BLKB

BLACKBAUD INC

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001280058
$27.90 +1.97% $1.3B
Insider Selling Cluster (3 insiders)17 New Institutional Positions13 Institutional Exits
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders50 funds
Inst. Value$935.2M
Inst. Activity17 buys / 13 sells
Insider Activity0B / 6S
Insider Net $-$2.1M
SEC Reports4
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001280058·Prev Close $27.36

Recent Activity

Jun 1, 2026 Insider
Anderson Chad sold 6,205 shares
Executive VP and CFO @ $31.31 ($194.3K)
May 13, 2026 short_interest
FTD: BLKB — 19,426 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $32.48, FTD Value: $630,956.48, BLACKBAUD INC
May 4, 2026 Insider
Anderson Chad was granted 616 shares
Executive VP and CFO
May 4, 2026 Insider
Anderson Chad surrendered for taxes 1,137 shares
Executive VP and CFO @ $37.54 ($42.7K)
Apr 29, 2026 SEC
Blackbaud reported Q1 2026 non-GAAP diluted EPS of $1.14, beating the $0.73 consensus by 56%, on GAAP revenue of $281.1M
8-K — Impact 6/10
Apr 21, 2026 SEC
Blackbaud, Inc. filed a definitive proxy statement for its annual shareholder meeting, which is a routine administrative
DEFA14A — Impact 2/10
Mar 6, 2026 SEC
Two Blackbaud executives — the Chief Operating Officer and General Counsel — sold shares in open-market transactions tot
CLUSTER — Impact 4/10
Inst.
FULLER & THALER ASSET — ADD
684,507 shares ($26.4M)

Price Targets

$51.00 +82.8% upside Strong Buy
Current $27.90 Low $45.00 Median $50.00 High $65.00 5 analysts
$45.00 $65.00

Analyst Ratings

Buy70% buy · 10 analysts
3Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 30, 2026 Baird UPGRADE Neutral → Outperform
Apr 28, 2026 Stifel MAINTAIN Hold → Hold
Feb 11, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.28 ▼ -5.9% $1.19 — $1.36 5% YoY 5
Next Q $1.32 ▲ +0.9% $1.30 — $1.34 20% YoY 5
Current FY $5.19 $5.18 — $5.22 17% YoY 5
Next FY $5.87 $5.56 — $6.05 13% YoY 5

Latest Reports

BULLISH 8-K 6/10
Blackbaud reported Q1 2026 non-GAAP diluted EPS of $1.14, beating the $0.73 consensus by 56%, on GAAP revenue of $281.1M
Apr 29, 2026
NEUTRAL DEFA14A 2/10
Blackbaud, Inc. filed a definitive proxy statement for its annual shareholder meeting, which is a routine administrative
Apr 21, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$184.0M—
MORGAN STANLEY$164.7M—
VANGUARD PORTFOLIO MANAGEMENT LLC$116.3M—
VANGUARD CAPITAL MANAGEMENT LLC$75.0M—
JANUS HENDERSON GROUP PLC$60.1M—

