Cognizant Technology Solutions Corporation $CTSH Stock: Robeco Institutional Asset Management B.V. Lowers Stake

Robeco Institutional Asset Management B.V. reduced its position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) by 3.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 751,476 shares of the information technology service provider’s stock after selling 23,319 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Cognizant Technology Solutions were worth $43,165,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in CTSH. Aware Super Pty Ltd as trustee of Aware Super acquired a new position in Cognizant Technology Solutions in the first quarter worth $29,510,000. Artemis Investment Management LLP increased its stake in Cognizant Technology Solutions by 289.6% during the third quarter. Artemis Investment Management LLP now owns 2,905,584 shares of the information technology service provider’s stock valued at $166,897,000 after purchasing an additional 2,159,704 shares during the last quarter. Ancora Advisors LLC bought a new stake in Cognizant Technology Solutions during the second quarter valued at $2,929,000. Pzena Investment Management LLC raised its holdings in shares of Cognizant Technology Solutions by 14.9% during the first quarter. Pzena Investment Management LLC now owns 20,262,362 shares of the information technology service provider’s stock worth $1,243,096,000 after purchasing an additional 2,633,683 shares during the period. Finally, Corient Private Wealth LLC raised its holdings in shares of Cognizant Technology Solutions by 44.4% during the fourth quarter. Corient Private Wealth LLC now owns 108,131 shares of the information technology service provider’s stock worth $8,977,000 after purchasing an additional 33,248 shares during the period. 92.44% of the stock is owned by institutional investors and hedge funds.

More Cognizant Technology Solutions News

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

• Positive Sentiment: AI Nexus launch expands enterprise AI offering. Cognizant introduced AI Nexus, a modular, multi-model operating layer designed to help businesses control AI spending, monitor quality and measure outcomes. The platform is intended to accelerate returns on AI investments while allowing enterprises to use infrastructure they own, potentially supporting consulting demand and recurring technology services revenue. Introducing Cognizant AI Nexus
• Positive Sentiment: DyFlex acquisition deepens SAP and AI capabilities. Cognizant agreed to acquire Australia- and New Zealand-based DyFlex Solutions, combining DyFlex’s SAP advisory, implementation and managed-services expertise—including SAP Public Cloud—with Cognizant’s AI assets and global delivery scale. The deal should improve Cognizant’s ability to deliver AI-led transformation projects for SAP customers in the region. Cognizant to Acquire DyFlex Solutions
• Positive Sentiment: Wedbush views the DyFlex deal favorably. Analyst commentary indicates the acquisition could boost Cognizant’s SAP presence and AI capabilities, reinforcing investor expectations that the company can capture more enterprise AI spending. Wedbush on Cognizant’s DyFlex Acquisition
• Neutral Sentiment: Unusually high call-option activity signals speculative bullish interest. Investors purchased 10,781 call options, about 130% above typical daily volume. This may reflect expectations for further gains, but options activity alone does not change Cognizant’s fundamentals.
• Negative Sentiment: Pre-earnings analysis points to limited beat potential. Zacks expects earnings to grow but says Cognizant lacks the combination of factors that typically supports a likely earnings surprise ahead of next week’s report. This could temper enthusiasm if results or guidance fail to exceed expectations. Cognizant Earnings Preview

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on CTSH shares. Susquehanna set a $82.00 price target on shares of Cognizant Technology Solutions and gave the stock a “positive” rating in a research report on Thursday, July 30th. Morgan Stanley reaffirmed a “negative” rating and set a $51.00 price objective (up from $44.00) on shares of Cognizant Technology Solutions in a research report on Thursday, July 30th. Royal Bank Of Canada set a $55.00 price objective on shares of Cognizant Technology Solutions in a research note on Friday, July 24th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $70.00 price objective (up from $65.00) on shares of Cognizant Technology Solutions in a research note on Friday, September 18th. Finally, Nomura cut their target price on shares of Cognizant Technology Solutions from $93.00 to $74.00 and set a “buy” rating on the stock in a report on Wednesday, July 1st. Ten analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $64.70.

Cognizant Technology Solutions Stock Up 6.0%

Shares of Cognizant Technology Solutions stock opened at $73.72 on Friday. The business’s fifty day moving average price is $61.35 and its two-hundred day moving average price is $54.63. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.18 and a quick ratio of 2.18. The company has a market capitalization of $33.21 billion, a P/E ratio of 15.85, a PEG ratio of 1.30 and a beta of 0.86. Cognizant Technology Solutions Corporation has a 1-year low of $37.08 and a 1-year high of $87.03.

Cognizant Technology Solutions (NASDAQ:CTSH) last announced its quarterly earnings results on Wednesday, July 29th. The information technology service provider reported $1.37 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.38 by ($0.01). Cognizant Technology Solutions had a return on equity of 17.70% and a net margin of 10.26%. The business had revenue of $5.48 billion for the quarter, compared to analyst estimates of $5.48 billion. During the same quarter last year, the firm posted $1.31 EPS. The company’s revenue was up 4.5% compared to the same quarter last year. Cognizant Technology Solutions has set its FY 2026 guidance at 5.700-5.820 EPS. As a group, research analysts forecast that Cognizant Technology Solutions Corporation will post 5.74 EPS for the current year.

Cognizant Technology Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 25th. Investors of record on Tuesday, August 18th were paid a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Tuesday, August 18th. Cognizant Technology Solutions’s payout ratio is currently 28.39%.

About Cognizant Technology Solutions

Cognizant Technology Solutions Corporation is a global information technology services and consulting company that helps organizations modernize their technology infrastructure, operations and customer experiences. The company serves businesses across industries including financial services, healthcare, life sciences, manufacturing, retail and communications.

Cognizant’s services include consulting, application development and modernization, cloud computing, data and artificial intelligence, digital engineering, cybersecurity and business process services.