Cognizant Technology Solutions 配当と自社株買い
配当金 基準チェック /36
Cognizant Technology Solutionsは配当を支払う会社で、現在の利回りは2.23%ですが、利益によって十分にカバーされています。次の支払い日は 25th August, 2026で、権利落ち日は18th August, 2026 。
主要情報
2.2%
配当利回り
9.0%
バイバック利回り
| 総株主利回り | 11.2% |
| 将来の配当利回り | 2.4% |
| 配当成長 | 9.9% |
| 次回配当支払日 | 25 Aug 26 |
| 配当落ち日 | 18 Aug 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 28% |
最近の配当と自社株買いの更新
Recent updates
Cognizant: Cognizant Of AI Fears, But Also Of The Opportunity
Summary Cognizant's share price has dropped sharply as AI disruption to the traditional consulting model and tighter H-1B visa rules spook investors. The concerns may be overblown. Cognizant does not appear to be heavily skewed towards lower-value work, the latter of which likely could be offset by AI-related services. At 12x P/E, and an 8.8% FCF yield, Cognizant appears to offer an interesting valuation relative to peers, historical valuation, and fundamentals. Cautious Buy. Read the full article on Seeking AlphaCTSH: AI Bookings And Large Deal Volatility Will Pressure Future Repricing
The analyst price target for Cognizant Technology Solutions has been revised higher in this update, with the fair value estimate moving from $42.00 to about $44.28, as analysts factor in recent price target changes that cite better-than-feared Q2 results, solid large deal bookings, and improving peer group multiples. Analyst Commentary Recent research on Cognizant Technology Solutions shows a split picture.Analyst Estimates: Here's What Brokers Think Of Cognizant Technology Solutions Corporation (NASDAQ:CTSH) After Its Second-Quarter Report
The investors in Cognizant Technology Solutions Corporation 's ( NASDAQ:CTSH ) will be rubbing their hands together...CTSH: Frontier AI Workforce And Partnerships Will Drive Future Upside
The analyst fair value estimate for Cognizant Technology Solutions has been revised down from about $71.06 to $63.90 as analysts factor in lower sector multiples, softer IT services demand, and increased uncertainty around discretionary spending, despite some support from firms that see potential in the company’s AI strategy. Analyst Commentary Recent research on Cognizant Technology Solutions shows a wide range of views, with most analysts trimming price targets while reassessing growth expectations, sector multiples, and the pacing of the company’s AI driven transition.CTSH: AI Transition And Softer Large Deals Will Define Near-Term Path
Analysts have reduced the fair value estimate for Cognizant Technology Solutions to $42 from $65, as a wave of lowered price targets in the $44 to $59 range and concerns about softer large-deal demand balance improving margin assumptions against more muted growth expectations and lower future P/E multiples. Analyst Commentary Recent research on Cognizant Technology Solutions shows a clear tilt toward more cautious positioning, with several bearish analysts trimming price targets and questioning how much upside is left relative to execution and growth risks.CTSH: AI Builder Contracts And Buybacks Will Drive Future Upside
The updated analyst price target for Cognizant Technology Solutions has edged lower by about $1 to reflect a slightly higher discount rate and modestly adjusted fair value assumptions, even as analysts continue to highlight mixed sector sentiment and differing views on the company’s AI driven growth opportunities. Analyst Commentary Recent Street research on Cognizant Technology Solutions shows a clear split between optimism around the company’s AI positioning and caution tied to sector wide pressures and valuation resets.Cognizant Technology Solutions (CTSH) Stock Could Be 29.4% Undervalued After Its AI Push
Cognizant Technology Solutions (CTSH) has drawn fresh attention after a run of AI focused announcements, including an expanded alliance with Rubrik to govern autonomous AI systems and the launch of its Cognizant Intelligence Spine platform. See our latest analysis for Cognizant Technology Solutions. Despite a series of AI focused announcements in recent weeks, Cognizant Technology Solutions’ share price is at US$51.05, with a 30 day share price return of 8.32%, a year to date share price...CTSH: AI Services And Expanded Buybacks Will Support Future Upside
Cognizant Technology Solutions' analyst price target has been nudged slightly lower, with the updated fair value estimate moving from about $72.52 to $72.28 as analysts factor in broadly reduced peer valuations and a wait and see stance on how quickly the company's AI focused services gain wider enterprise adoption. Analyst Commentary Recent research has leaned cautious on Cognizant, with several firms trimming price targets and maintaining neutral stances as they reassess peer group valuations and the pace of AI monetization.CTSH: GenAI Offerings And Buybacks Will Support Future Upside
