Surya Gummadi Sells 1,728 Shares of Cognizant Technology Solutions (NASDAQ:CTSH) 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 shares were sold at an average price of $83.06, for a total value of $143,527.68. Following the sale, the insider owned 25,641 shares in the company, valued at $2,129,741.46. The trade was a 6.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Cognizant Technology Solutions Price Performance

Shares of Cognizant Technology Solutions stock opened at $76.84 on Friday. The firm has a market capitalization of $37.09 billion, a PE ratio of 16.89, a price-to-earnings-growth ratio of 1.46 and a beta of 0.95. The company has a current ratio of 2.34, a quick ratio of 2.36 and a debt-to-equity ratio of 0.04. Cognizant Technology Solutions Corporation has a 12 month low of $65.15 and a 12 month high of $90.82. The business’s 50-day moving average price is $82.91 and its 200-day moving average price is $75.00.

Cognizant Technology Solutions (NASDAQ:CTSH) last issued its earnings results on Wednesday, February 4th. The information technology service provider reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $5.31 billion. During the same quarter in the prior year, the firm earned $1.21 earnings per share. 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. Sell-side 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 announced a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Wednesday, February 18th will be given a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Wednesday, February 18th. This is a boost from Cognizant Technology Solutions’s previous quarterly dividend of $0.31. Cognizant Technology Solutions’s dividend payout ratio is 29.01%.

Hedge Funds Weigh In On Cognizant Technology Solutions

Several hedge funds have recently made changes to their positions in the business. JPL Wealth Management LLC bought a new stake in Cognizant Technology Solutions in the third quarter valued at $25,000. Hilltop National Bank bought a new position in Cognizant Technology Solutions in the 2nd quarter worth $27,000. Lodestone Wealth Management LLC purchased a new stake in shares of Cognizant Technology Solutions in the 4th quarter worth about $28,000. Flagship Harbor Advisors LLC bought a new stake in shares of Cognizant Technology Solutions during the 4th quarter valued at about $28,000. Finally, Physician Wealth Advisors Inc. increased its position in shares of Cognizant Technology Solutions by 165.1% during the fourth quarter. Physician Wealth Advisors Inc. now owns 342 shares of the information technology service provider’s stock valued at $28,000 after buying an additional 213 shares during the period. 92.44% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on CTSH. BMO Capital Markets reaffirmed a “market perform” rating and set a $96.00 price objective on shares of Cognizant Technology Solutions in a research note on Thursday, January 29th. Wells Fargo & Company restated an “overweight” rating and set a $98.00 price target (up from $87.00) on shares of Cognizant Technology Solutions in a research report on Wednesday, January 14th. UBS Group reiterated a “neutral” rating and issued a $82.00 price objective (up previously from $78.00) on shares of Cognizant Technology Solutions in a research report on Monday, December 8th. Citigroup restated a “neutral” rating and issued a $86.00 target price (up previously from $75.00) on shares of Cognizant Technology Solutions in a report on Thursday, January 22nd. Finally, Royal Bank Of Canada lifted their target price on shares of Cognizant Technology Solutions from $82.00 to $88.00 and gave the stock a “sector perform” rating in a research note on Thursday. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $90.78.

Key Cognizant Technology Solutions News

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

• Positive Sentiment: Q4 beat and upgraded FY‑2026 outlook — Cognizant reported Q4 revenue of $5.33B and EPS $1.35 (above estimates) and set FY‑2026 adjusted EPS guidance of 5.560–5.700 and revenue growth of 4.0%–6.5%, driving optimism on demand and margins. Read More.
• Positive Sentiment: Record bookings and AI “mega‑deals” — Trailing 12‑month bookings rose to $28.4B with 28 large deals in 2025, management cited roughly $500M of mega‑deals and strong AI-driven demand as growth drivers. Read More.
• Positive Sentiment: Capital returns and dividend increase — Company plans $1.6B of shareholder returns in 2026 (including $1B repurchases) and raised the quarterly dividend to $0.33, signaling confidence in cash flow and supporting valuation. Read More.
• Positive Sentiment: Strategic AI partnership — Cognizant partnered with Palantir to combine platforms (Foundry + AIP + TriZetto) to accelerate AI modernization in healthcare and operations, reinforcing the company’s AI services roadmap. Read More.
• Positive Sentiment: Analysts lift targets — RBC raised its target to $88 and Morgan Stanley nudged its target higher, reflecting improved visibility into growth and deal momentum. Read More.
• Neutral Sentiment: Updated Q1 / FY operational figures — Q1 revenue guidance (~$5.4B) and FY bands slightly outpace the street but leave scrutiny on execution and margin delivery; full call materials and slides are available for due diligence. Read More.
• Neutral Sentiment: Further reading / analyst writeups — Multiple bull-case analyses and style‑score pieces surfaced; useful for conviction work but not immediate market movers. Read More.
• Negative Sentiment: Insider sale disclosed — Director Surya Gummadi sold 1,728 shares at ~ $83.06; small versus total holdings and the buyback plan but noted by some investors. Read More.

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.