Horizon Investment Services LLC Makes New Investment in PTC Inc. $PTC

Horizon Investment Services LLC bought a new stake in shares of PTC Inc. (NASDAQ:PTC) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,567 shares of the technology company’s stock, valued at approximately $1,130,000.

A number of other large investors have also recently made changes to their positions in PTC. Daiwa Securities Group Inc. grew its position in shares of PTC by 13.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 74,128 shares of the technology company’s stock valued at $12,775,000 after acquiring an additional 8,786 shares during the period. J. Safra Sarasin Holding AG lifted its position in PTC by 15.4% during the third quarter. J. Safra Sarasin Holding AG now owns 46,966 shares of the technology company’s stock valued at $9,535,000 after purchasing an additional 6,281 shares in the last quarter. Nisa Investment Advisors LLC increased its position in PTC by 35.7% in the second quarter. Nisa Investment Advisors LLC now owns 28,678 shares of the technology company’s stock worth $4,942,000 after buying an additional 7,546 shares in the last quarter. ARK Investment Management LLC increased its position in PTC by 18.5% in the second quarter. ARK Investment Management LLC now owns 19,024 shares of the technology company’s stock worth $3,279,000 after buying an additional 2,965 shares in the last quarter. Finally, Nordea Investment Management AB raised its stake in shares of PTC by 2,075.2% in the third quarter. Nordea Investment Management AB now owns 213,911 shares of the technology company’s stock worth $43,420,000 after buying an additional 204,077 shares during the period. 95.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling at PTC

In other PTC news, EVP Staats Aaron C. Von sold 6,328 shares of PTC stock in a transaction on Monday, December 8th. The shares were 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 directly owned 22,461 shares of the company’s stock, valued at $3,925,958.19. This trade represents a 21.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Kristian Talvitie sold 50,291 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $173.14, for a total transaction of $8,707,383.74. Following the sale, the executive vice president owned 12,386 shares in the company, valued at $2,144,512.04. This represents a 80.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 61,277 shares of company stock worth $10,624,076 in the last 90 days. 0.29% of the stock is currently owned by company insiders.

PTC Price Performance

NASDAQ:PTC opened at $151.34 on Thursday. The business’s 50-day moving average is $170.49 and its 200 day moving average is $190.11. PTC Inc. has a 12 month low of $133.38 and a 12 month high of $219.69. The company has a market capitalization of $18.00 billion, a P/E ratio of 24.65, a P/E/G ratio of 2.47 and a beta of 1.03. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.31.

PTC (NASDAQ:PTC) last released its quarterly earnings data on Wednesday, February 4th. The technology company reported $1.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.59 by $0.33. The business had revenue of $685.83 million for the quarter, compared to the consensus estimate of $635.44 million. PTC had a return on equity of 23.02% and a net margin of 27.05%.The company’s revenue was up 21.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.10 EPS. PTC has set its Q2 2026 guidance at 1.930-2.540 EPS. On average, equities research analysts forecast that PTC Inc. will post 4.46 earnings per share for the current fiscal year.

More PTC News

Here are the key news stories impacting PTC this week:

• Positive Sentiment: Q1 beat — PTC reported EPS of $1.92 vs. consensus $1.59 and revenue of $685.8M vs. $635.4M, with revenue up ~21% YoY, showing solid demand and margin expansion. PTC Q1 earnings and transcript
• Positive Sentiment: Raised near-term outlook — management issued Q2 FY26 EPS guidance of $1.93–$2.54 (above consensus) and revenue guidance of $710M–$770M (above consensus), signaling confidence in sales momentum. PTC Q1 press release
• Positive Sentiment: Capital returns & cash flow — PTC is executing a $2B repurchase authorization, repurchased $200M in Q1 and is targeting ~$1.115B–$1.315B in FY26 buybacks; operating and free cash flow grew ~13% in Q1. This supports EPS traction and shareholder returns. PTC Q1 press release
• Neutral Sentiment: Analyst/metrics coverage — several outlets (Zacks, Investing.com) highlight key metric comparisons to estimates and year-ago results; useful for modeling but not market-moving by itself. Zacks: Key metrics on PTC Q1
• Neutral Sentiment: Coverage of the quarter — multiple recaps confirm the beat and provide access to the earnings slide deck and call recording for detail on bookings, ARR, and product commentary. Investing.com: PTC earnings recap
• Negative Sentiment: Analyst downgrade — JPMorgan downgraded PTC to Underweight, which can increase selling pressure and weighs on near-term sentiment despite the beat. AmericanBankingNews: JPMorgan downgrades PTC
• Negative Sentiment: Market caution on guidance/legacy products — some stories note the stock dipped for investors who read the forward commentary as less convincing on long-term growth (legacy business concerns and cloud/AI transition questions). Investing ZA: Shares fall despite beat

Analyst Ratings Changes

Several research firms recently issued reports on PTC. Piper Sandler reduced their target price on shares of PTC from $200.00 to $175.00 and set a “neutral” rating for the company in a report on Friday, November 7th. Citigroup reduced their price objective on shares of PTC from $185.00 to $181.00 and set a “neutral” rating for the company in a research note on Wednesday, January 28th. JPMorgan Chase & Co. cut shares of PTC from a “neutral” rating to an “underweight” rating and lowered their target price for the company from $205.00 to $162.00 in a research note on Monday. Oppenheimer dropped their target price 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, Wall Street Zen upgraded PTC from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 3rd. 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’s stock. According to MarketBeat.com, PTC has an average rating of “Moderate Buy” and a consensus target price of $201.92.

PTC Profile

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.