Tyler Technologies (NYSE:TYL) Hits New 12-Month Low After Earnings Miss

Tyler Technologies, Inc. (NYSE:TYL)’s share price reached a new 52-week low during trading on Thursday following a weaker than expected earnings announcement. The company traded as low as $312.00 and last traded at $319.8940, with a volume of 3955 shares trading hands. The stock had previously closed at $339.25.

The technology company reported $2.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.71 by ($0.07). The business had revenue of $575.18 million during the quarter, compared to analyst estimates of $591.09 million. Tyler Technologies had a net margin of 13.53% and a return on equity of 10.42%. The company’s revenue was up 6.3% compared to the same quarter last year. During the same quarter last year, the company posted $2.43 earnings per share.

Key Stories Impacting Tyler Technologies

Here are the key news stories impacting Tyler Technologies this week:

• Positive Sentiment: Company guidance lifted upside — Tyler raised FY2026 EPS guidance to $12.40–$12.65 (vs. consensus ~$11.49), and issued revenue guidance roughly in line with Street expectations; that stronger forward EPS range is supporting the stock today.
• Positive Sentiment: TD Cowen still maintains a “buy” rating with a $500 price target (cut from $600), which implies a large upside from the current price and provides buy‑side support. Read More.
• Neutral Sentiment: Stifel Nicolaus trimmed its price target to $400 but kept a “buy” rating — the cut reduces cushion versus prior targets but preserves positive analyst posture. Read More.
• Neutral Sentiment: Wells Fargo lowered its target to $335 and moved to an “equal weight” view, signaling more cautious near‑term expectations and less analyst conviction. Read More. Read More.
• Negative Sentiment: Q4 results missed consensus: EPS $2.64 vs. est. $2.71 and revenue also missed — that miss triggered downward revisions and initial selling pressure after the print. Read More.
• Negative Sentiment: Analysts collectively pared forecasts and coverage after the downbeat quarter; commentary and headlines note a sell‑off and that the stock is trading at a much lower valuation than recent years, increasing near‑term downside risk. Read More. Read More.

Analyst Ratings Changes

Several equities analysts have issued reports on TYL shares. Stifel Nicolaus dropped their price target on Tyler Technologies from $550.00 to $400.00 and set a “buy” rating on the stock in a research note on Friday. Robert W. Baird set a $440.00 target price on shares of Tyler Technologies in a research report on Friday. Cantor Fitzgerald reissued a “neutral” rating and set a $325.00 target price on shares of Tyler Technologies in a research note on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Tyler Technologies in a report on Friday, January 9th. Finally, TD Cowen dropped their price objective on shares of Tyler Technologies from $600.00 to $500.00 and set a “buy” rating on the stock in a report on Friday. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $467.54.

Insiders Place Their Bets

In other Tyler Technologies news, CFO Brian K. Miller sold 1,000 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $448.51, for a total value of $448,510.00. Following the completion of the transaction, the chief financial officer owned 17,148 shares in the company, valued at approximately $7,691,049.48. This represents a 5.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Glenn A. Carter sold 500 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $458.73, for a total value of $229,365.00. Following the transaction, the director owned 3,172 shares in the company, valued at $1,455,091.56. This represents a 13.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,500 shares of company stock worth $1,605,605 over the last three months. 1.10% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Tyler Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Generali Asset Management SPA SGR acquired a new position in shares of Tyler Technologies in the 2nd quarter valued at $30,000. Root Financial Partners LLC purchased a new position in shares of Tyler Technologies during the 3rd quarter worth approximately $28,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Tyler Technologies in the 2nd quarter valued at approximately $32,000. Salomon & Ludwin LLC lifted its stake in Tyler Technologies by 6,100.0% during the fourth quarter. Salomon & Ludwin LLC now owns 62 shares of the technology company’s stock worth $27,000 after purchasing an additional 61 shares in the last quarter. Finally, Elyxium Wealth LLC purchased a new position in shares of Tyler Technologies during the fourth quarter worth $29,000. Institutional investors and hedge funds own 93.30% of the company’s stock.

Tyler Technologies Price Performance

The firm has a market capitalization of $13.07 billion, a price-to-earnings ratio of 42.19, a PEG ratio of 1.93 and a beta of 0.91. The stock has a 50 day moving average price of $423.20 and a two-hundred day moving average price of $486.51.

Tyler Technologies Company Profile

Tyler Technologies, Inc is a provider of software and technology services for the public sector, delivering integrated systems that help government and public agencies manage operations, finances and citizen services. Headquartered in Plano, Texas, the company focuses on developing and implementing solutions for local and state governments, school districts, courts and public safety organizations. Its offerings are aimed at modernizing administrative workflows, improving transparency and enabling digital interactions between governments and the communities they serve.

Tyler’s product portfolio spans enterprise resource planning and financial management, tax and billing systems, court case and records management, public safety solutions (including computer-aided dispatch and records management), land and property management, permitting and licensing, and enterprise asset management.