Agilysys (NASDAQ:AGYS) Stock: Insider John Mutch Sells 750 Shares

Agilysys, Inc. (NASDAQ:AGYS) Director John Mutch sold 750 shares of the firm’s stock in a transaction that occurred on Thursday, October 29th. The stock was sold at an average price of $114.96, for a total transaction of $86,220.00. Following the sale, the director directly owned 31,627 shares in the company, valued at $3,635,839.92. The trade was a 2.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Agilysys Price Performance

NASDAQ:AGYS opened at $115.80 on Friday. The company has a 50 day moving average price of $108.50 and a 200-day moving average price of $92.28. Agilysys, Inc. has a 1-year low of $61.50 and a 1-year high of $133.32. The firm has a market cap of $3.27 billion, a price-to-earnings ratio of 74.23, a price-to-earnings-growth ratio of 3.16 and a beta of 0.37.

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on AGYS shares. Cantor Fitzgerald reissued an “overweight” rating on shares of Agilysys in a research note on Tuesday, July 28th. Weiss Ratings upgraded Agilysys from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday. Wall Street Zen raised Agilysys from a “hold” rating to a “buy” rating in a report on Saturday. Needham & Company LLC upped their price target on Agilysys from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, October 27th. Finally, UBS Group set a $145.00 price target on Agilysys in a research report on Tuesday. Five analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Agilysys has a consensus rating of “Moderate Buy” and a consensus target price of $141.25.

Institutional Investors Weigh In On Agilysys

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new stake in Agilysys during the 2nd quarter worth approximately $431,704,000. William Blair Investment Management LLC acquired a new position in shares of Agilysys during the second quarter valued at approximately $45,312,000. Deutsche Bank AG acquired a new position in shares of Agilysys during the second quarter valued at approximately $21,593,000. Bamco Inc. NY acquired a new position in shares of Agilysys during the second quarter valued at approximately $20,597,000. Finally, Bank of New York Mellon Corp purchased a new position in shares of Agilysys in the second quarter valued at approximately $20,302,000. Hedge funds and other institutional investors own 88.00% of the company’s stock.

Key Stories Impacting Agilysys

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

About Agilysys

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.