GW&K Investment Management LLC Boosts Stock Holdings in Kyndryl Holdings, Inc. $KD

GW&K Investment Management LLC lifted its holdings in shares of Kyndryl Holdings, Inc. (NYSE:KD) by 28.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 479,951 shares of the company’s stock after buying an additional 106,298 shares during the quarter. GW&K Investment Management LLC’s holdings in Kyndryl were worth $14,413,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of KD. Assetmark Inc. lifted its holdings in Kyndryl by 75.3% during the 2nd quarter. Assetmark Inc. now owns 775 shares of the company’s stock worth $33,000 after purchasing an additional 333 shares in the last quarter. Employees Retirement System of Texas purchased a new position in Kyndryl during the 2nd quarter valued at about $49,000. Smartleaf Asset Management LLC increased its position in shares of Kyndryl by 192.0% during the third quarter. Smartleaf Asset Management LLC now owns 1,171 shares of the company’s stock valued at $35,000 after buying an additional 770 shares during the period. Optiver Holding B.V. bought a new stake in shares of Kyndryl during the third quarter valued at about $40,000. Finally, Quent Capital LLC purchased a new stake in shares of Kyndryl in the third quarter worth about $42,000. 71.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

KD has been the topic of several research analyst reports. Wall Street Zen raised shares of Kyndryl from a “hold” rating to a “buy” rating in a report on Sunday, February 22nd. JPMorgan Chase & Co. cut Kyndryl from an “overweight” rating to an “underweight” rating and set a $16.00 target price for the company. in a research report on Monday, February 9th. Susquehanna decreased their target price on Kyndryl from $35.00 to $16.00 and set a “positive” rating on the stock in a research note on Friday, February 13th. Oppenheimer reaffirmed a “market perform” rating on shares of Kyndryl in a report on Monday, February 9th. Finally, Guggenheim downgraded Kyndryl from a “buy” rating to a “neutral” rating in a research report on Tuesday, February 10th. Two analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $29.00.

Trending Headlines about Kyndryl

Here are the key news stories impacting Kyndryl this week:

• Positive Sentiment: Sizable institutional purchase — Solas Capital bought ~407,000 Kyndryl shares, signaling conviction from a large investor and providing short-term demand support. Solas Capital Loads Up On Kyndryl With 407,000 Shares Bought
• Positive Sentiment: Market narrative around AI expansion gave KD an earlier intraday bounce (reported up ~9.7%) as investors reacted to commentary tying Kyndryl’s governance changes to a sharper AI growth story. Why Kyndryl Holdings (KD) Is Up 9.7% After Governance Turmoil Meets AI Expansion Efforts
• Neutral Sentiment: Company PR: Kyndryl published a Healthcare Readiness Report on scaling AI safely in healthcare — supportive for the long-term services narrative but unlikely to move near-term results. Scaling AI Safely Will Define Success for Healthcare Leaders in 2026
• Negative Sentiment: Amended filings disclosed ineffective disclosure controls and internal-control weaknesses for multiple 2025 periods and flagged problems first reported Feb. 9 — heightening restatement/uncertainty risk and undermining near-term trust in reported results. Kyndryl Holdings (KD) Faces Securities Class Action Amid 55% Stock Drop After Four Bombshell Disclosures – Hagens Berman
• Negative Sentiment: Broad litigation activity — multiple law firms have filed or are soliciting lead-plaintiff candidates in a securities class action (deadline April 13), increasing legal risk and potential costs. Investors face ongoing headline risk from these filings and related discovery. Kyndryl Holdings, Inc. Sued for Securities Law Violations – The Gross Law Firm

Kyndryl Price Performance

Shares of Kyndryl stock opened at $13.18 on Friday. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.86 and a quick ratio of 0.86. Kyndryl Holdings, Inc. has a one year low of $10.10 and a one year high of $44.20. The business’s 50 day simple moving average is $20.08 and its two-hundred day simple moving average is $25.61. The stock has a market capitalization of $2.97 billion, a P/E ratio of 12.55 and a beta of 1.92.

Kyndryl (NYSE:KD) last announced its quarterly earnings results on Monday, February 9th. The company reported $0.52 earnings per share for the quarter, missing the consensus estimate of $0.60 by ($0.08). The firm had revenue of $3.86 billion for the quarter, compared to analysts’ expectations of $3.89 billion. Kyndryl had a net margin of 1.65% and a return on equity of 25.91%. The company’s quarterly revenue was up .6% on a year-over-year basis. During the same period in the previous year, the company earned $0.51 EPS. Analysts forecast that Kyndryl Holdings, Inc. will post 0.73 EPS for the current year.

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.