AGYS

AGILYSYS INC

Nasdaq · Services-Computer Integrated Systems Design · Inc. DE · CIK 0000078749
$90.64 -1.24% $2.6B
High Impact Filing (7/10)15 New Institutional Positions11 Institutional Exits
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity15 buys / 11 sells
Insider Activity4B / 1S
Insider Net $-$161.3K
SEC Reports2
Exchange Nasdaq·Sector Services-Computer Integrated Systems Design·Inc. DE·CIK 0000078749·Prev Close $91.78

Recent Activity

Jun 10, 2026 Insider
Badger Kyle C sold 2,000 shares
SVP, GC and Secretary @ $92.17 ($184.3K)
Jun 3, 2026 SEC
Agilysys filed an 8-K furnishing its June 2026 investor presentation, which includes FY27 annual guidance of $365M-$370M
8-K — Impact 6/10
May 27, 2026 Insider
KEATING MELVIN L was granted 1,424 shares
Director
May 27, 2026 Insider
Jones Dana Sue was granted 1,424 shares
Director
May 18, 2026 SEC
Agilysys reported fiscal Q4 2026 revenue of $82.9M, a record and 11.7% YoY growth, with subscription revenue up 24.1%. G
8-K — Impact 7/10
Inst.
WASATCH ADVISORS LP — ADD
953,730 shares ($67.8M)
Inst.
Capital Research Global Investors — TRIM
438,717 shares ($31.2M)
May 18, 2026 earnings_calendar
AGYS Q4 2026 Earnings After Market Close — 2026-05-18

Price Targets

$127.33 +40.5% upside Strong Buy
Current $90.64 Low $100.00 Median $127.50 High $159.00 6 analysts
$100.00 $159.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
4Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Piper Sandler INITIATE Overweight
May 19, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 19, 2026 Needham REITERATE Buy → Buy
Apr 28, 2026 Needham REITERATE Buy → Buy
Apr 9, 2026 Oppenheimer MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.40 ▼ -8.9% $0.35 — $0.53 22% YoY 8
Next Q $0.57 ▲ +2.4% $0.48 — $0.73 44% YoY 8
Current FY $2.45 ▲ +12.6% $2.27 — $3.05 37% YoY 8
Next FY $3.19 ▲ +13.8% $2.90 — $4.10 30% YoY 8

