Exploring Manhattan Associates, Inc. (MANH) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Manhattan Associates, Inc. (MANH) and what drives their investment decisions? As of April 2025, with a market capitalization of $9.75 Billion, Manhattan Associates stands as a significant entity in the technology sector, specifically within software and programming. But with the stock having fallen by -30.44% over the last year, a closer look at its investor profile becomes essential. Are institutional investors still confident, or are there shifts in ownership? Let's delve into the details of who is buying, who is selling, and, most importantly, why.

Manhattan Associates, Inc. (MANH) Who Invests in [Company Name] and Why?

Understanding the investor profile of Manhattan Associates, Inc. (MANH) provides valuable insights into the market's perception of the company and its stock. The ownership structure comprises a mix of institutional, retail, and individual investors.

Key Investor Types:

• Institutional Investors: These entities, including mutual funds, hedge funds, pension funds, and insurance companies, hold a significant portion of Manhattan Associates' stock. Approximately 51.64% of the company's stock is owned by Institutional Investors. These investors often have substantial resources and conduct in-depth research before investing.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. Approximately 18.03% of Manhattan Associates' stock is held by retail investors.
• Insiders: These are the company's executives and board members. Approximately 1.41% is owned by Insiders.
• Public Companies: These are other public companies that hold shares of Manhattan Associates. Approximately 28.92% is owned by Public Companies.

Top Institutional Holders:

The largest shareholders include:

• BlackRock Inc.: Owns 8.59 million shares, representing approximately 14.16% of the company.
• Vanguard Group Inc: Holds 6.70 million shares, accounting for about 11.04% ownership.
• AllianceBernstein L.P.: Holds 3.51 million shares, representing approximately 5.78% of the company.
• State Street Corp: Holds 2.28 million shares, representing approximately 3.76% of the company.

Investment Motivations:

Several factors attract investors to Manhattan Associates:

• Growth Prospects: Analysts predict a potential 21.92% upside, with an average price target of $199.43. The high forecast reaches $270.00, while the low is $170.00.
• Strong Buy Rating: Manhattan Associates has a consensus rating of 'Strong Buy' based on ratings from Wall Street analysts.
• Financial Performance: The company has demonstrated consistent financial performance, with 100% EPS estimate beats over the past 12 months.
• Market Position: Manhattan Associates holds a strong position in the warehouse management and supply chain software market.
• Cloud-Native Solutions: The company's focus on cloud-native solutions and omnichannel capabilities positions it well for growth as customers shift to e-commerce fulfillment models, driving recurring subscription and professional services revenue.
• R&D Investments: Significant investments in research and development allow Manhattan Associates to stay ahead of supply chain trends, strengthening its competitive advantage and enhancing long-term growth opportunities.

Investment Strategies:

Investors in Manhattan Associates employ various strategies:

• Long-Term Holding: Many institutional investors, such as BlackRock and Vanguard, tend to hold their shares for extended periods, indicating confidence in the company's long-term prospects.
• Growth Investing: Given the company's growth prospects and strong market position, growth investors are attracted to Manhattan Associates.
• Value Investing: Some analysts believe the stock is trading below its fair value, which may attract value investors.

Financial Highlights:

Manhattan Associates reported strong financial results for the fourth quarter of 2024:

• Total Revenue: $255.8 million for Q4 2024, compared to $238.3 million for Q4 2023.
• Cloud Subscription Revenue: $90.3 million for Q4 2024, compared to $71.4 million for Q4 2023.
• GAAP Diluted Earnings Per Share: $0.77 for Q4 2024, compared to $0.78 in Q4 2023.
• Non-GAAP Adjusted Diluted Earnings Per Share: $1.17 for Q4 2024, compared to $1.03 for Q4 2023.
• Cash Flow from Operations: $104.7 million for Q4 2024, compared to $88.4 million for Q4 2023.

For more insights into Manhattan Associates, Inc., you can explore their history, ownership, mission, and business model: Manhattan Associates, Inc. (MANH): History, Ownership, Mission, How It Works & Makes Money

Manhattan Associates, Inc. (MANH) Institutional Ownership and Major Shareholders of Manhattan Associates, Inc. (MANH)

Institutional ownership in Manhattan Associates, Inc. (MANH) reflects the degree of confidence that large financial entities have in the company's prospects. These institutions, which include mutual funds, pension funds, and hedge funds, manage substantial assets and their investment decisions can significantly influence MANH's stock price and overall market stability.

Information on major shareholders and institutional ownership can offer valuable insights into the stability and potential direction of a stock. Recent data highlights the significant positions held by various institutional investors in Manhattan Associates, Inc. (MANH).

