ABN Amro Investment Solutions Invests $994,000 in SPS Commerce, Inc. $SPSC

ABN Amro Investment Solutions bought a new stake in shares of SPS Commerce, Inc. (NASDAQ:SPSC) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,541 shares of the software maker’s stock, valued at approximately $994,000.

A number of other institutional investors have also recently made changes to their positions in the business. Van Berkom & Associates Inc. purchased a new stake in SPS Commerce during the third quarter valued at approximately $51,878,000. Norges Bank bought a new position in shares of SPS Commerce during the 2nd quarter valued at approximately $57,540,000. Disciplined Growth Investors Inc. MN raised its holdings in SPS Commerce by 188.0% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 425,126 shares of the software maker’s stock valued at $57,855,000 after buying an additional 277,499 shares during the period. Walleye Capital LLC purchased a new stake in SPS Commerce during the 2nd quarter valued at $20,250,000. Finally, Tran Capital Management L.P. bought a new stake in SPS Commerce in the third quarter worth $15,370,000. Institutional investors own 98.96% of the company’s stock.

SPS Commerce Stock Down 4.4%

SPSC opened at $61.92 on Tuesday. The stock’s fifty day moving average is $86.89 and its two-hundred day moving average is $96.03. The company has a market capitalization of $2.34 billion, a P/E ratio of 25.27 and a beta of 0.56. SPS Commerce, Inc. has a 52 week low of $61.28 and a 52 week high of $153.16.

SPS Commerce (NASDAQ:SPSC) last posted its quarterly earnings results on Thursday, February 12th. The software maker reported $1.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.14. The business had revenue of $192.65 million for the quarter, compared to the consensus estimate of $193.60 million. SPS Commerce had a return on equity of 12.73% and a net margin of 12.42%.The business’s revenue was up 12.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.89 EPS. SPS Commerce has set its FY 2026 guidance at 4.420-4.500 EPS and its Q1 2026 guidance at 0.950-0.990 EPS. Equities analysts anticipate that SPS Commerce, Inc. will post 2.73 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on SPSC shares. Northland Securities set a $109.00 price objective on shares of SPS Commerce in a research report on Friday, October 31st. Craig Hallum downgraded shares of SPS Commerce from a “buy” rating to a “hold” rating and set a $70.00 price target on the stock. in a report on Friday. DA Davidson decreased their price objective on shares of SPS Commerce from $125.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, October 31st. Needham & Company LLC reaffirmed a “buy” rating and set a $110.00 target price (down previously from $160.00) on shares of SPS Commerce in a research note on Friday, October 31st. Finally, Wall Street Zen downgraded SPS Commerce from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $88.90.

Insider Activity at SPS Commerce

In other news, Director Marty M. Reaume sold 1,000 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $79.92, for a total transaction of $79,920.00. Following the transaction, the director directly owned 9,158 shares in the company, valued at approximately $731,907.36. This trade represents a 9.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.98% of the company’s stock.

SPS Commerce Company Profile

SPS Commerce, Inc is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. Through its robust network, SPS Commerce connects trading partners with electronic data interchange (EDI) capabilities, helping businesses automate order processing, inventory management and fulfillment workflows. The company’s platform ensures data accuracy, accelerates order-to-cash cycles and reduces manual intervention, supporting a wide range of industries including retail, grocery, consumer goods and automotive.

The company offers a suite of services encompassing EDI, retail-ready compliance, order management and data analytics.