Bentley Systems (NASDAQ:BSY – Free Report) had its price objective reduced by Mizuho from $62.00 to $50.00 in a research note released on Friday morning,Benzinga reports. Mizuho currently has an outperform rating on the stock.
BSY has been the subject of several other research reports. JPMorgan Chase & Co. cut their target price on shares of Bentley Systems from $56.00 to $51.00 and set a “neutral” rating for the company in a research note on Thursday, November 6th. Robert W. Baird set a $55.00 price objective on Bentley Systems in a research note on Wednesday, January 7th. Piper Sandler decreased their price objective on shares of Bentley Systems from $63.00 to $60.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Barclays reduced their target price on shares of Bentley Systems from $57.00 to $47.00 and set an “equal weight” rating for the company in a research note on Monday, January 12th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Bentley Systems in a report on Wednesday, January 21st. Eight analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $49.83.
Bentley Systems Stock Down 1.3%
Bentley Systems (NASDAQ:BSY – Get Free Report) last posted its earnings results on Thursday, February 26th. The company reported $0.27 earnings per share for the quarter, hitting the consensus estimate of $0.27. The firm had revenue of $391.58 million during the quarter, compared to analysts’ expectations of $381.79 million. Bentley Systems had a return on equity of 29.05% and a net margin of 18.50%.The firm’s revenue was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.21 earnings per share. On average, research analysts anticipate that Bentley Systems will post 0.88 EPS for the current year.
Bentley Systems Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Tuesday, March 10th will be issued a dividend of $0.07 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $0.28 annualized dividend and a yield of 0.8%. Bentley Systems’s dividend payout ratio (DPR) is currently 32.56%.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Geneos Wealth Management Inc. grew its position in shares of Bentley Systems by 1,529.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 668 shares of the company’s stock valued at $26,000 after buying an additional 627 shares during the last quarter. Wealthfront Advisers LLC increased its holdings in Bentley Systems by 14.8% during the 2nd quarter. Wealthfront Advisers LLC now owns 10,993 shares of the company’s stock worth $593,000 after purchasing an additional 1,419 shares in the last quarter. Teacher Retirement System of Texas lifted its position in shares of Bentley Systems by 4.2% during the second quarter. Teacher Retirement System of Texas now owns 24,350 shares of the company’s stock valued at $1,314,000 after purchasing an additional 975 shares in the last quarter. World Investment Advisors purchased a new position in Bentley Systems in the second quarter worth $240,000. Finally, Assetmark Inc. increased its stake in shares of Bentley Systems by 682.8% during the 2nd quarter. Assetmark Inc. now owns 728 shares of the company’s stock worth $39,000 after purchasing an additional 635 shares during the last quarter. Institutional investors 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.
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