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Anderson ChadSELL$194.3K
May 4, 2026Anderson ChadA$0.00
May 4, 2026Anderson ChadF$42.7K
Mar 4, 2026Gregoire KevinSELL$100.0K
Mar 3, 2026Olson JonSELL$245.5K
50 institutional holders with $935.2M total value (24,171,588 shares) as of 2026-Q1. Top holders: BlackRock,, MORGAN, VANGUARD. Net buying activity: 17 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,766,787$184.0M19.7%—
2MORGAN STANLEY4,265,345$164.7M17.6%—
3VANGUARD PORTFOLIO MANAGEMENT LLC3,011,703$116.3M12.4%—
4VANGUARD CAPITAL MANAGEMENT LLC1,943,516$75.0M8.0%—
5JANUS HENDERSON GROUP PLC1,555,833$60.1M6.4%—
6STATE STREET CORP1,515,036$58.5M6.3%—
7DIMENSIONAL FUND ADVISORS LP951,262$36.7M3.9%—
8FULLER & THALER ASSET MANAGEMENT, INC.684,507$26.4M2.8%ADD +70.8%
9GOLDMAN SACHS GROUP INC662,349$25.6M2.7%—
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC495,730$19.1M2.0%—
11FIRST TRUST ADVISORS LP405,331$15.6M1.7%—
12BANK OF AMERICA CORP /DE/351,835$13.6M1.5%TRIM -34.7%
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP312,992$12.1M1.3%ADD +50.2%
14PUBLIC SECTOR PENSION INVESTMENT BOARD268,758$10.4M1.1%ADD +25.3%
15VANGUARD FIDUCIARY TRUST CO257,484$9.9M1.1%—
16FMR LLC224,024$8.6M0.9%—
17VOLORIDGE INVESTMENT MANAGEMENT, LLC178,829$6.9M0.7%ADD +75.6%
18Allspring Global Investments Holdings, LLC169,986$6.6M0.7%—
19TWO SIGMA INVESTMENTS, LP162,049$6.3M0.7%—
20Point72 Asset Management, L.P.160,569$6.2M0.7%DOUBLED +133.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FULLER & THALER ASSET MANAGEMENT, INC.ADD400,735684,507+70.8%$26.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM538,489351,835-34.7%$13.6M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD208,329312,992+50.2%$12.1M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD214,487268,758+25.3%$10.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD101,829178,829+75.6%$6.9M2026-Q1
Point72 Asset Management, L.P.DOUBLED68,737160,569+133.6%$6.2M2026-Q1
Nuveen, LLCTRIM254,44193,558-63.2%$3.6M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD42,18183,320+97.5%$3.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED5,51871,601+1197.6%$2.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED17,38856,720+226.2%$2.2M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM88,05145,870-47.9%$1.8M2026-Q1
Gotham Asset Management, LLCADD32,00045,152+41.1%$1.7M2026-Q1
MACKENZIE FINANCIAL CORPTRIM58,66843,006-26.7%$1.7M2026-Q1
Magnetar Financial LLCDOUBLED12,18837,437+207.2%$1.4M2026-Q1
AmundiADD17,55027,345+55.8%$1.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED25426,071+10164.2%$1.0M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT163,11419,577-88.0%$755.9K2026-Q1
Freestone Grove Partners LPDOUBLED3,87611,722+202.4%$452.6K2026-Q1
PRUDENTIAL FINANCIAL INCADD5,4599,059+65.9%$349.8K2026-Q1
CAPTRUST FINANCIAL ADVISORSADD4,6768,857+89.4%$342.0K2026-Q1
Swiss Life Asset Management LtdADD4,4766,477+44.7%$250.1K2026-Q1
Russell Investments Group, Ltd.TRIM13,4116,370-52.5%$245.9K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEAR_EXIT33,0704,622-86.0%$178.5K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD1,9742,838+43.8%$109.6K2026-Q1
CWM, LLCTRIM5,2681,711-67.5%$66.1K2026-Q1
6 unique insiders with 38 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Anderson ChadExecutive VP and CFOSELL6,205$31.31$194.3K
May 4, 2026Anderson ChadExecutive VP and CFOAWARD616——
May 4, 2026Anderson ChadExecutive VP and CFOTAX W/H1,137$37.54$42.7K
Mar 4, 2026Gregoire Kevin P.EVP, Chief Operating OfficerSELL2,000$50.02$100.0K
Mar 3, 2026Olson Jon WSVP and General CounselSELL5,000$49.10$245.5K
Feb 27, 2026Olson Jon WSVP and General CounselSELL10,000$48.23$482.3K
Feb 24, 2026Benjamin David JEVP, Chief Commercial OfficerSELL14,349$47.47$681.1K
Feb 23, 2026Gregoire Kevin P.EVP, Chief Operating OfficerAWARD3,457——
Feb 23, 2026Olson Jon WSVP and General CounselAWARD1,596——
Feb 23, 2026Anderson ChadExecutive VP and CFOAWARD425——
Feb 23, 2026Gianoni Michael PPresident and CEOAWARD11,170——
Feb 23, 2026Benjamin David JEVP, Chief Commercial OfficerAWARD2,767——
Feb 23, 2026McDearis KevinEVP & Chief Technology OfficerAWARD2,554——
Feb 20, 2026Olson Jon WSVP and General CounselTAX W/H496$49.32$24.5K
Feb 20, 2026McDearis KevinEVP & Chief Technology OfficerTAX W/H1,239$49.32$61.1K
Feb 20, 2026Gregoire Kevin P.EVP, Chief Operating OfficerTAX W/H1,678$49.32$82.8K
Feb 20, 2026Gianoni Michael PPresident and CEOTAX W/H2,464$49.32$121.5K
Feb 20, 2026Benjamin David JEVP, Chief Commercial OfficerTAX W/H1,368$49.32$67.5K
Feb 20, 2026Anderson ChadExecutive VP and CFOTAX W/H568$49.32$28.0K
Feb 19, 2026Olson Jon WSVP and General CounselTAX W/H1,022$49.51$50.6K
Feb 19, 2026Olson Jon WSVP and General CounselAWARD1,708——
Feb 19, 2026McDearis KevinEVP & Chief Technology OfficerTAX W/H2,159$49.51$106.9K
Feb 19, 2026McDearis KevinEVP & Chief Technology OfficerAWARD2,732——
Feb 19, 2026Gregoire Kevin P.EVP, Chief Operating OfficerTAX W/H2,227$49.51$110.3K
Feb 19, 2026Gregoire Kevin P.EVP, Chief Operating OfficerAWARD3,699——
Feb 19, 2026Gianoni Michael PPresident and CEOTAX W/H4,847$49.51$240.0K
Feb 19, 2026Gianoni Michael PPresident and CEOAWARD5,690——
Feb 19, 2026Benjamin David JEVP, Chief Commercial OfficerTAX W/H2,149$49.51$106.4K
Feb 19, 2026Benjamin David JEVP, Chief Commercial OfficerAWARD2,959——
Feb 19, 2026Anderson ChadExecutive VP and CFOTAX W/H1,364$49.51$67.5K
Feb 19, 2026Anderson ChadExecutive VP and CFOAWARD1,252——
Feb 18, 2026Olson Jon WSVP and General CounselAWARD3,367——
Feb 18, 2026McDearis KevinEVP & Chief Technology OfficerAWARD4,759——
Feb 18, 2026Gregoire Kevin P.EVP, Chief Operating OfficerAWARD4,910——
Feb 18, 2026Gianoni Michael PPresident and CEOAWARD10,687——
Feb 18, 2026Benjamin David JEVP, Chief Commercial OfficerAWARD4,649——
Feb 18, 2026Benjamin David JEVP, Chief Commercial OfficerSELL7,990$49.41$394.8K
Feb 18, 2026Anderson ChadExecutive VP and CFOAWARD3,006——
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
BULLISH 8-K 6/10
Blackbaud reported Q1 2026 non-GAAP diluted EPS of $1.14, beating the $0.73 consensus by 56%, on GAA
Apr 29, 2026
NEUTRAL DEFA14A 2/10
Blackbaud, Inc. filed a definitive proxy statement for its annual shareholder meeting, which is a ro
Apr 21, 2026
NEUTRAL CLUSTER 4/10
Two Blackbaud executives — the Chief Operating Officer and General Counsel — sold shares in open-mar
Mar 6, 2026
NEUTRAL CLUSTER 3/10
SVP and General Counsel Jon W Olson sold a total of 15,000 shares in the past week in two open-marke
Mar 3, 2026
∅

