Royal Bank of Canada Has $75.05 Million Stock Position in Manhattan Associates, Inc. $MANH

Royal Bank of Canada grew its holdings in shares of Manhattan Associates, Inc. (NASDAQ:MANH) by 14.1% during the first quarter, Holdings Channel reports. The firm owned 563,755 shares of the software maker’s stock after purchasing an additional 69,859 shares during the period. Royal Bank of Canada’s holdings in Manhattan Associates were worth $75,048,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of MANH. Eagle Bay Advisors LLC bought a new stake in Manhattan Associates in the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd increased its position in Manhattan Associates by 448.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 137 shares of the software maker’s stock worth $28,000 after buying an additional 112 shares during the last quarter. BNP Paribas bought a new position in Manhattan Associates during the fourth quarter valued at about $39,000. TD Private Client Wealth LLC raised its holdings in Manhattan Associates by 83.8% during the fourth quarter. TD Private Client Wealth LLC now owns 239 shares of the software maker’s stock valued at $41,000 after buying an additional 109 shares in the last quarter. Finally, V Square Quantitative Management LLC acquired a new stake in shares of Manhattan Associates in the fourth quarter worth about $44,000. Institutional investors and hedge funds own 98.45% of the company’s stock.

Manhattan Associates Stock Up 0.2%

Shares of MANH stock opened at $191.36 on Friday. Manhattan Associates, Inc. has a 12 month low of $119.06 and a 12 month high of $227.43. The firm has a market cap of $11.32 billion, a PE ratio of 54.83 and a beta of 0.97. The stock has a 50 day moving average of $150.47 and a 200-day moving average of $145.48.

Manhattan Associates (NASDAQ:MANH) last posted its quarterly earnings data on Tuesday, July 28th. The software maker reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.07. The company had revenue of $297.79 million during the quarter, compared to analysts’ expectations of $289.03 million. Manhattan Associates had a return on equity of 86.72% and a net margin of 18.67%.Manhattan Associates’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period in the prior year, the business earned $1.31 earnings per share. As a group, equities analysts predict that Manhattan Associates, Inc. will post 3.82 EPS for the current fiscal year.

More Manhattan Associates News

Here are the key news stories impacting Manhattan Associates this week:

• Positive Sentiment: Manhattan Associates reported quarterly adjusted EPS of $1.39, exceeding the $1.32 consensus estimate, while revenue of $297.79 million surpassed expectations of $289.03 million and increased 9.3% year over year. Manhattan Associates Shares Gap Up After Strong Earnings
• Positive Sentiment: The company raised its fiscal 2026 EPS outlook to $5.44–$5.50, well above the analyst consensus of $5.02. Revenue guidance was approximately $1.2 billion, broadly in line with expectations, suggesting the earnings boost is being driven primarily by profitability and operating leverage. Why Manhattan Associates Is Up After Raising 2026 Guidance
• Positive Sentiment: Robert W. Baird raised its price target for MANH to $218, reinforcing the view that cloud adoption and AI-related products can support further upside. Robert W. Baird Boosts Manhattan Associates Price Target
• Neutral Sentiment: Analysts and investors remain divided on whether the company’s next growth phase is already reflected in the stock’s valuation. Recent commentary highlights the potential of Manhattan’s “Editions” and AI-agent offerings but also recommends patience as these initiatives scale. Manhattan Associates: The Next Chapter Is Already Priced In
• Negative Sentiment: EVP James Stewart Gantt sold 5,139 shares for approximately $1.0 million, reducing his ownership by 8.45%. While the sale may be routine, insider selling can weigh modestly on investor sentiment after a sharp rally. SEC Insider Sale Filing
• Negative Sentiment: Rosen Law Firm announced an investigation into potential breaches of fiduciary duties by Manhattan Associates’ directors and officers. The announcement does not establish wrongdoing, but it introduces a legal and reputational overhang. Rosen Law Firm Announces Investigation

Insider Buying and Selling at Manhattan Associates

In related news, EVP James Stewart Gantt sold 5,139 shares of the company’s stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $195.53, for a total transaction of $1,004,828.67. Following the completion of the transaction, the executive vice president directly owned 55,676 shares in the company, valued at $10,886,328.28. This represents a 8.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Eric Andrew Clark sold 1,000 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $146.77, for a total transaction of $146,770.00. Following the completion of the sale, the chief executive officer directly owned 92,638 shares of the company’s stock, valued at approximately $13,596,479.26. This trade represents a 1.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.84% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on MANH. DA Davidson upped their price target on Manhattan Associates from $200.00 to $210.00 and gave the stock a “buy” rating in a research note on Wednesday. Morgan Stanley set a $180.00 price objective on Manhattan Associates in a research note on Wednesday. Rothschild & Co Redburn set a $145.00 target price on Manhattan Associates in a report on Thursday, April 16th. Stifel Nicolaus upped their target price on Manhattan Associates from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Robert W. Baird increased their price target on Manhattan Associates from $186.00 to $218.00 and gave the company an “outperform” rating in a report on Wednesday. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Manhattan Associates presently has an average rating of “Moderate Buy” and an average target price of $209.20.

Manhattan Associates Company Profile

Manhattan Associates, Inc (NASDAQ: MANH) is a provider of supply chain and omnichannel commerce software solutions designed to optimize the flow of goods, information and funds across enterprise operations. Its flagship offerings include warehouse management, transportation management, order management and omnichannel fulfillment applications. These solutions are delivered through a cloud-native platform called Manhattan Active, which enables retailers, manufacturers, carriers and third-party logistics providers to orchestrate inventory, manage distribution and improve customer service in real time.

Key product areas include Manhattan Active Warehouse Management, which automates and optimizes warehouse operations from receiving through shipping; Manhattan Active Transportation Management, supporting carrier selection, routing and freight payment; and Manhattan Active Omni, which unifies order capture, inventory visibility and fulfillment across stores, distribution centers and e-commerce channels.