Vanguard Group Inc. Buys 1,619,048 Shares of Kyndryl Holdings, Inc. $KD

Vanguard Group Inc. raised its stake in Kyndryl Holdings, Inc. (NYSE:KD) by 6.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,186,677 shares of the company’s stock after purchasing an additional 1,619,048 shares during the period. Vanguard Group Inc. owned 12.19% of Kyndryl worth $846,446,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Bastion Asset Management Inc. acquired a new stake in Kyndryl during the 3rd quarter worth about $7,326,000. Arnhold LLC boosted its stake in shares of Kyndryl by 19.5% in the third quarter. Arnhold LLC now owns 1,010,671 shares of the company’s stock worth $30,350,000 after buying an additional 164,856 shares during the last quarter. State of New Jersey Common Pension Fund D boosted its stake in shares of Kyndryl by 0.9% in the third quarter. State of New Jersey Common Pension Fund D now owns 81,859 shares of the company’s stock worth $2,458,000 after buying an additional 717 shares during the last quarter. PNC Financial Services Group Inc. grew its holdings in Kyndryl by 14.2% during the third quarter. PNC Financial Services Group Inc. now owns 37,977 shares of the company’s stock worth $1,140,000 after acquiring an additional 4,717 shares during the period. Finally, BTC Capital Management Inc. raised its position in Kyndryl by 106.8% during the third quarter. BTC Capital Management Inc. now owns 18,670 shares of the company’s stock valued at $561,000 after acquiring an additional 9,642 shares in the last quarter. Hedge funds and other institutional investors own 71.53% of the company’s stock.

Kyndryl Stock Down 2.1%

KD opened at $12.53 on Monday. The company has a market cap of $2.82 billion, a PE ratio of 11.93 and a beta of 1.85. Kyndryl Holdings, Inc. has a twelve month low of $10.10 and a twelve month high of $44.20. The company has a 50-day moving average price of $22.97 and a 200 day moving average price of $26.78. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.75.

Kyndryl (NYSE:KD) last posted its quarterly earnings data on Monday, February 9th. The company reported $0.52 EPS 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 return on equity of 25.91% and a net margin of 1.65%.Kyndryl’s quarterly revenue was up .6% on a year-over-year basis. During the same quarter last year, the firm posted $0.51 earnings per share. Sell-side analysts expect that Kyndryl Holdings, Inc. will post 0.73 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on KD shares. Guggenheim lowered Kyndryl from a “buy” rating to a “neutral” rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. downgraded shares of Kyndryl from an “overweight” rating to an “underweight” rating and set a $16.00 price target on the stock. in a report on Monday, February 9th. Susquehanna dropped their price target on shares of Kyndryl from $35.00 to $16.00 and set a “positive” rating on the stock in a research report on Friday, February 13th. Scotiabank started coverage on shares of Kyndryl in a research report on Tuesday, January 27th. They issued an “outperform” rating for the company. Finally, Zacks Research cut Kyndryl from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 18th. 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. According to MarketBeat, Kyndryl presently has an average rating of “Hold” and a consensus target price of $29.00.

Insider Buying and Selling at Kyndryl

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

Key Kyndryl News

Here are the key news stories impacting Kyndryl this week:

• Positive Sentiment: Kyndryl opened a Cyber Defense Operations Center in Bengaluru to combine network and security operations, which could strengthen its managed security services revenue and operational capability for large enterprise customers. Read More.
• Neutral Sentiment: Numerous plaintiff law firms are soliciting Kyndryl investors and reminding holders of an April 13, 2026 deadline to seek lead‑plaintiff status in class actions covering Aug. 7, 2024–Feb. 9, 2026. This increases visibility of litigation but is procedural until courts appoint lead plaintiffs and complaints proceed. Read More.
• Negative Sentiment: Kyndryl filed amended quarterly and annual reports disclosing that its disclosure controls and internal control over financial reporting were ineffective for multiple quarters in 2025. Material internal‑control weaknesses raise risk of further restatements, regulatory scrutiny and investor lawsuits. Read More.
• Negative Sentiment: At least one securities class action alleges that a series of disclosures (late filing, “tone at the top” issues, exec departures and an SEC request) triggered a ~55% share plunge last week; that complaint increases litigation and settlement risk for KD. Read More.
• Negative Sentiment: Analyst action: Zacks moved KD to a “Strong Sell” ranking, reflecting near‑term concern among sell‑side models and amplifying downward pressure from sentiment shifts. Read More.

About Kyndryl

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.