Arnhold LLC Increases Stake in Kyndryl Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: Fool
- Share Increase Details: According to an SEC filing dated May 11, 2026, Arnhold LLC added 724,436 shares of Kyndryl Holdings in Q1, with an estimated transaction value of $12.75 million, indicating a belief in the company's future potential despite recent struggles.
- Total Holdings and Value: Following this purchase, Arnhold's total position reached 1,922,860 shares, valued at $25.23 million at quarter-end, although the position's value decreased by $6.60 million due to price movements, reflecting a lack of market confidence in Kyndryl.
- Asset Management Scale: This increase brings Kyndryl's stake to 1.85% of Arnhold LLC's total $1.36 billion AUM, highlighting the company's significance within Arnhold's investment portfolio amidst a challenging market environment.
- Market Performance Analysis: Kyndryl's stock has plummeted by 69% over the past year, and while Arnhold's increased stake suggests confidence, it appears misplaced given the company's stagnant performance and the broader market's skepticism regarding its growth prospects.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy KD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on KD
Wall Street analysts forecast KD stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 11.780
Low
28.00
Averages
33.25
High
40.00
Current: 11.780
Low
28.00
Averages
33.25
High
40.00
About KD
Kyndryl Holdings, Inc. is a provider of mission-critical enterprise technology services offering advisory, implementation and managed service capabilities to customers in more than 60 countries. The Company designs, builds, manages and modernizes complex information systems around the world. Its segments include United States, Japan, Principal Markets and Strategic Markets. It offers services across domains, such as cloud services, core enterprise and zCloud services, applications, data and artificial intelligence (AI) services, digital workplace services, security and resiliency services and network and edge services. Its advisory and implementation services are branded as Kyndryl Consult. It provides end-to-end enterprise data services, including data transformation, data architecture and management, data governance and compliance and data migration. It provides comprehensive enterprise cybersecurity services for chief information security officers (CISOs) and chief risk officers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arnhold LLC Increases Stake in Kyndryl Holdings
- Share Increase Details: According to an SEC filing dated May 11, 2026, Arnhold LLC added 724,436 shares of Kyndryl Holdings in Q1, with an estimated transaction value of $12.75 million, indicating a belief in the company's future potential despite recent struggles.
- Total Holdings and Value: Following this purchase, Arnhold's total position reached 1,922,860 shares, valued at $25.23 million at quarter-end, although the position's value decreased by $6.60 million due to price movements, reflecting a lack of market confidence in Kyndryl.
- Asset Management Scale: This increase brings Kyndryl's stake to 1.85% of Arnhold LLC's total $1.36 billion AUM, highlighting the company's significance within Arnhold's investment portfolio amidst a challenging market environment.
- Market Performance Analysis: Kyndryl's stock has plummeted by 69% over the past year, and while Arnhold's increased stake suggests confidence, it appears misplaced given the company's stagnant performance and the broader market's skepticism regarding its growth prospects.
See More
Arnhold LLC Increases Stake in Kyndryl Holdings
- Stake Increase Details: According to an SEC filing dated May 11, 2026, Arnhold LLC increased its position in Kyndryl Holdings by 724,436 shares during Q1, with an estimated trade value of $12.75 million, indicating a belief in the company's potential recovery.
- Value Change Analysis: Despite a 60% increase in share count, the position's value fell by $6.60 million to $25.23 million by quarter-end, reflecting a lack of confidence in Kyndryl's market performance amidst ongoing valuation shifts.
- Holding Proportion Insights: Arnhold's stake in Kyndryl now represents 1.85% of its total assets under management, placing it outside the fund's top five holdings, which suggests a cautious approach towards this investment.
- Market Performance and Outlook: Kyndryl's stock has plummeted 69% over the past year, and while an expanded partnership with Arizona's Department of Transportation may offer growth prospects, analysts remain skeptical about the company's future performance.
See More
Kyndryl Extends Agreement with Broadridge to Enhance AI Operations
- Agreement Extension: Kyndryl and Broadridge Financial Solutions announced on Thursday the extension of their agreement to enhance core platforms by integrating AI-enabled operations and quantum-safe capabilities, indicating a deepening collaboration in the fintech sector.
- Investment in Technology: Under the expanded agreement, Kyndryl will invest in modernizing Broadridge's data center, network architecture, and core mainframe environment, particularly focusing on a strategic refresh to a next-generation quantum-safe platform, enhancing the security and efficiency of its technological infrastructure.
- Support for Business Strategy: Kyndryl's AI-powered open-integration platform and Agentic AI Framework will be leveraged to support Broadridge's strategy to drive the democratization and digitization of investing, simplify trading processes, and modernize wealth management, further enhancing its competitive position in the market.
