Standard Investments LLC Purchases 150,000 Shares of PTC Inc. $PTC

Standard Investments LLC boosted its position in shares of PTC Inc. (NASDAQ:PTC) by 10.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,586,000 shares of the technology company’s stock after purchasing an additional 150,000 shares during the period. PTC makes up 15.9% of Standard Investments LLC’s portfolio, making the stock its 2nd biggest position. Standard Investments LLC owned 1.33% of PTC worth $321,990,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Swiss Life Asset Management Ltd lifted its holdings in PTC by 109.7% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 62,631 shares of the technology company’s stock worth $12,715,000 after buying an additional 32,758 shares in the last quarter. CIBC Private Wealth Group LLC grew its stake in shares of PTC by 10.6% during the third quarter. CIBC Private Wealth Group LLC now owns 1,368 shares of the technology company’s stock valued at $278,000 after acquiring an additional 131 shares in the last quarter. Petix & Botte Co purchased a new stake in shares of PTC during the third quarter worth about $203,000. CIBC Bancorp USA Inc. purchased a new stake in shares of PTC during the third quarter worth about $3,357,000. Finally, Captrust Financial Advisors lifted its stake in shares of PTC by 3.9% in the third quarter. Captrust Financial Advisors now owns 10,750 shares of the technology company’s stock worth $2,183,000 after acquiring an additional 405 shares in the last quarter. Hedge funds and other institutional investors own 95.14% of the company’s stock.

PTC Stock Down 2.6%

NASDAQ:PTC opened at $150.11 on Thursday. 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 company 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 Inc. has a one year low of $133.38 and a one year high of $219.69. The stock has a 50-day simple moving average of $159.42 and a 200 day simple moving average of $179.24.

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

Insider Activity at PTC

In related news, EVP Staats Aaron C. Von sold 240 shares of the firm’s stock in a transaction on 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 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 SEC, which is available through this hyperlink. Also, Director Corinna Lathan sold 675 shares of PTC stock in a transaction on 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 transaction, the director directly owned 8,429 shares of the company’s stock, valued at approximately $1,325,375.96. This represents a 7.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.29% of the company’s stock.

PTC News Summary

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

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Barclays assumed coverage on PTC in a research note on Tuesday. They set an “overweight” rating and a $180.00 price objective for the company. Stifel Nicolaus set a $180.00 target price on PTC in a research report on Thursday, February 5th. KeyCorp reduced their target price on PTC from $210.00 to $195.00 and set an “overweight” rating for the company in a research note on Tuesday. JPMorgan Chase & Co. downgraded shares of PTC from a “neutral” rating to an “underweight” rating and decreased their price target for the stock from $205.00 to $162.00 in a research report on Monday, February 2nd. Finally, Citigroup dropped their price target on shares of PTC from $181.00 to $166.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. Eleven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, PTC presently has an average rating of “Moderate Buy” and an average target price of $182.08.

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.