Mutual of America Capital Management LLC Increases Position in Agilysys, Inc. $AGYS

Mutual of America Capital Management LLC boosted its position in Agilysys, Inc. (NASDAQ:AGYS) by 15.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 74,722 shares of the software maker’s stock after acquiring an additional 9,948 shares during the period. Mutual of America Capital Management LLC’s holdings in Agilysys were worth $7,864,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in AGYS. Global Retirement Partners LLC boosted its holdings in shares of Agilysys by 118.5% during the third quarter. Global Retirement Partners LLC now owns 260 shares of the software maker’s stock worth $27,000 after purchasing an additional 141 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new position in Agilysys during the second quarter worth about $30,000. GAMMA Investing LLC lifted its position in Agilysys by 43.2% during the second quarter. GAMMA Investing LLC now owns 305 shares of the software maker’s stock worth $35,000 after buying an additional 92 shares during the period. Farther Finance Advisors LLC boosted its stake in Agilysys by 215.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 366 shares of the software maker’s stock worth $39,000 after buying an additional 250 shares during the last quarter. Finally, Advisors Asset Management Inc. grew its holdings in Agilysys by 30.1% in the 1st quarter. Advisors Asset Management Inc. now owns 688 shares of the software maker’s stock valued at $50,000 after buying an additional 159 shares during the period. Hedge funds and other institutional investors own 88.00% of the company’s stock.

Key Stories Impacting Agilysys

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Needham reaffirmed a “buy” rating and a $140 price target, signaling analyst confidence and highlighting significant upside from current levels. Article Title
• Positive Sentiment: Seeking Alpha published an upgrade calling the post-earnings drop a “healthy dip to buy,” noting AGYS is diversifying beyond hotels (cruise, casinos, foodservice) and that roughly two-thirds of revenue is recurring and sticky — a structural positive for long-term cash flow. Agilysis: A Healthy Dip To Buy (Upgrade)
• Positive Sentiment: The company reported its 16th consecutive record revenue quarter: $80.4M, up 15.6% year-over-year, with recurring revenue contributing meaningfully — evidence of demand and recurring contract strength. Press Release
• Neutral Sentiment: Full earnings call transcript and company commentary are available for investors to parse for guidance detail and management tone; listening may clarify subscription-sales cadence and near-term guidance. Earnings Call Transcript
• Neutral Sentiment: Analyst write-ups (Zacks) note revenue beat vs. consensus but emphasize the EPS miss — useful context for modeling near-term margins and cadence. AGYS Reports Q3 Earnings
• Neutral Sentiment: Reported short-interest data for the period appears to be erroneous/unavailable (shows 0 shares and NaN change), so short-squeeze dynamics are unclear from the published data.
• Negative Sentiment: Non-GAAP EPS missed consensus ($0.42 vs. $0.46), which likely triggered near-term selling despite the revenue beat. Earnings Miss
• Negative Sentiment: MarketWatch flagged management commentary / outlook that investors interpreted as implying a slowdown in subscription sales growth — this guidance concern is the primary driver of the sell-off. Outlook Story
• Negative Sentiment: Reports show unusually high trading volume during the decline, indicating heavy selling pressure as investors reacted to the EPS miss and cautious outlook. Stock Falls After Q3 Earnings Miss

Insider Buying and Selling

In other Agilysys news, SVP Kyle C. Badger sold 502 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $124.64, for a total transaction of $62,569.28. Following the transaction, the senior vice president owned 114,911 shares in the company, valued at $14,322,507.04. The trade was a 0.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO William David Wood III sold 990 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $124.64, for a total value of $123,393.60. Following the completion of the sale, the chief financial officer directly owned 41,636 shares of the company’s stock, valued at $5,189,511.04. The trade was a 2.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 9,576 shares of company stock valued at $1,189,070 over the last ninety days. Insiders own 8.60% of the company’s stock.

Agilysys Stock Down 20.0%

Shares of AGYS stock opened at $90.86 on Wednesday. Agilysys, Inc. has a fifty-two week low of $63.71 and a fifty-two week high of $145.25. The firm’s 50 day moving average price is $119.24 and its two-hundred day moving average price is $115.27. The stock has a market cap of $2.55 billion, a price-to-earnings ratio of 84.92 and a beta of 0.43.

Agilysys (NASDAQ:AGYS) last issued its earnings results on Monday, January 26th. The software maker reported $0.42 EPS for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.04). The business had revenue of $80.39 million during the quarter, compared to analysts’ expectations of $79.07 million. Agilysys had a net margin of 9.79% and a return on equity of 11.01%. The business’s revenue was up 15.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.38 EPS. On average, equities analysts forecast that Agilysys, Inc. will post 0.8 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Needham & Company LLC reiterated a “buy” rating and set a $140.00 price objective on shares of Agilysys in a report on Tuesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Agilysys in a research report on Wednesday, January 21st. Zacks Research downgraded shares of Agilysys from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Wall Street Zen upgraded shares of Agilysys from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, BTIG Research started coverage on Agilysys in a report on Tuesday, December 16th. They set a “neutral” rating for the company. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Agilysys presently has an average rating of “Moderate Buy” and a consensus price target of $145.40.

About Agilysys

Agilysys, Inc is a publicly traded technology company (NASDAQ: AGYS) that specializes in providing software and services to the hospitality industry. The company’s solutions span property management, point-of-sale, inventory and procurement, workforce management, analytics and mobile guest engagement. These offerings are designed to streamline hotel and resort operations, enhance guest experiences and improve financial performance for clients across the lodging, gaming, cruise, senior living and higher-education markets.

Agilysys delivers its portfolio through both cloud-based and on-premises deployments, enabling hoteliers and hospitality operators to select the infrastructure model that best aligns with their operational requirements and IT strategies.