4,595 Shares in PTC Inc. $PTC Acquired by Integrated Quantitative Investments LLC

Integrated Quantitative Investments LLC bought a new stake in PTC Inc. (NASDAQ:PTC) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,595 shares of the technology company’s stock, valued at approximately $933,000.

Several other institutional investors also recently modified their holdings of the stock. Campbell Newman Asset Management Inc. increased its holdings in PTC by 0.4% in 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 in the last quarter. Diversified Trust Co raised its holdings in PTC by 2.5% during the 3rd quarter. Diversified Trust Co now owns 2,209 shares of the technology company’s stock worth $448,000 after purchasing an additional 53 shares during the last quarter. Versant Capital Management Inc lifted its holdings in PTC by 37.6% in the third quarter. Versant Capital Management Inc now owns 194 shares of the technology company’s stock valued at $39,000 after buying an additional 53 shares during the period. Archford Capital Strategies LLC lifted its stake in shares of PTC by 1.4% in the 3rd quarter. Archford Capital Strategies LLC now owns 4,695 shares of the technology company’s stock valued at $953,000 after purchasing an additional 63 shares during the period. Finally, Aviso Financial Inc. boosted its holdings in shares of 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 in the last quarter. 95.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other PTC news, EVP Staats Aaron C. Von sold 6,328 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $174.79, for a total value of $1,106,071.12. Following the completion of the transaction, the executive vice president owned 22,461 shares in the company, valued at $3,925,958.19. This represents a 21.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kristian Talvitie sold 50,291 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $173.14, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 61,517 shares of company stock worth $10,662,740 in the last 90 days. Company insiders own 0.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Piper Sandler reduced their price objective on PTC from $200.00 to $175.00 and set a “neutral” rating for the company in a research note on Friday, November 7th. BMO Capital Markets decreased their price target on shares of PTC from $219.00 to $189.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Citigroup dropped their price objective on shares of PTC from $181.00 to $166.00 and set a “neutral” rating on the stock in a research note on Friday, February 6th. Oppenheimer reduced their price objective on shares of PTC from $240.00 to $200.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Weiss Ratings downgraded shares of PTC from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Eleven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, PTC has a consensus rating of “Moderate Buy” and a consensus target price of $188.08.

PTC Price Performance

PTC opened at $162.97 on Thursday. PTC Inc. has a 1 year low of $133.38 and a 1 year high of $219.69. 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 capitalization of $19.39 billion, a price-to-earnings ratio of 23.79, a P/E/G ratio of 2.67 and a beta of 1.03. The firm’s fifty day moving average price is $162.67 and its two-hundred day moving average price is $183.05.

PTC (NASDAQ:PTC) last released its quarterly earnings results on Wednesday, February 4th. The technology company reported $1.92 earnings per share 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 company had revenue of $685.83 million for the quarter, compared to analyst estimates of $635.44 million. During the same period last year, the firm earned $1.10 earnings per share. The firm’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. As a group, analysts anticipate that PTC Inc. will post 4.46 earnings per share for the current fiscal 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.