Congress Asset Management Co. Grows Stock Holdings in PTC Inc. $PTC

Congress Asset Management Co. boosted its stake in shares of PTC Inc. (NASDAQ:PTC) by 11.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 163,512 shares of the technology company’s stock after purchasing an additional 17,020 shares during the period. Congress Asset Management Co. owned approximately 0.14% of PTC worth $28,485,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

PTC has been the subject of several recent analyst reports. Wall Street Zen lowered shares of PTC from a “buy” rating to a “hold” rating in a report on Saturday. JPMorgan Chase & Co. downgraded shares of PTC from a “neutral” rating to an “underweight” rating and decreased their price objective for the company from $205.00 to $162.00 in a report on Monday, February 2nd. Royal Bank Of Canada dropped their target price on shares of PTC from $235.00 to $195.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Oppenheimer cut their target price on shares of PTC from $240.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Finally, Mizuho reduced their price target on shares of PTC from $180.00 to $160.00 and set a “neutral” rating for the company in a research report on Monday. Eleven analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $182.08.

PTC Stock Performance

NASDAQ PTC opened at $142.96 on Wednesday. The stock has a fifty day simple moving average of $157.55 and a 200-day simple moving average of $177.17. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.31. The stock has a market cap of $17.01 billion, a PE ratio of 20.87, a P/E/G ratio of 2.57 and a beta of 1.03. PTC Inc. has a twelve month low of $133.38 and a twelve month high of $219.69.

PTC (NASDAQ:PTC) last released its quarterly earnings results on Wednesday, February 4th. The technology company reported $1.92 earnings per share (EPS) for the quarter, beating 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 net margin of 28.86% and a return on equity of 24.63%. The business’s revenue was up 21.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.10 EPS. PTC has set its Q2 2026 guidance at 1.930-2.540 EPS. Equities analysts anticipate that PTC Inc. will post 4.46 earnings per share for the current year.

Insider Buying and Selling at PTC

In other PTC news, EVP Staats Aaron C. Von sold 240 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $161.10, for a total value of $38,664.00. Following the sale, the executive vice president owned 22,221 shares of the company’s stock, valued at $3,579,803.10. This trade represents a 1.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Corinna Lathan sold 675 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $157.24, for a total transaction of $106,137.00. Following the completion of the sale, the director directly owned 8,429 shares in the company, valued at approximately $1,325,375.96. This trade represents a 7.41% decrease in their position. The SEC filing for this sale provides additional information. 0.29% of the stock is currently owned by company insiders.

PTC News Roundup

Here are the key news stories impacting PTC this week:

• Positive Sentiment: Rosenblatt lowered its price target to $190 from $220 but kept a Buy rating, signaling continued analyst conviction in PTC’s prospects despite recent divestitures. Rosenblatt Lowers its Price Target on PTC Inc. (PTC) to $190 from $220
• Neutral Sentiment: Coverage pieces note PTC has underperformed broader indices over the past year but analysts remain moderately optimistic — this frames today’s move as sentiment- and multiple-driven rather than a pure fundamentals shock. Is PTC Inc. Stock Underperforming the Dow?
• Neutral Sentiment: Multiple short-interest notices show a reported “large increase” but list zero shares and a 0.0 days-to-cover — this appears to be a reporting anomaly and is unlikely to be a real driver of today’s move.
• Negative Sentiment: Commentary says the investment narrative is shifting after PTC’s completed divestitures (Kepware and ThingWorx) and follow-on target resets — investors may be reassessing growth and TAM assumptions as PTC refocuses its product mix. How The PTC (PTC) Investment Narrative Is Shifting After Recent Divestitures And Target Resets
• Negative Sentiment: PTC flagged an imminent threat from a critical remote‑code‑execution vulnerability affecting Windchill and FlexPLM — a security issue that can prompt customer concerns, potential remediation costs, and short-term revenue/renewal pressure. PTC warns of imminent threat from critical Windchill, FlexPLM RCE bug
• Negative Sentiment: Mizuho cut its price target to $160 and moved to a Neutral rating, signaling less upside from current levels and adding selling pressure from the analyst community. Mizuho lowers price target to $160

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.