State of Alaska Department of Revenue Decreases Stake in Manhattan Associates, Inc. $MANH

State of Alaska Department of Revenue lessened its stake in Manhattan Associates, Inc. (NASDAQ:MANH) by 75.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 5,975 shares of the software maker’s stock after selling 18,125 shares during the quarter. State of Alaska Department of Revenue’s holdings in Manhattan Associates were worth $1,035,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Caitong International Asset Management Co. Ltd boosted its stake in shares of Manhattan Associates by 448.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 137 shares of the software maker’s stock valued at $28,000 after buying an additional 112 shares during the period. Eastern Bank purchased a new position in shares of Manhattan Associates in the 3rd quarter valued at about $30,000. V Square Quantitative Management LLC purchased a new position in shares of Manhattan Associates in the 4th quarter valued at about $44,000. Quarry LP purchased a new position in shares of Manhattan Associates in the 3rd quarter valued at about $62,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Manhattan Associates in the 3rd quarter valued at about $68,000. Hedge funds and other institutional investors own 98.45% of the company’s stock.

Trending Headlines about Manhattan Associates

Here are the key news stories impacting Manhattan Associates this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $5.29–$5.37, well above consensus, signaling strong management confidence in the year ahead. Read More.
• Positive Sentiment: Quarterly results beat core Street estimates: revenue of ~$282.2M (up 7.4% YoY) and reported EPS roughly $1.24 versus consensus near $1.10 — a beat on top‑line and headline EPS. This outperformance supports the bullish reaction. Read More.
• Positive Sentiment: Operating cash flow improved and cash balances increased (cash from ops up ~11.7%, cash & equivalents up ~9.8%), which helps liquidity and reduces short‑term risk despite higher investment. Read More.
• Neutral Sentiment: Revenue guidance range was reiterated/adjusted into roughly $1.1B–$1.2B (around consensus), so top‑line expectations are broadly in line even as EPS guidance is elevated. Read More.
• Negative Sentiment: Some third‑party reporting shows mixed GAAP metrics: Quiver flagged a year‑over‑year decline in net income and a lower diluted GAAP EPS figure in one data set, creating short‑term confusion between GAAP vs. non‑GAAP results. That divergence can weigh on sentiment for investors focused on GAAP profitability. Read More.
• Negative Sentiment: Capital expenditures and total liabilities rose materially year‑over‑year, and there was a small insider sale by the CEO noted in filings — items that some investors may view as minor near‑term negatives. Read More.
• Positive Sentiment: Recent analyst coverage remains favorable overall (multiple buy/overweight ratings and price targets above current levels), which provides additional support for the stock on the beat + strong guidance narrative. Read More.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on MANH shares. Wall Street Zen upgraded Manhattan Associates from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. Stifel Nicolaus decreased their price objective on Manhattan Associates from $240.00 to $225.00 and set a “buy” rating for the company in a research note on Friday, January 23rd. DA Davidson decreased their price objective on Manhattan Associates from $250.00 to $240.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Truist Financial set a $240.00 price objective on Manhattan Associates in a research note on Thursday, January 15th. Finally, William Blair reiterated an “outperform” rating on shares of Manhattan Associates in a research note on Thursday, March 5th. Eight investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $215.36.

Manhattan Associates Stock Up 0.8%

MANH stock opened at $134.89 on Wednesday. The business has a 50 day moving average price of $136.96 and a 200 day moving average price of $162.23. The stock has a market cap of $7.99 billion, a price-to-earnings ratio of 37.47 and a beta of 1.05. Manhattan Associates, Inc. has a fifty-two week low of $119.06 and a fifty-two week high of $247.22.

Manhattan Associates (NASDAQ:MANH) last posted its earnings results on Tuesday, April 21st. The software maker reported $1.24 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.14. The firm had revenue of $282.22 million during the quarter, compared to analysts’ expectations of $273.71 million. Manhattan Associates had a return on equity of 75.61% and a net margin of 20.34%.The firm’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.19 earnings per share. Manhattan Associates has set its FY 2026 guidance at 5.290-5.370 EPS. As a group, sell-side analysts anticipate that Manhattan Associates, Inc. will post 3.76 EPS for the current year.

Manhattan Associates announced that its board has authorized a stock repurchase program on Thursday, March 5th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the software maker to reacquire up to 5.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Manhattan Associates Profile

Manhattan Associates, Inc (NASDAQ: MANH) is a provider of supply chain and omnichannel commerce software solutions designed to optimize the flow of goods, information and funds across enterprise operations. Its flagship offerings include warehouse management, transportation management, order management and omnichannel fulfillment applications. These solutions are delivered through a cloud-native platform called Manhattan Active, which enables retailers, manufacturers, carriers and third-party logistics providers to orchestrate inventory, manage distribution and improve customer service in real time.

Key product areas include Manhattan Active Warehouse Management, which automates and optimizes warehouse operations from receiving through shipping; Manhattan Active Transportation Management, supporting carrier selection, routing and freight payment; and Manhattan Active Omni, which unifies order capture, inventory visibility and fulfillment across stores, distribution centers and e-commerce channels.