Handelsbanken Fonder AB Purchases 80,000 Shares of Bentley Systems, Incorporated $BSY

Handelsbanken Fonder AB boosted its position in Bentley Systems, Incorporated (NASDAQ:BSY) by 12.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 701,900 shares of the company’s stock after acquiring an additional 80,000 shares during the period. Handelsbanken Fonder AB owned 0.24% of Bentley Systems worth $36,134,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of BSY. National Pension Service acquired a new stake in Bentley Systems in the 3rd quarter valued at $28,000. Baillie Gifford & Co. acquired a new position in Bentley Systems during the third quarter worth $28,000. Geneos Wealth Management Inc. lifted its stake in shares of Bentley Systems by 1,529.3% in the first quarter. Geneos Wealth Management Inc. now owns 668 shares of the company’s stock valued at $26,000 after buying an additional 627 shares in the last quarter. Allworth Financial LP grew its holdings in shares of Bentley Systems by 37.6% during the second quarter. Allworth Financial LP now owns 702 shares of the company’s stock valued at $38,000 after buying an additional 192 shares during the last quarter. Finally, Assetmark Inc. grew its holdings in shares of Bentley Systems by 682.8% during the second quarter. Assetmark Inc. now owns 728 shares of the company’s stock valued at $39,000 after buying an additional 635 shares during the last quarter. Institutional investors own 44.16% of the company’s stock.

Bentley Systems Stock Performance

Shares of BSY stock opened at $36.55 on Friday. The company has a debt-to-equity ratio of 1.04, a quick ratio of 0.61 and a current ratio of 0.61. The firm has a market cap of $10.67 billion, a price-to-earnings ratio of 42.50, a P/E/G ratio of 2.56 and a beta of 1.21. Bentley Systems, Incorporated has a 52 week low of $30.97 and a 52 week high of $59.25. The firm’s 50-day simple moving average is $36.70 and its two-hundred day simple moving average is $44.71.

Bentley Systems (NASDAQ:BSY) last posted its quarterly earnings data on Thursday, February 26th. The company reported $0.27 EPS for the quarter, meeting the consensus estimate of $0.27. The business had revenue of $391.58 million for the quarter, compared to the consensus estimate of $381.79 million. Bentley Systems had a return on equity of 29.05% and a net margin of 18.50%.Bentley Systems’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.21 earnings per share. As a group, equities analysts forecast that Bentley Systems, Incorporated will post 0.88 earnings per share for the current year.

Bentley Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Tuesday, March 10th will be issued a $0.07 dividend. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $0.28 annualized dividend and a yield of 0.8%. Bentley Systems’s dividend payout ratio (DPR) is 32.56%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on BSY. Weiss Ratings reiterated a “hold (c)” rating on shares of Bentley Systems in a research note on Wednesday, January 21st. JPMorgan Chase & Co. cut their target price on Bentley Systems from $56.00 to $51.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. UBS Group decreased their price target on Bentley Systems from $60.00 to $40.00 and set a “neutral” rating for the company in a report on Monday. Rosenblatt Securities dropped their price objective on Bentley Systems from $58.00 to $50.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, Royal Bank Of Canada cut their price objective on shares of Bentley Systems from $65.00 to $48.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Eight equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $49.83.

Bentley Systems News Roundup

Here are the key news stories impacting Bentley Systems this week:

• Positive Sentiment: Q4 outperformance and above‑consensus FY26 guide — Management reported stronger enterprise subscription mix and SMB penetration, 4Q25 EPS +28.6% YoY, and issued FY26 revenue guidance of ~$1.7B (≈12% constant‑currency growth), which underpins the bullish thesis on reaccelerating service revenue and upgrades. Article Title
• Positive Sentiment: Top‑line beat with margin strength — Q4 revenue of $391.6M topped consensus (~$381.8M); EPS matched estimates at $0.27 and revenue was up ~11.9% YoY, supporting the company’s growth narrative. Article Title
• Positive Sentiment: Board approved quarterly dividend — BSY declared a $0.07 quarterly dividend (yield ~0.8%), which may modestly support investor demand for the shares. (Ex‑dividend March 10)
• Neutral Sentiment: Conference materials and call available — Earnings call transcript and slide deck were published for deeper diligence; investors can review management remarks for cadence on enterprise upgrades and margin assumptions. Article Title
• Negative Sentiment: Analysts trimmed price targets — Several firms cut PTs after the print (Mizuho $62→$50, Oppenheimer $53→$43, Rosenblatt to $50). Ratings largely stayed as “outperform,” but lower PTs reduce upside expectations and can drive near‑term selling. Article Title Article Title
• Negative Sentiment: Elevated short interest — Short interest rose in February to ~17.7M shares (≈7.6% of float) with a ~4.7 days‑to‑cover figure, increasing downside pressure and volatility if bearish flows persist.

Bentley Systems Profile

Bentley Systems, Inc is a global software provider specializing in infrastructure engineering applications for the design, construction, and operations of roads, bridges, rail and transit systems, water and wastewater networks, power plants and grids, industrial facilities, and communications infrastructure. Founded in 1984 by brothers Keith and Barry Bentley, the company is headquartered in Exton, Pennsylvania, and maintains offices and development centers across North America, Europe, Asia, and Australia.