Robeco Institutional Asset Management B.V. Sells 23,319 Shares of Cognizant Technology Solutions Corporation $CTSH

Key Points

• Robeco Institutional Asset Management reduced its Cognizant stake by 3%, selling 23,319 shares and retaining 751,476 shares worth approximately $43.2 million. Institutional investors collectively own 92.44% of CTSH.
• Cognizant reported quarterly revenue of $5.48 billion, up 4.5% year over year, but earnings of $1.37 per share narrowly missed estimates by $0.01. The company guided to fiscal 2026 EPS of $5.70–$5.82.
• The company pays a quarterly dividend of $0.33 per share, equivalent to a 1.8% yield, while analysts maintain a consensus “Hold” rating and an average price target of $64.70.

Robeco Institutional Asset Management B.V. reduced its position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH - Free Report) by 3.0% during the third quarter, according to the company in its most recent Form 13F 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. owned about 0.17% of Cognizant Technology Solutions worth $43,165,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in CTSH. Marquette Asset Management LLC increased its stake in Cognizant Technology Solutions by 183.9% during the 3rd quarter. Marquette Asset Management LLC now owns 545 shares of the information technology service provider's stock worth $31,000 after buying an additional 353 shares during the period. Pension & Wealth Management Advisors Inc. acquired a new position in Cognizant Technology Solutions in the 3rd quarter worth $35,000. Signature Equity Partners LLC boosted its position in Cognizant Technology Solutions by 102.4% in the 1st quarter. Signature Equity Partners LLC now owns 599 shares of the information technology service provider's stock valued at $37,000 after buying an additional 303 shares during the last quarter. Alpine Bank Wealth Management purchased a new position in Cognizant Technology Solutions in the 3rd quarter valued at about $38,000. Finally, SJS Investment Consulting Inc. boosted its position in Cognizant Technology Solutions by 1,580.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 840 shares of the information technology service provider's stock valued at $52,000 after buying an additional 790 shares during the last quarter. 92.44% of the stock is currently owned by hedge funds and other institutional investors.

Cognizant Technology Solutions Trading Up 6.0%

NASDAQ CTSH opened at $73.72 on Friday. Cognizant Technology Solutions Corporation has a 12 month low of $37.08 and a 12 month high of $87.03. 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 price-to-earnings ratio of 15.85, a price-to-earnings-growth ratio of 1.30 and a beta of 0.86. The company's fifty day moving average price is $61.35 and its two-hundred day moving average price is $54.63.

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

Cognizant Technology Solutions Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 18th were given a dividend of $0.33 per share. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.32 annualized dividend and a dividend yield of 1.8%. Cognizant Technology Solutions's dividend payout ratio (DPR) is presently 28.39%.

Analyst Ratings Changes

CTSH has been the subject of several recent analyst reports. Robert W. Baird set a $68.00 target price on Cognizant Technology Solutions in a research note on Thursday, July 30th. Weiss Ratings upgraded Cognizant Technology Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday. Wedbush reissued an "outperform" rating and issued a $70.00 price target on shares of Cognizant Technology Solutions in a report on Friday, October 9th. Deutsche Bank Aktiengesellschaft restated 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, Guggenheim restated a "buy" rating and set a $65.00 price objective (down from $80.00) on shares of Cognizant Technology Solutions in a report on Monday, July 27th. Ten investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Cognizant Technology Solutions currently has a consensus rating of "Hold" and a consensus target price of $64.70.

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

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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