Cognizant(US:CTSH) Defense World·2026-02-07 08:32Core Insights - Cognizant Technology Solutions has seen significant changes in institutional holdings, with several hedge funds increasing their stakes substantially in recent quarters [1][5] - Analysts have mixed ratings on Cognizant, with target prices ranging from $82.00 to $100.00, indicating a generally positive outlook [2] - Recent insider transactions show a decrease in positions by some directors, which may indicate a cautious sentiment among insiders [3] Institutional Holdings - NewSquare Capital LLC raised its holdings by 71.8%, now owning 366 shares valued at $29,000 after acquiring 153 additional shares [1] - High Note Wealth LLC increased its stake by 22,450.0%, owning 451 shares worth $30,000 after purchasing 449 shares [1] - E Fund Management Hong Kong Co. Ltd. raised its stake by 267.7%, now holding 603 shares valued at $40,000 after acquiring 439 shares [1] - 92.44% of Cognizant's stock is owned by hedge funds and institutional investors [1] Analyst Ratings - Citigroup maintained a "neutral" rating with a price target increase from $75.00 to $86.00 [2] - Morgan Stanley raised its target price from $80.00 to $82.00, maintaining an "equal weight" rating [2] - Deutsche Bank upgraded Cognizant from "hold" to "buy," setting a target price of $100.00 [2] - The average target price among analysts is $90.78, with nine analysts rating it as a Buy and twelve as Hold [2] Insider Transactions - Director Michael Patsalos-Fox sold 2,000 shares at an average price of $84.23, totaling $168,460, resulting in a 6.30% decrease in his position [3] - Insider Surya Gummadi sold 1,728 shares at an average price of $83.06, totaling $143,527.68, also reflecting a 6.31% decrease in his position [3] - Over the last quarter, insiders sold 29,434 shares valued at $2,460,809, with insiders owning 0.32% of the stock [3] Financial Performance - Cognizant reported earnings of $1.35 per share, exceeding analysts' expectations of $1.32, with revenue of $5.33 billion, slightly above the expected $5.31 billion [6] - The company experienced a 4.9% year-over-year revenue growth compared to the same quarter last year [6] - Cognizant has set its FY 2026 guidance at an EPS range of 5.560-5.700, with analysts expecting an EPS of 4.98 for the current year [6] Dividend Information - Cognizant announced a quarterly dividend of $0.33, an increase from the previous $0.31, representing an annualized dividend of $1.32 and a yield of 1.7% [7] - The dividend payout ratio stands at 27.25% [7] Company Overview - Cognizant Technology Solutions is a global professional services company providing IT, consulting, and business process services [8] - The company specializes in digital engineering, application development, cloud migration, data analytics, and cybersecurity [8] - Cognizant operates across the Americas, Europe, and Asia, with a focus on technology-enabled transformations for large enterprises [9]