Services-Prepackaged Software · SIC 7372

MANHATTAN ASSOCIATES INC

MANH

Watch

Latest revenue

$282.2M

as of 2026-03-31

Latest net income

$49.3M

as of 2026-03-31

Net margin

17.5%

as of 2026-03-31

Price · 5Y

+0.4% / yr 13.4 pts / yr vs S&P 500 2.0% total
Compare:

Live market

delayed ≤15 min
$138.64
3.02%
Market cap
$8.20B
Enterprise value
$8.20B
P/E (trailing)
37.3×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$247.22
52-wk low
$119.06
Beta
Shares out
59.2M

5-year trend

What this company does

AI

Item 1. Business Overview Manhattan Associates was founded in 1990 in Manhattan Beach, California and incorporated in Georgia in 1998. References in this filing to the “Company,” “Manhattan,” “Manhattan Associates,” “we,” “our,” and “us” refer to Manhattan Associates, Inc., our predecessors, and our wholly-owned and consolidated subsidiaries. Our principal executive offices are located at 2300 Windy Ridge Parkway, Tenth Floor, Atlanta, Georgia 30339, and our telephone number is 770-955-7070. We develop, sell, deploy, service and maintain software solutions designed to manage supply chains, inventory and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers…

AI summary unavailable — showing raw filing excerpt

Generated from MANH's filing dated 2026-02-04

Key risks

AI

Item 1A. Risk Factors You should consider the following and other risk factors in evaluating our business or an investment in our common stock. The occurrence of adverse events described in the following risk factors or other adverse events not described in the following risk factors could have a material adverse effect on our business, results of operations, cash flow and financial condition, and could cause the trading price of our common stock to decline. Risks Related to Our Business Our future revenue is dependent on continuing sales from cloud subscriptions, which in turn drive sales of professional services. We are dependent on our new customers as well as our large installed…

AI summary unavailable — showing raw filing excerpt

Generated from MANH's filing dated 2026-02-04

Profitability

Operating margin

25.9%

3.1%

Net margin

20.3%

2.9%

Return on equity

69.9%

4.3%

Return on assets

26.2%

9.1%

Leverage

Debt / equity

1.67×

8.8%

Debt / assets

62.5%

3.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$282.2M+7.4%$49.3M-6.3%17.5%

Q4 2025

2025-12-31

$270.4M+5.7%$52.0M+8.2%19.2%

Q3 2025

2025-09-30

$275.8M+3.4%$58.6M-8.1%21.3%

Q2 2025

2025-06-30

$272.4M+2.7%$56.8M+7.6%20.8%

Q1 2025

2025-03-31

$262.8M+3.2%$52.6M-2.3%20.0%

Q4 2024

2024-12-31

$255.8M$48.0M18.8%

Q3 2024

2024-09-30

$266.7M+11.8%$63.8M+29.1%23.9%

Q2 2024

2024-06-30

$265.3M+14.8%$52.8M+33.2%19.9%

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-Prepackaged Software · SIC 7372

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$11.1M

Net activity

−$11.1M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-24

James Stewart Gantt

EVP, Professional Services

Sale7,300$139.25$1.0M
2025-11-28

Eric Andrew Clark

President & CEO

Sale1,600$176.40$282.2K
2025-08-28

James Stewart Gantt

EVP, Professional Services

Sale1,026$218.79$224.5K
2025-08-28

James Stewart Gantt

EVP, Professional Services

Sale1,274$218.62$278.5K

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 MANH

Institutional value

$3.56B

Total shares held

27.9M

Distinct holders

353

As of

2026-03-31

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

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.8M$911.1MNew
2VANGUARD PORTFOLIO MANAGEMENT LLC3.9M$515.1MNew
3VANGUARD CAPITAL MANAGEMENT LLC2.7M$357.1MNew
4Swedbank AB1.5M$199.7MNew
5Invesco Ltd.1.2M$165.3MNew
6TD ASSET MANAGEMENT INC728.7K$97.0MNew
7Sumitomo Mitsui Trust Group, Inc.673.6K$89.7MNew
8DIMENSIONAL FUND ADVISORS LP642.8K$85.6MNew
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC629.3K$83.8MNew
10UBS Group AG562.6K$74.9MNew
11JPMORGAN CHASE & CO534.0K$69.7MNew
12Stephens Investment Management Group LLC502.7K$66.9MNew
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC482.3K$64.2MNew
14Bank of New York Mellon Corp395.9K$52.7MNew
15VANGUARD FIDUCIARY TRUST CO380.1K$50.6MNew
16Russell Investments Group, Ltd.295.9K$39.4MNew
17FEDERATED HERMES, INC.281.7K$37.5MNew
18BNP PARIBAS FINANCIAL MARKETS252.2K$33.6MNew
19M&G PLC212.9K$28.3MNew
20FRANKLIN RESOURCES INC207.1K$27.6MNew

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 MANH's latest filing finishes processing.