Latest Reports

BULLISH 8-K 6/10
Agilysys filed an 8-K furnishing its June 2026 investor presentation, which includes FY27 annual guidance of $365M-$370M
Jun 3, 2026
BULLISH 8-K 7/10
Agilysys reported fiscal Q4 2026 revenue of $82.9M, a record and 11.7% YoY growth, with subscription revenue up 24.1%. G
May 18, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$277.1M—
VANGUARD CAPITAL MANAGEMENT LLC$81.0M—
VANGUARD PORTFOLIO MANAGEMENT LLC$76.6M—
STATE STREET CORP$74.1M—
WASATCH ADVISORS LP$67.8MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Badger KyleSELL$184.3K
May 27, 2026KEATING MELVINA$0.00
May 27, 2026Jones DanaA$0.00
May 27, 2026MUTCH JOHNA$0.00
May 27, 2026COLVIN DONALDA$0.00
50 institutional holders with $1.2B total value (17,165,848 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 15 institutions added/increased vs 11 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,894,780$277.1M22.7%—
2VANGUARD CAPITAL MANAGEMENT LLC1,138,010$81.0M6.6%—
3VANGUARD PORTFOLIO MANAGEMENT LLC1,077,039$76.6M6.3%—
4STATE STREET CORP1,040,974$74.1M6.1%—
5WASATCH ADVISORS LP953,730$67.8M5.5%ADD +33.0%
6FMR LLC836,435$59.5M4.9%—
7WELLINGTON MANAGEMENT GROUP LLP721,752$51.3M4.2%ADD +75.9%
8WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC631,587$44.9M3.7%—
9Artisan Partners Limited Partnership539,323$38.4M3.1%TRIM -28.7%
10Capital Research Global Investors438,717$31.2M2.6%TRIM -50.3%
11DIMENSIONAL FUND ADVISORS LP377,038$26.8M2.2%ADD +38.0%
12JENNISON ASSOCIATES LLC365,580$26.0M2.1%ADD +64.8%
13LOOMIS SAYLES & CO L P360,502$25.6M2.1%—
14FRANKLIN RESOURCES INC347,941$24.8M2.0%—
15GOLDMAN SACHS GROUP INC318,475$22.7M1.9%—
16VOYA INVESTMENT MANAGEMENT LLC317,849$22.6M1.8%ADD +47.0%
17ROYAL BANK OF CANADA246,588$17.5M1.4%—
18NOMURA ASSET MANAGEMENT INTERNATIONAL INC.246,505$17.5M1.4%—
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC236,901$16.9M1.4%—
20MORGAN STANLEY226,123$16.1M1.3%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WASATCH ADVISORS LPADD717,357953,730+33.0%$67.8M2026-Q1
Capital Research Global InvestorsTRIM882,517438,717-50.3%$31.2M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD273,286377,038+38.0%$26.8M2026-Q1
JENNISON ASSOCIATES LLCADD221,791365,580+64.8%$26.0M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD216,236317,849+47.0%$22.6M2026-Q1
BAMCO INC /NY/ADD120,846206,401+70.8%$14.7M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM295,053202,547-31.4%$14.4M2026-Q1
THORNBURG INVESTMENT MANAGEMENT INCTRIM178,136126,433-29.0%$9.0M2026-Q1
Rockefeller Capital Management L.P.TRIM271,02296,095-64.5%$6.8M2026-Q1
Invesco Ltd.NEAR_EXIT461,87390,808-80.3%$6.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED4,96376,776+1447.0%$5.5M2026-Q1
FIRST TRUST ADVISORS LPADD27,44843,660+59.1%$3.1M2026-Q1
Pinnacle Financial Partners, Inc.ADD14,18118,519+30.6%$1.3M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM26,08417,833-31.6%$1.3M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED5,67113,985+146.6%$994.9K2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT65,83611,910-81.9%$848.1K2026-Q1
AmundiADD4,0896,373+55.9%$453.4K2026-Q1
STRS OHIOTRIM8,9006,200-30.3%$441.1K2026-Q1
State of Tennessee, Department of TreasuryTRIM7,6905,750-25.2%$409.1K2026-Q1
CWM, LLCDOUBLED322915+184.2%$65.1K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED6397,254+1035.2%$57.2K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD388539+38.9%$38.3K2026-Q1
FEDERATED HERMES, INC.ADD199315+58.3%$22.4K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM261128-51.0%$9.1K2026-Q1
Allworth Financial LPDOUBLED2349+113.0%$3.5K2026-Q1
9 unique insiders with 22 transactions. Net insider value: -$161.3K ($23.0K bought, $184.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Badger Kyle CSVP, GC and SecretarySELL2,000$92.17$184.3K
May 27, 2026KEATING MELVIN LDirectorAWARD1,424——
May 27, 2026Jones Dana SueDirectorAWARD1,424——
May 27, 2026MUTCH JOHNDirectorAWARD1,424——
May 27, 2026COLVIN DONALD ADirectorAWARD1,424——
May 27, 2026Pope LisaDirectorAWARD1,424——
May 27, 2026JONES JERRY CDirectorAWARD1,424——
May 27, 2026Kaufman Michael ADirectorAWARD1,424——
May 26, 2026SRINIVASAN RAMESHPresident & CEOAWARD7,570——
May 26, 2026SRINIVASAN RAMESHPresident & CEOAWARD8,607——
May 22, 2026Kaufman Michael ADirectorEXERCISE973$79.84$77.7K
May 22, 2026Pope LisaDirectorEXERCISE973$79.84$77.7K
May 22, 2026MUTCH JOHNDirectorEXERCISE973$79.84$77.7K
May 22, 2026KEATING MELVIN LDirectorEXERCISE973$79.84$77.7K
May 22, 2026COLVIN DONALD ADirectorEXERCISE973$79.84$77.7K
May 22, 2026JONES JERRY CDirectorEXERCISE973$79.84$77.7K
Mar 17, 2026KEATING MELVIN LDirectorBUY65$68.10$4.4K
Mar 16, 2026KEATING MELVIN LDirectorBUY100$68.49$6.8K
Mar 10, 2026SRINIVASAN RAMESHPresident & CEOEXERCISE21,035——
Mar 10, 2026SRINIVASAN RAMESHPresident & CEOEXERCISE11,310$73.31$829.1K
Feb 3, 2026KEATING MELVIN LDirectorBUY40$84.10$3.4K
Jan 30, 2026KEATING MELVIN LDirectorBUY100$83.90$8.4K
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 6.5/10.
BULLISH 8-K 6/10
Agilysys filed an 8-K furnishing its June 2026 investor presentation, which includes FY27 annual gui
Jun 3, 2026
BULLISH 8-K 7/10
Agilysys reported fiscal Q4 2026 revenue of $82.9M, a record and 11.7% YoY growth, with subscription
May 18, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 4 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$127.33 mean target +40.5% upside Strong Buy (1.50)
$100.00 Low $159.00 High
MetricValue
Current Price$90.64
Target Low$100.00
Target Mean$127.33
Target Median$127.50
Target High$159.00
# Analysts6
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.40 $0.35 $0.53 22.0% -8.9% 1↑ 5↓ $0.1B 12.1% 8
Next Q
2026-09-30
 $0.57 $0.48 $0.73 43.8% +2.4% 4↑ 2↓ $0.1B 14.4% 8
Current FY
2027-03-31
 $2.45 $2.27 $3.05 36.7% +12.6% 7↑ 0↓ $0.4B 15.2% 8
Next FY
2028-03-31
 $3.19 $2.90 $4.10 30.2% +13.8% 6↑ 0↓ $0.4B 16.4% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.403
7d ago$0.393+0.010
30d ago$0.442-0.039
60d ago$0.442-0.039
90d ago$0.442-0.039
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Piper Sandler INITIATE — Overweight
May 19, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 19, 2026 Needham REITERATE Buy Buy
Apr 28, 2026 Needham REITERATE Buy Buy
Apr 9, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 17, 2026 Needham MAINTAIN Buy Buy
Jan 27, 2026 Needham REITERATE Buy Buy
Dec 15, 2025 Needham REITERATE Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264720085%
May 1, 20264730079%
Apr 1, 20264730079%
Mar 1, 20264730079%
Feb 1, 20264730079%
Jan 1, 20264730079%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
earnings_calendar
AGYS Q4 2026 Earnings After Market Close — 2026-05-18