PRGS Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $37.15

Capitalizzazione di Mercato (MRQ) $1.52B

P/E (TTM) 17.1

EPS (TTM) $2.17

Ricavi (TTM) $1000M

Rendimento div. 0.05%

ROE (TTM) 18.3%

D/E Debito/Patrimonio (MRQ) 2.3

Intervallo 52 sett. $24–$47

PRGS Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 4

Data ex-dividendo	Split	Tipo
31 Gennaio 2011	3-for-2	Avanti
24 Gennaio 2000	2-for-1	Avanti
14 Luglio 1998	3-for-2	Avanti
28 Novembre 1995	2-for-1	Avanti

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$978M

2016-11-30 → 2025-11-30

EPS$1.66

2016-11-30 → 2025-11-30

Flusso di cassa libero$229M

2018-11-30 → 2025-11-30

Margine netto9.2%

2018-11-30 → 2025-11-30

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	PRGS	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	17.1media 5 anni ≈31.2	≈31.2	21.3	Valore equo
P/S (TTM)	1.5media 5 anni ≈3.2	≈3.2	2.1	Sottovalutato
P/B (MRQ)	2.9media 5 anni ≈5.3	≈5.3	5.4	Sottovalutato
EV / EBITDA	17.8media 5 anni ≈21.4	≈21.4	18.4	Valore equo
Prezzo / FCF (TTM)	4.8media 5 anni ≈12.1	≈12.1	·	·
Prezzo / Flusso di cassa (TTM)	4.6media 5 anni ≈11.8	≈11.8	13.4	Sottovalutato
EV / Revenue (EV / Ricavi)	2.9media 5 anni ≈3.9	≈3.9	·	·
EV / FCF	12.4media 5 anni ≈14.8	≈14.8	·	·
Prezzo / Valore contabile tangibile (MRQ)	30.1	·	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	PRGS	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	82.2%media 5 anni ≈82.4%	≈82.4%	73.6%	Di prim'ordine
Margine Operativo (TTM)	17.7%media 5 anni ≈17.5%	≈17.5%	11.8%	Di prim'ordine
EBITDA Margin (Margine EBITDA)	16.3%media 5 anni ≈18.3%	≈18.3%	11.8%	Di prim'ordine
Margine ante imposte (TTM)	11.1%media 5 anni ≈13.0%	≈13.0%	11.7%	In linea
Margine di Profitto Netto (TTM)	9.2%media 5 anni ≈10.6%	≈10.6%	10.2%	In linea
ROA (TTM)	3.9%media 5 anni ≈4.4%	≈4.4%	5.2%	Sotto la media
ROE (TTM)	18.3%media 5 anni ≈18.0%	≈18.0%	22.8%	Debole
ROIC	7.3%media 5 anni ≈11.6%	≈11.6%	16.6%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	PRGS	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	2.3media 5 anni ≈1.5	≈1.5	0.5	Debito elevato
Rapporto corrente (MRQ)	0.8media 5 anni ≈0.9	≈0.9	1.3	Bassa liquidità
Quick Ratio	0.4media 5 anni ≈0.7	≈0.7	0.9	Bassa liquidità
Debito a lungo termine / Patrimonio netto (MRQ)	2.3media 5 anni ≈1.8	≈1.8	0.3	Debito elevato

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	PRGS	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	29.8%media 5 anni ≈17.4%	≈17.4%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	17.5%media 5 anni ≈15.4%	≈15.4%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	17.2%	·	·	·
EPS YoY	7.8%media 5 anni ≈0.21%	≈0.21%	·	·
Net Income YoY (Utile Netto YoY)	6.9%media 5 anni ≈-0.44%	≈-0.44%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-8.3%media 5 anni ≈-5.5%	≈-5.5%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	-1.2%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-8.4%media 5 anni ≈-5.7%	≈-5.7%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	-1.7%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	PRGS	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$1.66media 5 anni ≈$1.74	≈$1.74	·	·
Revenue / Share (Ricavi / Azione)	$22.21media 5 anni ≈$17.08	≈$17.08	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$5.34media 5 anni ≈$4.59	≈$4.59	·	·
Cash / Share (Liquidità / Azione)	$2.24media 5 anni ≈$3.45	≈$3.45	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	PRGS	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.4media 5 anni ≈0.4	≈0.4	0.5	Debole
Receivables Turnover (Rotazione dei crediti)	5.4media 5 anni ≈5.7	≈5.7	4.4	Di prim'ordine
Revenue / Employee (Ricavi / Dipendente)	≈$349.1K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13

Dividend Yield0.05%

Rapporto di Distribuzione Utili1.1%

Pagamento annualizzato≈$0.70Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 30, 2024	$0,18	USD	≈1.2%
Giu 3, 2024	$0,18	USD	≈1.4%
Feb 29, 2024	$0,18	USD	≈1.3%
Nov 30, 2023	$0,18	USD	≈1.3%
Ago 31, 2023	$0,18	USD	≈1.2%
Mag 31, 2023	$0,18	USD	≈1.2%
Feb 28, 2023	$0,18	USD	≈1.2%
Nov 30, 2022	$0,18	USD	≈1.3%
Ago 31, 2022	$0,18	USD	≈1.5%
Mag 31, 2022	$0,18	USD	≈1.4%
Feb 28, 2022	$0,18	USD	≈1.6%
Nov 30, 2021	$0,18	USD	≈1.4%
Ago 31, 2021	$0,18	USD	≈1.5%
Mag 28, 2021	$0,18	USD	≈1.5%
Feb 26, 2021	$0,18	USD	≈1.6%
Nov 30, 2020	$0,18	USD	≈1.7%
Ago 31, 2020	$0,17	USD	≈1.7%
Mag 29, 2020	$0,17	USD	≈1.6%
Feb 28, 2020	$0,17	USD	≈1.7%
Nov 29, 2019	$0,17	USD	≈1.5%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 9.9%