Here's a list of some of the top institutional investors and their recent shareholdings in Manhattan Associates, Inc. (MANH):

• Vanguard Group Inc.: As of March 31, 2024, Vanguard Group Inc. holds 3,998,794 shares, representing about 6.22% ownership.
• BlackRock Fund Advisors: BlackRock Fund Advisors reported holding 3,377,087 shares as of March 31, 2024.
• SSgA Funds Management, Inc.: SSgA Funds Management, Inc. holds 2,192,682 shares as of March 31, 2024.
• Geode Capital Management, LLC: Geode Capital Management, LLC holds 955,255 shares as of March 31, 2024.
• Dimensional Fund Advisors LP: Dimensional Fund Advisors LP holds 899,215 shares as of March 31, 2024.

Institutional investors frequently adjust their holdings based on their analysis of company performance, market conditions, and broader economic trends. Monitoring these changes can provide clues about the evolving sentiment surrounding Manhattan Associates, Inc. (MANH).

Examining the recent changes in ownership reveals the shifting sentiments of major institutional players:

• Some institutions may have increased their positions, signaling a bullish outlook on the company's future.
• Conversely, others might have reduced their stakes, possibly indicating concerns about growth prospects or potential risks.

The table below summarizes the ownership details of key institutional investors in Manhattan Associates, Inc. (MANH):

Large institutional investors can exert considerable influence on Manhattan Associates, Inc. (MANH)'s stock price due to the sheer volume of shares they trade. Their investment decisions often reflect in-depth research and analysis, making their actions closely watched by other investors.

The presence of prominent institutional investors typically enhances the company's credibility and can attract additional investment. However, significant selling by these institutions can create downward pressure on the stock price.

For further insights into the financial health of Manhattan Associates, Inc. (MANH), you might find this resource useful: Breaking Down Manhattan Associates, Inc. (MANH) Financial Health: Key Insights for Investors

Manhattan Associates, Inc. (MANH) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Manhattan Associates, Inc. (MANH) provides valuable insights into the company's stability, growth potential, and market sentiment. Institutional investors, in particular, play a significant role in influencing stock movements and corporate decisions.

As of April 2025, 1347 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 78,136,353 shares. This represents a substantial portion of the company's ownership.

Here are some of the top institutional holders of Manhattan Associates, Inc. (MANH) as of December 31, 2024:

• BlackRock Inc.: 8,592,895 shares, a decrease of 1,197,606 shares (-12.232%) during Q4 2024.
• Vanguard Group Inc.: 6,702,557 shares, an increase of 50,538 shares (0.76%) during Q4 2024.
• AllianceBernstein L.P.: 3,510,029 shares, a decrease of 115,018 shares (-3.173%) during Q4 2024.
• State Street Corp: 2,282,406 shares, with an increase of 79,267 shares during Q4 2024.
• FMR Inc.: 2,227,669 shares, with an increase of 310,257 shares during Q4 2024.
• Franklin Resources Inc.: 1,916,509 shares, with an increase of 578,295 shares during Q4 2024.
• Invesco Ltd.: 1,861,160 shares, with an increase of 55,334 shares during Q4 2024.
• Massachusetts Financial Services Co /MA/: 1,673,776 shares, with an increase of 841,276 shares during Q4 2024.
• Geode Capital Management, Llc.: 1,554,038 shares, with an increase of 39,097 shares during Q4 2024.
• Neuberger Berman Group Llc.: 1,361,780 shares, with a decrease of 202,305 shares during Q4 2024.

These major institutions can significantly influence the company's stock price due to the large volumes of shares they hold and trade. Their investment decisions often reflect their outlook on the company's future performance and the overall market conditions.

Recent trading activity by hedge funds shows a mixed sentiment:

• 298 institutional investors increased their positions in Manhattan Associates, Inc. (MANH).
• 290 institutional investors decreased their positions in Manhattan Associates, Inc. (MANH).

Some notable moves by hedge funds in Q4 2024 include:

• BlackRock, Inc. decreased its holdings by 1,197,606 shares, valued at approximately $323,641,045.
• Massachusetts Financial Services Co /MA/ increased its holdings by 841,276 shares, valued at approximately $227,346,426.
• UBS GROUP AG increased its holdings by 679,475 shares, valued at approximately $183,621,324.
• Franklin Resources Inc. increased its holdings by 578,295 shares, valued at approximately $156,278,440.
• Lazard Asset Management LLC increased its holdings by 380,722 shares, valued at approximately $102,886,313.
• Sumitomo Mitsui Trust Group, Inc. increased its holdings by 357,172 shares, valued at approximately $96,522,161.
• Swedbank AB added 350,000 shares, valued at approximately $94,584,000.

Insider trading activity can also offer insights into a company's prospects. Over the past 6 months, Manhattan Associates, Inc. (MANH) insiders have engaged in 7 open market trades, all of which were sales. There were no purchases during this period. Some notable insider sales include:

• Bruce Richards (SVP, CLO & Secretary) sold 4,150 shares for an estimated $1,202,395.
• James Stewart Gantt (EVP, Professional Services) sold 3,475 shares for an estimated $1,001,138.
• Edmond Eger sold 2,675 shares for an estimated $754,504.
• Dennis B Story (EVP, CFO & Treasurer) sold 2,788 shares for an estimated $476,264.

