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Phocas Financial Cuts Kyndryl Holdings Stake by Nearly 23%

Phocas Financial Corp. has reduced its stake in Kyndryl Holdings, Inc. (NYSE: KD) by 22.9% during the first quarter of 2023, according to Holdings Channel. The company sold 85,148 shares and now holds 287,218 shares in total. Kyndryl now represents approximately 1.4% of Phocas Financial’s overall portfolio, making it the firm’s 15th largest position. As of the end of the quarter, these holdings were valued at $9,019,000.

Other institutional investors have also adjusted their positions in Kyndryl. Notably, PNC Financial Services Group Inc. increased its stake by 3.9%, acquiring an additional 1,378 shares to reach a total of 36,526 shares, valued at $1,147,000. Similarly, TIAA Trust National Association raised its holdings by 9.6%, bringing its total to 7,319 shares worth $230,000 after purchasing 644 shares. Other firms, including Blueshift Asset Management LLC and Natixis Advisors LLC, have also made moves to either buy or increase their stakes.

Analysts Provide Mixed Ratings on Kyndryl Stock

Recent analyses of Kyndryl’s stock reveal a range of perspectives. Oppenheimer raised its price target from $47.00 to $55.00, maintaining an “outperform” rating. In contrast, Susquehanna lowered its target from $46.00 to $43.00 while keeping a “positive” outlook. Wall Street Zen downgraded Kyndryl from a “strong-buy” to a “buy” rating in a research note dated July 12, 2023, highlighting the varied sentiment among analysts.

As of last Friday, Kyndryl’s stock opened at $36.40. The company boasts a market capitalization of $8.42 billion, with a price-to-earnings ratio of 35.34 and a beta of 1.91. Kyndryl has seen a 52-week range between a low of $21.34 and a high of $44.20. The company reported earnings per share (EPS) of $0.52 for the last quarter, matching analyst expectations, and generated revenue of $3.80 billion, surpassing estimates of $3.77 billion.

Insider Transactions and Company Overview

In related news, Vineet Khurana, Senior Vice President at Kyndryl, sold 26,451 shares on June 2, 2023, at an average price of $39.14, totaling approximately $1,035,292.14. Following this transaction, Khurana retains 73,278 shares, valued at around $2,868,100.92. Currently, 1.90% of Kyndryl’s stock is held by insiders.

Kyndryl Holdings, Inc. functions as a global technology services provider specializing in IT infrastructure. The company delivers a broad range of services, including cloud solutions, enterprise services, data and artificial intelligence, and network services.

For those interested in tracking institutional investments in Kyndryl, detailed information is available on HoldingsChannel.com, which offers insights on the latest filings and insider trades.

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