Shell Asset Management Co. Lowers Stock Holdings in PTC Inc. $PTC

Shell Asset Management Co. lowered its stake in PTC Inc. (NASDAQ:PTC) by 25.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,654 shares of the technology company’s stock after selling 3,560 shares during the period. Shell Asset Management Co.’s holdings in PTC were worth $2,163,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Campbell Newman Asset Management Inc. increased its holdings in shares of PTC by 0.4% during the third quarter. Campbell Newman Asset Management Inc. now owns 12,147 shares of the technology company’s stock valued at $2,466,000 after acquiring an additional 49 shares in the last quarter. Diversified Trust Co boosted its position in shares of PTC by 2.5% during the third quarter. Diversified Trust Co now owns 2,209 shares of the technology company’s stock valued at $448,000 after buying an additional 53 shares during the last quarter. Versant Capital Management Inc increased its stake in shares of PTC by 37.6% in the 3rd quarter. Versant Capital Management Inc now owns 194 shares of the technology company’s stock worth $39,000 after purchasing an additional 53 shares in the last quarter. Archford Capital Strategies LLC boosted its position in shares of PTC by 1.4% during the third quarter. Archford Capital Strategies LLC now owns 4,695 shares of the technology company’s stock worth $953,000 after acquiring an additional 63 shares during the last quarter. Finally, Aviso Financial Inc. boosted its position in shares of PTC by 4.1% during the second quarter. Aviso Financial Inc. now owns 1,691 shares of the technology company’s stock valued at $291,000 after buying an additional 66 shares during the period. Hedge funds and other institutional investors own 95.14% of the company’s stock.

PTC Stock Performance

Shares of NASDAQ PTC opened at $156.77 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.22 and a quick ratio of 1.22. The company has a market cap of $18.66 billion, a PE ratio of 22.89, a price-to-earnings-growth ratio of 2.56 and a beta of 1.03. The company has a 50-day simple moving average of $167.79 and a 200-day simple moving average of $187.86. PTC Inc. has a 12 month low of $133.38 and a 12 month high of $219.69.

PTC (NASDAQ:PTC) last issued its earnings results on Wednesday, February 4th. The technology company reported $1.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.59 by $0.33. PTC had a net margin of 28.86% and a return on equity of 24.63%. The business had revenue of $685.83 million for the quarter, compared to analyst estimates of $635.44 million. During the same quarter in the prior year, the business posted $1.10 EPS. The company’s revenue for the quarter was up 21.4% on a year-over-year basis. PTC has set its Q2 2026 guidance at 1.930-2.540 EPS. On average, equities analysts anticipate that PTC Inc. will post 4.46 earnings per share for the current year.

Key PTC News

Here are the key news stories impacting PTC this week:

• Positive Sentiment: Strong quarterly results and constructive FY‑2026 guidance — PTC beat Q4 expectations (EPS $1.92 vs. $1.59 est.; revenue $685.8M vs. $635.4M est.) and issued FY‑2026 EPS guidance of $6.69–$9.15 (midpoint above consensus) with revenue guidance $2.7–$2.9B — a combination that supports higher valuation and helped lift the stock. 5 Insightful Analyst Questions From PTC’s Q4 Earnings Call
• Positive Sentiment: New commercial win for FlexPLM — SPG Company selected PTC’s FlexPLM to modernize product lifecycle operations, which supports recurring cloud/PLM revenue growth and commercial traction in retail PLM. PTC FlexPLM to Strengthen SPG Company’s Licensed Product Operations
• Neutral Sentiment: Insider sale disclosed — EVP Aaron von Staats sold 240 shares (a small, <1.1% reduction of his holding). This is a routine-sized sale and not a large red flag, but investors note it. SEC filing: insider sale
• Neutral Sentiment: Wall Street / institutional context remains supportive — high institutional ownership and a consensus “Moderate Buy” with a ~$188 price target help underpin the stock even as some analyst targets vary.
• Negative Sentiment: Sector/headline pressure from AI competition — earlier reports tied to a Google AI upgrade briefly pressured AI‑exposed software names, which can create intraday volatility for PTC given its AI/IoT positioning. PTC stock falls after Google unveils AI Deep Think upgrade

Insider Activity at PTC

In other PTC news, EVP Kristian Talvitie sold 50,291 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $173.14, for a total transaction of $8,707,383.74. Following the sale, the executive vice president directly owned 12,386 shares of the company’s stock, valued at approximately $2,144,512.04. This represents a 80.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Staats Aaron C. Von sold 240 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $161.10, for a total value of $38,664.00. Following the transaction, the executive vice president owned 22,221 shares of the company’s stock, valued at $3,579,803.10. This trade represents a 1.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 61,517 shares of company stock worth $10,662,740. Corporate insiders own 0.29% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on PTC. Citigroup decreased their target price on PTC from $181.00 to $166.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Piper Sandler dropped their price target on PTC from $200.00 to $175.00 and set a “neutral” rating on the stock in a research note on Friday, November 7th. KeyCorp set a $210.00 price target on PTC in a research report on Thursday, February 5th. JPMorgan Chase & Co. lowered shares of PTC from a “neutral” rating to an “underweight” rating and lowered their target price for the stock from $205.00 to $162.00 in a research report on Monday, February 2nd. Finally, Rosenblatt Securities cut their target price on shares of PTC from $220.00 to $200.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $188.08.

PTC Company Profile

PTC Inc (NASDAQ: PTC) is a global technology company that develops software and services to help manufacturers design, operate, and service physical products. Founded in 1985 as Parametric Technology Corporation, PTC pioneered parametric, feature-based CAD with its Pro/ENGINEER product (now marketed as Creo) and has since expanded its portfolio to address product lifecycle management, Internet of Things (IoT), augmented reality (AR) and industrial connectivity.

Key product lines include Creo for 3D CAD; Windchill for product lifecycle management (PLM); ThingWorx, an IoT platform for connecting devices and building industrial applications; Vuforia, an AR platform for creating immersive service and training experiences; and Kepware, a suite for industrial connectivity and protocol translation.