Cognizant declared a quarterly dividend of $0.33 per share, payable August 25 to shareholders of record August 18, providing an annualized yield of roughly 2.4%.
• Negative Sentiment: Near-term spending caution: Third-quarter revenue guidance of $5.6–$5.7 billion is below the roughly $5.7 billion consensus, reflecting restrained discretionary IT spending and cautious client investment decisions. Cognizant Revenue Forecast
• Negative Sentiment: Reported EPS of $1.37 narrowly missed the $1.38 consensus estimate, although it improved from $1.31 a year earlier. Broader market pressure from higher oil prices and geopolitical tensions also created a challenging backdrop for technology shares.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Truist Financial began coverage on shares of Cognizant Technology Solutions in a research report on Monday, June 1st. They set a “hold” rating and a $66.00 price target on the stock. TD Cowen reduced their price target on Cognizant Technology Solutions from $62.00 to $47.00 and set a “hold” rating on the stock in a research note on Friday, June 26th. BMO Capital Markets lowered their price objective on Cognizant Technology Solutions from $83.00 to $63.00 in a research report on Thursday, April 30th. The Goldman Sachs Group set a $75.00 target price on shares of Cognizant Technology Solutions in a report on Wednesday, April 29th. Finally, Mizuho lowered their price target on shares of Cognizant Technology Solutions from $87.00 to $68.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Ten investment analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $61.35.

Cognizant Technology Solutions Trading Up 11.3%

Shares of NASDAQ CTSH opened at $56.02 on Thursday. The company has a market cap of $26.54 billion, a PE ratio of 12.18, a P/E/G ratio of 1.10 and a beta of 0.87. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.23 and a current ratio of 2.23. The firm’s 50 day moving average price is $47.13 and its 200-day moving average price is $58.80. Cognizant Technology Solutions Corporation has a 52-week low of $37.08 and a 52-week high of $87.03.

Cognizant Technology Solutions (NASDAQ:CTSH) last announced its quarterly earnings data on Wednesday, July 29th. The information technology service provider reported $1.37 earnings per share for the quarter, missing analysts’ consensus estimates of $1.38 by ($0.01). Cognizant Technology Solutions had a return on equity of 17.50% and a net margin of 10.41%.The firm had revenue of $5.48 billion during the quarter, compared to analysts’ expectations of $5.48 billion. During the same quarter in the previous year, the firm earned $1.31 earnings per share. Cognizant Technology Solutions’s revenue was up 4.5% on a year-over-year basis. Cognizant Technology Solutions has set its FY 2026 guidance at 5.700-5.820 EPS. On average, equities research analysts expect that Cognizant Technology Solutions Corporation will post 5.7 EPS for the current fiscal year.

Cognizant Technology Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Shareholders of record on Tuesday, August 18th will be given a $0.33 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.32 dividend on an annualized basis and a yield of 2.4%. Cognizant Technology Solutions’s payout ratio is 28.70%.

Cognizant Technology Solutions announced that its board has approved a share repurchase program on Monday, May 18th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the information technology service provider to buy up to 9% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its stock is undervalued.

Cognizant Technology Solutions 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.