CTSH at a glance
Cognizant (CTSH, SEC CIK 1058290) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Cognizant (CTSH) reported revenue of $21.1 billion (up 7.0% from FY2024) and net income of $2.2 billion. Diluted EPS was $4.56.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Cognizant (CTSH) shares worth $8.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kerdman Alina on September 30, 2026 of 139 shares at $56.88 per share.
- In the last 90 days, CTSH insiders reported 0 open-market purchases ($0) and 6 open-market sales ($996K) on Form 4, a net sale of $996K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $21.1B
- +7.0% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$996K
- 13F holders
- 39 funds
- $8.6B · +1 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Technology-driven digital transformation services with focus on AI, data, and customer-centric solutions
- New emphasis on AI and GenAI integration in client offerings and internal operations
- Strategic focus on supporting clients' productivity, cost savings, and resilience amid geopolitical and regulatory uncertainties
- Potential impact on effective tax rate from March 2024 India-Mauritius Income Tax Treaty amendment involving key subsidiaries
- Recognition of evolving AI market competitiveness and risk of reduced demand/pricing pressure for existing services
Risk Factors
- One-time $390M non-cash income tax expense from enactment of OBBBA impacting 2025 effective tax rate
- 23% of global operating costs in India exposed to Indian rupee exchange rate fluctuations, affecting operating margin by ~50 basis points in 2025
- Dilutive impact on Products and Resources segment margin from integration and third-party resales post Belcan acquisition
- Increased competition risk from technology shifts affecting Communications Media and Technology segment customers
- $1.85B unsecured revolving credit facility available, with $300M repayment in 2025 and $650M Term Loan due October 2027
Management Discussion & Analysis
- Revenue $20,986M, up $1,372M or 7.0% YoY; 6.4% growth in constant currency; Belcan acquisition added 260 bps
- Operating margin 16.1% vs 14.7% YoY; Adjusted operating margin 15.8% vs 15.3%, driven by NextGen savings and FX benefits
- Health Sciences and Financial Services best performers; Products & Resources and Communications Media & Technology faced weakness
- Cash tax savings $200M from U.S. tax law change; $390M non-cash tax expense reduced GAAP EPS by $0.80, adjusted EPS up 11.2%
- Voluntary tech attrition down to 13.9% from 15.9%; Headcount increased to 351,600 from 336,800 at year-end 2024
AI summary of the CTSH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $5,481M, up $236M or 4.5% YoY
- GAAP operating margin 15.9% vs 15.6%; adjusted margin 16.0% vs 15.6%
- Financial Services strongest segment, revenue up $186M or 12.0%; Rest of World weakest geography, down $4M or 1.2%
- Stock repurchases $1,153M; Astreya acquisition $634M; $1,000M revolving-credit borrowing
- Project Leap charges expected at $230M–$320M; communications and media weakness and macroeconomic uncertainty remain headwinds
Risk Factors
- No material risk-factor changes from the March 31, 2026 Form 10-Q or December 31, 2025 Form 10-K
- Repurchase-program liquidity risk: $1,153 million repurchased during the quarter, leaving $2,338 million authorized
- Capital-allocation risk: May 2026 amendment increased authorization to $15.5 billion
- Market-execution risk: repurchases depend on management discretion, market conditions, and other factors
AI summary of the CTSH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor presentation covers quarter ended June 30, 2026
- Exhibit 99.3 contains additional financial information for investor review
Item 2.02: Results of Operations and Financial Condition
- Filing provides only the required CFO signature, dated July 29, 2026
- No earnings results or operating metrics included in the supplied Item 2.02 text
Item EX-99.1: Item EX-99.1