- Positive Financial Outlook: Kyndryl expects to achieve adjusted pretax income of $600 million to $700 million in fiscal 2027, with a target of over $1 billion in free cash flow in fiscal 2028, demonstrating its future growth potential and financial health.
See More
Kyndryl and Broadridge Strengthen Partnership for Data Center Modernization
- Partnership Extension: Kyndryl and Broadridge have extended their partnership, leveraging Kyndryl's Agentic AI Framework and AI-driven platforms to promote investment democratization and modernize wealth management, thereby enhancing efficiency and security in financial services.
- Data Center Modernization: Kyndryl will invest in modernizing Broadridge's data center and network architecture, implementing a next-generation quantum-safe platform to enhance system resiliency and risk mitigation, ensuring client trust in highly regulated environments.
- Intelligent Operations Enhancement: By integrating AI capabilities, Kyndryl's technology will support Broadridge in achieving more intelligent operations and faster issue resolution, reducing technical complexity and improving client trading and communication efficiency.
- Market Demand Response: This collaboration will help Broadridge strengthen the availability and future readiness of its critical platforms to meet rising market and regulatory demands, ensuring its competitiveness in the financial services sector.
See More
Kyndryl and Broadridge Strengthen Partnership for Data Center Modernization
- Partnership Extension: Kyndryl and Broadridge have strengthened their long-standing partnership by leveraging Kyndryl's AI platform and Agentic AI Framework to drive the democratization and digitization of investing, simplifying trading processes and modernizing wealth management.
- Data Center Modernization: Kyndryl will invest in modernizing Broadridge's data center and network architecture, particularly refreshing to a next-generation quantum-safe platform, which not only enhances system resiliency and scalability but also improves cryptographic protection against emerging risks.
- Enhanced Intelligent Operations: By integrating AI-enabled operations, Kyndryl is helping Broadridge achieve smarter operations, faster issue resolution, and reduced technical complexity, thereby enhancing operational security and reliability in an increasingly complex risk and regulatory environment.
- Increased Future Readiness: This collaboration will provide Broadridge clients with stronger performance and availability, ensuring continuity and reliability of critical services even during market stress or disruptions, thus supporting high-volume trading and communication activities.
See More
Dutch Government Blocks Kyndryl's Acquisition of Solvinity
- Acquisition Blocked: The Dutch government has announced it will block U.S. software company Kyndryl's acquisition of Dutch cloud services provider Solvinity, indicating a strong regulatory stance against foreign control over telecom services, which may impact Kyndryl's expansion plans in Europe.
- Legal Context: This blocking measure is based on a law designed to limit foreign control over telecom services, reflecting the Dutch government's emphasis on national security and market competition, which could lead to similar scrutiny of other foreign acquisitions.
- Market Reaction: The blockage of Kyndryl's acquisition plan may negatively affect its stock price, prompting investors to monitor the company's strategic adjustments in the European market and potential changes in future acquisition opportunities.
- Industry Implications: This incident could trigger other countries to scrutinize foreign acquisitions of telecom and cloud service companies, further escalating geopolitical tensions in the global tech industry and influencing multinational corporations' investment decisions.
See More
Arnhold LLC Increases Stake in Kyndryl Holdings
- Share Increase Details: According to an SEC filing dated May 11, 2026, Arnhold LLC added 724,436 shares of Kyndryl Holdings in Q1, with an estimated transaction value of $12.75 million, indicating a belief in the company's future potential despite recent struggles.
- Total Holdings and Value: Following this purchase, Arnhold's total position reached 1,922,860 shares, valued at $25.23 million at quarter-end, although the position's value decreased by $6.60 million due to price movements, reflecting a lack of market confidence in Kyndryl.
- Asset Management Scale: This increase brings Kyndryl's stake to 1.85% of Arnhold LLC's total $1.36 billion AUM, highlighting the company's significance within Arnhold's investment portfolio amidst a challenging market environment.
- Market Performance Analysis: Kyndryl's stock has plummeted by 69% over the past year, and while Arnhold's increased stake suggests confidence, it appears misplaced given the company's stagnant performance and the broader market's skepticism regarding its growth prospects.
See More
Arnhold LLC Increases Stake in Kyndryl Holdings
- Stake Increase Details: According to an SEC filing dated May 11, 2026, Arnhold LLC increased its position in Kyndryl Holdings by 724,436 shares during Q1, with an estimated trade value of $12.75 million, indicating a belief in the company's potential recovery.
