Bentley Systems (NASDAQ:BSY) Price Target Cut to $43.00 by Analysts at Oppenheimer

Bentley Systems (NASDAQ:BSY) had its price objective decreased by Oppenheimer from $53.00 to $43.00 in a research report sent to investors on Friday morning,Benzinga reports. Oppenheimer currently has an outperform rating on the stock.

Several other analysts have also recently commented on the company. UBS Group reduced 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. Robert W. Baird set a $55.00 target price on shares of Bentley Systems in a research note on Wednesday, January 7th. Royal Bank Of Canada dropped their target price on Bentley Systems from $65.00 to $48.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Barclays cut their target price on Bentley Systems from $57.00 to $47.00 and set an “equal weight” rating on the stock in a research report on Monday, January 12th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bentley Systems in a research note on Wednesday, January 21st. Eight analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $49.83.

Bentley Systems Trading Down 1.3%

NASDAQ:BSY traded down $0.49 during trading hours on Friday, reaching $36.55. 17,744,960 shares of the stock were exchanged, compared to its average volume of 3,575,299. The business has a 50-day moving average of $36.70 and a two-hundred day moving average of $44.71. Bentley Systems has a twelve month low of $30.97 and a twelve month high of $59.25. The company has a market capitalization of $10.67 billion, a price-to-earnings ratio of 42.50, a PEG ratio of 2.56 and a beta of 1.21. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 1.04.

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

Bentley Systems Announces Dividend

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

Institutional Trading of Bentley Systems

A number of institutional investors and hedge funds have recently made changes to their positions in BSY. Vanguard Group Inc. lifted its holdings in shares of Bentley Systems by 10.7% during the third quarter. Vanguard Group Inc. now owns 18,607,657 shares of the company’s stock worth $957,922,000 after buying an additional 1,792,591 shares during the last quarter. Swedbank AB grew its stake in Bentley Systems by 18.5% during the fourth quarter. Swedbank AB now owns 8,589,201 shares of the company’s stock worth $327,807,000 after buying an additional 1,338,706 shares during the last quarter. Geode Capital Management LLC increased its holdings in Bentley Systems by 6.6% during the 4th quarter. Geode Capital Management LLC now owns 3,468,512 shares of the company’s stock valued at $132,060,000 after purchasing an additional 216,257 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of Bentley Systems by 8.9% in the fourth quarter. Bank of New York Mellon Corp now owns 3,185,756 shares of the company’s stock valued at $121,584,000 after buying an additional 259,780 shares in the last quarter. Finally, William Blair Investment Management LLC bought a new position in Bentley Systems in the 3rd quarter worth approximately $150,903,000. Institutional investors and hedge funds own 44.16% of the company’s stock.

Bentley Systems News Summary

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 Company 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.