- Q2 revenue $5.481B, up 4.5% YoY; Financial Services delivered 12% growth, reinforcing AI-led demand in its largest segment
- Adjusted operating margin 16.0%, up 40 basis points; adjusted EPS $1.37, up 4.6%, showing operating leverage despite moderate growth
Item 7.01: Regulation FD Disclosure
- Filing contains only a signature block, not substantive Regulation FD disclosure
- Signed by John Kim, Chief Legal Officer, Chief Administrative Officer and Corporate Secretary
Item EX-99.1: Item EX-99.1
- Proposed derivative settlement would deliver $5.5 million to Cognizant, funded by directors-and-officers insurers
- Stockholders receive no direct payment or claims process; proceeds benefit the company
AI summaries of CTSH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CTSH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kerdman Alina | M | Oct 1, 2026 | 207 | - |
| Kerdman Alina | F | Oct 1, 2026 | 69 | $57.44 |
| Kerdman Alina | M | Oct 1, 2026 | 207 | - |
| Kerdman Alina | Sell | Sep 30, 2026 | 139 | $56.88 |
| Dalal Jatin P | M | Sep 15, 2026 | 1,846 | - |
| Dalal Jatin P | M | Sep 15, 2026 | 648 | - |
| Dalal Jatin P | F | Sep 15, 2026 | 1,347 | $64.10 |
| Dalal Jatin P | M | Sep 15, 2026 | 1,846 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $19.7B | $21.1B |
| Operating Income | - | $2.9B | $3.4B |
| Net Income | $2.1B | $2.2B | $2.2B |
| Op. Margin | - | 14.7% | 16.1% |
| Net Margin | - | 11.3% | 10.6% |
| Balance Sheet | |||
| Total Assets | $18.5B | $20.0B | $20.7B |
| Equity | - | $14.4B | $15.0B |
| ROE | - | 15.5% | 14.9% |
| Per Share | |||
| EPS | $4.21 | $4.51 | $4.56 |
| Cash Flow | |||
| Operating CF | - | $2.1B | $2.9B |
| CapEx | $317.0M | $297.0M | $288.0M |
Source: XBRL data in Cognizant (CTSH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CTSH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $8.59B |
| Q1 2026 | 38 | $14.50B |
| Q4 2025 | 37 | $19.26B |
| Q3 2025 | 41 | $17.05B |
| Q2 2025 | 38 | $18.14B |
| Q1 2025 | 35 | $13.71B |
| Q4 2024 | 31 | $10.78B |
| Q3 2024 | 27 | $5.30B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 286 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CTSH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
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CTSH SEC filings: frequently asked questions
Are CTSH insiders buying or selling?
In the last 90 days, Cognizant (CTSH) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $995,613 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CTSH stock?
As of June 30, 2026, the largest Cognizant (CTSH) holders among the 13F filers tracked by SignalX were BlackRock ($1.8 billion), Vanguard Capital Management LLC ($1.2 billion), Vanguard Portfolio Management LLC ($1.0 billion), State Street Corp ($980.0 million), Invesco Ltd ($702.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CTSH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Cognizant (CTSH) reported revenue of $21.1 billion (up 7.0% from FY2024) and net income of $2.2 billion. Diluted EPS was $4.56. The figures come from the XBRL data in the 10-K.
What are the main risks in CTSH's latest 10-K?
In the 10-K filed February 12, 2026, Cognizant (CTSH) flagged: One-time $390M non-cash income tax expense from enactment of OBBBA impacting 2025 effective tax rate. 23% of global operating costs in India exposed to Indian rupee exchange rate fluctuations, affecting operating margin by ~50 basis points in 2025. (AI summary of the Risk Factors section.)
What did CTSH report in its latest 8-K?
Cognizant (CTSH) filed an 8-K on July 29, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Investor presentation covers quarter ended June 30, 2026.
What are the latest CTSH SEC filings?
Cognizant (CTSH) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 5, 2026.
What is CTSH's SEC CIK number?
Cognizant (CTSH)'s SEC Central Index Key (CIK) is 1058290. EDGAR lists every CTSH filing under that number.
Ask anything about CTSH
The research agent reads CTSH's filings, financials, insider trades and 13F holders, then answers with sources.