- Value Change Analysis: Despite a 60% increase in share count, the position's value fell by $6.60 million to $25.23 million by quarter-end, reflecting a lack of confidence in Kyndryl's market performance amidst ongoing valuation shifts.
- Holding Proportion Insights: Arnhold's stake in Kyndryl now represents 1.85% of its total assets under management, placing it outside the fund's top five holdings, which suggests a cautious approach towards this investment.
- Market Performance and Outlook: Kyndryl's stock has plummeted 69% over the past year, and while an expanded partnership with Arizona's Department of Transportation may offer growth prospects, analysts remain skeptical about the company's future performance.
See More
Kyndryl Extends Agreement with Broadridge to Enhance AI Operations
- Agreement Extension: Kyndryl and Broadridge Financial Solutions announced on Thursday the extension of their agreement to enhance core platforms by integrating AI-enabled operations and quantum-safe capabilities, indicating a deepening collaboration in the fintech sector.
- Investment in Technology: Under the expanded agreement, Kyndryl will invest in modernizing Broadridge's data center, network architecture, and core mainframe environment, particularly focusing on a strategic refresh to a next-generation quantum-safe platform, enhancing the security and efficiency of its technological infrastructure.
- Support for Business Strategy: Kyndryl's AI-powered open-integration platform and Agentic AI Framework will be leveraged to support Broadridge's strategy to drive the democratization and digitization of investing, simplify trading processes, and modernize wealth management, further enhancing its competitive position in the market.
- Positive Financial Outlook: Kyndryl expects to achieve adjusted pretax income of $600 million to $700 million in fiscal 2027, with a target of over $1 billion in free cash flow in fiscal 2028, demonstrating its future growth potential and financial health.
See More
Kyndryl and Broadridge Strengthen Partnership for Data Center Modernization
- Partnership Extension: Kyndryl and Broadridge have extended their partnership, leveraging Kyndryl's Agentic AI Framework and AI-driven platforms to promote investment democratization and modernize wealth management, thereby enhancing efficiency and security in financial services.
- Data Center Modernization: Kyndryl will invest in modernizing Broadridge's data center and network architecture, implementing a next-generation quantum-safe platform to enhance system resiliency and risk mitigation, ensuring client trust in highly regulated environments.
- Intelligent Operations Enhancement: By integrating AI capabilities, Kyndryl's technology will support Broadridge in achieving more intelligent operations and faster issue resolution, reducing technical complexity and improving client trading and communication efficiency.
- Market Demand Response: This collaboration will help Broadridge strengthen the availability and future readiness of its critical platforms to meet rising market and regulatory demands, ensuring its competitiveness in the financial services sector.
See More
Kyndryl and Broadridge Strengthen Partnership for Data Center Modernization
- Partnership Extension: Kyndryl and Broadridge have strengthened their long-standing partnership by leveraging Kyndryl's AI platform and Agentic AI Framework to drive the democratization and digitization of investing, simplifying trading processes and modernizing wealth management.
- Data Center Modernization: Kyndryl will invest in modernizing Broadridge's data center and network architecture, particularly refreshing to a next-generation quantum-safe platform, which not only enhances system resiliency and scalability but also improves cryptographic protection against emerging risks.
- Enhanced Intelligent Operations: By integrating AI-enabled operations, Kyndryl is helping Broadridge achieve smarter operations, faster issue resolution, and reduced technical complexity, thereby enhancing operational security and reliability in an increasingly complex risk and regulatory environment.
- Increased Future Readiness: This collaboration will provide Broadridge clients with stronger performance and availability, ensuring continuity and reliability of critical services even during market stress or disruptions, thus supporting high-volume trading and communication activities.
See More
Dutch Government Blocks Kyndryl's Acquisition of Solvinity
- Acquisition Blocked: The Dutch government has announced it will block U.S. software company Kyndryl's acquisition of Dutch cloud services provider Solvinity, indicating a strong regulatory stance against foreign control over telecom services, which may impact Kyndryl's expansion plans in Europe.
- Legal Context: This blocking measure is based on a law designed to limit foreign control over telecom services, reflecting the Dutch government's emphasis on national security and market competition, which could lead to similar scrutiny of other foreign acquisitions.
- Market Reaction: The blockage of Kyndryl's acquisition plan may negatively affect its stock price, prompting investors to monitor the company's strategic adjustments in the European market and potential changes in future acquisition opportunities.
- Industry Implications: This incident could trigger other countries to scrutinize foreign acquisitions of telecom and cloud service companies, further escalating geopolitical tensions in the global tech industry and influencing multinational corporations' investment decisions.
See More
