Stifel Nicolaus Has Lowered Expectations for Tyler Technologies (NYSE:TYL) Stock Price

Tyler Technologies (NYSE:TYL) had its price target reduced by equities research analysts at Stifel Nicolaus from $550.00 to $400.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 30.17% from the company’s current price.

A number of other research firms have also issued reports on TYL. BTIG Research lowered their price target on Tyler Technologies from $560.00 to $470.00 and set a “buy” rating on the stock in a report on Monday. Oppenheimer dropped their price objective on Tyler Technologies from $510.00 to $450.00 and set an “outperform” rating for the company in a research note on Friday. The Goldman Sachs Group assumed coverage on shares of Tyler Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $560.00 target price for the company. Evercore reiterated a “positive” rating on shares of Tyler Technologies in a research report on Friday, October 31st. Finally, DA Davidson raised Tyler Technologies from a “neutral” rating to a “buy” rating and reduced their price target for the stock from $510.00 to $460.00 in a research note on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $515.21.

Tyler Technologies Stock Performance

Shares of NYSE:TYL traded up $20.24 during trading hours on Friday, reaching $307.28. The stock had a trading volume of 909,402 shares, compared to its average volume of 653,334. The firm’s 50 day moving average is $426.51 and its 200-day moving average is $488.26. The stock has a market capitalization of $13.22 billion, a price-to-earnings ratio of 42.61, a P/E/G ratio of 2.29 and a beta of 0.91. Tyler Technologies has a 1 year low of $283.71 and a 1 year high of $650.97.

Tyler Technologies (NYSE:TYL) last released its quarterly earnings data on Wednesday, February 11th. The technology company reported $2.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.71 by ($0.07). The business had revenue of $575.18 million for the quarter, compared to analyst estimates of $591.09 million. Tyler Technologies had a return on equity of 10.51% and a net margin of 13.53%.The company’s revenue was up 6.3% compared to the same quarter last year. During the same period in the prior year, the company posted $2.43 earnings per share. Analysts forecast that Tyler Technologies will post 8.52 EPS for the current year.

Insider Transactions at Tyler Technologies

In other news, CFO Brian K. Miller sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $469.08, for a total transaction of $469,080.00. Following the sale, the chief financial officer owned 12,781 shares of the company’s stock, valued at approximately $5,995,311.48. This trade represents a 7.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Glenn A. Carter sold 500 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $458.73, for a total value of $229,365.00. Following the completion of the transaction, the director directly owned 3,172 shares of the company’s stock, valued at $1,455,091.56. This trade represents a 13.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,500 shares of company stock worth $1,605,605. Company insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Meridian Wealth Management LLC lifted its holdings in shares of Tyler Technologies by 2.1% in the 2nd quarter. Meridian Wealth Management LLC now owns 942 shares of the technology company’s stock valued at $558,000 after buying an additional 19 shares during the period. Cerity Partners LLC raised its holdings in Tyler Technologies by 0.6% during the second quarter. Cerity Partners LLC now owns 2,959 shares of the technology company’s stock worth $1,754,000 after purchasing an additional 19 shares during the last quarter. Nordea Investment Management AB raised its stake in shares of Tyler Technologies by 0.6% during the 2nd quarter. Nordea Investment Management AB now owns 3,537 shares of the technology company’s stock worth $2,068,000 after buying an additional 20 shares during the last quarter. Signaturefd LLC grew its stake in Tyler Technologies by 3.9% in the 3rd quarter. Signaturefd LLC now owns 613 shares of the technology company’s stock valued at $321,000 after acquiring an additional 23 shares during the last quarter. Finally, Coldstream Capital Management Inc. increased its holdings in Tyler Technologies by 2.0% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,167 shares of the technology company’s stock valued at $611,000 after acquiring an additional 23 shares in the last quarter. 93.30% of the stock is currently owned by institutional investors and hedge funds.

Tyler Technologies News Roundup

Here are the key news stories impacting Tyler Technologies this week:

• Positive Sentiment: Company raised FY‑2026 guidance: Tyler gave EPS guidance of $12.40–$12.65 (above consensus ~$11.49) and revenue guidance around $2.5–$2.6B — a driver for optimism that likely underpins the intraday gain. Tyler Technologies Reports Fourth Quarter 2025 Results
• Positive Sentiment: Strong cash and operating cash flow: the company reported a cash balance above $1.0B and improved operating cash — supports financial stability and funding for growth or buybacks. TYL Stock Falls on Q4 2025 Earnings (Quiver)
• Positive Sentiment: Analyst support remains mixed but not uniformly negative: several firms still carry Buy ratings and the median price target in the data set remains well above current levels, which can limit downside. Analyst Ratings and Targets (Quiver)
• Neutral Sentiment: Recurring revenue grew (~10.9%) and management presented an upbeat 2026 revenue outlook — positive underlying trends, but the market is parsing near‑term profitability vs. growth. Zacks: Q4 Earnings Miss, Revenues Rise Y/Y
• Negative Sentiment: Q4 results missed estimates: EPS of $2.64 missed consensus and reported revenue (~$575.2M) came in below Street expectations — the immediate catalyst for the post‑earnings selloff earlier in the week. MarketBeat: Q4 Results and Call
• Negative Sentiment: Wells Fargo cut its price target from $420 to $335 and moved to an “equal weight” stance — a downgrade that reduces upside expectations and may cap the rally. Wells Fargo Lowers Price Target (Benzinga)
• Negative Sentiment: Shares traded at a much lower valuation post‑results (noted as the lowest since 2011 by some outlets), reflecting investor concern over near‑term growth and margin pressure. Fool: Why TYL Is Sinking Today

About Tyler Technologies

Tyler Technologies, Inc is a provider of software and technology services for the public sector, delivering integrated systems that help government and public agencies manage operations, finances and citizen services. Headquartered in Plano, Texas, the company focuses on developing and implementing solutions for local and state governments, school districts, courts and public safety organizations. Its offerings are aimed at modernizing administrative workflows, improving transparency and enabling digital interactions between governments and the communities they serve.

Tyler’s product portfolio spans enterprise resource planning and financial management, tax and billing systems, court case and records management, public safety solutions (including computer-aided dispatch and records management), land and property management, permitting and licensing, and enterprise asset management.