Manhattan Associates (MANH)

• Market cap: $10.6B
• 1 day: 5.60%
• 5 days: 2.34%
• 1 month: -9.33%
• 3 months: -42.62%
• 6 months: -36.15%
• Year to date: -35.78%
• 1 year: -31.12%
• 5 years: 269.86%
• 10 years: 226.43%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Manhattan Associates Inc provides software that helps users manage their supply chains, inventory, and omnichannel operations. Customers are generally retailers, wholesalers, manufacturers, and logistics providers. The company was founded in 1990 and serves more than 1,200 customers around the world.

Employees: 4,690

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

129% more call options, than puts

Call options by funds: $20.7M | Put options by funds: $9.05M

115% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 46

6% more funds holding

Funds holding: 611 [Q3] → 648 (+37) [Q4]

1.45% more ownership

Funds ownership: 99.35% [Q3] → 100.8% (+1.45%) [Q4]

3% less capital invested

Capital invested by funds: $17.1B [Q3] → $16.6B (-$504M) [Q4]

10% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 242

33% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $200 16% upside
• Avg. target: $257 49% upside
• High target: $285 65% upside

6 analyst ratings

• positive: 5 83%
• neutral: 1 17%
• negative: 0 0%

Piper Sandler Quinton Gabrielli 0% 1-year accuracy 0 / 2 met price target	16% upside $200	Overweight Maintained	14 Mar 2025
Loop Capital Mark Schappel 50% 1-year accuracy 18 / 36 met price target	59% upside $275	Buy Maintained	29 Jan 2025
DA Davidson Gil Luria 33% 1-year accuracy 14 / 43 met price target	56% upside $270	Buy Maintained	29 Jan 2025
Raymond James Brian Peterson 35% 1-year accuracy 9 / 26 met price target	56% upside $270	Outperform Maintained	29 Jan 2025
Truist Securities Terry Tillman 36% 1-year accuracy 16 / 45 met price target	65% upside $285	Buy Maintained	29 Jan 2025