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Settembre 2026	Set 29, 2026	$1.69	$1.55	9.4%
30 Giugno 2026	Giu 30, 2026	$1.62	$1.52	6.6%
31 Marzo 2026		$1.60	$1.60	0.03%
31 Dicembre 2025		$1.51	$1.34	12.8%
30 Settembre 2025		$1.50	$1.32	13.4%
30 Giugno 2025		$1.40	$1.33	5.4%
31 Marzo 2025		$1.31	$1.08	21.5%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$978M	$753M	$694M	$602M	$531M	$442M	$413M	$379M	$389M	$405M	$378M	$333M
Cost of Revenue	$188M	$130M	$127M	$94M	$78M	$62M	$75M	$67M	$69M	$66M	$64M	$34M
Gross Profit	$790M	$623M	$568M	$508M	$453M	$380M	$338M	$312M	$320M	$340M	$314M	$298M
SG&A Expense	$108M	$90M	$83M	$78M	$65M	$54M	$53M	$49M	$46M	$47M	$57M	$48M
Operating Expenses	$637M	$499M	$457M	$375M	$337M	$272M	$298M	$244M	$263M	$369M	$299M	$218M
Operating Income	$153M	$124M	$111M	$132M	$116M	$108M	$40M	$68M	$57M	$-30M	$15M	$81M
Interest Expense	·	·	$31M	$16M	$20M	$10M	$10M	$5M	$5M	$4M	$4M	$572.0K
Other Non-op	$2M	$5M	$3M	$1M	$777.0K	$1M	$1M	$1M	$921.0K	$839.0K	$1M	$83.0K
Pretax Income	$82M	$94M	$80M	$117M	$96M	$97M	$28M	$61M	$52M	$-35M	$12M	$78M
Income Tax	$8M	$26M	$9M	$22M	$17M	$17M	$2M	$11M	$23M	$20M	$21M	$28M
Net Income	$73M	$68M	$70M	$95M	$78M	$80M	$26M	$50M	$29M	$-56M	$-9M	$49M
EPS (Basic)	$1.70	$1.58	$1.62	$2.19	$1.79	$1.78	$0.59	$1.09	$0.60	$-1.13	$-0.17	$0.97
EPS (Diluted)	$1.66	$1.54	$1.57	$2.15	$1.76	$1.76	$0.58	$1.08	$0.60	$-1.13	$-0.17	$0.96
Shares (Basic)	42,996,000	43,268,000	43,456,000	43,475,000	43,916,000	44,886,000	44,791,000	45,561,000	48,129,000	49,481,000	50,391,000	50,840,000
Shares (Diluted)	44,019,000	44,427,000	44,658,000	44,247,000	44,620,000	45,321,000	45,340,000	46,135,000	48,516,000	49,481,000	50,391,000	51,466,000
EBITDA	$159M	$130M	$117M	$137M	·	·	·	$93M	·	·	·	$91M

Stato Patrimoniale 27

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$95M	$118M	$127M	$256M	$155M	$98M	$154M	$105M	$133M	$133M	$212M	$263M
Short-term Investments	·	·	·	$0	$2M	$8M	$19M	$34M	$50M	$43M	$29M	$20M
Receivables	$196M	$164M	$126M	$98M	$100M	$84M	$73M	$60M	$61M	$66M	$66M	$68M
Inventory	·	·	·	$5M	$4M	$0	·	·	·	·	·	·
Other Current Assets	$63M	$52M	$48M	$43M	$40M	$24M	$27M	$25M	$19M	$21M	$16M	$24M
Current Assets	$400M	$369M	$331M	$426M	$338M	$239M	$285M	$232M	$263M	$336M	$323M	$376M
PP&E (Net)	$14M	$14M	$15M	$15M	$14M	$30M	$30M	$31M	$42M	$50M	$54M	$59M
PP&E (Gross)	$61M	$58M	$60M	$55M	$58M	$87M	$89M	$88M	$111M	$111M	$110M	$115M
Accum. Depreciation	$47M	$45M	$45M	$40M	$43M	$57M	$59M	$58M	$69M	$61M	$55M	$55M
Goodwill	$1.31B	$1.29B	$832M	$671M	$671M	$492M	$433M	$315M	$315M	$278M	$370M	$233M
Intangibles	$584M	$724M	$354M	$217M	$287M	$213M	$99M	$59M	$95M	$81M	$114M	$21M
Other Non-current Assets	$18M	$13M	$8M	$13M	$9M	$6M	$4M	$5M	$2M	$3M	$4M	$2M
Total Assets	$2.46B	$2.53B	$1.60B	$1.41B	$1.36B	$1.04B	$881M	$644M	$719M	$755M	$877M	$703M
Accounts Payable	$16M	$14M	$12M	$9M	$10M	$10M	$11M	$11M	$9M	$13M	$11M	$12M
Current Liabilities	$810M	$455M	$352M	$318M	$323M	$263M	$241M	$186M	$208M	$204M	$200M	$153M
Capital Leases	$21M	$26M	$13M	$15M	$23M	$27M	$0	·	·	·	·	·
Deferred Tax	$1M	$2M	$4M	$5M	$14M	$0	$3.0K	$6M	$3M	$4M	$7M	$0
Other Non-current Liabilities	$6M	$6M	$5M	$9M	$9M	$15M	$6M	$5M	$6M	$12M	$4M	$3M
Long-term Debt	$1.40B	$1.53B	$724M	$618M	$560M	$384M	$297M	$118M	$124M	$135M	$144M	$0
Total Debt	$1.40B	$0	$724M	$618M	·	·	·	$116M	·	·	·	·
Common Stock	$423.0K	$434.0K	$438.0K	$433.0K	$441.0K	$442.0K	$450.0K	$451.0K	$473.0K	$485.0K	$506.0K	$507.0K
Paid-in Capital	$384M	$354M	$371M	$332M	$354M	$306M	$296M	$267M	$249M	$239M	$227M	$209M
Retained Earnings	$127M	$120M	$121M	$102M	$90M	$73M	$64M	$85M	$145M	$196M	$319M	$347M
AOCI	$-33M	$-36M	$-32M	$-35M	$-32M	$-33M	$-30M	$-28M	$-19M	$-29M	$-25M	$-14M
Stockholders' Equity	$478M	$439M	$460M	$399M	$412M	$346M	$330M	$324M	$404M	$443M	$522M	$543M
Liabilities + Equity	$2.46B	$2.53B	$1.60B	$1.41B	$1.36B	$1.04B	$881M	$644M	$719M	$755M	$877M	$703M
Shares Outstanding	42,335,700	43,361,000	43,796,000	43,257,000	44,146,000	44,241,000	45,037,000	45,115,000	47,281,000	48,537,000	50,580,000	50,677,000

Flusso di cassa 19

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$6M	$6M	$6M	$5M	$6M	$6M	$8M	$7M	$8M	$8M	$9M	$10M
Stock-based Comp	$65M	$47M	$41M	$37M	$30M	$23M	$23M	$21M	$14M	$23M	$24M	$25M
Deferred Tax	$-23M	$-8M	$-29M	$-8M	$-908.0K	$-3M	$-15M	$-2M	$-4M	$1M	$-2M	$15M
Amort. of Intangibles	$146M	$94M	$97M	$69M	$47M	$28M	$48M	$36M	$33M	$28M	$30M	$4M
Restructuring	$13M	$10M	$8M	$879.0K	$6M	$6M	$6M	$2M	$22M	$2M	$13M	$2M
Other Non-cash	$115M	$98M	$86M	$63M	·	·	·	$28M	·	·	·	$9M
Operating Cash Flow	$235M	$211M	$174M	$192M	$179M	$145M	$128M	$121M	$106M	$103M	$105M	$108M
CapEx	$6M	$5M	$6M	$6M	$5M	$7M	$4M	$7M	$3M	$6M	$7M	$8M
Investing Cash Flow	$-27M	$-858M	$-360M	$22M	$-250M	$-207M	$-208M	$8M	$-88M	$-21M	$-260M	$5M
Debt Issued	$0	$730M	$195M	$7M	$0	$98M	$185M	$0	$0	$0	$150M	$0
Net Debt Issued	$0	$469M	$188M	$602.0K	·	·	·	$-6M	·	·	·	$0
Stock Repurchased	$105M	$87M	$34M	$77M	$35M	$60M	$25M	$120M	$74M	$79M	$33M	$53M
Net Stock Activity	$-105M	$-87M	$-34M	$-77M	·	·	·	$-120M	·	·	·	$-53M
Dividends Paid	$786.0K	$31M	$32M	$31M	$32M	$30M	$28M	$26M	$24M	$0	$0	·
Financing Cash Flow	$-238M	$641M	$51M	$-101M	$132M	$3M	$130M	$-147M	$-103M	$-82M	$118M	$-42M
Net Change in Cash	$-23M	$-9M	$-129M	$101M	$57M	$-56M	$49M	$-28M	$-74M	$-5M	$-51M	$64M
Taxes Paid	$34M	$32M	$40M	$29M	$26M	$16M	$16M	$25M	$26M	$22M	$17M	$7M
Free Cash Flow	$229M	$206M	$168M	$186M	·	·	·	$114M	·	·	·	$100M
Levered FCF	·	·	$141M	$173M	·	·	·	$110M	·	·	·	·

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	80.8%	82.7%	81.8%	84.3%	·	·	·	83.1%	·	·	·	89.7%
Operating Margin	15.7%	16.5%	15.9%	21.9%	·	·	·	21.6%	·	·	·	24.3%
Net Margin	7.5%	9.1%	10.1%	15.8%	·	·	·	16.0%	·	·	·	14.9%
Pretax Margin	8.3%	12.5%	11.5%	19.5%	·	·	·	19.9%	·	·	·	23.4%
EBITDA Margin	16.3%	17.3%	16.8%	22.8%	·	·	·	23.4%	·	·	·	27.2%
ROA	2.9%	3.3%	4.7%	6.9%	·	·	·	9.3%	·	·	·	7.1%
ROE	15.7%	15.8%	15.5%	24.8%	·	·	·	19.6%	·	·	·	9.4%
ROIC	7.3%	20.5%	8.2%	10.5%	·	·	·	16.2%	·	·	·	9.4%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	0.5	0.8	0.9	1.3	·	·	·	1.2	·	·	·	2.5
Quick Ratio	0.4	0.6	0.7	1.1	·	·	·	1.0	·	·	·	2.3
Debt / Equity	2.9	0.0	1.6	1.6	·	·	·	0.4	·	·	·	·
LT Debt / Equity	2.2	·	1.5	1.5	·	·	·	0.4	·	·	·	·
Interest Coverage	·	·	3.6	8.4	·	·	·	16.7	·	·	·	·

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.4	0.4	0.5	0.4	·	·	·	0.6	·	·	·	0.5
Inventory Turnover	·	·	·	22.0	·	·	·	·	·	·	·	·
Receivables Turnover	5.4	5.2	6.2	6.1	·	·	·	6.6	·	·	·	4.9

Per Azione 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$11.30	$10.12	$10.50	$9.21	·	·	·	$6.87	·	·	·	$10.72
Revenue / Share	$22.21	$16.96	$15.55	$13.61	·	·	·	$8.61	·	·	·	$6.46
Cash Flow / Share	$5.34	$4.76	$3.89	$4.34	·	·	·	$2.63	·	·	·	$2.09
Cash / Share	$2.24	$2.72	$2.90	$5.92	·	·	·	$2.33	·	·	·	$5.19
Dividend / Share	$0.00	$0.53	$0.70	$0.70	$0.70	$0.67	$0.63	$0.57	$0.52	$0.12	$0.00	$0.00
Dividend Paid / Share	·	·	·	·	$0.12	·	·	·	·	·	·	·
EPS (TTM)	$1.66	$1.54	$1.57	$2.15	$1.76	$1.76	$0.58	$1.08	$0.60	$-1.13	$-0.17	$0.96

Tassi di Crescita 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	29.8%	8.5%	15.3%	13.3%	20.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	17.5%	12.3%	16.2%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	17.2%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	7.8%	-1.9%	-27.0%	22.2%	0.00%	·	·	·	·	·	·	·
EPS CAGR 3Y	-8.3%	-4.3%	-3.7%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	-1.2%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	6.9%	-2.5%	-26.2%	21.2%	-1.6%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-8.4%	-4.4%	-4.2%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	-1.7%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	-51.7%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$978M	$753M	$694M	$602M	$531M	$442M	$413M	$379M	$389M	$405M	$378M	$333M
Net Income TTM	$73M	$68M	$70M	$95M	$78M	$80M	$26M	$50M	$29M	$-56M	$-9M	$49M
Market Cap	$1.75B	$2.97B	$2.36B	$2.31B	·	·	·	$1.59B	·	·	·	$1.31B
Enterprise Value	$3.06B	$2.85B	$2.96B	$2.67B	·	·	·	$1.56B	·	·	·	·
P/E	24.9	44.4	34.3	24.8	27.5	22.8	72.4	32.6	68.9	-26.2	-141.1	26.9
P/S	1.8	3.9	3.4	3.8	·	·	·	4.2	·	·	·	3.9
P/B	3.7	6.8	5.1	5.8	·	·	·	5.1	·	·	·	2.4
P / Cash Flow	7.5	14.0	13.6	12.0	·	·	·	13.1	·	·	·	12.1
P / FCF	7.6	14.4	14.0	12.4	·	·	·	13.9	·	·	·	13.1
EV / EBITDA	19.2	21.8	25.3	19.5	·	·	·	16.8	·	·	·	·
EV / FCF	13.3	13.8	17.6	14.3	·	·	·	13.7	·	·	·	·
EV / Revenue	3.1	3.8	4.3	4.4	·	·	·	4.1	·	·	·	·
Dividend Yield	0.04%	1.1%	1.3%	1.4%	·	·	·	1.6%	·	·	·	·
Earnings Yield	4.0%	2.2%	2.9%	4.0%	3.6%	4.4%	1.4%	3.1%	1.5%	-3.8%	-0.71%	3.7%
Payout Ratio	1.1%	46.0%	45.0%	32.7%	·	·	·	40.6%	·	·	·	·
Annual Payout	$786.0K	$31M	$32M	$31M	$32M	$30M	$28M	$26M	$24M	$0	$0	·

Conto Economico 16

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Revenue	$246M	$253M	$248M	$253M	$250M	$237M	$238M	$215M	$179M	$175M	$185M	$177M	$175M	$178M	$164M	$157M
Cost of Revenue	$42M	$45M	$44M	$47M	$48M	$47M	$46M	$37M	$29M	$32M	$33M	$34M	$33M	$34M	$26M	$24M
Gross Profit	$204M	$209M	$204M	$206M	$202M	$190M	$192M	$178M	$150M	$143M	$152M	$143M	$142M	$144M	$138M	$134M
SG&A Expense	$27M	$32M	$27M	$29M	$28M	$26M	$26M	$26M	$21M	$22M	$21M	$22M	$21M	$21M	$19M	$22M
Operating Expenses	$157M	$163M	$157M	$168M	$158M	$151M	$159M	$157M	$109M	$116M	$117M	$121M	$113M	$121M	$102M	$103M
Operating Income	$47M	$45M	$46M	$38M	$44M	$39M	$32M	$22M	$40M	$27M	$35M	$23M	$29M	$23M	$36M	$30M
Interest Expense	·	·	·	·	·	·	·	·	·	·	$7M	·	$9M	$9M	$6M	·
Other Non-op	$757.0K	$233.0K	$317.0K	$718.0K	$260.0K	$294.0K	$487.0K	$1M	$2M	$928.0K	$624.0K	$643.0K	$788.0K	$592.0K	$515.0K	$423.0K
Pretax Income	$30M	$29M	$30M	$22M	$26M	$20M	$13M	$12M	$34M	$20M	$28M	$14M	$21M	$15M	$30M	$27M
Income Tax	$7M	$8M	$7M	$-3M	$7M	$3M	$2M	$11M	$6M	$4M	$5M	$-1M	$2M	$3M	$6M	$3M
Net Income	$23M	$21M	$23M	$26M	$19M	$17M	$11M	$1M	$28M	$16M	$23M	$15M	$19M	$12M	$24M	$24M
EPS (Basic)	$0.55	$0.50	$0.54	$0.60	$0.45	$0.40	$0.25	$0.03	$0.66	$0.37	$0.52	$0.35	$0.44	$0.28	$0.55	$0.55
EPS (Diluted)	$0.55	$0.50	$0.53	$0.59	$0.44	$0.39	$0.24	$0.01	$0.65	$0.37	$0.51	$0.35	$0.42	$0.27	$0.53	$0.53
Shares (Basic)	41,061,000	41,901,000	42,155,000	·	42,988,000	43,053,000	43,256,000	·	42,872,000	43,213,000	43,802,000	·	43,452,000	43,343,000	43,300,000	·
Shares (Diluted)	41,478,000	42,310,000	42,729,000	·	43,717,000	44,156,000	44,887,000	·	43,711,000	43,964,000	44,826,000	·	44,981,000	44,470,000	44,353,000	·
EBITDA	$47M	$45M	$46M	·	$44M	$39M	$32M	·	$40M	$27M	$35M	·	$29M	$23M	$36M	·

Stato Patrimoniale 26

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Cash & Equivalents	$114M	$103M	$113M	$95M	$99M	$102M	$124M	$118M	$233M	$190M	$133M	·	$138M	$126M	$108M	·
Short-term Investments	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$15M	·
Receivables	$119M	$125M	$148M	$196M	$151M	$140M	$126M	$164M	$88M	$82M	$89M	·	$100M	$87M	$93M	·
Other Current Assets	$47M	$57M	$69M	$63M	$49M	$49M	$55M	$52M	$33M	$37M	$46M	·	$33M	$35M	$43M	·
Current Assets	$330M	$337M	$370M	$400M	$336M	$326M	$341M	$369M	$389M	$343M	$297M	·	$303M	$281M	$293M	·
PP&E (Net)	$15M	$15M	$15M	$14M	$13M	$12M	$13M	$14M	$13M	$13M	$14M	·	$16M	$15M	$15M	·
PP&E (Gross)	·	·	·	$61M	·	·	·	$58M	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	·	$47M	·	·	·	$45M	·	·	·	·	·	·	·	·
Goodwill	$1.31B	$1.31B	$1.31B	$1.31B	$1.31B	$1.29B	$1.29B	$1.29B	$833M	$833M	$833M	$832M	$826M	$826M	$812M	$671M
Intangibles	$479M	$515M	$550M	$584M	$619M	$651M	$686M	$724M	$285M	$305M	$328M	·	$379M	$405M	$441M	·
Other Non-current Assets	$15M	$16M	$17M	$18M	$17M	$12M	$12M	$13M	$13M	$14M	$7M	·	$8M	$9M	$12M	·
Total Assets	$2.30B	$2.35B	$2.39B	$2.46B	$2.42B	$2.41B	$2.46B	$2.53B	$1.62B	$1.59B	$1.55B	·	$1.60B	$1.60B	$1.64B	·
Accounts Payable	$10M	$11M	$14M	$16M	$13M	$9M	$15M	$14M	$11M	$9M	$10M	·	$9M	$7M	$10M	·
Current Liabilities	$415M	$416M	$788M	$810M	$770M	$750M	$429M	$455M	$315M	$307M	$312M	·	$325M	$323M	$337M	·
Capital Leases	$25M	$26M	$25M	$21M	$23M	$23M	$24M	$26M	$9M	$10M	$11M	·	$15M	$18M	$17M	·
Deferred Tax	$1M	$1M	$1M	$1M	$3M	$2M	$2M	$2M	$4M	$4M	$4M	·	$4M	$5M	$6M	·
Other Non-current Liabilities	$5M	$5M	$6M	$6M	$6M	$5M	$7M	$6M	$4M	$5M	$4M	·	$5M	$5M	$9M	·
Long-term Debt	$1.23B	$1.29B	$1.34B	$1.40B	$1.42B	$1.46B	$1.51B	$1.53B	·	·	·	·	$755M	$786M	$812M	·
Total Debt	$1.23B	$1.29B	$1.34B	·	$1.06B	$1.10B	·	·	$0	$0	$0	·	$755M	$786M	$812M	·
Common Stock	$410.0K	$413.0K	$421.0K	$423.0K	$429.0K	$431.0K	$430.0K	$434.0K	$429.0K	$431.0K	$437.0K	·	$438.0K	$436.0K	$433.0K	·
Paid-in Capital	$432M	$416M	$398M	$384M	$372M	$362M	$353M	$354M	$339M	$330M	$372M	·	$361M	$347M	$338M	·
Retained Earnings	$133M	$124M	$133M	$127M	$138M	$123M	$116M	$120M	$119M	$106M	$123M	·	$115M	$104M	$108M	·
AOCI	$-36M	$-34M	$-33M	$-33M	$-32M	$-33M	$-38M	$-36M	$-33M	$-35M	$-34M	·	$-32M	$-33M	$-34M	·
Stockholders' Equity	$530M	$506M	$499M	$478M	$478M	$453M	$432M	$439M	$426M	$402M	$462M	$460M	$445M	$419M	$413M	$399M
Liabilities + Equity	$2.30B	$2.35B	$2.39B	$2.46B	$2.42B	$2.41B	$2.46B	$2.53B	$1.62B	$1.59B	$1.55B	·	$1.60B	$1.60B	$1.64B	·
Shares Outstanding	40,952,367	41,311,679	42,074,590	42,335,700	42,905,397	43,100,936	43,021,707	43,360,695	42,899,041	43,062,914	43,689,037	43,796,000	43,565,346	43,357,557	43,307,145	43,257,000

