Cognizant Technology Solutions Corporation $CTSH Stock: Nisa Investment Advisors LLC Raises Position

Key Points

• Nisa Investment Advisors increased its Cognizant stake by 13.1% in the third quarter, bringing its holdings to 207,141 shares valued at approximately $11.5 million. Institutional investors collectively own 92.44% of the company.
• Cognizant is expanding its enterprise AI capabilities through the AI Nexus platform and its planned DyFlex Solutions acquisition, which strengthens its SAP and AI-led transformation offerings in Australia and New Zealand.
• Analyst sentiment remains mixed: the stock has a consensus “Hold” rating with an average $64.70 price target, while shares recently opened at $73.72. Upcoming earnings could be a catalyst, though Zacks sees limited potential for a significant beat.

Nisa Investment Advisors LLC grew its stake in Cognizant Technology Solutions Corporation (NASDAQ:CTSH - Free Report) by 13.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 207,141 shares of the information technology service provider's stock after acquiring an additional 23,965 shares during the quarter. Nisa Investment Advisors LLC's holdings in Cognizant Technology Solutions were worth $11,493,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. Assenagon Asset Management S.A. raised its stake in Cognizant Technology Solutions by 925.5% in the 2nd quarter. Assenagon Asset Management S.A. now owns 3,652,358 shares of the information technology service provider's stock valued at $141,456,000 after purchasing an additional 3,296,205 shares during the last quarter. Pzena Investment Management LLC lifted its holdings in Cognizant Technology Solutions by 14.9% in the 1st quarter. Pzena Investment Management LLC now owns 20,262,362 shares of the information technology service provider's stock valued at $1,243,096,000 after purchasing an additional 2,633,683 shares in the last quarter. Artemis Investment Management LLP boosted its stake in shares of Cognizant Technology Solutions by 289.6% during the 3rd quarter. Artemis Investment Management LLP now owns 2,905,584 shares of the information technology service provider's stock worth $166,897,000 after purchasing an additional 2,159,704 shares during the last quarter. Vontobel Holding Ltd. boosted its stake in shares of Cognizant Technology Solutions by 761.3% during the 3rd quarter. Vontobel Holding Ltd. now owns 1,859,134 shares of the information technology service provider's stock worth $106,789,000 after purchasing an additional 1,643,271 shares during the last quarter. Finally, Lazard Asset Management LLC grew its holdings in shares of Cognizant Technology Solutions by 752.1% during the first quarter. Lazard Asset Management LLC now owns 1,317,166 shares of the information technology service provider's stock worth $80,808,000 after buying an additional 1,162,580 shares in the last quarter. Institutional investors and hedge funds own 92.44% of the company's stock.

Cognizant Technology Solutions News Roundup

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

Analyst Ratings Changes

CTSH has been the subject of a number of analyst reports. HSBC cut their price objective on shares of Cognizant Technology Solutions from $80.00 to $68.00 and set a "buy" rating for the company in a research report on Wednesday, July 1st. Nomura decreased 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 research report on Wednesday, July 1st. Mizuho set a $64.00 target price on shares of Cognizant Technology Solutions in a research note on Thursday, August 6th. Wells Fargo & Company boosted their price target on Cognizant Technology Solutions from $61.00 to $67.00 and gave the company an "overweight" rating in a report on Thursday, July 30th. Finally, Daiwa Securities Group increased their price target on Cognizant Technology Solutions from $42.00 to $60.00 and gave the stock a "neutral" rating in a research note on Friday, September 25th. Ten investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $64.70.

Cognizant Technology Solutions Stock Performance

Shares of NASDAQ:CTSH opened at $73.72 on Friday. The business has a 50-day moving average of $61.35 and a two-hundred day moving average of $54.63. The firm has a market capitalization of $33.21 billion, a PE ratio of 15.85, a P/E/G ratio of 1.30 and a beta of 0.86. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.18 and a quick ratio of 2.18. Cognizant Technology Solutions Corporation has a 12 month low of $37.08 and a 12 month high of $87.03.

Cognizant Technology Solutions (NASDAQ:CTSH - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The information technology service provider reported $1.37 earnings per share (EPS) for the quarter, missing the consensus estimate 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 during the quarter, compared to analyst estimates of $5.48 billion. During the same period in the previous year, the company earned $1.31 EPS. Cognizant Technology Solutions's revenue was up 4.5% on a year-over-year basis. 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 earnings per share for the current year.

Cognizant Technology Solutions Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, August 25th. Investors of record on Tuesday, August 18th were issued a $0.33 dividend. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.32 dividend on an annualized basis and a yield of 1.8%. Cognizant Technology Solutions's dividend 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.

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