AppFolio (APPF) Projected to Post Quarterly Earnings on Thursday

AppFolio (NASDAQ:APPF) is projected to announce its Q4 2025 results after the market closes on Thursday, January 29th. Analysts expect the company to announce earnings of $1.22 per share and revenue of $246.56 million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, January 29, 2026 at 5:00 PM ET.

AppFolio (NASDAQ:APPF) last announced its quarterly earnings data on Thursday, October 30th. The software maker reported $1.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.45 by ($0.14). The company had revenue of $249.35 million during the quarter, compared to analyst estimates of $245.39 million. AppFolio had a return on equity of 25.97% and a net margin of 22.48%.The company’s revenue was up 21.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.29 EPS. On average, analysts expect AppFolio to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

AppFolio Price Performance

NASDAQ:APPF opened at $217.81 on Thursday. AppFolio has a one year low of $190.24 and a one year high of $326.04. The company has a fifty day moving average price of $229.90 and a 200 day moving average price of $251.00. The stock has a market cap of $7.82 billion, a P/E ratio of 39.10 and a beta of 0.78.

Insider Activity

In related news, General Counsel Evan Pickering sold 334 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $243.67, for a total value of $81,385.78. Following the sale, the general counsel owned 2,969 shares of the company’s stock, valued at $723,456.23. The trade was a 10.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Timothy Mathias Eaton sold 517 shares of the company’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $228.34, for a total value of $118,051.78. Following the completion of the sale, the chief financial officer owned 10,104 shares in the company, valued at $2,307,147.36. This trade represents a 4.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 8,745 shares of company stock worth $2,097,550. Company insiders own 4.68% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Royal Bank of Canada lifted its position in AppFolio by 22.6% during the 1st quarter. Royal Bank of Canada now owns 45,452 shares of the software maker’s stock worth $9,993,000 after buying an additional 8,367 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of AppFolio by 23.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 384 shares of the software maker’s stock worth $84,000 after acquiring an additional 73 shares during the last quarter. Millennium Management LLC lifted its position in shares of AppFolio by 237.7% during the first quarter. Millennium Management LLC now owns 18,055 shares of the software maker’s stock worth $3,970,000 after purchasing an additional 12,709 shares in the last quarter. Jones Financial Companies Lllp grew its stake in shares of AppFolio by 164.8% during the first quarter. Jones Financial Companies Lllp now owns 654 shares of the software maker’s stock valued at $144,000 after purchasing an additional 407 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of AppFolio by 322.5% during the first quarter. Goldman Sachs Group Inc. now owns 66,777 shares of the software maker’s stock valued at $14,684,000 after purchasing an additional 50,970 shares during the last quarter. 85.19% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently commented on APPF. Keefe, Bruyette & Woods raised shares of AppFolio from a “market perform” rating to an “outperform” rating and set a $311.00 price objective for the company in a research report on Friday, October 24th. DA Davidson restated a “buy” rating and set a $325.00 price target on shares of AppFolio in a research note on Wednesday, November 19th. UBS Group began coverage on AppFolio in a report on Friday, December 12th. They issued a “buy” rating and a $285.00 price target for the company. Wells Fargo & Company reiterated a “buy” rating on shares of AppFolio in a research report on Thursday, January 15th. Finally, KeyCorp reissued an “overweight” rating on shares of AppFolio in a report on Tuesday, December 16th. Eight equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $306.00.

About AppFolio

AppFolio, Inc is a Santa Barbara–based provider of cloud-based software solutions for the property management and legal industries. Founded in 2006 by former software executives, the company went public on the NASDAQ under the symbol APPF in 2015. Its original offering, AppFolio Property Manager, automates accounting, marketing, leasing, and maintenance functions for residential, commercial, student housing, and community association managers.

In 2019, AppFolio expanded its portfolio with the acquisition of MyCase, a web-based legal practice management platform for small to mid-size law firms.