Flusso di cassa 16

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Stock-based Comp	$16M	$21M	$18M	$17M	$16M	$17M	$15M	$12M	$11M	$12M	$12M	$10M	$10M	$10M	$10M	$11M
Amort. of Intangibles	$35M	$35M	$34M	$36M	$37M	$37M	$36M	$26M	$20M	$24M	$25M	$26M	$26M	$26M	$20M	$17M
Restructuring	$146.0K	$1M	$706.0K	$4M	$907.0K	$1M	$7M	$7M	$308.0K	$651.0K	$2M	$2M	$843.0K	$4M	$1M	$95.0K
Operating Cash Flow	$88M	$79M	$99M	$63M	$73M	$30M	$69M	$20M	$58M	$64M	$71M	$33M	$46M	$48M	$47M	$40M
CapEx	$2M	$2M	$3M	$3M	$1M	$495.0K	$1M	$3M	$1M	$955.0K	$309.0K	$2M	$1M	$2M	$385.0K	$3M
Investing Cash Flow	$-2M	$-2M	$-3M	$-3M	$-21M	$-495.0K	$-2M	$-856M	$-1M	$-955.0K	$-309.0K	$-2M	$-366.0K	$13M	$-371M	$-2M
Debt Issued	·	·	·	·	·	·	·	$730M	$0	$0	$0	$0	$0	$0	$195M	$1.0K
Net Debt Issued	·	·	·	·	·	·	$0	·	·	·	$-3M	·	·	·	$193M	·
Stock Repurchased	$17M	$35M	$20M	$40M	$15M	$20M	$30M	$0	$14M	$50M	$22M	$4M	$0	$15M	$15M	$2M
Net Stock Activity	·	·	$-20M	·	·	·	$-30M	·	·	·	$-22M	·	·	·	$-15M	·
Dividends Paid	$5.0K	$159.0K	$204.0K	$132.0K	$0	$295.0K	$359.0K	$8M	$8M	$8M	$8M	$8M	$8M	$8M	$8M	$8M
Financing Cash Flow	$-74M	$-85M	$-79M	$-63M	$-58M	$-59M	$-59M	$726M	$-17M	$-5M	$-62M	$-42M	$-36M	$-46M	$175M	$-8M
Net Change in Cash	$11M	$-10M	$18M	$-4M	$-3M	$-22M	$6M	$-115M	$42M	$57M	$6M	$-11M	$12M	$18M	$-148M	$32M
Taxes Paid	$6M	$7M	$4M	$21M	$7M	$4M	$3M	$17M	$10M	$3M	$3M	$25M	$9M	$2M	$4M	$20M
Free Cash Flow	·	·	$96M	·	·	·	$68M	·	·	·	$70M	·	·	·	$46M	·
Levered FCF	·	·	·	·	·	·	·	·	·	·	$64M	·	·	·	$42M	·

Redditività 8

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Gross Margin	82.7%	82.3%	82.3%	·	81.0%	80.1%	80.6%	·	83.7%	81.7%	82.2%	·	81.2%	81.0%	84.0%	·
Operating Margin	18.9%	17.8%	18.8%	·	17.6%	16.3%	13.6%	·	22.6%	15.5%	18.9%	·	16.8%	12.9%	21.7%	·
Net Margin	9.3%	8.3%	9.2%	·	7.8%	7.2%	4.6%	·	15.9%	9.2%	12.3%	·	10.9%	6.8%	14.4%	·
Pretax Margin	12.0%	11.4%	12.2%	·	10.5%	8.4%	5.6%	·	19.2%	11.5%	14.9%	·	12.0%	8.2%	18.2%	·
EBITDA Margin	18.9%	17.8%	18.8%	·	17.6%	16.3%	13.6%	·	22.6%	15.5%	18.9%	·	16.8%	12.9%	21.7%	·
ROA	0.96%	0.89%	0.94%	·	0.96%	0.85%	0.55%	·	1.8%	1.0%	1.4%	·	1.3%	0.82%	1.6%	·
ROE	4.5%	4.4%	4.9%	·	4.3%	4.0%	2.5%	·	6.5%	4.0%	5.2%	·	4.7%	3.1%	6.1%	·
ROIC	2.0%	1.8%	1.9%	·	2.1%	2.1%	6.2%	·	7.9%	5.4%	6.2%	·	2.2%	1.6%	2.3%	·

Liquidità e Solvibilità 5

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Current Ratio	0.8	0.8	0.5	·	0.4	0.4	0.8	·	1.2	1.1	1.0	·	0.9	0.9	0.9	·
Quick Ratio	0.6	0.5	0.3	·	0.3	0.3	0.6	·	1.0	0.9	0.7	·	0.7	0.7	0.6	·
Debt / Equity	2.3	2.6	2.7	·	2.2	2.4	·	·	0.0	0.0	0.0	·	1.7	1.9	2.0	·
LT Debt / Equity	2.3	2.6	2.0	·	2.2	2.4	·	·	·	·	·	·	1.7	1.9	1.9	·
Interest Coverage	·	·	·	·	·	·	·	·	·	·	4.8	·	3.4	2.7	6.1	·

Efficienza 2

Metrica	Tendenza	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Asset Turnover		0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·
Receivables Turnover		1.8	1.9	1.8	·	2.1	2.1	2.2	·	1.9	2.1	2.0	·	1.9	2.3	1.8	·

Per Azione 6

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Book Value / Share	$12.94	$12.25	$11.86	·	$11.13	$10.50	$10.04	·	$9.92	$9.33	$10.57	·	$10.22	$9.66	$9.55	·
Revenue / Share	$5.93	$5.99	$5.80	·	$5.71	$5.38	$5.30	·	$4.09	$3.98	$4.12	·	$3.89	$4.01	$3.70	·
Cash Flow / Share	·	·	$2.31	·	·	·	$1.54	·	·	·	$1.57	·	·	·	$1.05	·
Cash / Share	$2.78	$2.49	$2.69	·	$2.31	$2.37	$2.89	·	$5.42	$4.42	$3.05	·	$3.17	$2.90	$2.49	·
Dividend / Share	·	·	·	$0.00	$0.00	$0.00	$0.00	$0.01	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17
EPS (TTM)	$2.17	$2.06	$1.95	·	$1.08	$1.29	$1.27	·	$1.88	$1.65	$1.55	·	$1.75	$1.83	$2.22	·

Valutazione (TTM) 13

Metrica	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Revenue TTM	$1000M	$1.00B	$988M	·	$940M	$869M	$807M	·	$715M	$712M	$715M	·	$675M	$651M	$621M	·
Net Income TTM	$92M	$89M	$85M	·	$49M	$58M	$57M	·	$83M	$73M	$69M	·	$79M	$81M	$98M	·
Market Cap	$1.89B	$1.36B	$1.76B	·	$1.98B	$2.65B	$2.35B	·	$2.49B	$2.18B	$2.33B	·	$2.65B	$2.60B	$2.49B	·
Enterprise Value	$3.01B	$2.55B	$2.99B	·	$2.94B	$3.65B	·	·	$2.26B	$1.99B	$2.20B	·	$3.27B	$3.26B	$3.18B	·
P/E	21.3	15.9	21.5	·	42.8	47.7	43.0	·	30.9	30.7	34.4	·	34.8	32.8	25.9	·
P/S	1.9	1.4	1.8	·	2.1	3.1	2.9	·	3.5	3.1	3.3	·	3.9	4.0	4.0	·
P/B	3.6	2.7	3.5	·	4.2	5.9	5.4	·	5.9	5.4	5.0	·	6.0	6.2	6.0	·
P / Cash Flow	·	·	17.9	·	·	·	34.1	·	·	·	33.1	·	·	·	53.2	·
EV / Revenue	3.0	2.5	3.0	·	3.1	4.2	·	·	3.2	2.8	3.1	·	4.8	5.0	5.1	·
Dividend Yield	0.03%	0.04%	0.04%	·	0.42%	0.60%	1.0%	·	1.3%	1.5%	1.4%	·	1.2%	1.2%	1.3%	·
Earnings Yield	4.7%	6.3%	4.7%	·	2.3%	2.1%	2.3%	·	3.2%	3.3%	2.9%	·	2.9%	3.0%	3.9%	·
Payout Ratio	·	·	0.89%	·	·	·	3.3%	·	·	·	36.1%	·	·	·	33.9%	·
Annual Payout	$500.0K	$495.0K	$631.0K	·	$8M	$16M	$24M	·	$32M	$32M	$32M	·	$31M	$31M	$31M	·

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-11-30	2024-11-30	2023-11-30	2022-11-30	2021-11-30
Ricavi	$978M	$753M	$694M	$602M	$531M
Margine Lordo %	80.8%	82.7%	81.8%	84.3%	·
Margine Operativo %	15.7%	16.5%	15.9%	21.9%	·
Utile netto	$73M	$68M	$70M	$95M	$78M
EPS Diluito	$1.66	$1.54	$1.57	$2.15	$1.76

Metrica	2025-11-30	2024-11-30	2023-11-30	2022-11-30	2021-11-30
Debito / Patrimonio Netto	2.9	0.0	1.6	1.6	·
Rapporto corrente	0.5	0.8	0.9	1.3	·
Quick Ratio	0.4	0.6	0.7	1.1	·

Metrica	2025-11-30	2024-11-30	2023-11-30	2022-11-30	2021-11-30
Flusso di cassa libero	$229M	$206M	$168M	$186M	·

Proprietari istituzionali (13F) 334 filer · $1.8B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 334

Valore detenuto $1.8B

Nuove posizioni 64

Posizioni chiuse 51

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
64 (+2 vs trimestre precedente)	51 (-12 vs trimestre precedente)	112 (+12 vs trimestre precedente)	87 (-21 vs trimestre precedente)	+2.0M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
BlackRock, Inc.	$254.218.349	7.570.529	14,41%	Azioni
VANGUARD GROUP INC	$244.318.976	5.687.127	13,85%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$129.171.985	3.846.694	7,32%	Azioni
STATE STREET CORP	$65.880.774	1.961.723	3,73%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$63.796.459	1.899.835	3,62%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$56.745.734	1.689.867	3,22%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$42.811.478	1.274.910	2,43%	Azioni
GOLDMAN SACHS GROUP INC	$42.260.511	1.258.502	2,40%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$40.780.022	1.214.414	2,31%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$39.341.527	1.171.371	2,23%	Azioni
DIMENSIONAL FUND ADVISORS LP	$36.147.961	1.076.430	2,05%	Azioni
AQR CAPITAL MANAGEMENT LLC	$35.001.943	1.042.345	1,98%	Azioni
Heron Bay Capital Management	$34.010.886	1.012.832	1,93%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$29.571.000	880.608	1,68%	Azioni
SYSTEMATIC FINANCIAL MANAGEMENT LP	$28.930.237	861.531	1,64%	Azioni
AMERICAN CENTURY COMPANIES INC	$27.962.032	832.699	1,59%	Azioni
FULLER & THALER ASSET MANAGEMENT, INC.	$26.698.379	795.068	1,51%	Azioni
KENNEDY CAPITAL MANAGEMENT LLC	$24.912.163	741.875	1,41%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$22.905.019	682.103	1,30%	Azioni
RICE HALL JAMES & ASSOCIATES, LLC	$19.149.364	570.261	1,09%	Azioni
BARCLAYS PLC	$19.122.198	569.452	1,08%	Azioni
FMR LLC	$18.897.267	562.754	1,07%	Azioni
BANK OF AMERICA CORP /DE/	$18.501.135	550.957	1,05%	Azioni
SEGALL BRYANT & HAMILL, LLC	$18.333.236	545.957	1,04%	Azioni
MORGAN STANLEY	$17.871.295	532.200	1,01%	Azioni
Invenomic Capital Management LP	$17.167.439	511.240	0,97%	Azioni
OAKTOP CAPITAL MANAGEMENT II, L.P.	$17.079.057	508.608	0,97%	Azioni
NORTHERN TRUST CORP	$16.495.201	491.221	0,94%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$14.429.292	429.699	0,82%	Azioni
Glenmede Investment Management, LP	$12.974.812	295.352	0,74%	Azioni
GLENMEDE TRUST CO NA	$12.377.353	368.593	0,70%	Azioni
WELLS FARGO & COMPANY/MN	$11.245.921	334.899	0,64%	Azioni
Dana Investment Advisors, Inc.	$11.197.486	333.457	0,63%	Azioni
VANGUARD FIDUCIARY TRUST CO	$9.672.618	288.047	0,55%	Azioni
Invesco Ltd.	$9.482.724	282.392	0,54%	Azioni
Bank of New York Mellon Corp	$9.224.121	274.691	0,52%	Azioni
UBS Group AG	$7.823.602	232.984	0,44%	Azioni
NOMURA HOLDINGS INC	$7.402.442	220.442	0,42%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$6.857.842	204.224	0,39%	Azioni
DEUTSCHE BANK AG\	$6.856.465	204.183	0,39%	Azioni
Qube Research & Technologies Ltd	$6.632.856	197.524	0,38%	Azioni
Public Sector Pension Investment Board	$6.357.298	189.318	0,36%	Azioni
BANK OF MONTREAL /CAN/	$6.258.875	186.387	0,35%	Azioni
Edgestream Partners, L.P.	$6.008.772	178.939	0,34%	Azioni
PARADIGM CAPITAL MANAGEMENT INC/NY	$5.392.948	160.600	0,31%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.265.344	156.800	0,30%	Opzione Call
Hillsdale Investment Management Inc.	$5.176.357	154.150	0,29%	Azioni
Nuveen, LLC	$5.170.401	153.973	0,29%	Azioni
BANK OF NOVA SCOTIA	$4.877.764	145.258	0,28%	Azioni
Corient Private Wealth LP	$4.349.483	129.526	0,25%	Azioni

