PTC (PTC) reported fiscal third-quarter 2026 revenue of $600.0 million, down 7% from $643.9 million a year earlier. Net income was $118.8 million, compared with $141.3 million in the prior-year quarter, while diluted earnings per share were $1.03.
The company raised its fiscal 2026 guidance for ARR, revenue and EPS, while reaffirming cash flow guidance. PTC also said it repurchased about $525 million of shares in the quarter.
- Fiscal Q3 2026 ended June 30, 2026.
- Constant currency ARR excluding divested businesses was $2.448 billion, up 9.1% year over year.
- Operating cash flow was $260.6 million, and free cash flow was $249.3 million.
- Fiscal 2026 revenue guidance was raised to $2.690 billion to $2.750 billion.
- Fiscal 2026 GAAP EPS guidance was raised to $8.46 to $9.18.
$PTC Insider Trading Activity
$PTC insiders have traded $PTC stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $PTC stock by insiders over the last 6 months:
- CORINNA LATHAN sold 675 shares for an estimated $106,137
- STAATS AARON C VON (EVP, Chief Legal Officer) has made 0 purchases and 2 sales selling 240 shares for an estimated $38,664.
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.
$PTC Hedge Fund Activity
We have seen 316 institutional investors add shares of $PTC stock to their portfolio, and 364 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EAGLE CAPITAL MANAGEMENT LLC removed 1,738,303 shares (-70.4%) from their portfolio in Q1 2026, for an estimated $247,690,794
- AMUNDI added 1,040,656 shares (+151.9%) to their portfolio in Q1 2026, for an estimated $148,283,073
- FRANKLIN RESOURCES INC removed 871,388 shares (-87.2%) from their portfolio in Q1 2026, for an estimated $124,164,076
- JUPITER ASSET MANAGEMENT LTD added 672,986 shares (+inf%) to their portfolio in Q1 2026, for an estimated $95,893,775
- PALESTRA CAPITAL MANAGEMENT LLC added 656,188 shares (+279.9%) to their portfolio in Q1 2026, for an estimated $93,500,228
- SELECT EQUITY GROUP, L.P. removed 568,572 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $81,015,824
- CITADEL ADVISORS LLC added 556,397 shares (+2084.6%) to their portfolio in Q1 2026, for an estimated $79,281,008
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.
$PTC Congressional Stock Trading
Members of Congress have traded $PTC stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PTC stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE APRIL MCCLAIN DELANEY sold up to $15,000 on 01/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
