Company Dossier · Information Technology
Cognizant
- S&P 500
- Russell 1000
What Cognizant is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $21.4 billion, up 6.6% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $2.47 billion, up 16% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.29 billion, down 3.3% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.38 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 12, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.0 million on the open market.SEC Form 4
- 918 institutional managers reported a position at June 30, 2026 (−78 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 2,363 (4,477 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Cognizant is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings10th pct
- Deals and private raises48th pct
- Patent publications25th pct
Confident ↔ Hedging
Confident
- Call sentiment46th pct
- Call confidence53rd pct
- Guidance changes66th pct
- Risk factors added83rd pct
- Insider open-market trades91st pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver66th pct
- Stress filings49th pct
Credit
How these are built →Cognizant's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.6B
- Due within a year $0.0B
- Longer term $0.5B
- Default point $0.3B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Cognizant, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralIndian IT giants' H-1B visa registrations fall amid Trump's crackdown; Infosys, Cognizant, TCS report fewer entries
livemint.com · via Marketaux · Oct 19, 2026
- Neutral13 Years Later…Cognizant And H-1B Visas –
edgarcountywatchdogs.com · via Marketaux · Oct 9, 2026
- NeutralCognizant (CTSH) to Lead SITA's SKY Finance Transformation Initiative
gurufocus.com · via Marketaux · Oct 6, 2026
- PositiveCognizant (CTSH) Poised for Q3 Earnings Amid Strong Dividend Fundamentals and Robust Guru Interest
gurufocus.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (THEGROUP DC, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (COGNIZANT TECHNOLOGY SOLUTIONS U.S. CORPORATION)third_quarter 2026 · $0.4 million
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Oct 6, 20268-KMaterial agreement signedItem 1.01
- Jul 20, 2026LobbyingLobbying report (THEGROUP DC, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (COGNIZANT TECHNOLOGY SOLUTIONS U.S. CORPORATION)second_quarter 2026 · $0.5 million
- Jun 16, 2026Patent
- Jun 9, 2026Patent
- Jun 3, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (THEGROUP DC, LLC)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)first_quarter 2026 · $0.1 million
- Mar 10, 2026Patent
- Mar 10, 2026Patent
- Mar 3, 2026Patent
- Feb 26, 20268-KDirector or officer changeItem 5.02
- Feb 12, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Jun 6, 20258-KShareholder vote resultsItem 5.07
- May 28, 20258-KDirector or officer changeItem 5.02
- Feb 12, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 14, 202410-KAnnual report (10-K)4 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Kyndryl KD | $15.0B | $0.1B | Jun 30, 2026 |
| Gartner IT | $6.5B | — | Jun 30, 2026 |
| EPAM Systems EPAM | $5.6B | $0.5B | Jun 30, 2026 |
| Intuit Inc. INTU | $21.4B | $8.7B | Jul 31, 2026 |
| Sandisk SNDK | $20.3B | $11.5B | Jul 3, 2026 |
| Lam Research LRCX | $23.2B | $4.9B | Jun 28, 2026 |
| CDW Corporation CDW | $23.5B | $0.9B | Jun 30, 2026 |
| Texas Instruments TXN | $19.4B | $5.4B | Jun 30, 2026 |