Mostra tutti i 334 proprietari istituzionali →

Attivisti e proprietari del 5%+ 6 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
Praesidium Investment Management Company, LLC, Kevin Oram, Peter Uddo ×11 depositi	07 Marzo 2018	·	Deposito iniziale	·	SEC
STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE LP, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, MARK MITCHELL, PETER A. FELD ×10 depositi	01 Marzo 2013	·	Deposito iniziale	·	SEC
Praesidium Investment Management Company, LLC (2), Kevin Oram (2), Peter Uddo (2)	14 Marzo 2012	·	Deposito iniziale	·	SEC
Progress Software Corporation, Noble Acquisition Corp. ×3 depositi	01 Febbraio 2006	·	Deposito iniziale	·	SEC
Persona segnalante non divulgata	06 Ottobre 2004	·	Deposito iniziale	M&A / vendita	SEC
Persona segnalante non divulgata	28 Ottobre 2002	·	Deposito iniziale	M&A / vendita	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 67 insider · 41 dirigenti · 15 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Yogesh K Gupta	Chief Executive Officer	01 Aprile 2026 M	286.198	0	$0
REIDY RICHARD	President and CEO.	27 Ottobre 2011 M	96.243	0	$0
Joseph Wright Alsop	CEO and Director	05 Febbraio 2009 M	429.923	0	$0
Anthony Folger	Chief Financial Officer	14 Agosto 2026 S	47.381	5	$-459.948
Paul A Jalbert	Chief Financial Officer	29 Gennaio 2020 M	21.198	0	$0
Charles F Wagner JR	EVP Finance & Admin and CFO	14 Ottobre 2011 A	81.175	0	$0
Norman R Robertson	SVP, Finance and CFO	01 Ottobre 2010 F	13.006	0	$0
Gregory J Oconnor	President, Sonic Software Corp	01 Settembre 2006 F	17.249	0	$0
Lorne Cooper	President, PeerDirect Corp	24 Maggio 2004 A	2.457	0	$0
Jerry Rulli	Former Chief Operating Officer	03 Marzo 2017 M	29.227	0	$0
Loren Jarrett	EVP/GM Digital Experience	29 Luglio 2026 S	10.269	2	$-488.778
Sundar Subramanian	EVP/GM Infrastructure Mgmt	01 Luglio 2026 M	18.370	5	$-1.337.091
Yufan Stephanie Wang	Chief Legal Officer	18 Maggio 2026 S	2.544	2	$-144.852
Domenic Lococo	Chief Accounting Officer	01 Aprile 2026 M	9.857	0	$0
John Ainsworth	EVP/GM App & Data Platform	01 Aprile 2026 M	58.124	0	$0
Ian Pitt	Chief Information Officer	06 Ottobre 2025 S	7.368	1	$-18.896
Kathryn Kulikoski	Chief People Officer	01 Luglio 2024 M	4.142	0	$0
Jeremy Segal	EVP, Corporate Development	01 Febbraio 2023 M	636	0	$0
Jennifer Ortiz	EVP, Corporate Marketing	19 Gennaio 2023 A	5.640	0	$0
Stephen H Faberman	Chief Legal Officer	01 Aprile 2022 M	113.998	0	$0
Gary Quinn	EVP, Enterprise App Exper.	01 Aprile 2022 M	18.429	0	$0
Anthony Murphy	Chief Information Officer	01 Aprile 2021 M	6.623	0	$0
Dmitri Tcherevik	Chief Technology Officer	07 Ottobre 2019 M	13.858	0	$0
Dimitre Taslakov	Chief Talent Officer	01 Ottobre 2019 M	34.318	0	$0
Faris Sweis	Senior Vice President	01 Aprile 2019 M	44.959	0	$0
Michael Benedict	Chief Product Officer	01 Ottobre 2016 M	39.942	0	$0
Matt Robinson	Chief Technology Officer	01 Aprile 2016 M	5.877	0	$0
David A Benson	EVP and CIO	30 Ottobre 2015 M	47.601	0	$0
Karen T. Padir	Pres, Business Line Executive	16 Ottobre 2015 M	46.863	0	$0
Antonio J. Aquilina	SVP, Strategy & Corp. Dev.	09 Ottobre 2015 M	42.359	0	$0
John Goodson	SVP, CPO & CTO	24 Aprile 2015 M	72.213	0	$0
Joseph Andrews	SVP, Human Resources	06 Ottobre 2014 M	61.155	0	$0
Andrew Zupsic	SVP, Global Field Operations	01 Settembre 2014 M	96.721	0	$0
Jennifer E. Smith	SVP & CMO	01 Aprile 2014 M	19.864	0	$0
John Bates	EVP & CTO	01 Ottobre 2012 F	35.101	0	$0
Chris Andersen	VP, Corp. Controller and CAO	28 Maggio 2012 A	19.964	0	$0
Gary G Conway	EVP, Chief Marketing Officer	01 Ottobre 2011 F	22.951	0	$0
David H Benton JR	VP and Corporate Controller	21 Luglio 2011 M	40.431	0	$0
Robert Levy	EVP, Chief Product Officer	04 Ottobre 2010 S	26.667	0	$0
David G Ireland	Executive Vice President	16 Febbraio 2010 M	11.741	0	$0
John Page Goodson	VP & General Mgr. DataDirect	15 Ottobre 2009 A	8.338	0	$0
Samskriti King	Direttore	02 Luglio 2026 A	51.116	0	$0
Angela Tucci	Direttore	02 Luglio 2026 A	51.116	0	$0
Rainer Gawlick	Direttore	02 Luglio 2026 A	61.401	0	$0
Charles Francis Kane	Direttore	02 Luglio 2026 A	76.291	0	$0
Vivian M Vitale	Direttore	02 Luglio 2026 A	36.224	0	$0
David Krall	Direttore	02 Luglio 2026 A	105.947	0	$0
Paul T Dacier	Direttore	02 Luglio 2026 A	58.691	0	$0
John R Egan	Direttore	02 Luglio 2026 A	57.174	0	$0
Michael Mark	Direttore	19 Aprile 2018 M	199.915	0	$0
Roger J Heinen JR	Direttore	12 Maggio 2009 A	13.221	0	$0
Amram Rasiel	Direttore	20 Settembre 2006 A	541.000	0	$0
Larry Harris	Direttore	07 Gennaio 2005 S	0	0	$0
Philip M Pead	·	31 Marzo 2017 A	437.799	0	$0
Kurt Abkemeier	·	24 Marzo 2017 D	15.630	0	$0
Chris E Perkins	·	28 Settembre 2016 D	116.636	0	$0
Barry N Bycoff	·	24 Agosto 2016 D	42.680	0	$0
Ram Gupta	·	10 Giugno 2016 S	15.608	0	$0
Melissa H Cruz	·	01 Aprile 2013 F	108.752	0	$0
Jay Bhatt	·	01 Ottobre 2012 F	133.347	0	$0
Craig Newfield	·	01 Ottobre 2012 F	28.306	0	$0
Christopher Larsen	·	02 Novembre 2011 S	39.778	0	$0
James Freedman	·	17 Maggio 2011 M	13.929	0	$0
Jeffrey Stamen	·	15 Ottobre 2009 A	14.927	0	$0
Gordon Alan Van Huizen	·	15 Ottobre 2008 A	1.000	0	$0
Scott A Mcgregor	·	24 Aprile 2008 A	21.800	0	$0
Peter Sliwkowski	·	15 Novembre 2005 A	1.276	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 62 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
CAFG · Pacer Funds Trust	0,63%	4.710 NS	31 Luglio 2026	N-PORT
PSCT · Invesco Exchange-Traded Fund Trust …	0,62%	90.690 SH	02 Ottobre 2026	Giornaliero
SCOW · Pacer Funds Trust	0,58%	244 NS	31 Luglio 2026	N-PORT
QQQS · Invesco Exchange-Traded Fund Trust …	0,41%	2.582 SH	02 Ottobre 2026	Giornaliero
FYC · First Trust Exchange-Traded AlphaDE…	0,33%	104.529 NS	31 Luglio 2026	N-PORT
CALF · Pacer Funds Trust	0,31%	281.055 NS	31 Luglio 2026	N-PORT
HAPS · Harbor ETF Trust	0,28%	11.889 NS	31 Luglio 2026	N-PORT
VFVA · VANGUARD WELLINGTON FUND	0,19%	46.799 SH	19 Agosto 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,17%	24.629 NS	31 Luglio 2026	N-PORT
EBIT · Harbor ETF Trust	0,17%	489 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,14%	101.543 SH	02 Ottobre 2026	Giornaliero
NUSC · Nushares ETF Trust	0,13%	41.014 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,11%	7.199 SH	02 Ottobre 2026	Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS	0,11%	34.055 SH	19 Agosto 2026	Giornaliero
ROSC · Lattice Strategies Trust	0,11%	1.616 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,11%	3.409 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,09%	64.389 SH	11 Settembre 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,08%	147.276 SH	19 Agosto 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,08%	48.626 NS	31 Luglio 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,08%	25.979 NS	31 Luglio 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,07%	9.468 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,06%	10.954 NS	31 Luglio 2026	N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS	0,06%	22.975 SH	19 Agosto 2026	Giornaliero
IGV · iShares Trust	0,06%	192.404 SH	11 Settembre 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,06%	31.220 SH	02 Ottobre 2026	Giornaliero
IWM · iShares Trust	0,06%	1.082.116 SH	11 Settembre 2026	Giornaliero
RSSL · Global X Funds	0,06%	20.189 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,05%	28.570 SH	19 Agosto 2026	Giornaliero
IWO · iShares Trust	0,04%	148.759 SH	11 Settembre 2026	Giornaliero
VFMF · VANGUARD WELLINGTON FUND	0,04%	7.611 SH	19 Agosto 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,04%	243.292 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,03%	116.939 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,03%	611.417 SH	19 Agosto 2026	Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS	0,03%	16.986 SH	19 Agosto 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,03%	137.464 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,02%	482.483 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,02%	967.426 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,02%	10.744 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,02%	1.080.564 SH	19 Agosto 2026	Giornaliero
DFAT · Dimensional ETF Trust	0,02%	63.911 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,02%	2.757 SH	11 Settembre 2026	Giornaliero
TECB · iShares Trust	0,01%	1.573 SH	10 Settembre 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,01%	603 SH	02 Ottobre 2026	Giornaliero
IGM · iShares Trust	0,01%	19.612 SH	11 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,00%	46.914 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	58.199 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	12.070 SH	10 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,00%	8.693 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,00%	236 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	1.335.479 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	37.976 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	3.360 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	9.413 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	2.568.433 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	271.221 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	120.705 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	246.906 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	5.819 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	1.784 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	8.933 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	95.453 SH	11 Settembre 2026	Giornaliero
SMMV · iShares Trust	·	3.795 SH	01 Settembre 2026	Giornaliero

