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Manhattan Associates

MANH · Nasdaq · Services-Prepackaged Software
Insider buys (12 months)
0
Insider sales (12 months)
$3.3M
8-K reports (12 months)
9
Tracked investors holding
2

At a glance

Manhattan Associates reported 2025 revenue of $1.08B, up 3.7% from $1.04B in 2024. Over 4 years since 2021 ($663.6M), that is growth of about 13% a year. Operating margin was 25.9%, up from 20.2% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 3 insiders reported 0 open-market purchases and 6 sales ($3.3M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $1M by EVP, Professional Services James Stewart Gantt on Apr 24, 2026.

Manhattan Associates filed 9 current reports (Form 8-K) in the last 12 months, most often for officer or director change (4), results of operations (3), acquisition or disposal completed (1) and change to holders’ rights (1). The latest officer or director change was reported on Oct 27, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.

2 of the 20 investors tracked here held Manhattan Associates at the last quarter end, worth $65.2M combined. It is the largest weight for Renaissance Technologies (0.1% of its portfolio), followed by Bridgewater Associates (0%). New this quarter: Bridgewater Associates. Reduced: Renaissance Technologies.

Annual results

2021
Revenue $663.6M
Op. $134.3M
2022
Revenue $767.1M
Op. $152.7M
2023
Revenue $928.7M
Op. $209.9M
2024
Revenue $1.04B
Op. $261.6M
2025
Revenue $1.08B
Op. $279.8M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$110.5M$129M$176.6M$218.4M$219.9M
Diluted EPS$1.72$2.03$2.82$3.51$3.60

Fiscal year ends Dec 31 · incorporated in GA

Tracked investors holding (13F)

Renaissance TechnologiesReduced$62.5M · 0.1% · held 8 quarters
Bridgewater AssociatesNew$2.7M · 0.0% · held 3 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined