Manhattan Associates (MANH) reported second-quarter 2026 revenue of $297.8 million, up from $272.4 million a year earlier. Cloud subscription revenue increased 26% year over year to $126.7 million, while services revenue was $133.0 million.
GAAP diluted earnings per share were $0.85 for the quarter, compared with $0.93 in Q2 2025. Net income was $50.4 million, compared with $56.8 million a year earlier. The company also reported RPO of $2.47 billion as of June 30, 2026.
- Second-quarter total revenue was $297.8 million, compared with $272.4 million in Q2 2025.
- GAAP diluted EPS was $0.85, compared with $0.93 a year earlier.
- Cash flow from operations was $90.7 million for Q2 2026.
- Cash totaled $186.1 million at June 30, 2026.
- Manhattan repurchased 874,029 shares during the quarter for $125.0 million.
- Full-year 2026 guidance calls for total revenue of $1.160 billion to $1.166 billion and GAAP EPS of $3.59 to $3.65.
$MANH Insider Trading Activity
$MANH insiders have traded $MANH stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MANH stock by insiders over the last 6 months:
- JAMES STEWART GANTT (EVP, Professional Services) sold 7,300 shares for an estimated $1,016,525
- ERIC ANDREW CLARK (President & CEO) sold 1,000 shares for an estimated $146,770
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MANH Hedge Fund Activity
We have seen 237 institutional investors add shares of $MANH stock to their portfolio, and 283 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 942,513 shares (+42.5%) to their portfolio in Q1 2026, for an estimated $125,467,330
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 784,835 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $104,477,235
- MORGAN STANLEY added 651,584 shares (+29.9%) to their portfolio in Q1 2026, for an estimated $86,738,862
- FRANKLIN RESOURCES INC removed 636,127 shares (-75.4%) from their portfolio in Q1 2026, for an estimated $84,681,226
- MARSHALL WACE, LLP added 635,525 shares (+459.8%) to their portfolio in Q1 2026, for an estimated $84,601,088
- BLACKROCK, INC. added 584,749 shares (+9.3%) to their portfolio in Q1 2026, for an estimated $77,841,786
- AMUNDI added 375,719 shares (+479.4%) to their portfolio in Q1 2026, for an estimated $50,015,713
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