Analysts have trimmed their implied fair value for Cognizant Technology Solutions from about $82.06 to $72.52, reflecting a series of reduced price targets across the Street as they factor in changes in peer group valuations and expectations for growth, margins, discount rates, and future P/E levels. Analyst Commentary Recent Street research on Cognizant reflects a broad reset of expectations, with multiple firms lowering price targets and, in several cases, reiterating more neutral ratings rather than moving to outright positive or negative calls.CTSH: GenAI Offerings And AI Partnerships Will Support Future Upside
Analysts have trimmed the fair value estimate for Cognizant Technology Solutions to about $82 from roughly $84, reflecting updated price targets that factor in slightly higher discount rates, modestly adjusted revenue and margin assumptions, and a lower future P/E multiple, amid mixed recent research commentary on GenAI risks and AI related opportunities. Analyst Commentary Recent Street research on Cognizant presents a mixed picture, with several firms cutting price targets while a few have raised theirs or initiated coverage at neutral ratings.CTSH: GenAI Services And AI Factory Offering Will Drive Future Upside
Analysts have trimmed the fair value estimate for Cognizant Technology Solutions from about $89 to roughly $84. This reflects reduced price targets from several firms alongside mixed, yet generally constructive, commentary on GenAI related pressures and emerging AI related opportunities.AI Builder Push And Fixed Bid Exposure Will Shape A Cautious But Stable Outlook
Catalysts About Cognizant Technology Solutions Cognizant Technology Solutions provides IT services, consulting and business process services to large enterprises across sectors such as financial services, health care, products and technology. What are the underlying business or industry changes driving this perspective?CTSH: AI Partnerships And New Contracts Will Support Future Upside Potential
The analyst price target for Cognizant Technology Solutions has been trimmed by about $1, reflecting a modestly higher discount rate and a slightly lower assumed future P/E as analysts balance pressure on traditional services from GenAI with expectations for new AI-driven value pools to scale. Analyst Commentary Recent Street research on Cognizant Technology Solutions reflects a mix of constructive and cautious views, with several firms adjusting price targets both higher and lower as they reassess the impact of GenAI on traditional IT services and potential new AI related revenue streams.AI Builder Shift And Large Deals Will Redefine Long Term Potential
Catalysts About Cognizant Technology Solutions Cognizant Technology Solutions is a global IT services and consulting company that helps enterprises modernize technology, adopt AI and improve business operations. What are the underlying business or industry changes driving this perspective?CTSH: AI Partnerships And New Long Term Deals Will Support Upside
The analyst price target for Cognizant Technology Solutions has been trimmed by less than $1, as analysts balance slightly lower fair value and growth assumptions with recent mixed target changes across the Street and growing interest in the company’s AI traction. Analyst Commentary Recent research on Cognizant Technology Solutions has been active, with several firms adjusting price targets in both directions and a series of fresh initiations and upgrades.CTSH: AI Partnerships And Healthier Bookings Will Support Future Upside
Analysts have made a modest downward adjustment to their fair value estimate for Cognizant Technology Solutions, trimming the price target by about $0.52 to $90.88 as they weigh stronger projected revenue growth and slightly lower discount rates against softer margin and future P/E assumptions. Analyst Commentary Recent Street research on Cognizant Technology Solutions shows a mix of optimism and caution, with several firms adjusting price targets and ratings over the past few months.CTSH: AI Partnerships And Healthier Bookings Pipeline Will Support Future Upside
