Mitsubishi UFJ Asset Management Co. Ltd. Raises Holdings in PTC Inc. $PTC

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of PTC Inc. (NASDAQ:PTC) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 274,516 shares of the technology company’s stock after purchasing an additional 4,628 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.23% of PTC worth $46,695,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in PTC. Root Financial Partners LLC purchased a new position in shares of PTC during the third quarter worth about $30,000. Board of the Pension Protection Fund purchased a new position in shares of PTC during the fourth quarter worth about $35,000. Versant Capital Management Inc grew its holdings in shares of PTC by 37.6% during the third quarter. Versant Capital Management Inc now owns 194 shares of the technology company’s stock worth $39,000 after purchasing an additional 53 shares during the last quarter. Rakuten Securities Inc. grew its holdings in shares of PTC by 2,725.0% during the fourth quarter. Rakuten Securities Inc. now owns 226 shares of the technology company’s stock worth $39,000 after purchasing an additional 218 shares during the last quarter. Finally, Quarry LP grew its holdings in shares of PTC by 86.2% during the third quarter. Quarry LP now owns 203 shares of the technology company’s stock worth $41,000 after purchasing an additional 94 shares during the last quarter. Hedge funds and other institutional investors own 95.14% of the company’s stock.

Insider Transactions at PTC

In related news, EVP Staats Aaron C. Von sold 240 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 22,221 shares in the company, valued at $3,579,803.10. This trade represents a 1.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Corinna Lathan sold 675 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $157.24, for a total transaction of $106,137.00. Following the completion of the sale, the director owned 8,429 shares of the company’s stock, valued at approximately $1,325,375.96. The trade was a 7.41% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.29% of the stock is owned by company insiders.

PTC Price Performance

Shares of PTC opened at $146.65 on Friday. PTC Inc. has a fifty-two week low of $130.89 and a fifty-two week high of $219.69. The company has a market capitalization of $17.45 billion, a price-to-earnings ratio of 13.99, a price-to-earnings-growth ratio of 2.57 and a beta of 0.98. The firm has a 50-day simple moving average of $146.29 and a 200-day simple moving average of $163.60. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.22 and a current ratio of 1.68.

PTC (NASDAQ:PTC) last announced its earnings results on Wednesday, May 6th. The technology company reported $2.69 earnings per share for the quarter, topping the consensus estimate of $2.06 by $0.63. The business had revenue of $774.30 million during the quarter, compared to the consensus estimate of $712.40 million. PTC had a net margin of 41.81% and a return on equity of 25.84%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.79 earnings per share. PTC has set its FY 2026 guidance at 6.650-8.900 EPS and its Q3 2026 guidance at 1.240-1.780 EPS. On average, equities research analysts anticipate that PTC Inc. will post 6.13 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have issued reports on PTC shares. Oppenheimer dropped their price objective on PTC from $240.00 to $200.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Citigroup increased their target price on shares of PTC from $146.00 to $155.00 and gave the stock a “neutral” rating in a research note on Friday. KeyCorp decreased their target price on shares of PTC from $210.00 to $195.00 and set an “overweight” rating for the company in a research note on Tuesday, March 17th. Rosenblatt Securities reiterated a “buy” rating and set a $190.00 target price on shares of PTC in a research note on Tuesday. Finally, JPMorgan Chase & Co. downgraded shares of PTC from a “neutral” rating to an “underweight” rating and decreased their target price for the stock from $205.00 to $162.00 in a research note on Monday, February 2nd. Ten analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, PTC presently has an average rating of “Moderate Buy” and a consensus target price of $177.23.

PTC News Roundup

Here are the key news stories impacting PTC this week:

• Positive Sentiment: PTC beat Wall Street expectations with Q2 adjusted EPS of $2.69 and revenue of $774.3 million, both ahead of estimates, signaling stronger-than-expected execution. PTC earnings report
• Positive Sentiment: The company raised full-year fiscal 2026 guidance for revenue and non-GAAP EPS, which suggests management sees momentum continuing into the rest of the year. Reuters article
• Positive Sentiment: Investors also reacted to strong ARR growth, better cash generation, and a large share repurchase plan, all of which point to improving fundamentals and shareholder returns. Quiver Quantitative article
• Positive Sentiment: Analyst and market commentary today has been focused on PTC beating estimates and benefiting from AI-related demand trends, reinforcing the bullish reaction. Zacks article
• Neutral Sentiment: Some recent institutional filings show mixed ownership trends, with several funds adding to PTC while others trimmed positions. Fund update
• Negative Sentiment: One offsetting caution is that insider selling has been persistent over recent months, which may keep some investors guarded despite the strong earnings beat. Quiver Quantitative article

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.