Henshaw Capital LLC Acquires 4,117 Shares of Tyler Technologies, Inc. $TYL

Henshaw Capital LLC raised its holdings in Tyler Technologies, Inc. (NYSE:TYL) by 161.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,673 shares of the technology company’s stock after purchasing an additional 4,117 shares during the quarter. Henshaw Capital LLC’s holdings in Tyler Technologies were worth $2,285,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Tyler Technologies during the fourth quarter worth $921,035,000. Van ECK Associates Corp lifted its stake in shares of Tyler Technologies by 43.2% in the 4th quarter. Van ECK Associates Corp now owns 1,217,306 shares of the technology company’s stock valued at $552,596,000 after acquiring an additional 367,203 shares during the last quarter. Principal Financial Group Inc. lifted its stake in shares of Tyler Technologies by 20.1% in the 1st quarter. Principal Financial Group Inc. now owns 1,745,625 shares of the technology company’s stock valued at $597,681,000 after acquiring an additional 291,564 shares during the last quarter. Wellington Management Group LLP boosted its holdings in shares of Tyler Technologies by 72.5% during the 3rd quarter. Wellington Management Group LLP now owns 600,776 shares of the technology company’s stock valued at $314,302,000 after acquiring an additional 252,488 shares in the last quarter. Finally, Impax Asset Management Group plc acquired a new stake in shares of Tyler Technologies during the 4th quarter valued at $106,740,000. Institutional investors own 93.30% of the company’s stock.

Key Tyler Technologies News

Here are the key news stories impacting Tyler Technologies this week:

• Positive Sentiment: Tyler Technologies acquired CODY Systems, a public-safety software provider. The deal expands Tyler’s government technology portfolio and could create additional cross-selling and recurring-revenue opportunities. Tyler Technologies Acquires CODY Systems
• Positive Sentiment: BTIG maintained a Buy rating while lowering its price target to $400 from $420, and Piper Sandler maintained an Overweight rating while reducing its target to $491 from $543. Both targets still imply substantial upside based on the supplied reference price. Benzinga analyst updates
• Positive Sentiment: Second-quarter adjusted earnings of $3.08 per share exceeded consensus, while revenue increased 8.2% year over year. Management also highlighted record SaaS and total bookings, strong recurring-revenue growth, cloud momentum and healthy free cash flow. Tyler Technologies Q2 Earnings Beat Estimates
• Neutral Sentiment: Management reaffirmed its 2026 outlook of $12.95–$13.20 in earnings per share rather than raising guidance, while targeting 85% maintenance conversion to cloud by 2030. Cloud-living pilots are expected in 2027, with referenceable clients in 2028, indicating potential benefits are still several years away. Tyler outlines cloud-living pilots
• Negative Sentiment: Quarterly revenue of $645.1 million fell modestly short of estimates near $648 million. Investors appeared to view the earnings beat as insufficient for a premium-valued stock, particularly because management did not increase its full-year forecast. Tyler also announced a new $1.5 billion share-repurchase authorization, which supports the stock but may not offset near-term growth concerns. Why Tyler Technologies Stock Got Thrashed

Tyler Technologies Stock Performance

NYSE TYL opened at $310.33 on Friday. The company has a market capitalization of $12.71 billion, a price-to-earnings ratio of 41.16, a PEG ratio of 2.06 and a beta of 0.82. Tyler Technologies, Inc. has a twelve month low of $270.71 and a twelve month high of $621.34. The stock has a fifty day simple moving average of $304.60 and a 200 day simple moving average of $334.53. The company has a quick ratio of 1.00, a current ratio of 1.55 and a debt-to-equity ratio of 0.46.

Tyler Technologies (NYSE:TYL) last announced its earnings results on Wednesday, July 29th. The technology company reported $3.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.03. The business had revenue of $645.10 million during the quarter, compared to analyst estimates of $647.95 million. Tyler Technologies had a return on equity of 11.15% and a net margin of 13.36%.Tyler Technologies’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same period last year, the company earned $2.91 EPS. Tyler Technologies has set its FY 2026 guidance at 12.950-13.200 EPS. Sell-side analysts expect that Tyler Technologies, Inc. will post 10.06 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TYL. Citizens Jmp reaffirmed a “market outperform” rating and issued a $500.00 target price on shares of Tyler Technologies in a report on Tuesday, April 28th. DA Davidson reissued a “buy” rating and set a $460.00 price target on shares of Tyler Technologies in a research note on Wednesday, June 10th. Truist Financial set a $440.00 price target on Tyler Technologies in a report on Friday, May 1st. Barclays upped their price objective on Tyler Technologies from $420.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, June 10th. Finally, Cantor Fitzgerald raised their price objective on shares of Tyler Technologies from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $456.72.

About Tyler Technologies

Tyler Technologies, Inc is a provider of software and technology services for the public sector, delivering integrated systems that help government and public agencies manage operations, finances and citizen services. Headquartered in Plano, Texas, the company focuses on developing and implementing solutions for local and state governments, school districts, courts and public safety organizations. Its offerings are aimed at modernizing administrative workflows, improving transparency and enabling digital interactions between governments and the communities they serve.

Tyler’s product portfolio spans enterprise resource planning and financial management, tax and billing systems, court case and records management, public safety solutions (including computer-aided dispatch and records management), land and property management, permitting and licensing, and enterprise asset management.