COGNIZANT TECHNOLOGY SOLUTIONS CORP · Software services

CTSH

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The short version

A high-quality, profitable business with steady sales.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 5.8% in 3 years

Money moves

Insiders sold $8K in the last 30 days, all through pre-planned sales
Institutions added 7.4% to their holdings in the quarter ending June 2026 (443 bought, 543 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$69.34-1.7% that day

Company value: $32.9B; Share price times all shares
Price vs profit (P/E): 15.1x; You pay about $15 for each $1 of yearly profit
Price vs sales: 1.5x; Company value is 1.5 times a year of sales
Dividend yield: 1.8%; Yearly dividend as a share of today's price
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 2%; Debt as a share of company value

From CTSH's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$5.4B+5.8% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $21.4B, up 6.5% from the 12 months before. Over 5 years, sales grew about 4.9% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CTSH. Starting points are the company's recent numbers.

Sales growth+7% a yearRecently: +6.5% a yearProfit margin10%Last 12 months: 10.4%P/E at the end15xToday: 15.1x. Many steady companies trade at 12x to 25xShare count change-2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$30.0B

Profit in 5 years$3.0B

Price these guesses point to$105.14+52% vs $69.34 todayAbout +8.7% a year, before dividends

What today's price needs: with a 10% margin and a 15x P/E, sales could shrink about 1.5% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

6/6Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.15.2%
PassDebt under half of equityNot relying on borrowed money.0.04x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.6%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$2.6B
PassShare count not growingNot diluting owners. Falling means buybacks.-5.8% in 3 years

Revenue: $21.1B; +7.0% vs prior year
5-year growth: +4.9%/yr; revenue, per year
Total debt: $543.0M; 0.04x equity
Current ratio: 2.14x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Mar 31, 2026

Reported Jul 29

Revenue: $5.4B; +5.8% YoY
EPS: $1.39; vs $1.34
Op. margin: 15.6%; -1.1 pts
Free cash flow: $198.0M
Share count: -3.6%; vs a year ago

Insider rating

Last 90 days

50Mixed

Pre-planned sales of $8K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 3.3
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+7.4%

Institutions added 7.4% to their holdings. 443 bought, 543 sold.

Shares held by institutions509.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-2.3%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.0x · $535.0M debt

Shares outstandingLatest reported

474M

Earnings reports

Last 12

Next reportIn 1 days (est.)Estimated from the same quarter last year

Results filedJul 29
Results filedApr 29
Results filedFeb 4
Results filedOct 29, 2025
Results filedJul 30, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$8K1 insider, 1 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Alina KerdmanSVP, Controller & CAO	Sell	139	$56.88	$8K	1K	Sep 30Filing ↗
-11% of their holdings Pre-planned sale (10b5-1) Filed 2 days after

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Major agreementOct 6 · Form 8-K ↗

Option exerciseAlina KerdmanSVP, Controller & CAO

207 shares

+18% of holdings
Now owns 1,331 shares
Filed 4 days after trade
Also: Shares withheld for taxes

Oct 1Form 4 ↗

SoldAlina KerdmanSVP, Controller & CAO

139 shares at $56.88 · $8K

-11% of holdings
Now owns 1,124 shares
Pre-planned sale (10b5-1)
Filed 2 days after trade

Sep 30Form 4 ↗

Planned insider saleSep 30 · Form 144 ↗

Option exerciseRajesh VarrierPresident Operations CMD India

1,270 shares

+12% of holdings
Now owns 11,732 shares
3 transactions
Filed 2 days after trade
Also: Shares withheld for taxes

Sep 15Form 4 ↗

Option exerciseJatin P DalalChief Financial Officer

2,494 shares

+5% of holdings
Now owns 51,549 shares
2 transactions
Filed 2 days after trade
Also: Shares withheld for taxes

Sep 15Form 4 ↗

Option exerciseRavi Kumar SingisettiChief Executive Officer, Director

5,987 shares

+5% of holdings
Now owns 135,550 shares
Filed 2 days after trade
Also: Shares withheld for taxes

Sep 15Form 4 ↗

Option exerciseKathryn DiazChief People Officer

749 shares

+3% of holdings
Now owns 24,459 shares
2 transactions
Filed 2 days after trade
Also: Shares withheld for taxes

Sep 15Form 4 ↗

Insider tradeSep 17 · Form 4 ↗Insider tradeSep 17 · Form 4 ↗Insider tradeSep 17 · Form 4 ↗Insider tradeSep 17 · Form 4 ↗Insider tradeSep 16 · Form 4 ↗Planned insider saleSep 14 · Form 144 ↗Insider tradeSep 4 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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