Analysts' perspectives on Manhattan Associates, Inc. (MANH) vary. In the last 6 months:

• Gil Luria from D.A. Davidson set a target price of $195.0 on April 14, 2025.
• Brian Peterson from Raymond James set a target price of $305.0 on October 23, 2024.

The median target price from analysts is $250.0.

On April 22, 2025, Manhattan Associates, Inc. (MANH) is expected to release its quarterly earnings data after the market closes. The consensus estimates are revenue of $261,729,378 and earnings per share of $1.05.

The investor relations section of the Manhattan Associates website provides resources such as:

• Press releases
• Events
• Stock information
• Financials and filings

For more insights into Manhattan Associates, Inc. (MANH), explore Mission Statement, Vision, & Core Values of Manhattan Associates, Inc. (MANH).

The current share price of Manhattan Associates Inc. (MANH) is $178.89, reflecting a 2.36% change over the last 24 hours.

The price of Manhattan Associates, Inc. (MANH) stock on April 18, 2024, was $230.44 per share. On April 17, 2025, the share price was $163.57, representing a 29.02% decrease over that period.

Global Institutional Holdings in Manhattan Associates:

• BlackRock Inc. 14.16%
• Vanguard Group Inc. 11.04%
• AllianceBernstein L.P. 5.78%
• State Street Corp. 3.76%
• FMR Inc. 3.67%
• Franklin Resources Inc. 3.16%

Manhattan Associates is expected to release its quarterly earnings data on Tuesday, April 22nd after market close. Analysts are expecting revenue of $261,729,378 and earnings of $1.05 per share.

Manhattan Associates, Inc. (MANH) Market Impact and Investor Sentiment

Understanding the investor profile and sentiment surrounding Manhattan Associates, Inc. (MANH) provides critical insights into the company's market dynamics. Analyzing who is investing and why helps stakeholders gauge the potential stability and future performance of the stock.

Recent data indicates several shifts in the ownership structure of Manhattan Associates, Inc. (MANH). These changes often reflect broader market trends and investor confidence in the company's strategic direction. Monitoring these movements is essential for understanding the potential impact on stock valuation and company policies.

Investor sentiment towards Manhattan Associates, Inc. (MANH) appears to be generally positive, buoyed by the company's consistent performance and strategic initiatives. However, it's important to consider various factors that can influence this sentiment:

• Financial Performance: Strong revenue growth and profitability often lead to increased investor confidence.
• Industry Trends: Positive trends in the supply chain and retail sectors can enhance the appeal of Manhattan Associates, Inc. (MANH).
• Strategic Initiatives: Successful implementation of new technologies or market expansions can positively influence investor sentiment.

The stock market's reaction to changes in ownership or large investor moves can be significant. For instance, a major institutional investor increasing their stake might signal confidence in the company's future, potentially driving up the stock price. Conversely, a large sell-off could indicate concerns, leading to a price decline.

Analysts' perspectives play a crucial role in shaping investor sentiment. These experts provide in-depth analysis of Manhattan Associates, Inc. (MANH), considering factors such as financial performance, competitive positioning, and industry trends. Their insights can significantly influence investor decisions and market perceptions.

Key investors can exert considerable influence on Manhattan Associates, Inc. (MANH)'s future. Their investment decisions can impact the company's stock price, strategic direction, and overall market perception. Understanding the motivations and perspectives of these key players is vital for assessing the company's potential trajectory.

Institutional investors hold a significant portion of Manhattan Associates, Inc. (MANH)'s shares. According to recent reports, institutional ownership stands at approximately 92.80%. The top institutional holders include:

• Vanguard Group Inc.: Holding approximately 3.99 million shares, representing about 6.13% ownership.
• BlackRock Fund Advisors: Holding approximately 3.79 million shares, representing about 5.82% ownership.
• State Street Global Advisors: Holding approximately 2.08 million shares, representing about 3.19% ownership.

These major institutional investors often have a long-term investment horizon and can significantly influence the company's stock performance and strategic decisions.

Examining recent market reactions to ownership changes can provide insights into investor sentiment. For example, if a major institutional investor increases its stake, the stock price may experience a positive bump, indicating market confidence. Conversely, a significant reduction in holdings by a major investor could lead to a stock price decline.

Analysts' ratings and price targets also impact market sentiment. Recent analyst reports on Manhattan Associates, Inc. (MANH) show a mix of ratings, reflecting varying perspectives on the company's future performance. Keeping track of these ratings and price targets can help investors gauge market expectations.

Additionally, understanding Manhattan Associates, Inc. (MANH)'s mission, vision, and core values can provide a deeper insight into the company's direction and how it aligns with investor values. More information can be found here: Mission Statement, Vision, & Core Values of Manhattan Associates, Inc. (MANH).

The following table summarizes key aspects of investor sentiment and market impact for Manhattan Associates, Inc. (MANH):

By closely monitoring these factors, stakeholders can gain a comprehensive understanding of the investor landscape surrounding Manhattan Associates, Inc. (MANH) and its potential impact on the company's future.