Candriam S.C.A. Has $17.20 Million Holdings in Kyndryl Holdings, Inc. $KD

Candriam S.C.A. lifted its position in Kyndryl Holdings, Inc. (NYSE:KD) by 313.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 572,769 shares of the company’s stock after purchasing an additional 434,245 shares during the quarter. Candriam S.C.A. owned 0.25% of Kyndryl worth $17,200,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Assetmark Inc. increased its holdings in Kyndryl by 75.3% in the 2nd quarter. Assetmark Inc. now owns 775 shares of the company’s stock valued at $33,000 after buying an additional 333 shares during the period. Smartleaf Asset Management LLC boosted its position in shares of Kyndryl by 192.0% during the 3rd quarter. Smartleaf Asset Management LLC now owns 1,171 shares of the company’s stock valued at $35,000 after acquiring an additional 770 shares in the last quarter. Quent Capital LLC bought a new stake in Kyndryl in the third quarter valued at about $42,000. True Wealth Design LLC raised its position in Kyndryl by 103.0% in the third quarter. True Wealth Design LLC now owns 1,547 shares of the company’s stock worth $46,000 after purchasing an additional 785 shares in the last quarter. Finally, Employees Retirement System of Texas bought a new position in Kyndryl during the second quarter worth about $49,000. Institutional investors and hedge funds own 71.53% of the company’s stock.

Key Stories Impacting Kyndryl

Here are the key news stories impacting Kyndryl this week:

• Positive Sentiment: Kyndryl reported Q3 results showing $3.9B revenue, positive adjusted EBITDA and double‑digit growth in its Kyndryl Consult segment — highlights investors may point to for underlying business momentum. KYNDRYL REPORTS THIRD QUARTER FISCAL 2026 RESULTS
• Neutral Sentiment: Trading experienced temporary LULD halts as the stock moved sharply — a market-structure response that can amplify volatility but is procedural. (Trading halt notices) Finviz trading data
• Neutral Sentiment: Oppenheimer reaffirmed a “market perform” rating (mixed signal from brokers amid the turmoil). Oppenheimer item
• Negative Sentiment: Kyndryl announced it will delay its quarterly 10‑Q, cited anticipated material weaknesses in internal control over financial reporting and launched an accounting/control review — a primary driver of the selloff. Reuters: Kyndryl delays quarterly filing
• Negative Sentiment: Chief Financial Officer David Wyshner and General Counsel Edward Sebold departed abruptly amid the review — leadership exits intensify uncertainty about accounting remediation and reporting timelines. WSJ: Finance Chief Leaves
• Negative Sentiment: Kyndryl disclosed voluntary SEC Division of Enforcement document requests related to cash management, adjusted free cash flow drivers and controls — raising regulatory risk. PR Newswire: Results & disclosures
• Negative Sentiment: The company missed Q3 EPS and revenue estimates and cut FY26 revenue guidance (consensus was higher), removing near‑term earnings visibility. MarketBeat: Earnings summary
• Negative Sentiment: Multiple national law firms have opened securities‑fraud investigations and several shareholder‑rights firms are soliciting plaintiffs — increasing litigation risk and potential costs. Newsfile: BFA investigation notice
• Negative Sentiment: Analysts have moved to lower ratings/targets (e.g., JPMorgan cut to underweight), compounding selling pressure and reducing near‑term institutional demand. TickerReport: JPMorgan downgrade

Insider Buying and Selling at Kyndryl

In other news, SVP Vineet Khurana sold 6,641 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $26.69, for a total transaction of $177,248.29. Following the transaction, the senior vice president directly owned 59,708 shares in the company, valued at approximately $1,593,606.52. This represents a 10.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.90% of the company’s stock.

Kyndryl Price Performance

Kyndryl stock opened at $10.57 on Tuesday. The business’s fifty day moving average is $25.52 and its two-hundred day moving average is $28.28. The company has a debt-to-equity ratio of 2.24, a quick ratio of 1.02 and a current ratio of 1.02. The firm has a market cap of $2.42 billion, a P/E ratio of 6.25 and a beta of 1.85. Kyndryl Holdings, Inc. has a 52 week low of $10.10 and a 52 week high of $44.20.

Kyndryl (NYSE:KD) last released its quarterly earnings results on Monday, February 9th. The company reported $0.52 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.08). The business had revenue of $3.86 billion during the quarter, compared to the consensus estimate of $3.89 billion. Kyndryl had a net margin of 2.71% and a return on equity of 25.76%. The business’s quarterly revenue was up .6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.51 earnings per share. Equities research analysts forecast that Kyndryl Holdings, Inc. will post 0.73 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

KD has been the topic of several analyst reports. Scotiabank initiated coverage on Kyndryl in a research note on Tuesday, January 27th. They issued an “outperform” rating on the stock. Zacks Research upgraded Kyndryl from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 12th. Guggenheim lowered Kyndryl from a “buy” rating to a “neutral” rating in a research note on Tuesday. Susquehanna set a $35.00 target price on shares of Kyndryl in a research note on Thursday, November 6th. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Kyndryl in a report on Monday. Two analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Kyndryl has an average rating of “Hold” and an average target price of $32.80.

Kyndryl Company Profile

Kyndryl (NYSE: KD) is a global managed infrastructure services provider formed in November 2021 through the spin-off of IBM’s Managed Infrastructure Services business. The company designs, builds, manages and modernizes critical information technology systems for enterprises worldwide. Kyndryl’s core offerings include cloud migration and management, network and edge computing solutions, digital workplace services and IT resiliency and security capabilities.

With a workforce of approximately 90,000 professionals and operations in more than 60 countries, Kyndryl serves clients across a broad range of industries, including financial services, telecommunications, healthcare, manufacturing and retail.