Cognizant Technology Solutions (CTSH)
Builds and operates enterprise technology across software, cloud, AI, infrastructure, and business processes.
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Sells consulting, software engineering, cloud, AI, infrastructure, and outsourced operations to large enterprises across healthcare, financial services, products and resources, and communications, media and technology. Most revenue comes from North American clients, while an India-centered workforce delivers projects through a global network.
Provides consulting and technology services spanning application development, systems integration, quality engineering, software and platform engineering, engineering research and development, and AI, cloud, data, infrastructure, and security work. Outsourcing covers application maintenance, infrastructure management, business processes, and automation.
Organizes client work across Health Sciences, Financial Services, Products and Resources, and Communications, Media and Technology. Recent acquisitions add Belcan’s aerospace and industrial engineering, 3Cloud’s Microsoft Azure expertise, and Astreya’s AI-infrastructure managed services.
Pairs industry-specific expertise with client-site teams and global delivery centers to design, implement, and operate enterprise systems. Competition comes from global services firms, specialists, and clients’ in-house capability centers, while healthcare and financial-services exposure links demand to regulation and industry spending. North America supplies most revenue, and most employees are based in India.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Mizuho Securities | Target | Target: $68 | Target: $64 |
| Jul 30, 2026 | Susquehanna | Reiterate | Rating: —Target: $88 | Target: $82 |
| Jul 30, 2026 | Robert W. Baird | Target | Target: $55 | Target: $68 |
| Jul 30, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $44 | Target: $51 |
| Jul 27, 2026 | Guggenheim | Reiterate | Rating: —Target: $100 | Target: $65 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.05B · Total debt $2.09B · Total assets $20.83B · Shareholders' equity $14.46B
- Revenue
- $5.48B
- Operating income
- $874.0M
- Net income
- $636.0M
HistoryDividendAnnual yield
| Institutions | ≈ 105.37% | 499.31M shares | |
|---|---|---|---|
| 959 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.13% | 639.5K shares | |
| 18 holders · as of Sep 17, 2026 | |||
| Adds to | 105.50% | ||
473.87M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 105.50%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.75% | 46.18M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 30.95M | as of Jun 30, 2026 |
Pzena Investment Management LLCInstitution | 5.60% | 26.53M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.52% | 26.15M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.34% | 25.30M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Alina Kerdman | officer: SVP, Controller & CAO | −134 | $62.40 |
| Sep 2, 2026 | John Sunshin Kim | officer: CLO, CAO & Corporate Secretary | −2,500 | $63.37 |
| Aug 31, 2026 | Alina Kerdman | officer: SVP, Controller & CAO | −144 | $63.34 |
| Aug 3, 2026 | Jatin P. Dalal | officer: Chief Financial Officer | −12,000 | $55.76 |
| Aug 3, 2026 | John Sunshin Kim | officer: CLO, CAO & Corporate Secretary | −2,500 | $57.05 |
- Accenture
Global leader in digital transformation; competes across all four CTSH segments.
- Infosys (ADR)
Closest Indian IT peer; near-identical delivery model across all CTSH verticals.
- IBM
IBM Consulting rivals Cognizant in AI transformation and application services.
- Wipro (ADR)
Indian IT peer in CTSH 10-K; competes in IT services, cloud, and BPO.
- DXC Technology
Named in CTSH 10-K; overlaps in IT outsourcing and application management.
- EPAM Systems
Named in CTSH 10-K; competes in digital engineering and software development.
- CGI
Named in CTSH 10-K; Canadian IT firm competing in FS, outsourcing, consulting.
- Genpact
Named in CTSH 10-K; BPO and digital operations rival in FS and healthcare.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cognizant Technology Solutions | $58.96 | +0.48% | $26.43B | 12.6 | 9.7 | 1.2 | +4.5% |
| Accenture | $183.58 | −0.08% | $112.43B | 14.7 | 12.8 | 1.5 | +5.6% |
| Infosys (ADR) | $10.78 | +0.19% | $43.66B | 13.3 | 13.2 | 2.2 | +1.0% |
| IBM | $235.34 | +1.71% | $217.99B | 20.5 | 18.4 | 3.2 | +1.1% |
| Wipro (ADR) | $1.68 | −0.89% | $16.72B | 12.8 | 16.0 | 1.7 | −1.0% |
| DXC Technology | $10.97 | +0.32% | $1.77B | 14.8 | 4.0 | 0.1 | −5.1% |
| EPAM Systems | $110.81 | −0.65% | $5.83B | 15.1 | 8.2 | 1.0 | +4.5% |
| CGI | $69.38 | −0.14% | $14.85B | 12.1 | 10.9 | 1.3 | −1.7% |
| Genpact | $33.85 | −0.12% | $5.74B | 10.1 | 7.9 | 1.1 | +7.1% |
| Median | 14.0 | 11.8 | 1.4 | +1.1% |