Agilysys (NASDAQ:AGYS) Director John Mutch Sells 750 Shares of Company Stock

Posted by George Bondi on Oct 31st, 2026

Agilysys, Inc. (NASDAQ:AGYS – Get Free Report) Director John Mutch sold 750 shares of Agilysys stock in a transaction on Thursday, October 29th. The shares were sold at an average price of $114.96, for a total transaction of $86,220.00. Following the completion of the sale, 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

Agilysys Trading Down 0.1%

Shares of NASDAQ:AGYS opened at $115.80 on Friday. The stock has a market capitalization of $3.27 billion, a PE ratio of 74.23, a P/E/G ratio of 3.16 and a beta of 0.37. Agilysys, Inc. has a 1 year low of $61.50 and a 1 year high of $133.32. The firm has a fifty day moving average price of $108.50 and a 200 day moving average price of $92.28.

Agilysys (NASDAQ:AGYS – Get Free Report) last posted its earnings results on Monday, October 26th. The software maker reported $0.67 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.12. Agilysys had a return on equity of 12.98% and a net margin of 12.88%. The company had revenue of $93.36 million for the quarter, compared to analyst estimates of $90.92 million. During the same period last year, the company earned $0.41 earnings per share. The business’s revenue was up 17.7% compared to the same quarter last year. On average, sell-side analysts forecast that Agilysys, Inc. will post 1.83 earnings per share for the current fiscal year.

Agilysys News Roundup

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 Investors Weigh In On Agilysys

A number of hedge funds have recently bought and sold shares of AGYS. Covestor Ltd grew its position in Agilysys by 511.8% in the 3rd quarter. Covestor Ltd now owns 673 shares of the software maker’s stock worth $65,000 after purchasing an additional 563 shares during the last quarter. Pinnacle Wealth Planning Services Inc. increased its holdings 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 worth $38,000 after purchasing an additional 104 shares during the period. Park Avenue Securities LLC increased its holdings in shares of Agilysys by 39.6% during the 3rd quarter. Park Avenue Securities LLC now owns 4,948 shares of the software maker’s stock worth $480,000 after purchasing an additional 1,403 shares during the period. Sterling Capital Management LLC raised its position in shares of Agilysys by 834.4% during the third quarter. Sterling Capital Management LLC now owns 869 shares of the software maker’s stock valued at $84,000 after buying an additional 776 shares during the last quarter. Finally, GAMMA Investing LLC raised its position in shares of Agilysys by 124.3% during the third quarter. GAMMA Investing LLC now owns 1,494 shares of the software maker’s stock valued at $145,000 after buying an additional 828 shares during the last quarter. 88.00% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Zacks Research downgraded Agilysys from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Agilysys in a research report on Friday, October 9th. Oppenheimer reaffirmed an “outperform” rating and set a $135.00 target price (up from $118.00) on shares of Agilysys in a research report on Tuesday. Needham & Company LLC increased their price target on Agilysys from $135.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday. Finally, Piper Sandler lifted their price target on shares of Agilysys from $120.00 to $140.00 and gave the company an “overweight” rating in a research report on Tuesday. Five 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, the stock has an average rating of “Moderate Buy” and a consensus price target of $141.25.

View Our Latest Stock Analysis on Agilysys

Agilysys Company Profile

(Get Free Report)

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.