WCG Wealth Advisors LLC Buys New Shares in Pegasystems Inc. $PEGA

Posted by George Bondi on Jun 7th, 2026

WCG Wealth Advisors LLC bought a new stake in Pegasystems Inc. (NASDAQ:PEGA – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 16,343 shares of the technology company’s stock, valued at approximately $976,000.

Other hedge funds have also recently made changes to their positions in the company. International Assets Investment Management LLC acquired a new position in shares of Pegasystems in the 4th quarter valued at $28,000. Hantz Financial Services Inc. increased its position in shares of Pegasystems by 321.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 565 shares of the technology company’s stock valued at $32,000 after acquiring an additional 431 shares during the period. Fifth Third Bancorp increased its position in shares of Pegasystems by 96.5% in the 4th quarter. Fifth Third Bancorp now owns 617 shares of the technology company’s stock valued at $37,000 after acquiring an additional 303 shares during the period. Bayforest Capital Ltd increased its position in shares of Pegasystems by 316.6% in the 4th quarter. Bayforest Capital Ltd now owns 704 shares of the technology company’s stock valued at $42,000 after acquiring an additional 535 shares during the period. Finally, Flagship Harbor Advisors LLC acquired a new position in shares of Pegasystems in the 4th quarter valued at $44,000. 46.89% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CAO Efstathios A. Kouninis sold 750 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $36.99, for a total transaction of $27,742.50. Following the sale, the chief accounting officer directly owned 2,144 shares in the company, valued at $79,306.56. This trade represents a 25.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Rifat Kerim Akgonul sold 4,545 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $33.35, for a total value of $151,575.75. Following the sale, the insider owned 107,070 shares in the company, valued at $3,570,784.50. This trade represents a 4.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 58,639 shares of company stock worth $2,549,404 in the last ninety days. Company insiders own 48.40% of the company’s stock.

Pegasystems Stock Performance

Shares of PEGA opened at $34.71 on Friday. The business’s 50-day moving average is $37.73 and its two-hundred day moving average is $46.34. The company has a market capitalization of $5.80 billion, a P/E ratio of 18.66 and a beta of 0.86. Pegasystems Inc. has a fifty-two week low of $32.00 and a fifty-two week high of $68.10.

Pegasystems (NASDAQ:PEGA – Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The technology company reported $0.46 earnings per share for the quarter, missing the consensus estimate of $0.68 by ($0.22). The company had revenue of $429.97 million for the quarter, compared to analyst estimates of $473.24 million. Pegasystems had a return on equity of 30.05% and a net margin of 20.04%.Pegasystems’s revenue for the quarter was down 9.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.76 earnings per share. Analysts forecast that Pegasystems Inc. will post 1.95 EPS for the current year.

Pegasystems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st were given a dividend of $0.03 per share. The ex-dividend date was Wednesday, April 1st. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.3%. Pegasystems’s dividend payout ratio (DPR) is 6.45%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on PEGA. Weiss Ratings downgraded Pegasystems from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. Wall Street Zen downgraded Pegasystems from a “strong-buy” rating to a “hold” rating in a research report on Saturday, February 14th. Citigroup increased their price target on Pegasystems from $70.00 to $71.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Citizens Jmp cut their price target on Pegasystems from $78.00 to $58.00 and set a “market outperform” rating on the stock in a research report on Thursday, February 12th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $62.00 price target on shares of Pegasystems in a research report on Monday, April 20th. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Pegasystems has a consensus rating of “Moderate Buy” and a consensus target price of $63.70.

View Our Latest Research Report on Pegasystems

About Pegasystems

(Free Report)

Pegasystems Inc is a software company specializing in customer engagement and digital process automation solutions. Headquartered in Cambridge, Massachusetts, Pegasystems develops enterprise applications designed to help organizations streamline operations, manage customer interactions and automate complex workflows. Its platform supports a wide range of use cases, from sales and marketing optimization to case management and robotic process automation.

The core of Pegasystems’ offering is the Pega Platform, a low-code development environment that enables businesses to build and deploy applications with minimal hand-coding.