1,005,161 Shares in Cognizant Technology Solutions Corporation $CTSH Acquired by PFA Pension Forsikringsaktieselskab

PFA Pension Forsikringsaktieselskab purchased a new position in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) during the fourth quarter, HoldingsChannel reports. The fund purchased 1,005,161 shares of the information technology service provider’s stock, valued at approximately $84,574,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Flagship Harbor Advisors LLC acquired a new stake in shares of Cognizant Technology Solutions in the 4th quarter worth approximately $28,000. Physician Wealth Advisors Inc. grew its holdings in Cognizant Technology Solutions by 165.1% during the 4th quarter. Physician Wealth Advisors Inc. now owns 342 shares of the information technology service provider’s stock valued at $28,000 after buying an additional 213 shares during the last quarter. Lodestone Wealth Management LLC acquired a new stake in Cognizant Technology Solutions during the 4th quarter valued at $28,000. Towne Trust Company N.A grew its holdings in Cognizant Technology Solutions by 85.0% during the 4th quarter. Towne Trust Company N.A now owns 370 shares of the information technology service provider’s stock valued at $31,000 after buying an additional 170 shares during the last quarter. Finally, JPL Wealth Management LLC acquired a new stake in Cognizant Technology Solutions during the 3rd quarter valued at $25,000. Institutional investors and hedge funds own 92.44% of the company’s stock.

Key Cognizant Technology Solutions News

Here are the key news stories impacting Cognizant Technology Solutions this week:

• Positive Sentiment: Q1 EPS beat and margin outlook lift confidence — Cognizant reported an EPS beat for Q1 and raised its 2026 margin outlook, which supports near-term earnings visibility. Cognizant Q1 Earnings Beat
• Positive Sentiment: Acquisition adds scale in contact-center services — Cognizant agreed to buy Astreya for about $600M, expanding its CX and cloud services footprint. This is strategic revenue and capability growth. Cognizant to buy Astreya
• Positive Sentiment: Selective analyst upgrades/raises remain — A few firms (e.g., Nomura, Susquehanna) reaffirm buy/positive views or raised targets, indicating some analysts see material upside despite broader cuts. Nomura raises PT to $93
• Neutral Sentiment: Zacks ranks CTSH as a top growth stock — Useful context for growth-oriented investors, but a style score is not an immediate catalyst. CTSH is a Top-Ranked Growth Stock
• Neutral Sentiment: Brand/partnership news supports long-term positioning — Becoming Aston Martin Aramco F1 Team’s Global AI Services Partner raises profile but is more strategic/PR than near-term revenue. Cognizant named AMF1 Global AI Services Partner
• Negative Sentiment: Broad wave of price‑target cuts from major analysts — Multiple firms trimmed targets (Evercore, BMO, HSBC, JPMorgan, Morgan Stanley, Wedbush, Wells Fargo, Guggenheim), weighing on the stock by reducing near-term upside expectations. Evercore cuts PT to $70 BMO cuts PT to $63 JPMorgan cuts PT to $74
• Negative Sentiment: Project Leap restructuring flagged as a risk — Analysts and risk monitors highlight Project Leap’s cost and execution risks, which could pressure productivity and margins if issues persist. Project Leap raises risks
• Negative Sentiment: Top-line softness and margin strain concerns — While EPS beat, revenue missed and management flagged margin pressure in the call, which limits optimism about a quick re-rating. Earnings call: bookings shine amid margin strain

Analyst Ratings Changes

CTSH has been the topic of a number of analyst reports. TD Cowen reiterated a “hold” rating and set a $62.00 target price (down from $71.00) on shares of Cognizant Technology Solutions in a report on Thursday. Robert W. Baird set a $72.00 target price on Cognizant Technology Solutions and gave the company a “neutral” rating in a report on Friday, April 10th. Deutsche Bank Aktiengesellschaft upgraded Cognizant Technology Solutions from a “hold” rating to a “buy” rating and set a $100.00 target price on the stock in a report on Monday, January 26th. Royal Bank Of Canada increased their target price on Cognizant Technology Solutions from $82.00 to $88.00 and gave the company a “sector perform” rating in a report on Thursday, February 5th. Finally, Evercore lowered their target price on Cognizant Technology Solutions from $100.00 to $70.00 in a report on Thursday. Ten research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $77.15.

Insiders Place Their Bets

In related news, insider Surya Gummadi sold 1,728 shares of Cognizant Technology Solutions stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $83.06, for a total value of $143,527.68. Following the transaction, the insider owned 25,641 shares in the company, valued at approximately $2,129,741.46. This trade represents a 6.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.32% of the company’s stock.

Cognizant Technology Solutions Price Performance

Shares of Cognizant Technology Solutions stock opened at $52.43 on Friday. Cognizant Technology Solutions Corporation has a twelve month low of $52.28 and a twelve month high of $87.03. The stock has a market capitalization of $25.07 billion, a P/E ratio of 11.40, a PEG ratio of 1.15 and a beta of 0.81. The company has a current ratio of 2.23, a quick ratio of 2.14 and a debt-to-equity ratio of 0.04. The business’s fifty day moving average price is $60.88 and its 200 day moving average price is $71.58.

Cognizant Technology Solutions (NASDAQ:CTSH) last issued its earnings results on Wednesday, April 29th. The information technology service provider reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.33 by $0.07. Cognizant Technology Solutions had a return on equity of 17.50% and a net margin of 10.41%.The firm had revenue of $5.41 billion for the quarter, compared to analysts’ expectations of $5.41 billion. During the same quarter last year, the firm earned $1.23 earnings per share. The firm’s revenue for the quarter was up 5.8% compared to the same quarter last year. Cognizant Technology Solutions has set its FY 2026 guidance at 5.630-5.770 EPS. As a group, research analysts anticipate that Cognizant Technology Solutions Corporation will post 5.67 earnings per share for the current year.

Cognizant Technology Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Monday, May 18th will be issued a $0.33 dividend. The ex-dividend date is Monday, May 18th. This represents a $1.32 dividend on an annualized basis and a yield of 2.5%. Cognizant Technology Solutions’s dividend payout ratio (DPR) is presently 29.01%.

Cognizant Technology Solutions Company Profile

Cognizant Technology Solutions (NASDAQ: CTSH) is a global professional services company that provides information technology, consulting and business process services to large enterprises. Its core offerings include digital engineering, application development and maintenance, cloud migration and managed services, data analytics and artificial intelligence, cybersecurity, and industry-specific solutions. Cognizant works with clients to design and implement technology-enabled transformations that address customer experience, operational efficiency and new product and service delivery.

Founded in the 1990s and headquartered in Teaneck, New Jersey, Cognizant has grown into a multinational organization with delivery centers and operations across the Americas, Europe, and Asia.