Services-Computer Integrated Systems Design · SIC 7373

AGILYSYS INC

AGYS

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Latest revenue

$80.4M

as of 2025-12-31

Latest net income

$9.9M

as of 2025-12-31

Net margin

12.3%

as of 2025-12-31

Price · 5Y

+9.5% / yr 4.3 pts / yr vs S&P 500 57.2% total
Compare:

Live market

delayed ≤15 min
$79.84
0.43%
Market cap
$2.25B
Enterprise value
$2.25B
P/E (trailing)
96.8×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$145.25
52-wk low
$61.50
Beta
Shares out
28.2M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Item 1. Business. Overview Agilysys has been a leader in hospitality software for more than 45 years, delivering innovative cloud-native SaaS and on-premise solutions for hotels, resorts, cruise lines, casinos, corporate foodservice management, restaurants, universities, stadiums, and healthcare facilities. The Company’s software solutions include point-of-sale (POS), property management (PMS), inventory and procurement, payments, and related applications that manage and enhance the entire guest journey. Agilysys also is known for its world-class customer-centric service. Many of the top hospitality companies around the world use Agilysys solutions to improve guest loyalty, drive revenue…

AI summary unavailable — showing raw filing excerpt

Generated from AGYS's filing dated 2025-05-23

Key risks

AI

Item 1A. Risk Factors. Risks Relating to Our Business Markets, Competition, and Operations Our business is impacted by changes in macroeconomic and global conditions. Because we conduct our business internationally, changes in global, national, or regional economies, governmental policies (including in areas such as tariffs, trade relations, travel, immigration, healthcare, and related issues), political unrest, armed conflicts, natural disasters, or disease outbreaks may impact our business. Any general weakening of, and related declining corporate confidence in, the global economy or the curtailment in corporate spending could cause current or potential customers to reduce or eliminate…

AI summary unavailable — showing raw filing excerpt

Generated from AGYS's filing dated 2025-05-23

Profitability

Gross margin

62.4%

2.7%

Operating margin

8.2%

23.6%

Net margin

8.4%

76.8%

Return on equity

8.7%

76.0%

Return on assets

5.3%

78.3%

Leverage

Debt / equity

0.63×

31.5%

Long-term debt / equity

0.09×

Debt / assets

38.8%

19.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q4 2025

2025-12-31

$80.4M+15.6%$9.9M+158.4%12.3%

Q3 2025

2025-09-30

$79.3M+16.1%$11.7M+758.5%14.8%

Q2 2025

2025-06-30

$76.7M+20.7%$4.9M-65.3%6.4%

Q1 2025

2025-03-31

$74.3M+19.4%$3.9M+32.6%5.3%

Q4 2024

2024-12-31

$69.6M+14.9%$3.8M-95.0%5.5%

Q3 2024

2024-09-30

$68.3M+16.5%$1.4M-70.0%2.0%

Q2 2024

2024-06-30

$63.5M+13.3%$14.1M+811.2%22.2%

Q1 2024

2024-03-31

$62.2M$3.0M4.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Computer Integrated Systems Design · SIC 7373

