CCLA Investment Management Has $117.44 Million Holdings in PTC Inc. $PTC

CCLA Investment Management trimmed its position in PTC Inc. (NASDAQ:PTC) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 674,102 shares of the technology company’s stock after selling 12,779 shares during the quarter. PTC comprises approximately 1.9% of CCLA Investment Management’s holdings, making the stock its 27th largest position. CCLA Investment Management owned 0.57% of PTC worth $117,442,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Aaron Wealth Advisors LLC lifted its stake in shares of PTC by 55.3% in the fourth quarter. Aaron Wealth Advisors LLC now owns 2,493 shares of the technology company’s stock worth $434,000 after buying an additional 888 shares during the last quarter. Portside Wealth Group LLC lifted its stake in shares of PTC by 10.7% in the fourth quarter. Portside Wealth Group LLC now owns 2,380 shares of the technology company’s stock worth $415,000 after buying an additional 230 shares during the last quarter. Signaturefd LLC lifted its stake in shares of PTC by 4.7% in the fourth quarter. Signaturefd LLC now owns 1,895 shares of the technology company’s stock worth $330,000 after buying an additional 85 shares during the last quarter. Whalen Wealth Management Inc. acquired a new stake in shares of PTC in the fourth quarter worth $483,000. Finally, Archford Capital Strategies LLC lifted its position in shares of PTC by 2.7% during the 4th quarter. Archford Capital Strategies LLC now owns 4,823 shares of the technology company’s stock worth $840,000 after purchasing an additional 128 shares during the last quarter. 95.14% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Staats Aaron C. Von sold 240 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $161.10, for a total value of $38,664.00. Following the completion of the transaction, the executive vice president owned 22,221 shares in the company, valued at approximately $3,579,803.10. This represents a 1.07% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Corinna Lathan sold 675 shares of the stock in a transaction 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 transaction, the director owned 8,429 shares of the company’s stock, 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. Corporate insiders own 0.29% of the company’s stock.

PTC Trading Up 0.3%

PTC stock opened at $144.32 on Thursday. The business has a 50 day moving average price of $152.74 and a two-hundred day moving average price of $172.50. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.31. The stock has a market cap of $17.17 billion, a price-to-earnings ratio of 21.07, a price-to-earnings-growth ratio of 2.45 and a beta of 1.06. PTC Inc. has a 12 month low of $133.38 and a 12 month high of $219.69.

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 firm 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 revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.10 EPS. PTC has set its Q2 2026 guidance at 1.930-2.540 EPS. As a group, equities analysts forecast that PTC Inc. will post 4.46 EPS for the current year.

Analysts Set New Price Targets

Several research firms recently weighed in on PTC. Mizuho cut their price objective on PTC from $180.00 to $160.00 and set a “neutral” rating for the company in a research report on Monday, March 23rd. BMO Capital Markets cut their price objective on PTC from $219.00 to $189.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Stifel Nicolaus set a $180.00 price objective on PTC in a research report on Thursday, February 5th. Barclays started coverage on PTC in a research report on Tuesday, March 17th. They set an “overweight” rating and a $180.00 price objective for the company. Finally, 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. Eleven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, PTC presently has a consensus rating of “Moderate Buy” and an average target price of $182.08.

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.