PTC Inc. $PTC Shares Purchased by Sei Investments Co.

Sei Investments Co. raised its stake in shares of PTC Inc. (NASDAQ:PTC) by 58.4% in the first quarter, Holdings Channel.com reports. The fund owned 67,615 shares of the technology company’s stock after purchasing an additional 24,921 shares during the period. Sei Investments Co.’s holdings in PTC were worth $9,634,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new stake in PTC during the 4th quarter worth approximately $295,399,000. T. Rowe Price Investment Management Inc. grew its stake in shares of PTC by 3.4% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 18,384,246 shares of the technology company’s stock valued at $3,202,720,000 after purchasing an additional 602,858 shares during the last quarter. Pictet Asset Management Holding SA grew its position in PTC by 17.8% in the 1st quarter. Pictet Asset Management Holding SA now owns 3,505,930 shares of the technology company’s stock valued at $499,525,000 after buying an additional 529,208 shares during the last quarter. Voloridge Investment Management LLC increased its stake in shares of PTC by 856.8% during the third quarter. Voloridge Investment Management LLC now owns 465,814 shares of the technology company’s stock worth $94,570,000 after acquiring an additional 417,130 shares during the period. Finally, Invesco Ltd. increased its position in PTC by 26.8% during the 4th quarter. Invesco Ltd. now owns 1,710,141 shares of the technology company’s stock worth $297,924,000 after purchasing an additional 361,038 shares during the period. Institutional investors and hedge funds own 95.14% of the company’s stock.

PTC News Summary

Here are the key news stories impacting PTC this week:

• Positive Sentiment: PTC raised its fiscal 2026 outlook, including expectations for approximately 9%–9.5% constant-currency annual recurring revenue growth. Management also increased its share-repurchase target to about $1.625 billion, supporting per-share earnings and shareholder returns. PTC forecasts ARR growth and raises buyback target
• Positive Sentiment: The company’s focus on cloud collaboration, governed product data and targeted artificial-intelligence applications is strengthening its long-term industrial software growth narrative. Investors appear encouraged that AI adoption could expand PTC’s addressable market and support higher-value subscriptions and services. PTC AI, cloud and product data trends
• Positive Sentiment: Analyst support remains mixed but generally constructive: BMO raised its target to $164 with an outperform rating, while Rosenblatt reaffirmed a buy rating and set a $190 target. These targets suggest potential upside if PTC delivers on its revised outlook. BMO raises PTC price target
• Neutral Sentiment: Fiscal Q3 adjusted earnings were approximately $1.58 per share, broadly in line with estimates, but revenue of about $600 million fell short of consensus near $612 million and declined year over year. The earnings details therefore provide limited evidence of near-term acceleration. PTC Q3 earnings and revenue report
• Negative Sentiment: Investors are focused on whether PTC can convert its improved annual recurring-revenue outlook into reported results, particularly in the fourth quarter. Margin pressure, slower revenue growth and a demanding year-end execution target could limit further gains if guidance is not met. PTC AI-led lifecycle strategy outlook
• Negative Sentiment: Piper Sandler lowered its price target from $175 to $157 and moved to a neutral rating, underscoring valuation and execution concerns despite the revised company guidance. Piper Sandler changes PTC rating

Analyst Ratings Changes

PTC has been the subject of a number of research reports. Wall Street Zen downgraded shares of PTC from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. Citigroup boosted their price objective on shares of PTC from $127.00 to $141.00 and gave the company a “neutral” rating in a research report on Friday. Piper Sandler reduced their target price on PTC from $175.00 to $157.00 and set a “neutral” rating on the stock in a research report on Thursday. Rosenblatt Securities reiterated a “buy” rating and issued a $190.00 price target on shares of PTC in a report on Thursday. Finally, Robert W. Baird set a $198.00 target price on PTC in a report on Thursday, May 7th. Seven research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $170.14.

Insiders Place Their Bets

In other news, CAO Alice Christenson sold 816 shares of PTC stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $145.82, for a total value of $118,989.12. Following the transaction, the chief accounting officer owned 1,265 shares of the company’s stock, valued at $184,462.30. The trade was a 39.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 0.29% of the stock is owned by corporate insiders.

PTC Stock Performance

PTC stock opened at $137.20 on Friday. PTC Inc. has a 12 month low of $108.50 and a 12 month high of $219.69. The company has a fifty day moving average price of $125.88 and a two-hundred day moving average price of $141.89. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.65 and a quick ratio of 1.23. The company has a market cap of $15.85 billion, a PE ratio of 13.27, a P/E/G ratio of 2.01 and a beta of 0.99.

PTC (NASDAQ:PTC) last issued its earnings results on Wednesday, July 29th. The technology company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.01. The firm had revenue of $600.05 million for the quarter, compared to analyst estimates of $611.62 million. PTC had a return on equity of 25.31% and a net margin of 41.67%.The firm’s revenue for the quarter was down 6.8% on a year-over-year basis. During the same period last year, the company earned $1.64 earnings per share. PTC has set its FY 2026 guidance at 7.870-8.420 EPS and its Q4 2026 guidance at 1.630-2.210 EPS. Research analysts expect that PTC Inc. will post 6.35 earnings per share for the current year.

About PTC

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.