Tyler Technologies (NYSE:TYL) Sets New 12-Month Low Following Weak Earnings

Tyler Technologies, Inc. (NYSE:TYL)’s stock price hit a new 52-week low during mid-day trading on Thursday following a weaker than expected earnings announcement. The stock traded as low as $312.00 and last traded at $319.8940, with a volume of 3955 shares traded. The stock had previously closed at $339.25.

The technology company reported $2.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.71 by ($0.07). Tyler Technologies had a net margin of 13.72% and a return on equity of 10.57%. The firm had revenue of $575.18 million during the quarter, compared to analyst estimates of $591.09 million. During the same period last year, the business earned $2.43 EPS. The firm’s revenue was up 6.3% compared to the same quarter last year.

Key Tyler Technologies News

Here are the key news stories impacting Tyler Technologies this week:

• Positive Sentiment: Management raised FY‑2026 earnings guidance well above Wall Street expectations: EPS guidance of $12.40–$12.65 vs. consensus ~$11.49, and revenue guidance of $2.5B–$2.6B roughly in line with consensus — a material beat on profitability outlook that could support a rebound in the stock.
• Positive Sentiment: DA Davidson upgraded Tyler to a “Buy” and set a $460 price target, signaling analyst confidence in a recovery after the quarter. DA Davidson Upgrade
• Positive Sentiment: Barclays reaffirmed a Buy on Tyler, providing additional analyst support amid the volatility. Barclays Coverage
• Neutral Sentiment: Company released the official Q4 press release, slides and disclosures — useful for parsing recurring vs. one‑time items in the quarter. Press Release
• Neutral Sentiment: Coverage pieces digging into quarter metrics (revenue mix, margins, cash flow and backlog) are available to help investors decide whether the miss reflects temporary softness or a more structural slowdown. Zacks Metrics Review
• Negative Sentiment: Q4 results missed consensus: EPS of $2.64 vs. street ~ $2.71 and revenue roughly $575.2M below estimates — the miss triggered the initial sell‑off as investors reassessed near‑term growth. Earnings Miss
• Negative Sentiment: Market reaction: several outlets reported an 8%‑plus intraday drop after results and commentary about softer software spending, amplifying downside pressure. Market Reaction
• Negative Sentiment: BTIG and other cautious notes surfaced around the print, highlighting near‑term execution risk and contributing to selling pressure. BTIG Note

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Wells Fargo & Company lowered their target price on Tyler Technologies from $470.00 to $420.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Weiss Ratings restated a “hold (c)” rating on shares of Tyler Technologies in a research note on Friday, January 9th. Needham & Company LLC restated a “buy” rating and set a $750.00 price objective on shares of Tyler Technologies in a report on Tuesday, February 3rd. Stifel Nicolaus assumed coverage on Tyler Technologies in a research note on Wednesday, January 7th. They set a “buy” rating and a $550.00 target price for the company. Finally, Robert W. Baird set a $660.00 price target on shares of Tyler Technologies in a research note on Friday, October 31st. Thirteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $597.57.

Insider Transactions at Tyler Technologies

In related news, CFO Brian K. Miller sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $469.08, for a total value of $469,080.00. Following the sale, the chief financial officer directly owned 12,781 shares in the company, valued at $5,995,311.48. This trade represents a 7.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Glenn A. Carter sold 500 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $458.73, for a total value of $229,365.00. Following the completion of the transaction, the director directly owned 3,172 shares of the company’s stock, valued at approximately $1,455,091.56. The trade was a 13.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 3,500 shares of company stock valued at $1,605,605 over the last three months. 1.10% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Tyler Technologies

Several large investors have recently bought and sold shares of the stock. Salomon & Ludwin LLC lifted its position in Tyler Technologies by 6,100.0% in the fourth quarter. Salomon & Ludwin LLC now owns 62 shares of the technology company’s stock worth $27,000 after purchasing an additional 61 shares during the period. Root Financial Partners LLC acquired a new position in Tyler Technologies during the third quarter worth about $28,000. Elyxium Wealth LLC bought a new stake in Tyler Technologies in the fourth quarter worth about $29,000. Generali Asset Management SPA SGR bought a new position in shares of Tyler Technologies during the 2nd quarter valued at about $30,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of Tyler Technologies in the 2nd quarter worth approximately $32,000. Institutional investors and hedge funds own 93.30% of the company’s stock.

Tyler Technologies Stock Down 8.0%

The firm has a market capitalization of $13.43 billion, a price-to-earnings ratio of 43.96, a price-to-earnings-growth ratio of 2.43 and a beta of 0.91. The firm’s 50 day moving average is $430.11 and its 200 day moving average is $489.67.

Tyler Technologies Company Profile

Tyler Technologies, Inc is a provider of software and technology services for the public sector, delivering integrated systems that help government and public agencies manage operations, finances and citizen services. Headquartered in Plano, Texas, the company focuses on developing and implementing solutions for local and state governments, school districts, courts and public safety organizations. Its offerings are aimed at modernizing administrative workflows, improving transparency and enabling digital interactions between governments and the communities they serve.

Tyler’s product portfolio spans enterprise resource planning and financial management, tax and billing systems, court case and records management, public safety solutions (including computer-aided dispatch and records management), land and property management, permitting and licensing, and enterprise asset management.