Kyndryl Holdings Incorporation (KD)

Kyndryl's stock price has experienced fluctuations over the past six months. As of November 21, 2025, the share price was $24.53, representing a decline of 27.64% from November 25, 2024. Over the last 12 months, the stock's price decreased by 26.78%, with a year-to-date return of -26.29%. In the past month, the stock decreased by 11.82%. Recent events include Guggenheim upgrading Kyndryl to a "strong-buy" rating, JPMorgan Chase & Co. lowering its target price, Susquehanna setting a $35.00 target price, and Zacks Research raising Kyndryl from a "strong sell" to a "hold" rating. Morgan Stanley initiated coverage on Kyndryl with an "equal weight" rating and a $30.00 price objective. Reports from Simply Wall St indicated concerns surrounding Kyndryl's performance. Kyndryl reported quarterly earnings of $0.38 per share, beating the consensus estimate, but revenue was below analysts' expectations. By the end of September 2025, Kyndryl had purchased 7.3 million shares worth $249 million.

The provided information does not explicitly detail demand seasonality for Kyndryl Holdings, Inc.'s products and services. However, it was noted that cash flow used in operations was $48 million in this seasonally weak quarter for cash flow for the first quarter of fiscal year 2025, which may suggest some seasonality in the company's cash flow generation.

Kyndryl Holdings, Inc. (KD) is a technology services company and a leading IT infrastructure services provider that designs, builds, manages, and modernizes complex information systems globally. Its major products and services include cloud services, core enterprise and zCloud services, application, data, and artificial intelligence (AI) services, digital workplace services, security and resiliency services, and network and edge services. Kyndryl serves a diverse range of industries, including financial, healthcare, public, technology, media and telecom, retail, travel, and automotive. The company was incorporated in 2020 and is headquartered in New York, New York.

Kyndryl Holdings, Inc. has a significant global presence, serving thousands of enterprise customers in more than 60 countries. The company's operations are segmented into the United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment aggregates operations in countries such as Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland.

Kyndryl has been actively working on its brand and offerings in the past year. Kyndryl launched an Agentic AI Framework and Services for the Mainframe, followed by the announcement of Agentic AI Digital Trust to support governance of AI agents at scale, and new Agentic AI Services to support agentic-driven workforce strategy development and customer experience. Kyndryl expanded its collaboration with Dow. Institutional investors appear to be positive about Kyndryl's recent stock performance.

Kyndryl Holdings, Inc. is largely controlled by institutional shareholders, who own approximately 73% to 82.04% of the company. Major institutional owners include Vanguard Group Inc, Fmr Llc, BlackRock, Inc., Neuberger Berman Group LLC, State Street Corp, Dimensional Fund Advisors Lp, and Geode Capital Management, Llc. Other significant holders include Goldman Sachs Group Inc and International Business Machines Corp. Insiders own less than 1% to 2.04% of the company, while the general public holds approximately 19% to 28.40% of the stock.