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

Current analyst consensus: Buy (70% buy). Based on 10 analysts: 3 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$51.00 mean target +82.8% upside Strong Buy (3.00)
$45.00 Low $65.00 High
MetricValue
Current Price$27.90
Target Low$45.00
Target Mean$51.00
Target Median$50.00
Target High$65.00
# Analysts5
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.28 $1.19 $1.36 5.5% -5.9% 0↑ 5↓ $0.3B 3.9% 5
Next Q
2026-09-30
 $1.32 $1.30 $1.34 19.8% +0.9% 3↑ 1↓ $0.3B 4.1% 5
Current FY
2026-12-31
 $5.19 $5.18 $5.22 16.7% +0.0% 1↑ 0↓ $1.2B 4.2% 5
Next FY
2027-12-31
 $5.87 $5.56 $6.05 12.9% +0.1% 3↑ 2↓ $1.2B 4.3% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.276
7d ago$1.298-0.022
30d ago$1.356-0.080
60d ago$1.356-0.080
90d ago$1.310-0.034
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 30, 2026 Baird UPGRADE Neutral Outperform
Apr 28, 2026 Stifel MAINTAIN Hold Hold
Feb 11, 2026 Evercore ISI Group MAINTAIN In-Line In-Line

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263430070%
May 1, 20263430070%
Apr 1, 20262440060%
Mar 1, 20262440060%
Feb 1, 20262440060%
Jan 1, 20260152210%
Strong BuyBuyHoldSellStrong Sell
∅

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

∅

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

May 13, 2026
short_interest
FTD: BLKB — 19,426 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $32.48, FTD Value: $630,956.48, BLACKBAUD INC
Apr 29, 2026
earnings_calendar
BLKB Q1 2026 Earnings Scheduled — 2026-04-29
Mar 5, 2026
short_interest
FTD: BLKB — 14,144 shares ($0.7M) failed to deliver
Settlement: 20260305, Price: $49.77, FTD Value: $703,946.88, BLACKBAUD INC