The analyst price target for Cognizant Technology Solutions has been raised from about $88 to $91, as analysts point to recent price target hikes and upgrades that reflect modestly higher fair value, a slightly lower discount rate, and a small uptick in assumed revenue growth and future P/E multiples. Analyst Commentary Recent research updates on Cognizant Technology Solutions cluster around higher price targets, fresh upgrades, and a more constructive view on the company’s growth setup and execution.CTSH: AI Partnerships And Bookings Momentum Will Support Measured Future Upside
Analysts have nudged their price target for Cognizant Technology Solutions higher, with fair value moving from about $85.22 to $88.00 as they factor in slightly stronger revenue growth expectations, a marginally higher future P/E multiple, and recent research pointing to healthier bookings, large deal momentum, and a potential new phase of growth and profitability supported by an AI focused strategy. Analyst Commentary Recent research on Cognizant Technology Solutions reflects a mix of optimism around execution and AI driven growth, alongside some caution on bookings trends and valuation.CTSH: AI Deals And Buybacks Will Support Measured Upside Amid Policy Risks
Analysts nudged their fair value estimate for Cognizant Technology Solutions slightly higher to about $85 from roughly $84.70, citing improving bookings trends, a healthier large deal pipeline, and expectations for a new phase of AI driven growth and profitability that supports modestly faster revenue and stable margin assumptions. Analyst Commentary Street research on Cognizant continues to reflect a constructive but measured stance, with most commentary highlighting improving execution, a healthier demand backdrop, and a clearer AI narrative, while still flagging pockets of volatility in bookings and macro sensitivity.CTSH: Expanding Deal Pipeline And AI Focus Will Offset Sector Risks Ahead
The analyst consensus price target for Cognizant Technology Solutions has been reduced by $0.17 to $84.70. Analysts cite ongoing solid performance and momentum in key growth verticals, but also acknowledge continued variability in bookings and competitive pressures impacting near-term projections.CTSH: Large Deal Momentum Will Drive Full-Year Guidance Strength
The analyst price target for Cognizant Technology Solutions has been adjusted downward by $0.48 to $84.86. Analysts point to solid quarterly results and improved profit margins, balanced against sluggish bookings growth and ongoing sector challenges.Large Deal Wins and AI Will Drive Momentum Despite Visa Headwinds
Analysts have modestly lowered their price target for Cognizant Technology Solutions, reducing the fair value estimate from $85.80 to $84.39. This reflects cautious optimism in light of large deal wins, early sector improvements, and ongoing structural transitions within IT Services.AI-driven Consulting And Transformation Will Open Financial And Health Opportunities
Analysts have lowered their price target for Cognizant Technology Solutions from $86.95 to $85.80, citing heightened industry uncertainty and a cautious outlook on future growth and margins. Analyst Commentary Analyst sentiment around Cognizant Technology Solutions remains mixed, with industry challenges weighing on the outlook but some strengths continuing to be recognized.AI-driven Consulting And Transformation Will Open Financial And Health Opportunities
Analysts have modestly reduced their price target for Cognizant Technology Solutions from $87.63 to $86.63, citing sector underperformance, over-optimism, and macroeconomic uncertainty driving a more cautious, neutral outlook. Analyst Commentary Analysts note that the payments, processors, and IT services industries have materially underperformed the S&P 500 Index year-to-date due to elevated investor expectations ahead of the U.S. November election.配当金の支払いについて
決済の安定と成長
配当データの取得
安定した配当: 配当金の支払いは安定していますが、 CTSHが配当金を支払っている期間は 10 年未満です。
増加する配当: CTSHの配当金は増加していますが、同社は9年間しか配当金を支払っていません。
配当利回り対市場
| Cognizant Technology Solutions 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (CTSH) | 2.2% |
| 市場下位25% (US) | 1.3% |
| 市場トップ25% (US) | 4.0% |
| 業界平均 (IT) | 3.1% |
| アナリスト予想 (CTSH) (最長3年) | 2.4% |
注目すべき配当: CTSHの配当金 ( 2.23% ) はUS市場の配当金支払者の下位 25% ( 1.31% ) よりも高くなっています。
高配当: CTSHの配当金 ( 2.23% ) はUS市場の配当金支払者の上位 25% ( 4.03% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: CTSHの 配当性向 ( 27.9% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: CTSHは低い 現金配当性向 ( 22.9% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日(UTC時間) |
|---|---|
| 企業分析 | 2026/08/13 01:58 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cognizant Technology Solutions Corporation 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55
| アナリスト | 機関 |
|---|---|
| Ashwin Mehta | Ambit Capital |
| James Kelleher | Argus Research Company |
| David Koning | Baird |