Aviso Financial Inc. Makes New $930,000 Investment in Bentley Systems, Incorporated $BSY

Aviso Financial Inc. bought a new stake in Bentley Systems, Incorporated (NASDAQ:BSY) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 18,074 shares of the company’s stock, valued at approximately $930,000.

A number of other institutional investors and hedge funds have also made changes to their positions in BSY. Geneos Wealth Management Inc. grew its stake in Bentley Systems by 1,529.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 668 shares of the company’s stock worth $26,000 after buying an additional 627 shares during the last quarter. Baillie Gifford & Co. acquired a new position in shares of Bentley Systems during the third quarter valued at $28,000. National Pension Service bought a new position in shares of Bentley Systems during the third quarter worth about $28,000. Allworth Financial LP increased its holdings in shares of Bentley Systems by 37.6% in the 2nd quarter. Allworth Financial LP now owns 702 shares of the company’s stock worth $38,000 after acquiring an additional 192 shares during the period. Finally, Assetmark Inc. lifted its position in Bentley Systems by 682.8% in the 2nd quarter. Assetmark Inc. now owns 728 shares of the company’s stock valued at $39,000 after purchasing an additional 635 shares during the last quarter. 44.16% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

BSY has been the subject of several recent analyst reports. Piper Sandler decreased their target price on shares of Bentley Systems from $63.00 to $60.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. JPMorgan Chase & Co. reduced their price objective on Bentley Systems from $56.00 to $51.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Rosenblatt Securities lowered their target price on Bentley Systems from $58.00 to $50.00 and set a “buy” rating on the stock in a research report on Tuesday, February 24th. Mizuho reduced their price target on Bentley Systems from $62.00 to $50.00 and set an “outperform” rating for the company in a research report on Friday. Finally, UBS Group decreased their price target on Bentley Systems from $60.00 to $40.00 and set a “neutral” rating for the company in a research note on Monday, February 23rd. Eight research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Bentley Systems currently has a consensus rating of “Moderate Buy” and an average target price of $49.83.

Key Bentley Systems News

Here are the key news stories impacting Bentley Systems this week:

• Positive Sentiment: Q4 outperformance and above‑consensus FY26 guide — Management reported stronger enterprise subscription mix and SMB penetration, 4Q25 EPS +28.6% YoY, and issued FY26 revenue guidance of ~$1.7B (≈12% constant‑currency growth), which underpins the bullish thesis on reaccelerating service revenue and upgrades. Article Title
• Positive Sentiment: Top‑line beat with margin strength — Q4 revenue of $391.6M topped consensus (~$381.8M); EPS matched estimates at $0.27 and revenue was up ~11.9% YoY, supporting the company’s growth narrative. Article Title
• Positive Sentiment: Board approved quarterly dividend — BSY declared a $0.07 quarterly dividend (yield ~0.8%), which may modestly support investor demand for the shares. (Ex‑dividend March 10)
• Neutral Sentiment: Conference materials and call available — Earnings call transcript and slide deck were published for deeper diligence; investors can review management remarks for cadence on enterprise upgrades and margin assumptions. Article Title
• Negative Sentiment: Analysts trimmed price targets — Several firms cut PTs after the print (Mizuho $62→$50, Oppenheimer $53→$43, Rosenblatt to $50). Ratings largely stayed as “outperform,” but lower PTs reduce upside expectations and can drive near‑term selling. Article Title Article Title
• Negative Sentiment: Elevated short interest — Short interest rose in February to ~17.7M shares (≈7.6% of float) with a ~4.7 days‑to‑cover figure, increasing downside pressure and volatility if bearish flows persist.

Bentley Systems Stock Performance

BSY opened at $36.55 on Monday. The business has a 50 day moving average price of $36.70 and a two-hundred day moving average price of $44.61. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.56 and a quick ratio of 0.56. The company has a market capitalization of $10.65 billion, a price-to-earnings ratio of 42.50, a price-to-earnings-growth ratio of 2.62 and a beta of 1.18. Bentley Systems, Incorporated has a 1-year low of $30.97 and a 1-year high of $59.25.

Bentley Systems (NASDAQ:BSY) last posted its quarterly earnings data on Thursday, February 26th. The company reported $0.27 EPS for the quarter, hitting analysts’ consensus estimates of $0.27. The company had revenue of $391.58 million for the quarter, compared to the consensus estimate of $381.79 million. Bentley Systems had a return on equity of 28.82% and a net margin of 18.50%.The company’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.21 EPS. Research analysts predict that Bentley Systems, Incorporated will post 0.88 EPS for the current fiscal year.

Bentley Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Tuesday, March 10th will be issued a $0.07 dividend. This represents a $0.28 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, March 10th. Bentley Systems’s dividend payout ratio is presently 32.56%.

Bentley Systems Profile

Bentley Systems, Inc is a global software provider specializing in infrastructure engineering applications for the design, construction, and operations of roads, bridges, rail and transit systems, water and wastewater networks, power plants and grids, industrial facilities, and communications infrastructure. Founded in 1984 by brothers Keith and Barry Bentley, the company is headquartered in Exton, Pennsylvania, and maintains offices and development centers across North America, Europe, Asia, and Australia.