Schroder Investment Management Group Reduces Stake in PTC Inc. $PTC

Schroder Investment Management Group cut its position in shares of PTC Inc. (NASDAQ:PTC) by 9.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 181,458 shares of the technology company’s stock after selling 18,648 shares during the quarter. Schroder Investment Management Group owned 0.15% of PTC worth $36,988,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Root Financial Partners LLC acquired a new stake in PTC in the third quarter valued at $30,000. SJS Investment Consulting Inc. raised its stake in shares of PTC by 2,257.1% during the 3rd quarter. SJS Investment Consulting Inc. now owns 165 shares of the technology company’s stock worth $34,000 after buying an additional 158 shares during the last quarter. Versant Capital Management Inc boosted its position 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 buying an additional 53 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of PTC by 34.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 297 shares of the technology company’s stock worth $46,000 after buying an additional 76 shares in the last quarter. Finally, CYBER HORNET ETFs LLC acquired a new stake in PTC in the 2nd quarter valued at about $53,000. 95.14% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Stifel Nicolaus set a $180.00 target price on shares of PTC in a report on Thursday, February 5th. JPMorgan Chase & Co. downgraded shares of PTC from a “neutral” rating to an “underweight” rating and reduced their price target for the company from $205.00 to $162.00 in a report on Monday, February 2nd. Weiss Ratings cut shares of PTC from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Wall Street Zen downgraded PTC from a “strong-buy” rating to a “buy” rating in a research report on Saturday, February 7th. Finally, Oppenheimer cut their price objective on PTC from $240.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Eleven research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $188.08.

PTC Stock Down 0.2%

PTC opened at $159.13 on Thursday. The firm has a market cap of $18.94 billion, a P/E ratio of 23.23, a PEG ratio of 2.61 and a beta of 1.03. The business’s fifty day simple moving average is $161.29 and its 200 day simple moving average is $181.33. PTC Inc. has a 52 week low of $133.38 and a 52 week high of $219.69. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.31.

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

Insider Buying and Selling at PTC

In other news, EVP Staats Aaron C. Von sold 240 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $161.10, for a total value of $38,664.00. Following the completion of the transaction, the executive vice president owned 22,221 shares of the company’s stock, valued at $3,579,803.10. The trade was a 1.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.29% of the stock is currently owned by corporate insiders.

PTC 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.