Jefferies Financial Group Inc. Makes New Investment in Pegasystems Inc. $PEGA

Posted by Brenda Bartman on Aug 31st, 2026

Jefferies Financial Group Inc. bought a new stake in shares of Pegasystems Inc. (NASDAQ:PEGA – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 31,692 shares of the technology company’s stock, valued at approximately $950,000.

A number of other hedge funds also recently modified their holdings of the business. International Assets Investment Management LLC acquired a new stake in Pegasystems during the 4th quarter worth about $28,000. EFG International AG purchased a new stake in shares of Pegasystems in the fourth quarter worth approximately $32,000. Fifth Third Bancorp lifted its position in shares of Pegasystems by 96.5% in the fourth quarter. Fifth Third Bancorp now owns 617 shares of the technology company’s stock worth $37,000 after purchasing an additional 303 shares in the last quarter. Brown Brothers Harriman & Co. boosted its holdings in shares of Pegasystems by 386.3% during the fourth quarter. Brown Brothers Harriman & Co. now owns 710 shares of the technology company’s stock worth $42,000 after purchasing an additional 564 shares during the period. Finally, Plato Investment Management Ltd acquired a new stake in shares of Pegasystems during the fourth quarter worth approximately $52,000. Hedge funds and other institutional investors own 46.89% of the company’s stock.

Trending Headlines about Pegasystems

Here are the key news stories impacting Pegasystems this week:

Positive Sentiment: Expanded Coforge partnership: Coforge can now brand, sell and implement Pegasystems’ AI solutions, including industry-focused applications for enterprise modernization. The arrangement could broaden Pega’s distribution, accelerate adoption of its automation platform and create additional long-term revenue opportunities. Coforge expands partnership with Pega
Positive Sentiment: AI positioning is attracting buyers: Coverage highlights Pegasystems as a potential beneficiary of enterprises becoming more selective about AI deployment. Pega’s workflow automation, low-code development and governance capabilities may appeal to companies seeking practical, controlled enterprise AI rather than experimental tools. The stock also benefited from a broader software-sector rally following Salesforce’s strong results, particularly among beaten-down agentic-AI names. Could Pegasystems Stock Win as Enterprises Rethink AI Deployment?
Neutral Sentiment: Insider transaction was limited: Chief Product Officer Rifat Kerim Akgonul sold 3,000 shares for approximately $101,970, reducing his holdings by about 2.7%. The sale may prompt caution, but he continues to own more than 108,000 shares, limiting the significance of the transaction by itself. Pegasystems Insider Sells Stock
Negative Sentiment: Analyst downgrade and legal investigation: Zacks Research downgraded PEGA from “hold” to “strong sell.” Separately, Pomerantz LLP announced an investigation into potential claims on behalf of investors, creating a possible legal overhang and additional volatility. Pomerantz Investor Alert

Pegasystems Stock Performance

Shares of NASDAQ:PEGA opened at $36.17 on Monday. The stock has a market capitalization of $5.95 billion, a PE ratio of 20.44 and a beta of 0.87. Pegasystems Inc. has a 1 year low of $25.10 and a 1 year high of $68.10. The firm has a fifty day moving average price of $31.46 and a 200 day moving average price of $36.49.

Pegasystems (NASDAQ:PEGA – Get Free Report) last posted its earnings results on Tuesday, July 21st. The technology company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.43 by ($0.08). Pegasystems had a net margin of 18.66% and a return on equity of 32.21%. The company had revenue of $420.72 million for the quarter, compared to the consensus estimate of $427.38 million. During the same quarter last year, the business earned $0.28 earnings per share. Pegasystems’s quarterly revenue was up 9.4% on a year-over-year basis. On average, sell-side analysts forecast that Pegasystems Inc. will post 1.71 earnings per share for the current fiscal year.

Pegasystems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Wednesday, July 1st were paid a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Wednesday, July 1st. Pegasystems’s dividend payout ratio (DPR) is presently 6.78%.

Insiders Place Their Bets

In related news, insider Rifat Kerim Akgonul sold 3,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $33.99, for a total value of $101,970.00. Following the completion of the sale, the insider directly owned 108,049 shares in the company, valued at approximately $3,672,585.51. The trade was a 2.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 48.40% of the company’s stock.

Wall Street Analyst Weigh In

PEGA has been the subject of a number of research reports. Loop Capital lowered shares of Pegasystems from a “buy” rating to a “hold” rating and decreased their target price for the company from $55.00 to $25.00 in a research note on Thursday, July 23rd. William Blair lowered Pegasystems from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 22nd. KeyCorp cut Pegasystems from an “overweight” rating to a “sector weight” rating in a research report on Wednesday, July 22nd. Weiss Ratings downgraded Pegasystems from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 4th. Finally, Citigroup lowered Pegasystems from a “market outperform” rating to a “market perform” rating in a research report on Wednesday, July 22nd. Six analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Pegasystems presently has an average rating of “Hold” and a consensus target price of $50.10.

View Our Latest Analysis on Pegasystems

Pegasystems Company Profile

(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.