Cognizant(US:CTSH) Defense World·2026-01-31 08:24Core Insights - Cognizant Technology Solutions has seen significant institutional investment, with Vanguard Group increasing its holdings by 1.3% to 59,854,530 shares valued at approximately $4.67 billion [1] - The company reported a quarterly earnings per share of $1.39, exceeding the consensus estimate of $1.30, and revenue of $5.42 billion, surpassing the expected $5.32 billion [4] - Analysts have set new price targets for Cognizant, with JPMorgan raising its target from $89.00 to $92.00, and Berenberg Bank setting a target of $107.00 [5] Institutional Ownership - Institutional investors own 92.44% of Cognizant Technology Solutions' stock, indicating strong institutional confidence in the company [1] - AustralianSuper Pty Ltd acquired 65,924 shares valued at approximately $4.42 million during the third quarter [6] Insider Transactions - CEO Ravi Kumar Singisetti sold 2,950 shares at an average price of $85.06, resulting in a 3.77% decrease in his position [2] - Director Michael Patsalos-Fox sold 2,000 shares at an average price of $84.23, representing a 6.30% decrease in his ownership [2] - Insiders sold a total of 27,706 shares valued at $2.32 million over the last quarter, with insiders currently owning 0.32% of the stock [2] Financial Performance - Cognizant's market capitalization stands at $39.61 billion, with a price-to-earnings ratio of 19.04 and a PEG ratio of 1.59 [3] - The company has a debt-to-equity ratio of 0.04, indicating low leverage, and a current ratio of 2.36, suggesting strong liquidity [3] - The stock has a 1-year low of $65.15 and a high of $90.82, reflecting volatility in its price performance [3] Analyst Ratings - The average rating for Cognizant Technology Solutions is "Hold," with nine analysts rating it as a Buy and twelve as a Hold [5] - The average price target for the stock is $90.28, indicating potential upside based on current trading levels [5]