Cognizant Technology Solutions Corporation $CTSH Stock Position Boosted by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. raised its holdings in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 8.7% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 162,555 shares of the information technology service provider’s stock after buying an additional 13,003 shares during the period. Crossmark Global Holdings Inc.’s holdings in Cognizant Technology Solutions were worth $8,756,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Security National Bank of SO Dak lifted its position in shares of Cognizant Technology Solutions by 1.1% during the second quarter. Security National Bank of SO Dak now owns 25,780 shares of the information technology service provider’s stock worth $998,000 after purchasing an additional 290 shares during the last quarter. Signature Equity Partners LLC boosted its stake in shares of Cognizant Technology Solutions by 102.4% during the first quarter. Signature Equity Partners LLC now owns 599 shares of the information technology service provider’s stock valued at $37,000 after purchasing an additional 303 shares during the period. Pine Valley Investments Ltd Liability Co grew its holdings in shares of Cognizant Technology Solutions by 3.6% in the first quarter. Pine Valley Investments Ltd Liability Co now owns 9,338 shares of the information technology service provider’s stock worth $573,000 after purchasing an additional 322 shares during the last quarter. Marquette Asset Management LLC grew its holdings in shares of Cognizant Technology Solutions by 183.9% in the third quarter. Marquette Asset Management LLC now owns 545 shares of the information technology service provider’s stock worth $31,000 after purchasing an additional 353 shares during the last quarter. Finally, Patton Fund Management Inc. grew its holdings in shares of Cognizant Technology Solutions by 12.8% in the first quarter. Patton Fund Management Inc. now owns 3,270 shares of the information technology service provider’s stock worth $201,000 after purchasing an additional 371 shares during the last quarter. Hedge funds and other institutional investors own 92.44% of the company’s stock.

Key Stories Impacting Cognizant Technology Solutions

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

• Positive Sentiment: AI Nexus launch expands enterprise AI offering. Cognizant introduced AI Nexus, a modular, multi-model operating layer designed to help businesses control AI spending, monitor quality and measure outcomes. The platform is intended to accelerate returns on AI investments while allowing enterprises to use infrastructure they own, potentially supporting consulting demand and recurring technology services revenue. Introducing Cognizant AI Nexus
• Positive Sentiment: DyFlex acquisition deepens SAP and AI capabilities. Cognizant agreed to acquire Australia- and New Zealand-based DyFlex Solutions, combining DyFlex’s SAP advisory, implementation and managed-services expertise—including SAP Public Cloud—with Cognizant’s AI assets and global delivery scale. The deal should improve Cognizant’s ability to deliver AI-led transformation projects for SAP customers in the region. Cognizant to Acquire DyFlex Solutions
• Positive Sentiment: Wedbush views the DyFlex deal favorably. Analyst commentary indicates the acquisition could boost Cognizant’s SAP presence and AI capabilities, reinforcing investor expectations that the company can capture more enterprise AI spending. Wedbush on Cognizant’s DyFlex Acquisition
• Neutral Sentiment: Unusually high call-option activity signals speculative bullish interest. Investors purchased 10,781 call options, about 130% above typical daily volume. This may reflect expectations for further gains, but options activity alone does not change Cognizant’s fundamentals.
• Negative Sentiment: Pre-earnings analysis points to limited beat potential. Zacks expects earnings to grow but says Cognizant lacks the combination of factors that typically supports a likely earnings surprise ahead of next week’s report. This could temper enthusiasm if results or guidance fail to exceed expectations. Cognizant Earnings Preview

Cognizant Technology Solutions Stock Up 6.0%

NASDAQ:CTSH opened at $73.72 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.18 and a quick ratio of 2.18. The firm has a market cap of $33.21 billion, a PE ratio of 15.85, a price-to-earnings-growth ratio of 1.30 and a beta of 0.86. The company has a 50-day moving average of $61.35 and a 200 day moving average of $54.63. Cognizant Technology Solutions Corporation has a 1-year low of $37.08 and a 1-year high of $87.03.

Cognizant Technology Solutions (NASDAQ:CTSH) last posted its quarterly earnings results on Wednesday, July 29th. The information technology service provider reported $1.37 EPS for the quarter, missing the consensus estimate of $1.38 by ($0.01). Cognizant Technology Solutions had a net margin of 10.26% and a return on equity of 17.70%. The business had revenue of $5.48 billion during the quarter, compared to the consensus estimate of $5.48 billion. During the same quarter in the prior year, the firm posted $1.31 EPS. The company’s revenue for the quarter was up 4.5% compared to the same quarter last year. Cognizant Technology Solutions has set its FY 2026 guidance at 5.700-5.820 EPS. As a group, research analysts anticipate that Cognizant Technology Solutions Corporation will post 5.74 EPS for the current fiscal year.

Cognizant Technology Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, August 25th. Investors of record on Tuesday, August 18th were paid a $0.33 dividend. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.32 dividend on an annualized basis and a yield of 1.8%. Cognizant Technology Solutions’s payout ratio is 28.39%.

Analyst Ratings Changes

CTSH has been the topic of several recent analyst reports. Daiwa Securities Group raised their price target on shares of Cognizant Technology Solutions from $42.00 to $60.00 and gave the stock a “neutral” rating in a research note on Friday, September 25th. Mizuho set a $64.00 price objective on shares of Cognizant Technology Solutions in a research report on Thursday, August 6th. Guggenheim restated a “buy” rating and issued a $65.00 target price (down from $80.00) on shares of Cognizant Technology Solutions in a research note on Monday, July 27th. Wells Fargo & Company raised their target price on shares of Cognizant Technology Solutions from $61.00 to $67.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. Finally, JPMorgan Chase & Co. decreased their price target on shares of Cognizant Technology Solutions from $74.00 to $55.00 and set an “overweight” rating for the company in a research note on Friday, July 24th. Ten equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Cognizant Technology Solutions presently has an average rating of “Hold” and a consensus price target of $64.70.

Cognizant Technology Solutions Company Profile

Cognizant Technology Solutions Corporation is a global information technology services and consulting company that helps organizations modernize their technology infrastructure, operations and customer experiences. The company serves businesses across industries including financial services, healthcare, life sciences, manufacturing, retail and communications.

Cognizant’s services include consulting, application development and modernization, cloud computing, data and artificial intelligence, digital engineering, cybersecurity and business process services.