Agilysys (NASDAQ:AGYS) Director John Mutch Sells 750 Shares of Stock

Key Points

• Agilysys Director John Mutch sold 750 shares at an average price of $114.96, generating $86,220 and reducing his direct ownership by 2.32% to 31,627 shares.
• Agilysys exceeded quarterly expectations, reporting EPS of $0.67 versus $0.55 expected and revenue of $93.36 million versus $90.92 million, with revenue up 17.7% year over year.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and a $141.25 price target; however, the stock’s high valuation and investor concerns about margin expansion remain risks.

Agilysys, Inc. (NASDAQ:AGYS - Get Free Report) Director John Mutch sold 750 shares of the business's stock in a transaction dated Thursday, October 29th. The shares were sold at an average price of $114.96, for a total transaction of $86,220.00. Following the transaction, the director directly owned 31,627 shares of the company's stock, valued at $3,635,839.92. The trade was a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Agilysys Stock Down 0.1%

NASDAQ AGYS traded down $0.06 on Friday, hitting $115.80. The stock had a trading volume of 268,722 shares, compared to its average volume of 330,416. The company's 50-day moving average is $108.45 and its two-hundred day moving average is $92.28. Agilysys, Inc. has a one year low of $61.50 and a one year high of $133.32. The stock has a market cap of $3.27 billion, a price-to-earnings ratio of 74.23, a P/E/G ratio of 3.29 and a beta of 0.37.

Agilysys (NASDAQ:AGYS - Get Free Report) last issued its quarterly earnings data on Monday, October 26th. The software maker reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.12. Agilysys had a return on equity of 12.98% and a net margin of 12.88%. The business had revenue of $93.36 million during the quarter, compared to the consensus estimate of $90.92 million. During the same period in the previous year, the firm posted $0.41 earnings per share. The business's revenue was up 17.7% on a year-over-year basis. On average, sell-side analysts anticipate that Agilysys, Inc. will post 1.75 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on AGYS shares. Oppenheimer reissued an "outperform" rating and issued a $135.00 price objective (up from $118.00) on shares of Agilysys in a research note on Tuesday. Needham & Company LLC raised their price objective on shares of Agilysys from $135.00 to $145.00 and gave the company a "buy" rating in a research report on Tuesday. UBS Group set a $145.00 target price on shares of Agilysys in a report on Tuesday. Piper Sandler raised their target price on shares of Agilysys from $120.00 to $140.00 and gave the stock an "overweight" rating in a report on Tuesday. Finally, Zacks Research lowered Agilysys from a "strong-buy" rating to a "hold" rating in a research note on Monday, July 27th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $141.25.

Hedge Funds Weigh In On Agilysys

Large investors have recently made changes to their positions in the business. Pinnacle Wealth Planning Services Inc. boosted its position in shares of Agilysys by 36.0% during the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 393 shares of the software maker's stock valued at $38,000 after acquiring an additional 104 shares in the last quarter. Versant Capital Management Inc grew its holdings in Agilysys by 123.9% during the 2nd quarter. Versant Capital Management Inc now owns 421 shares of the software maker's stock worth $44,000 after acquiring an additional 233 shares during the last quarter. Optiver Holding B.V. lifted its position in shares of Agilysys by 700.0% during the first quarter. Optiver Holding B.V. now owns 456 shares of the software maker's stock worth $32,000 after purchasing an additional 399 shares in the last quarter. MCF Advisors LLC increased its holdings in shares of Agilysys by 120.3% in the second quarter. MCF Advisors LLC now owns 478 shares of the software maker's stock valued at $50,000 after purchasing an additional 261 shares in the last quarter. Finally, Johnson Financial Group Inc. acquired a new stake in shares of Agilysys in the second quarter valued at approximately $85,000. Institutional investors and hedge funds own 88.00% of the company's stock.

Key Headlines Impacting Agilysys

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Northland raised several forward earnings estimates. The firm increased its FY2027 EPS forecast to $1.80 from $1.73, FY2028 to $2.21 from $2.18, and also lifted estimates for Q2 2028, Q4 2027, Q1 2028 and Q4 2028. These revisions suggest confidence in Agilysys’ longer-term earnings growth. Agilysys analyst earnings estimates
• Positive Sentiment: Analyst coverage remains constructive. Oppenheimer assigned an Outperform rating, while Piper Sandler and Needham & Company forecast substantial potential appreciation. Agilysys was also upgraded to Zacks Rank #2 (Buy), reflecting improving expectations for its earnings outlook. Oppenheimer Outperform rating
• Neutral Sentiment: Recent operating results exceeded expectations. Agilysys reported quarterly EPS of $0.67 versus the $0.55 consensus estimate and revenue of $93.36 million versus $90.92 million, with revenue up 17.7% year over year. The strong results support the company’s growth narrative, although investors are focusing on the quality and sustainability of that growth. Agilysys sales results
• Negative Sentiment: Some Northland revisions moved lower. The firm cut its Q3 2027 EPS estimate to $0.37 from $0.46 and Q3 2028 to $0.47 from $0.57, creating a mixed overall outlook despite higher annual forecasts. Northland estimate revisions
• Negative Sentiment: Margins are the immediate concern. Reports indicate that the stock has weakened despite beating sales expectations because the latest results put profit margins in focus. With Agilysys trading at a high earnings multiple, investors may be demanding stronger margin expansion to justify the valuation. Agilysys margins report

About Agilysys

Agilysys, Inc develops and provides hospitality technology for hotels, resorts, casinos, cruise lines and other guest-focused businesses. Its software and services are designed to help operators manage core property functions, improve guest experiences and streamline food, beverage and retail operations.

The company's product portfolio includes property-management systems, point-of-sale solutions, inventory and procurement tools, payment services, guest-facing applications, mobile ordering and resort-management software.

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