Insider Selling: Agilysys (NASDAQ:AGYS) Director Sells 750 Shares of Company Stock

Agilysys, Inc. (NASDAQ:AGYS) 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 value of $86,220.00. Following the completion of the transaction, the director directly owned 31,627 shares of the company’s stock, valued at approximately $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 SEC, which is available at this hyperlink.

Agilysys Trading Down 0.1%

Shares of AGYS stock traded down $0.06 during trading hours on Friday, hitting $115.80. 268,722 shares of the company were exchanged, compared to its average volume of 330,416. Agilysys, Inc. has a 52 week low of $61.50 and a 52 week high of $133.32. The business has a 50 day moving average of $108.45 and a two-hundred day moving average of $92.28. The company has a market capitalization of $3.27 billion, a PE ratio of 74.23, a PEG ratio of 3.29 and a beta of 0.37.

Agilysys (NASDAQ:AGYS) last announced its earnings results on Monday, October 26th. The software maker reported $0.67 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.12. The firm had revenue of $93.36 million during the quarter, compared to analyst estimates of $90.92 million. Agilysys had a net margin of 12.88% and a return on equity of 12.98%. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.41 EPS. On average, research analysts forecast that Agilysys, Inc. will post 1.75 EPS for the current year.

Trending Headlines about 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

Institutional Trading of Agilysys

A number of hedge funds and other institutional investors have recently bought and sold shares of AGYS. Pinnacle Wealth Planning Services Inc. lifted its stake 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 buying an additional 104 shares in the last quarter. Glenmede Trust Co. NA increased its position in shares of Agilysys by 3.1% during the first quarter. Glenmede Trust Co. NA now owns 5,518 shares of the software maker’s stock valued at $393,000 after buying an additional 165 shares during the period. HB Wealth Management LLC boosted its position in shares of Agilysys by 3.4% in the second quarter. HB Wealth Management LLC now owns 6,088 shares of the software maker’s stock valued at $636,000 after acquiring an additional 198 shares during the period. Versant Capital Management Inc increased 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 period. Finally, MCF Advisors LLC boosted its holdings in Agilysys by 120.3% in the 2nd quarter. MCF Advisors LLC now owns 478 shares of the software maker’s stock valued at $50,000 after purchasing an additional 261 shares during the period. Institutional investors own 88.00% of the company’s stock.

Analysts Set New Price Targets

AGYS has been the topic of a number of research reports. Cantor Fitzgerald reissued an “overweight” rating on shares of Agilysys in a research report on Tuesday, July 28th. Oppenheimer reissued an “outperform” rating and set a $135.00 price target (up from $118.00) on shares of Agilysys in a research report on Tuesday. Piper Sandler upped their target price on Agilysys from $120.00 to $140.00 and gave the stock an “overweight” rating in a research note on Tuesday. Needham & Company LLC boosted their target price on shares of Agilysys from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, UBS Group set a $145.00 target price on shares of Agilysys in a report on Tuesday. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Agilysys has a consensus rating of “Moderate Buy” and an average price target of $141.25.

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.