Cognizant (CTSH) reported second-quarter 2026 revenue of $5.481 billion, up 4.5% year over year, or 4.1% in constant currency. GAAP net income was $636 million, compared with $645 million a year earlier, while GAAP diluted earnings per share rose to $1.36 from $1.31.
The company said trailing 12-month bookings increased 5% year over year to $29.1 billion. Cognizant revised its 2026 constant-currency revenue growth guidance to 4.0% to 5.5% and increased its full-year adjusted diluted EPS outlook to $5.70 to $5.82.
- Second-quarter revenue was $5.481 billion, compared with $5.245 billion in Q2 2025.
- GAAP operating margin was 15.9%, up from 15.6% a year earlier.
- GAAP diluted EPS was $1.36, compared with $1.31 in the prior-year quarter.
- Financial Services revenue grew 12.0% year over year to $1.733 billion.
- Cognizant repurchased 22.5 million shares for $1.153 billion during the quarter.
- The company completed its acquisition of Astreya for $634 million, net of cash acquired.
$CTSH Insider Trading Activity
$CTSH insiders have traded $CTSH stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $CTSH stock by insiders over the last 6 months:
- SURYA GUMMADI (President - Americas) sold 1,728 shares for an estimated $143,523
- ALINA KERDMAN (SVP, Controller & CAO) has made 0 purchases and 6 sales selling 895 shares for an estimated $47,817.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CTSH Hedge Fund Activity
We have seen 406 institutional investors add shares of $CTSH stock to their portfolio, and 540 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 5,806,173 shares (+77.8%) to their portfolio in Q1 2026, for an estimated $356,208,713
- NOMURA HOLDINGS INC added 4,488,800 shares (+331.8%) to their portfolio in Q1 2026, for an estimated $275,387,880
- CITADEL ADVISORS LLC removed 3,697,601 shares (-51.8%) from their portfolio in Q1 2026, for an estimated $226,847,821
- NATIONAL BANK OF CANADA /FI/ removed 3,336,295 shares (-57.8%) from their portfolio in Q1 2026, for an estimated $204,681,698
- ASSENAGON ASSET MANAGEMENT S.A. added 3,296,205 shares (+925.5%) to their portfolio in Q2 2026, for an estimated $127,662,019
- CAPITAL RESEARCH GLOBAL INVESTORS added 3,154,556 shares (+49.6%) to their portfolio in Q1 2026, for an estimated $193,532,010
- FMR LLC removed 2,866,441 shares (-80.0%) from their portfolio in Q1 2026, for an estimated $175,856,155
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CTSH Congressional Stock Trading
Members of Congress have traded $CTSH stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CTSH stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 04/14.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 03/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
