Synopsys, Inc. $SNPS Holdings Lifted by Aristotle Capital Management LLC

Key Points

• Aristotle Capital Management increased its Synopsys stake by 17.8% in Q3 to 1,859,738 shares (about $917.6M), making SNPS its 23rd-largest holding; institutional ownership of the stock is roughly 85.47% with large increases from Vanguard, Victory Capital and Capital Research.
• Strong quarterly results: Synopsys reported $3.77 EPS (beat by $0.21) and $2.41B revenue (beat estimates), with revenue up 65.6% year‑over‑year and FY2026 EPS guidance set at $14.38–$14.46.
• Insider selling occurred recently: CFO Shelagh Glaser sold 3,657 shares for ~$1.685M and insiders sold 4,157 shares (~$1.945M) in the last 90 days, leaving insiders with about 0.56% ownership.

Aristotle Capital Management LLC increased its holdings in Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 17.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,859,738 shares of the semiconductor company's stock after acquiring an additional 281,123 shares during the period. Synopsys comprises about 1.8% of Aristotle Capital Management LLC's holdings, making the stock its 23rd largest holding. Aristotle Capital Management LLC owned approximately 1.00% of Synopsys worth $917,608,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Synopsys by 20.7% during the 3rd quarter. Vanguard Group Inc. now owns 18,181,185 shares of the semiconductor company's stock valued at $8,970,415,000 after acquiring an additional 3,120,401 shares in the last quarter. State Street Corp lifted its position in shares of Synopsys by 1.2% in the second quarter. State Street Corp now owns 7,266,446 shares of the semiconductor company's stock worth $3,725,362,000 after purchasing an additional 85,662 shares in the last quarter. Victory Capital Management Inc. boosted its holdings in shares of Synopsys by 238.8% during the third quarter. Victory Capital Management Inc. now owns 2,824,349 shares of the semiconductor company's stock worth $1,393,506,000 after purchasing an additional 1,990,608 shares during the period. Ameriprise Financial Inc. boosted its holdings in shares of Synopsys by 29.1% during the second quarter. Ameriprise Financial Inc. now owns 2,598,874 shares of the semiconductor company's stock worth $1,333,095,000 after purchasing an additional 585,494 shares during the period. Finally, Capital Research Global Investors grew its position in Synopsys by 226.6% during the third quarter. Capital Research Global Investors now owns 2,524,512 shares of the semiconductor company's stock valued at $1,245,533,000 after purchasing an additional 1,751,432 shares in the last quarter. 85.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Synopsys

In other news, CFO Shelagh Glaser sold 3,657 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $460.77, for a total transaction of $1,685,035.89. Following the transaction, the chief financial officer owned 17,842 shares of the company's stock, valued at approximately $8,221,058.34. This represents a 17.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Janet Lee sold 250 shares of the firm's stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $530.00, for a total value of $132,500.00. Following the completion of the transaction, the insider directly owned 11,959 shares in the company, valued at $6,338,270. The trade was a 2.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 4,157 shares of company stock valued at $1,945,036 in the last ninety days. Insiders own 0.56% of the company's stock.

Synopsys Stock Performance

Shares of SNPS opened at $412.63 on Friday. The firm has a market cap of $79.04 billion, a price-to-earnings ratio of 64.07, a price-to-earnings-growth ratio of 3.36 and a beta of 1.15. The company's fifty day moving average is $461.93 and its 200-day moving average is $463.65. The company has a quick ratio of 1.26, a current ratio of 1.36 and a debt-to-equity ratio of 0.33. Synopsys, Inc. has a 12 month low of $365.74 and a 12 month high of $651.73.

Synopsys (NASDAQ:SNPS - Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The semiconductor company reported $3.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.56 by $0.21. The business had revenue of $2.41 billion during the quarter, compared to analyst estimates of $2.39 billion. Synopsys had a net margin of 13.76% and a return on equity of 6.83%. Synopsys's quarterly revenue was up 65.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.03 EPS. Synopsys has set its FY 2026 guidance at 14.380-14.460 EPS and its Q2 2026 guidance at 3.110-3.170 EPS. Equities analysts expect that Synopsys, Inc. will post 10.64 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on SNPS shares. HSBC downgraded shares of Synopsys from a "buy" rating to a "hold" rating and set a $455.00 target price for the company. in a research report on Friday, February 20th. Wells Fargo & Company dropped their price target on shares of Synopsys from $500.00 to $450.00 and set an "equal weight" rating on the stock in a research note on Thursday, February 26th. Bank of America upgraded Synopsys from an "underperform" rating to a "neutral" rating and cut their price objective for the stock from $525.00 to $500.00 in a report on Monday, December 8th. Citigroup started coverage on Synopsys in a research report on Monday, November 24th. They set a "buy" rating and a $580.00 price objective for the company. Finally, Needham & Company LLC reaffirmed a "buy" rating on shares of Synopsys in a research report on Thursday, February 26th. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Synopsys presently has a consensus rating of "Hold" and an average target price of $531.00.

About Synopsys

Synopsys, Inc is a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP) used to design, verify and manufacture integrated circuits and complex systems-on-chip (SoCs). Its product portfolio spans tools and technologies for front‑end design and synthesis, simulation and verification, physical implementation and signoff, and design-for-manufacturability, enabling chip designers to move from architecture through tape‑out.

In addition to core EDA offerings, Synopsys supplies a broad set of semiconductor IP building blocks — such as interface, memory and analog/mixed-signal cores — that customers integrate into SoCs to accelerate development.

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