Tyler Technologies (NYSE:TYL) Issues FY 2026 Earnings Guidance

Tyler Technologies (NYSE:TYL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 12.400-12.650 for the period, compared to the consensus earnings per share estimate of 11.490. The company issued revenue guidance of $2.5 billion-$2.6 billion, compared to the consensus revenue estimate of $2.5 billion.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Wells Fargo & Company reduced their price objective on shares of Tyler Technologies from $470.00 to $420.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. BTIG Research cut their price target on Tyler Technologies from $560.00 to $470.00 and set a “buy” rating for the company in a report on Monday. Evercore reiterated a “positive” rating on shares of Tyler Technologies in a research report on Friday, October 31st. Stifel Nicolaus assumed coverage on Tyler Technologies in a report on Wednesday, January 7th. They set a “buy” rating and a $550.00 price objective on the stock. Finally, DA Davidson upgraded Tyler Technologies from a “neutral” rating to a “buy” rating and cut their target price for the stock from $510.00 to $460.00 in a research note on Wednesday. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Tyler Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $597.57.

Tyler Technologies Trading Down 15.5%

Shares of TYL traded down $52.61 during trading hours on Thursday, reaching $286.64. 2,501,697 shares of the company’s stock traded hands, compared to its average volume of 638,316. Tyler Technologies has a 12 month low of $283.71 and a 12 month high of $661.31. The stock has a market cap of $12.33 billion, a PE ratio of 39.87, a price-to-earnings-growth ratio of 2.43 and a beta of 0.91. The firm’s 50 day simple moving average is $430.11 and its 200-day simple moving average is $489.67.

Insider Activity

In other news, Director Glenn A. Carter sold 500 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $458.73, for a total value of $229,365.00. Following the completion of the transaction, the director directly owned 3,172 shares in the company, valued at approximately $1,455,091.56. This represents a 13.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Brian K. Miller sold 1,000 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $448.51, for a total value of $448,510.00. Following the transaction, the chief financial officer owned 17,148 shares in the company, valued at $7,691,049.48. This trade represents a 5.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 3,500 shares of company stock valued at $1,605,605. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Tyler Technologies

Here are the key news stories impacting Tyler Technologies this week:

• Positive Sentiment: Management raised FY2026 EPS guidance above the consensus (EPS range 12.40–12.65 vs. consensus ~11.49), signaling confidence in full-year profitability despite the quarter’s weakness. Tyler FY2026 Guidance / Press Release
• Positive Sentiment: DA Davidson upgraded TYL to Buy with a $460 target, indicating some analysts view the post‑selloff price as a buying opportunity. DA Davidson Upgrade
• Positive Sentiment: Some firms (e.g., Barclays) remain constructive, keeping buy ratings and supporting intermediate-term upside expectations. Barclays Coverage
• Neutral Sentiment: Recurring revenue grew (double-digit recurring growth cited), and cash from operations and cash balances looked healthy, which cushions near-term concerns. Zacks Q4 Summary
• Neutral Sentiment: Company posted slides and an earnings presentation — useful for investors wanting management’s nuance on bookings, backlog and the drivers behind guidance. Earnings Presentation
• Negative Sentiment: Q4 results missed estimates: EPS and revenue fell short of consensus (reported EPS and revenue below Street forecasts), prompting the initial sell-off. That miss is the primary near-term catalyst for the decline. Zacks Earnings Miss
• Negative Sentiment: Analysts and outlets highlight a sharp valuation reset — coverage notes TYL is trading near its lowest valuation levels in many years, which amplifies investor concern. Fool: Valuation / Selloff
• Negative Sentiment: High trading volume, visible post‑earnings selling and recent insider sales highlighted in data feeds are adding downward pressure and signaling short‑term investor unease. QuiverQuant: Market Reaction & Insider Activity

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Cerity Partners LLC boosted its stake in Tyler Technologies by 0.6% during the second quarter. Cerity Partners LLC now owns 2,959 shares of the technology company’s stock worth $1,754,000 after acquiring an additional 19 shares in the last quarter. Coldstream Capital Management Inc. raised its stake in Tyler Technologies by 2.0% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,167 shares of the technology company’s stock valued at $611,000 after buying an additional 23 shares during the last quarter. Brown Brothers Harriman & Co. lifted its holdings in shares of Tyler Technologies by 35.5% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 103 shares of the technology company’s stock valued at $54,000 after buying an additional 27 shares during the period. Glenmede Investment Management LP boosted its stake in shares of Tyler Technologies by 4.9% in the 3rd quarter. Glenmede Investment Management LP now owns 615 shares of the technology company’s stock worth $322,000 after buying an additional 29 shares during the last quarter. Finally, Parr Mcknight Wealth Management Group LLC increased its position in shares of Tyler Technologies by 1.6% during the 2nd quarter. Parr Mcknight Wealth Management Group LLC now owns 2,258 shares of the technology company’s stock valued at $1,339,000 after purchasing an additional 36 shares during the last quarter. Hedge funds and other institutional investors own 93.30% of the company’s stock.

About Tyler Technologies

Tyler Technologies, Inc is a provider of software and technology services for the public sector, delivering integrated systems that help government and public agencies manage operations, finances and citizen services. Headquartered in Plano, Texas, the company focuses on developing and implementing solutions for local and state governments, school districts, courts and public safety organizations. Its offerings are aimed at modernizing administrative workflows, improving transparency and enabling digital interactions between governments and the communities they serve.

Tyler’s product portfolio spans enterprise resource planning and financial management, tax and billing systems, court case and records management, public safety solutions (including computer-aided dispatch and records management), land and property management, permitting and licensing, and enterprise asset management.