PRGS Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 12 analisti ACQUISTO FORTE

Target mediano $53.00 +42,7%

7 58,3% Acquisto forte

4 33,3% Compra

1 8,3% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

5 analisti · 2026-10-01

Target medio $56.20 +51,3%

← Sotto tutti i target Prezzo attuale $37.15

Basso$40.00 Media$56.20 Alto$83.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
PRGS	$1.75B	24.9	29.8%	7.5%	15.7%	80.8%
ADEA	$1.88B	17.4	17.9%	25.1%	25.3%	·
TDC	$2.82B	22.5	-5.0%	7.8%	64.0%	59.4%
APPN	$2.62B	1771.0	17.8%	0.17%	-2.5%	72.5%
ATEN	$1.26B	31.0	11.0%	14.5%	20.3%	79.3%
AIP	$686M	-18.9	22.3%	-49.2%	313.6%	90.2%
RPD	·	42.2	1.9%	·	·	·
NABL	·	-74.8	9.3%	-3.7%	·	76.9%
OSPN	$480M	6.8	0.00%	30.0%	28.3%	73.8%
XPER	$275M	-4.8	-9.2%	-12.6%	-13.5%	·
MSFT	$2.77T	20.8	17.8%	40.3%	34.0%	67.9%

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

BOUNCE_UP Stop out Ott 30

rischio 1 premio 1,50

ingresso $42.49 R:R 1,50

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

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PRGS Progress Software Corporation - Common Stock