Impact Partnership Wealth LLC Invests $753,000 in Cognizant Technology Solutions Corporation $CTSH

Impact Partnership Wealth LLC purchased a new stake in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 11,224 shares of the information technology service provider’s stock, valued at approximately $753,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Hilltop National Bank acquired a new position in Cognizant Technology Solutions in the 2nd quarter valued at $27,000. NewSquare Capital LLC raised its position in shares of Cognizant Technology Solutions by 71.8% in the second quarter. NewSquare Capital LLC now owns 366 shares of the information technology service provider’s stock valued at $29,000 after buying an additional 153 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. grew its position in Cognizant Technology Solutions by 267.7% during the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 603 shares of the information technology service provider’s stock worth $40,000 after buying an additional 439 shares in the last quarter. Root Financial Partners LLC bought a new position in Cognizant Technology Solutions during the 3rd quarter worth $41,000. Finally, Geneos Wealth Management Inc. raised its holdings in Cognizant Technology Solutions by 118.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 569 shares of the information technology service provider’s stock valued at $44,000 after acquiring an additional 309 shares in the last quarter. Institutional investors and hedge funds own 92.44% of the company’s stock.

Insider Activity at Cognizant Technology Solutions

In other news, CEO Ravi Kumar Singisetti sold 2,950 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $85.06, for a total value of $250,927.00. Following the completion of the transaction, the chief executive officer owned 75,209 shares of the company’s stock, valued at $6,397,277.54. This represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Michael Patsalos-Fox sold 2,000 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $84.23, for a total value of $168,460.00. Following the completion of the sale, the director owned 29,729 shares of the company’s stock, valued at $2,504,073.67. The trade was a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 27,706 shares of company stock valued at $2,317,281 in the last 90 days. 0.32% of the stock is owned by corporate insiders.

Cognizant Technology Solutions News Summary

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

• Positive Sentiment: Cognizant extended a multi‑year strategic partnership with Kohler to accelerate Kohler’s AI and cloud transformation — a deal that boosts recurring services, digital engineering work and cross‑sell opportunities. Cognizant and Kohler Deepen Strategic Collaboration to Build the Next Generation of AI and Cloud‑Powered Ecosystem
• Positive Sentiment: Belcan (a Cognizant company) and its Belcan Government Solutions unit won work on the Missile Defense Agency’s SHIELD IDIQ with a $151B ceiling — a meaningful addressable market that can expand Cognizant’s defense backlog and higher‑margin engineering services over time. Belcan Government Solutions Secures SHIELD Contract to Deliver Innovative Defense Capabilities for Missile Defense Agency
• Positive Sentiment: Cognizant renewed a multi‑million dollar collaboration with Travel + Leisure Co. to modernize infrastructure and deploy AI to improve member experiences — a client retention win that supports steady services revenue. Cognizant and Travel + Leisure Co. Renew Strategic Collaboration to Accelerate Digital Transformation
• Positive Sentiment: Partnerships with Flagstar Bank (one‑year milestone) and Cognition (to scale autonomous software engineering) reinforce Cognizant’s push into AI‑augmented services and banking tech — supportive for future revenue growth and potential margin improvement. Cognizant and Flagstar Bank, N.A. Mark One-Year Partnership
• Neutral Sentiment: Market commentary and analyst coverage remain cautiously constructive — Wall Street target‑price surveys show moderate optimism, highlighting upside but reflecting past underperformance versus peers. What Are Wall Street Analysts’ Target Price for Cognizant Technology Stock?
• Neutral Sentiment: Coverage pieces (e.g., on Cognizant’s “Typeface” alliance and AI positioning) are analytical and may influence investor narrative over time but don’t disclose near‑term financial impact. Did Cognizant’s (CTSH) Typeface Alliance Quietly Recast Its Role in AI-Led Enterprise Transformation?
• Neutral Sentiment: Reported short‑interest data appears erroneous (showing zero shares) and provides no clear signal on bearish positioning. Investors should treat that data with caution.

Analyst Ratings Changes

A number of brokerages recently commented on CTSH. BMO Capital Markets restated a “market perform” rating and issued a $96.00 price target on shares of Cognizant Technology Solutions in a research report on Thursday. Royal Bank Of Canada decreased their target price on shares of Cognizant Technology Solutions from $93.00 to $82.00 and set a “sector perform” rating on the stock in a report on Thursday, October 30th. Berenberg Bank set a $107.00 price target on shares of Cognizant Technology Solutions and gave the stock a “buy” rating in a report on Thursday, January 22nd. Guggenheim reiterated a “buy” rating and set a $100.00 price target (up previously from $95.00) on shares of Cognizant Technology Solutions in a research report on Wednesday. Finally, TD Cowen restated a “hold” rating on shares of Cognizant Technology Solutions in a research note on Friday, January 9th. Nine analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $90.28.

Cognizant Technology Solutions Price Performance

CTSH stock opened at $82.45 on Friday. The stock has a market cap of $39.79 billion, a price-to-earnings ratio of 19.13, a P/E/G ratio of 1.60 and a beta of 0.96. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.36 and a quick ratio of 2.36. The company has a 50 day simple moving average of $82.68 and a 200 day simple moving average of $74.88. Cognizant Technology Solutions Corporation has a 1 year low of $65.15 and a 1 year high of $90.82.

Cognizant Technology Solutions (NASDAQ:CTSH) last issued its earnings results on Wednesday, October 29th. The information technology service provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.30 by $0.09. The firm had revenue of $5.42 billion for the quarter, compared to analyst estimates of $5.32 billion. Cognizant Technology Solutions had a net margin of 10.20% and a return on equity of 17.00%. The company’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter last year, the business posted $1.25 earnings per share. Research analysts anticipate that Cognizant Technology Solutions Corporation will post 4.98 EPS for the current fiscal year.

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.