Agilysys, Inc. $AGYS Stake Decreased by Penn Capital Management Company LLC

Posted by Geri Gentry on Nov 10th, 2026

Penn Capital Management Company LLC trimmed its stake in Agilysys, Inc. (NASDAQ:AGYS – Free Report) by 17.9% during the third quarter, Holdings Channel.com reports. The fund owned 189,805 shares of the software maker’s stock after selling 41,432 shares during the period. Agilysys accounts for about 1.3% of Penn Capital Management Company LLC’s investment portfolio, making the stock its 26th biggest position. Penn Capital Management Company LLC’s holdings in Agilysys were worth $18,460,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in AGYS. BlackRock Inc. acquired a new position in shares of Agilysys in the 2nd quarter worth approximately $431,704,000. William Blair Investment Management LLC acquired a new stake in Agilysys in the 2nd quarter valued at approximately $45,312,000. Deutsche Bank AG acquired a new stake in Agilysys in the 2nd quarter valued at approximately $21,593,000. Bamco Inc. NY acquired a new stake in Agilysys in the 2nd quarter valued at approximately $20,597,000. Finally, Bank of New York Mellon Corp purchased a new stake in Agilysys in the second quarter valued at approximately $20,302,000. 88.00% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, SVP Kyle Badger sold 8,400 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $114.06, for a total transaction of $958,104.00. Following the sale, the senior vice president directly owned 75,037 shares in the company, valued at approximately $8,558,720.22. This represents a 10.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Joe Youssef sold 1,002 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $114.64, for a total transaction of $114,869.28. Following the completion of the sale, the insider directly owned 19,045 shares in the company, valued at approximately $2,183,318.80. This trade represents a 5.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 17,113 shares of company stock valued at $1,958,989 over the last three months. 8.70% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

AGYS has been the topic of a number of research reports. Zacks Research cut Agilysys from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Oppenheimer restated an “outperform” rating and set a $135.00 price target (up from $118.00) on shares of Agilysys in a research report on Tuesday, October 27th. Needham & Company LLC lifted their price objective on Agilysys from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, October 27th. UBS Group set a $145.00 price objective on Agilysys in a report on Tuesday, October 27th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Agilysys in a report on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $141.25.

View Our Latest Analysis on Agilysys

Agilysys Price Performance

Shares of NASDAQ AGYS opened at $123.93 on Tuesday. The stock’s 50-day moving average is $109.09 and its two-hundred day moving average is $92.55. Agilysys, Inc. has a 1-year low of $61.50 and a 1-year high of $133.32. The company has a market cap of $3.50 billion, a price-to-earnings ratio of 79.44, a price-to-earnings-growth ratio of 3.35 and a beta of 0.40.

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

Agilysys Company Profile

(Free Report)

Agilysys, Inc develops software and technology solutions for the hospitality industry. Its products support hotels, resorts, casinos, restaurants, cruise lines, and other organizations that serve guests.

The company’s offerings include property management and point-of-sale systems, as well as tools for inventory and procurement, guest engagement, payments, and operational analytics. Agilysys also provides implementation, support, and other services related to its software.

Founded in 1963, Agilysys is headquartered in Alpharetta, Georgia, and serves hospitality businesses in North America and international markets.