PTC Inc. $PTC Shares Sold by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA trimmed its position in shares of PTC Inc. (NASDAQ:PTC) by 25.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,729 shares of the technology company’s stock after selling 16,925 shares during the quarter. Baldwin Wealth Partners LLC MA’s holdings in PTC were worth $8,837,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC acquired a new stake in shares of PTC during the 3rd quarter valued at about $30,000. SJS Investment Consulting Inc. raised its holdings in PTC by 2,257.1% in the 3rd quarter. SJS Investment Consulting Inc. now owns 165 shares of the technology company’s stock worth $34,000 after purchasing an additional 158 shares during the period. Versant Capital Management Inc boosted its position in PTC by 37.6% during the third quarter. Versant Capital Management Inc now owns 194 shares of the technology company’s stock worth $39,000 after purchasing an additional 53 shares in the last quarter. Board of the Pension Protection Fund purchased a new position in PTC during the fourth quarter worth approximately $35,000. Finally, Quarry LP grew its holdings in PTC by 86.2% in the third quarter. Quarry LP now owns 203 shares of the technology company’s stock valued at $41,000 after purchasing an additional 94 shares during the period. 95.14% of the stock is owned by hedge funds and other institutional investors.

PTC Price Performance

Shares of PTC opened at $149.81 on Friday. 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 firm has a 50-day simple moving average of $158.52 and a 200-day simple moving average of $178.60. PTC Inc. has a fifty-two week low of $133.38 and a fifty-two week high of $219.69. The company has a market capitalization of $17.83 billion, a price-to-earnings ratio of 21.87, a price-to-earnings-growth ratio of 2.56 and a beta of 1.03.

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

Insider Activity

In other news, EVP Staats Aaron C. Von sold 240 shares of the stock in a transaction dated Wednesday, February 11th. The shares were 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 represents a 1.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Corinna Lathan sold 675 shares of the stock in a transaction that occurred 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 transaction, the director directly owned 8,429 shares in the company, valued at approximately $1,325,375.96. This represents a 7.41% decrease in their position. The SEC filing for this sale provides additional information. 0.29% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on PTC. Barclays initiated coverage on PTC in a research report on Tuesday. They set an “overweight” rating and a $180.00 target price on the stock. Royal Bank Of Canada decreased their price objective on shares of PTC from $235.00 to $195.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. JPMorgan Chase & Co. lowered shares of PTC from a “neutral” rating to an “underweight” rating and dropped their target price for the company from $205.00 to $162.00 in a research report on Monday, February 2nd. Stifel Nicolaus set a $180.00 target price on shares of PTC in a research note on Thursday, February 5th. Finally, Wall Street Zen downgraded shares of PTC from a “buy” rating to a “hold” rating in a research report on Saturday. Eleven 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 company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $182.08.

PTC Company 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.