No data yet for industry average

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Insider activity

Insider buying

$77.7K

Insider selling

$2.1M

Net activity

−$2.1M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-17

Melvin L Keating

Director

Purchase65$68.10$4.4K
2026-03-17

Melvin L Keating

Director

Purchase50$68.01$3.4K
2026-03-17

Melvin L Keating

Director

Purchase55$67.98$3.7K
2026-03-17

Melvin L Keating

Director

Purchase70$68.32$4.8K
2026-03-16

Melvin L Keating

Director

Purchase100$68.49$6.8K
2026-03-16

Melvin L Keating

Director

Purchase60$68.20$4.1K
2026-02-03

Melvin L Keating

Director

Purchase40$84.10$3.4K
2026-02-03

Melvin L Keating

Director

Purchase60$83.83$5.0K
2026-02-03

Melvin L Keating

Director

Purchase30$84.22$2.5K
2026-02-03

Melvin L Keating

Director

Purchase70$84.70$5.9K
2026-02-03

Melvin L Keating

Director

Purchase50$81.90$4.1K
2026-02-03

Melvin L Keating

Director

Purchase50$82.82$4.1K
2026-01-30

Melvin L Keating

Director

Purchase100$83.90$8.4K
2026-01-30

Melvin L Keating

Director

Purchase50$83.99$4.2K
2026-01-30

Melvin L Keating

Director

Purchase50$84.40$4.2K
2026-01-30

Melvin L Keating

Director

Purchase100$84.84$8.5K
2025-11-21

Donald A Colvin

Director

Sale6,000$123.28$739.7K
2025-11-12

Chris J Robertson

Controller

Sale500$131.34$65.7K
2025-11-04

William David Wood III

Chief Financial Officer

Sale584$125.20$73.1K
2025-11-03

William David Wood III

Chief Financial Officer

Sale990$124.64$123.4K
2025-11-03

Sethuram Shivashankar

CTO

Sale497$124.64$61.9K
2025-11-03

Chris J Robertson

Controller

Sale400$124.64$49.9K
2025-11-03

Joe Ahmed Youssef Abdelrahman

Chief Commercial Officer

Sale103$124.64$12.8K
2025-11-03

Kyle C Badger

SVP, GC and Secretary

Sale502$124.64$62.6K
2025-10-27

William David Wood III

Chief Financial Officer

Sale6,000$115.55$693.3K
2025-09-02

Joe Ahmed Youssef Abdelrahman

Chief Commercial Officer

Sale504$106.88$53.9K
2025-07-01

Kyle C Badger

SVP, GC and Secretary

Sale326$113.39$37.0K
2025-07-01

William David Wood III

Chief Financial Officer

Sale321$113.39$36.4K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AGYS

Institutional value

$1.22B

Total shares held

17.2M

Distinct holders

153

-123 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.9M$277.1M+49.3K (+1.3%)Added
2VANGUARD CAPITAL MANAGEMENT LLC1.1M$81.0MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC1.1M$76.6MNew
4WASATCH ADVISORS LP953.7K$67.8M+236.4K (+33.0%)Added
5Conestoga Capital Advisors, LLC683.7K$48.6M+85.6K (+14.3%)Added
6GENEVA CAPITAL MANAGEMENT LLC672.5K$47.8M-59.5K (-8.1%)Trimmed
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC631.6K$44.9M+59.0K (+10.3%)Added
8Artisan Partners Limited Partnership539.3K$38.4M+79.8K (+17.4%)Added
9PRINCIPAL FINANCIAL GROUP INC463.7K$33.0M+3.0K (+0.6%)Added
10Capital Research Global Investors438.7K$31.2M-443.8K (-50.3%)Trimmed
11AltraVue Capital, LLC406.0K$28.9M+57.2K (+16.4%)Added
12DIMENSIONAL FUND ADVISORS LP377.0K$26.8M+103.8K (+38.0%)Added
13JENNISON ASSOCIATES LLC365.6K$26.0M+143.8K (+64.8%)Added
14FRANKLIN RESOURCES INC347.9K$24.8M-74.4K (-17.6%)Trimmed
15EMERALD ADVISERS, LLC323.5K$23.0M-4.9K (-1.5%)Trimmed
16Voya Investment Management LLC317.8K$22.6M+101.6K (+47.0%)Added
17NEW YORK STATE COMMON RETIREMENT FUND281.0K$20.0M+60.1K (+27.2%)Added
18JPMORGAN CHASE & CO270.5K$19.5M-701 (-0.3%)Trimmed
19UBS Group AG266.9K$19.0M-86.8K (-24.5%)Trimmed
20RIVERBRIDGE PARTNERS LLC256.1K$18.2M-76.1K (-22.9%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once AGYS's latest filing finishes processing.