PTC Inc. $PTC Shares Newly Bought by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Bank Julius Baer & Co. opened a new position in PTC during the third quarter, buying 9,448 shares valued at approximately $1.325 million. Institutional investors collectively own 95.14% of the company’s stock.
• PTC’s quarterly results beat analyst estimates, with EPS of $2.03 versus $1.97 expected and revenue of $673.25 million versus $663.56 million expected. However, revenue fell 24.7% year over year and EPS declined from $3.41.
• Analyst sentiment is largely neutral: 14 analysts rate PTC a Hold and two rate it a Buy, with an average price target of $200.06.

Bank Julius Baer & Co. Ltd Zurich bought a new position in shares of PTC Inc. (NASDAQ:PTC - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 9,448 shares of the technology company's stock, valued at approximately $1,325,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Nippon Life Global Investors Americas Inc. grew its stake in PTC by 6.2% during the third quarter. Nippon Life Global Investors Americas Inc. now owns 10,740 shares of the technology company's stock valued at $1,507,000 after acquiring an additional 630 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its stake in PTC by 52.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,228,905 shares of the technology company's stock worth $172,415,000 after purchasing an additional 423,096 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of PTC during the 3rd quarter valued at about $4,246,000. Vise Technologies Inc. bought a new position in shares of PTC during the 3rd quarter valued at about $316,000. Finally, MGO One Seven LLC bought a new position in shares of PTC during the 3rd quarter valued at about $365,000. Institutional investors own 95.14% of the company's stock.

PTC Stock Performance

NASDAQ:PTC opened at $195.18 on Thursday. The firm has a market capitalization of $21.18 billion, a PE ratio of 24.38, a PEG ratio of 2.55 and a beta of 0.93. The stock's fifty day moving average is $165.40 and its 200 day moving average is $147.80. PTC Inc. has a fifty-two week low of $108.50 and a fifty-two week high of $196.05. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.03 and a current ratio of 1.03.

PTC (NASDAQ:PTC - Get Free Report) last posted its quarterly earnings data on Wednesday, November 4th. The technology company reported $2.03 EPS for the quarter, topping the consensus estimate of $1.97 by $0.06. PTC had a net margin of 41.67% and a return on equity of 25.31%. The company had revenue of $673.25 million during the quarter, compared to analyst estimates of $663.56 million. During the same period in the previous year, the firm earned $3.41 earnings per share. PTC's quarterly revenue was down 24.7% compared to the same quarter last year. On average, sell-side analysts anticipate that PTC Inc. will post 6.51 earnings per share for the current year.

Key Headlines Impacting PTC

Here are the key news stories impacting PTC this week:

• Positive Sentiment: PTC reported non-GAAP EPS of $2.03, above estimates of roughly $1.97–$2.00, and revenue of $673.25 million, ahead of the $663.56 million consensus. Annual recurring revenue, excluding divested businesses, grew 8% (9.7% at constant currency), providing a sign of continued underlying demand. PTC fiscal 2026 results
• Neutral Sentiment: Coverage characterized the results as coming ahead of a Schneider transaction, but the supplied article details do not provide terms or explain the transaction’s expected financial impact. PTC Q4 earnings coverage
• Neutral Sentiment: A law firm said it is investigating the fairness of the PTC merger. The notice provides no findings, so it signals potential deal-related scrutiny rather than a confirmed challenge. Merger investigation notice
• Negative Sentiment: Revenue fell about 25% year over year to $673 million, while non-GAAP EPS declined 40% to $2.03 from $3.41. Those steep declines temper the positive surprise versus quarterly estimates. PTC earnings estimates

Insider Activity

In other PTC news, Director Corinna Lathan sold 1,750 shares of the firm's stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $195.75, for a total value of $342,562.50. Following the completion of the sale, the director owned 6,679 shares of the company's stock, valued at $1,307,414.25. This trade represents a 20.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.29% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on PTC. Mizuho lifted their target price on PTC from $160.00 to $205.00 and gave the stock a "neutral" rating in a report on Tuesday, October 6th. Barclays lowered PTC from an "overweight" rating to an "equal weight" rating and increased their price target for the company from $155.00 to $205.00 in a research note on Monday, October 5th. Loop Capital cut PTC from a "buy" rating to a "hold" rating and raised their price target for the company from $200.00 to $205.00 in a report on Monday, October 5th. Robert W. Baird downgraded PTC from a "strong-buy" rating to a "hold" rating in a research note on Monday, October 5th. Finally, Piper Sandler decreased their price objective on PTC from $175.00 to $157.00 and set a "neutral" rating on the stock in a report on Thursday, July 30th. Two investment analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $200.06.

PTC Profile

PTC Inc NASDAQ: PTC develops software that helps manufacturers and other industrial companies design, manage, and optimize products and production processes. Its portfolio supports computer-aided design, product lifecycle management, digital manufacturing, and industrial Internet of Things initiatives.

The company's products include Creo for 3D computer-aided design and engineering, Windchill for product lifecycle management, and Codebeamer for application lifecycle management. PTC also offers ThingWorx for industrial connectivity and IoT applications, Kepware for industrial automation connectivity, and Vuforia for augmented reality solutions.

Founded in 1985, PTC serves customers globally across industries such as automotive, aerospace and defense, industrial equipment, electronics, and life sciences.

Want to see what other hedge funds are holding PTC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PTC Inc. (NASDAQ:PTC - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.