Standard Investments LLC Raises Holdings in PTC Inc. $PTC

Standard Investments LLC raised its stake in PTC Inc. (NASDAQ:PTC) by 10.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,586,000 shares of the technology company’s stock after acquiring an additional 150,000 shares during the period. PTC accounts for about 15.9% of Standard Investments LLC’s investment portfolio, making the stock its 2nd biggest holding. Standard Investments LLC’s holdings in PTC were worth $321,990,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Campbell Newman Asset Management Inc. raised its position in shares of PTC by 0.4% during the 3rd quarter. Campbell Newman Asset Management Inc. now owns 12,147 shares of the technology company’s stock worth $2,466,000 after purchasing an additional 49 shares during the period. Diversified Trust Co boosted its position in PTC by 2.5% during the 3rd quarter. Diversified Trust Co now owns 2,209 shares of the technology company’s stock valued at $448,000 after purchasing an additional 53 shares during the period. Versant Capital Management Inc boosted its position in PTC by 37.6% during the 3rd quarter. Versant Capital Management Inc now owns 194 shares of the technology company’s stock valued at $39,000 after purchasing an additional 53 shares during the period. Archford Capital Strategies LLC grew its stake in PTC by 1.4% during the 3rd quarter. Archford Capital Strategies LLC now owns 4,695 shares of the technology company’s stock worth $953,000 after buying an additional 63 shares during the last quarter. Finally, Aviso Financial Inc. grew its stake in PTC by 4.1% during the 2nd quarter. Aviso Financial Inc. now owns 1,691 shares of the technology company’s stock worth $291,000 after buying an additional 66 shares during the last quarter. 95.14% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Barclays began coverage on shares of PTC in a report on Tuesday. They set an “overweight” rating and a $180.00 price target for the company. Weiss Ratings downgraded shares of PTC from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Oppenheimer reduced their target price on shares of PTC from $240.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Citigroup decreased their target price on shares of PTC from $181.00 to $166.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. lowered shares of PTC from a “neutral” rating to an “underweight” rating and dropped their price target for the company from $205.00 to $162.00 in a research note on Monday, February 2nd. Eleven analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, PTC presently has an average rating of “Moderate Buy” and an average price target of $182.08.

Insiders Place Their Bets

In related news, EVP Staats Aaron C. Von sold 240 shares of PTC stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $161.10, for a total transaction of $38,664.00. Following the transaction, the executive vice president directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Corinna Lathan sold 675 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was 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 in the company, valued at approximately $1,325,375.96. This trade represents a 7.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.29% of the stock is currently owned by insiders.

PTC Price Performance

Shares of PTC opened at $150.11 on Thursday. PTC Inc. has a one year low of $133.38 and a one year high of $219.69. The stock’s fifty day moving average is $159.42 and its 200-day moving average is $179.24. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.22 and a current ratio of 1.22. The firm has a market capitalization of $17.86 billion, a price-to-earnings ratio of 21.91, a price-to-earnings-growth ratio of 2.52 and a beta of 1.03.

PTC (NASDAQ:PTC) last released its quarterly earnings results on Wednesday, February 4th. The technology company reported $1.92 EPS for the quarter, topping 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 company had revenue of $685.83 million for the quarter, compared to the consensus estimate of $635.44 million. During the same period in the previous year, the firm earned $1.10 EPS. PTC’s revenue was up 21.4% on a year-over-year basis. PTC has set its Q2 2026 guidance at 1.930-2.540 EPS. Equities analysts anticipate that PTC Inc. will post 4.46 EPS for the current year.

Trending Headlines about PTC

Here are the key news stories impacting PTC this week:

• Positive Sentiment: PTC announced a partnership with NVIDIA to connect its cloud‑native Onshape CAD to NVIDIA Isaac Sim, enabling faster design‑to‑simulation workflows for robotics teams — a clear product roadmap and go‑to‑market win that can expand platform stickiness and addressable market. PTC Teams with NVIDIA to Unite Design and Robotics Simulation
• Positive Sentiment: Coverage and product commentary highlights PTC’s push into AI to enhance products and internal efficiency — a structural growth theme that supports longer‑term revenue and margin expansion if adoption continues. PTC Inc (PTC) leveraging AI to enhance products and boost internal efficiency
• Positive Sentiment: Barclays initiated coverage with an “overweight” rating and $180 price target, signaling institutional support and a positive view on medium‑term upside. Barclays coverage (summary)
• Neutral Sentiment: Rosenblatt trimmed its price target from $200 to $190 but kept a “buy” rating — a modest pullback in optimism rather than a sell signal. Rosenblatt lowers price target
• Neutral Sentiment: KeyCorp lowered its target from $210 to $195 while maintaining an “overweight” rating — another case of analysts tempering upside estimates but still endorsing the stock. KeyCorp lowers price target
• Neutral Sentiment: PTC discussed potential divestitures (Kepware and ThingWorx) and provided updated financial commentary — strategic portfolio moves that create near‑term uncertainty but could simplify the business or free capital. PTC discusses divestiture and updated guidance
• Negative Sentiment: An SEC filing shows director Corinna Lathan sold 675 shares (reduced position ~7.4%), which can be interpreted by some traders as insider trimming and may pressure sentiment. Insider sale SEC filing
• Negative Sentiment: Market commentary notes PTC has recently underperformed its tech peers, which can amplify outflows when sentiment turns cautious. PTC underperforms competitors

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.