Q2 Holdings Inc. (QTWO) reported fourth-quarter 2025 results with total revenue of $208.2 million, up 13.8% year-over-year and roughly in line with the consensus revenue estimate of $208.9 million.
Key profit metrics:
Cash flow and balance-sheet highlights:
Market reaction: shares fell 14.3% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Q2 Holdings Inc. Insider Trading Activity
Q2 Holdings Inc. insiders have traded $QTWO stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $QTWO stock by insiders over the last 6 months:
- KIRK L COLEMAN (Chief Business Officer) has made 0 purchases and 3 sales selling 54,052 shares for an estimated $4,307,048.
- MICHAEL A. VOLANOSKI (Chief Revenue Officer) has made 0 purchases and 2 sales selling 9,300 shares for an estimated $694,342.
- JOHN E BREEDEN (Chief Delivery Officer) sold 6,105 shares for an estimated $459,523
- HIMAGIRI K MUKKAMALA (Chief Operating Officer) sold 3,024 shares for an estimated $222,808
- MICHAEL S KERR (General Counsel) has made 0 purchases and 2 sales selling 1,608 shares for an estimated $132,852.
- JAMES OFFERDAHL sold 794 shares for an estimated $56,246
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Q2 Holdings Inc. Hedge Fund Activity
We have seen 179 institutional investors add shares of Q2 Holdings Inc. stock to their portfolio, and 199 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,823,548 shares (+65.4%) to their portfolio in Q3 2025, for an estimated $276,786,639
- INVESCO LTD. removed 2,618,813 shares (-93.4%) from their portfolio in Q3 2025, for an estimated $189,575,873
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,454,076 shares (+86.2%) to their portfolio in Q4 2025, for an estimated $104,926,124
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,422,892 shares (-69.8%) from their portfolio in Q4 2025, for an estimated $102,675,886
- NORTH REEF CAPITAL MANAGEMENT LP added 849,480 shares (+101.1%) to their portfolio in Q3 2025, for an estimated $61,493,857
- STATE STREET CORP added 829,884 shares (+52.0%) to their portfolio in Q3 2025, for an estimated $60,075,302
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 703,477 shares (+6889.4%) to their portfolio in Q3 2025, for an estimated $50,924,700
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Q2 Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $QTWO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/06/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
- JP Morgan issued a "Overweight" rating on 09/24/2025
To track analyst ratings and price targets for Q2 Holdings Inc., check out Quiver Quantitative's $QTWO forecast page.
Q2 Holdings Inc. Price Targets
Multiple analysts have issued price targets for $QTWO recently. We have seen 6 analysts offer price targets for $QTWO in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Peter Heckmann from DA Davidson set a target price of $82.0 on 02/03/2026
- Mayank Tandon from Needham set a target price of $90.0 on 11/06/2025
- Daniel R. Perlin from RBC Capital set a target price of $86.0 on 11/06/2025
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $90.0 on 10/29/2025
- Parker Lane from Stifel set a target price of $90.0 on 10/15/2025
- Ella Smith from JP Morgan set a target price of $110.0 on 09/24/2025
