Kyndryl Holdings Incorporation (KD)

Kyndryl's stock has experienced fluctuations over the past six months. As of February 6, 2026, the closing stock price was $23.49, a decline from its 52-week high. The stock has shown volatility, with instances of both significant drops and gains. In July 2025, the stock rose, outperforming the Business Services sector and the S&P 500, but dipped in September 2025. In October 2025, shares had lost value, lagging the Business Services sector and the S&P 500. In November 2024, a stock buyback announcement and a turnaround in profitability were noted. Kyndryl reported Q3 CY2025 sales below analyst estimates but exceeded non-GAAP profit expectations. Analysts anticipate EPS growth and revenue escalation, with forecasts suggesting earnings and revenue growth.

Kyndryl is experiencing a shift in demand towards hybrid cloud solutions and transformational services, particularly within its KDConsult segment. While annualized revenue has declined, analysts anticipate a turnaround with revenue growth attributed to newer products and services. The company's strategic focus on Financial Services and Healthcare verticals is expected to enhance revenue generation.

Kyndryl Holdings, Inc. operates as a technology services company, providing IT infrastructure services globally. It designs, builds, manages, and modernizes technology systems for various industries, including financial, healthcare, public, technology, media and telecom, retail, travel, and automotive. The company's services include cloud, core enterprise, zCloud, application, data, AI, digital workplace, security, resiliency, network, and edge services. Kyndryl was incorporated in 2020 and is headquartered in New York.

Kyndryl Holdings, Inc. operates in the United States, Japan, and internationally, serving thousands of customers in over 60 countries. Its operations are segmented into the United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment includes operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland.

Kyndryl's brand reputation appears to be in a state of positive transformation, with analysts noting positive momentum in its KDConsult segment due to hybrid cloud solutions and transformational services. Partnerships and the establishment of an SAP Center of Excellence are also contributing to a positive outlook. Despite earlier concerns, improved profitability and a stronger financial structure are positioning the company favorably.

Kyndryl Holdings, Inc. has a diverse ownership structure. Mutual Funds & ETFs hold 45.05% of common stock, Other Institutional Investors hold 37.49%, and Public Companies & Retail Investors hold 17.46%. Major institutional shareholders include The Vanguard Group, Inc., FMR LLC, BlackRock, Inc., Neuberger Berman Investment Advisers LLC, State Street Global Advisors, Inc., Dimensional Fund Advisors LP, and Geode Capital Management, LLC.