Cognizant Technology Solutions Corporation $CTSH Stock Purchased by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC raised its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 13.1% during the third quarter, HoldingsChannel reports. The fund owned 207,141 shares of the information technology service provider’s stock after acquiring an additional 23,965 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Cognizant Technology Solutions were worth $11,493,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Marquette Asset Management LLC increased its position in shares of Cognizant Technology Solutions by 183.9% in the 3rd 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. Signature Equity Partners LLC raised its stake in shares of Cognizant Technology Solutions by 102.4% in the 1st 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 in the last quarter. Pension & Wealth Management Advisors Inc. bought a new position in shares of Cognizant Technology Solutions during the third quarter worth about $35,000. Alpine Bank Wealth Management bought a new position in shares of Cognizant Technology Solutions during the third quarter worth about $38,000. Finally, SJS Investment Consulting Inc. grew its stake in Cognizant Technology Solutions by 1,580.0% in the first quarter. SJS Investment Consulting Inc. now owns 840 shares of the information technology service provider’s stock worth $52,000 after purchasing an additional 790 shares in the last quarter. 92.44% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Wells Fargo & Company boosted their price objective on Cognizant Technology Solutions from $61.00 to $67.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Nomura reduced their target price on Cognizant Technology Solutions from $93.00 to $74.00 and set a “buy” rating on the stock in a report on Wednesday, July 1st. TD Cowen reiterated a “hold” rating and issued a $60.00 target price (up from $54.00) on shares of Cognizant Technology Solutions in a research report on Tuesday, October 13th. JPMorgan Chase & Co. lowered their price target on Cognizant Technology Solutions from $74.00 to $55.00 and set an “overweight” rating for the company in a report on Friday, July 24th. Finally, Daiwa Securities Group upped their price target on Cognizant Technology Solutions from $42.00 to $60.00 and gave the company a “neutral” rating in a research report on Friday, September 25th. Ten research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $64.70.

Key Headlines 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 Price Performance

Shares of NASDAQ CTSH opened at $73.72 on Friday. The stock has a market cap of $33.21 billion, a P/E ratio of 15.85, a P/E/G ratio of 1.30 and a beta of 0.86. The firm’s 50-day simple moving average is $61.35 and its 200 day simple moving average is $54.63. Cognizant Technology Solutions Corporation has a fifty-two week low of $37.08 and a fifty-two week high of $87.03. The company has a quick ratio of 2.18, a current ratio of 2.18 and a debt-to-equity ratio of 0.11.

Cognizant Technology Solutions (NASDAQ:CTSH) last released its 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 company had revenue of $5.48 billion for the quarter, compared to analyst estimates of $5.48 billion. During the same period in the previous year, the business posted $1.31 EPS. The firm’s quarterly 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. Equities analysts expect that Cognizant Technology Solutions Corporation will post 5.74 EPS for the current year.

Cognizant Technology Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 18th were issued a $0.33 dividend. The ex-dividend date was Tuesday, August 18th. This represents a $1.32 annualized dividend and a dividend yield of 1.8%. Cognizant Technology Solutions’s dividend payout ratio (DPR) is 28.39%.

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.