SPS Commerce (NASDAQ:SPSC) CFO Kimberly Nelson Sells 6,300 Shares of Stock

SPS Commerce, Inc. (NASDAQ:SPSC) CFO Kimberly Nelson sold 6,300 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $58.66, for a total value of $369,558.00. Following the completion of the sale, the chief financial officer owned 145,452 shares in the company, valued at $8,532,214.32. This represents a 4.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

SPS Commerce Trading Down 0.1%

Shares of NASDAQ SPSC opened at $54.17 on Wednesday. The company has a market capitalization of $2.03 billion, a P/E ratio of 22.11 and a beta of 0.56. SPS Commerce, Inc. has a 12 month low of $53.72 and a 12 month high of $153.16. The stock has a 50 day moving average of $83.40 and a 200-day moving average of $93.89.

SPS Commerce (NASDAQ:SPSC) last posted its quarterly earnings results on Thursday, February 12th. The software maker reported $1.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.14. SPS Commerce had a return on equity of 12.73% and a net margin of 12.42%.The business had revenue of $192.65 million for the quarter, compared to analysts’ expectations of $193.60 million. During the same quarter in the prior year, the business earned $0.89 EPS. The firm’s revenue for the quarter was up 12.7% on a year-over-year basis. SPS Commerce has set its FY 2026 guidance at 4.420-4.500 EPS and its Q1 2026 guidance at 0.950-0.990 EPS. Analysts predict that SPS Commerce, Inc. will post 2.73 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Morgan Stanley set a $95.00 price target on shares of SPS Commerce in a report on Friday, February 13th. Northland Securities set a $109.00 target price on SPS Commerce in a research note on Friday, October 31st. Cantor Fitzgerald set a $70.00 price target on SPS Commerce in a research note on Friday, February 13th. Stifel Nicolaus set a $65.00 price objective on SPS Commerce and gave the stock a “hold” rating in a research report on Friday, February 13th. Finally, DA Davidson dropped their target price on SPS Commerce from $80.00 to $65.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $87.40.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. NewEdge Advisors LLC raised its stake in SPS Commerce by 545.7% in the first quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock valued at $30,000 after purchasing an additional 191 shares in the last quarter. Salomon & Ludwin LLC bought a new position in SPS Commerce in the 3rd quarter valued at about $28,000. Advisory Services Network LLC bought a new position in SPS Commerce in the 3rd quarter valued at about $32,000. Advisors Asset Management Inc. raised its position in shares of SPS Commerce by 39.9% in the 1st quarter. Advisors Asset Management Inc. now owns 393 shares of the software maker’s stock valued at $52,000 after buying an additional 112 shares in the last quarter. Finally, Global Retirement Partners LLC lifted its holdings in shares of SPS Commerce by 2,130.0% during the 4th quarter. Global Retirement Partners LLC now owns 446 shares of the software maker’s stock worth $40,000 after acquiring an additional 426 shares during the period. Institutional investors own 98.96% of the company’s stock.

About SPS Commerce

SPS Commerce, Inc is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. Through its robust network, SPS Commerce connects trading partners with electronic data interchange (EDI) capabilities, helping businesses automate order processing, inventory management and fulfillment workflows. The company’s platform ensures data accuracy, accelerates order-to-cash cycles and reduces manual intervention, supporting a wide range of industries including retail, grocery, consumer goods and automotive.

The company offers a suite of services encompassing EDI, retail-ready compliance, order management and data analytics.