AGILYSYS INC
AGYS · Services-Computer Integrated Systems Design · 28.2M shares · +4%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$938K (gross $13M, SBC $14M)
Reference price $92.17 · est. market cap ~$2.6B — last insider sale, 2026-06-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Debt-free hospitality-software vendor with strong growth, high margins, and a sharp earnings inflection.
Strengths
- Strong growth and earnings inflection — revenue +15.9% (72nd), net income +67.0% (91st)
- High margins, debt-free — gross margin 62.6%, operating margin 13.5% (68th), net margin 12.1% (83rd), D/E 0.00, interest coverage 87
- Strong returns — ROA 8.1% (81st), ROE 11.9%
Risks
- Hospitality/travel-demand cyclicality per risk factors — qualitative (per 10-K)
- Average liquidity — current ratio 1.47 (50th)
- Premium valuation depends on continued growth — qualitative (per 10-K)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $117M cash & investments
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, FMR LLC, GOLDMAN SACHS GROUP INC +1 more (as of 2026-03-31)
- Insider sellingInsider selling — 2 open-market sale(s) by 1 insider(s) (~$276,850, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
62.6%
Operating margin
13.5%
Net margin
12.1%
Return on equity
11.9%
Return on assets
8.1%
ROIC
10.4%
Revenue growth (QoQ)
3.2%
Net-income growth
67.0%
Debt / equity
0.0×
Interest coverage
87.3×
Current ratio
1.5×
Tangible book value
$127M
Cash & investments
$117M
Stock comp / revenue
6.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-10 | Badger Kyle C | Sell | 1.0K | $92.51 |
| 2026-06-10 | Badger Kyle C | Sell | 2.0K | $92.17 |
| 2026-05-26 | SRINIVASAN RAMESH | Grant | 7.6K | — |
| 2026-05-26 | SRINIVASAN RAMESH | Grant | 8.6K | — |
| 2026-05-22 | KEATING MELVIN L | Option exercise | 973 | $79.84 |
| 2026-05-22 | Pope Lisa | Option exercise | 973 | $79.84 |
| 2026-05-22 | Kaufman Michael A | Option exercise | 973 | $79.84 |
| 2026-05-22 | MUTCH JOHN | Option exercise | 973 | $79.84 |
| 2026-05-22 | JONES JERRY C | Option exercise | 973 | $79.84 |
| 2026-05-22 | Jones Dana Sue | Option exercise | 973 | $79.84 |
| 2026-05-22 | COLVIN DONALD A | Option exercise | 973 | $79.84 |
| 2026-03-17 | KEATING MELVIN L | Buy | 65 | $68.10 |
| 2026-03-17 | KEATING MELVIN L | Buy | 50 | $68.01 |
| 2026-03-17 | KEATING MELVIN L | Buy | 55 | $67.98 |
| 2026-03-17 | KEATING MELVIN L | Buy | 70 | $68.32 |
| 2026-03-16 | KEATING MELVIN L | Buy | 100 | $68.49 |
| 2026-03-16 | KEATING MELVIN L | Buy | 60 | $68.20 |
| 2026-03-10 | SRINIVASAN RAMESH | Option exercise | 11K | $73.31 |
| 2026-03-10 | SRINIVASAN RAMESH | Option exercise | 21K | $73.31 |
| 2026-03-10 | SRINIVASAN RAMESH | Option exercise | 13K | $73.31 |
| 2026-02-03 | KEATING MELVIN L | Buy | 30 | $84.22 |
| 2026-02-03 | KEATING MELVIN L | Buy | 70 | $84.70 |
| 2026-02-03 | KEATING MELVIN L | Buy | 50 | $81.90 |
| 2026-02-03 | KEATING MELVIN L | Buy | 50 | $82.82 |
| 2026-02-03 | KEATING MELVIN L | Buy | 40 | $84.10 |
| 2026-02-03 | KEATING MELVIN L | Buy | 60 | $83.83 |
| 2026-01-30 | KEATING MELVIN L | Buy | 100 | $83.90 |
| 2026-01-30 | KEATING MELVIN L | Buy | 50 | $83.99 |
| 2026-01-30 | KEATING MELVIN L | Buy | 50 | $84.40 |
| 2026-01-30 | KEATING MELVIN L | Buy | 100 | $84.84 |
| 2025-12-04 | Jones Dana Sue | Gift | 2.8K | — |
| 2025-11-21 | COLVIN DONALD A | Sell | 6.0K | $123.28 |
| 2025-11-12 | Robertson Chris J | Sell | 500 | $131.34 |
| 2025-11-04 | Wood William David III | Sell | 584 | $125.20 |
| 2025-11-03 | Wood William David III | Sell | 990 | $124.64 |
| 2025-11-03 | Shivashankar Sethuram | Sell | 497 | $124.64 |
| 2025-11-03 | Robertson Chris J | Sell | 400 | $124.64 |
| 2025-11-03 | Abdelrahman Joe Ahmed Youssef | Sell | 103 | $124.64 |
| 2025-11-03 | Badger Kyle C | Sell | 502 | $124.64 |
| 2025-10-31 | Robertson Chris J | Option exercise | 450 | $125.46 |
| 2025-10-31 | Wood William David III | Option exercise | 1.3K | $125.46 |
| 2025-10-31 | Abdelrahman Joe Ahmed Youssef | Option exercise | 419 | $125.46 |
| 2025-10-31 | Badger Kyle C | Option exercise | 622 | $125.46 |
| 2025-10-31 | Shivashankar Sethuram | Option exercise | 723 | $125.46 |
| 2025-10-27 | Wood William David III | Sell | 6.0K | $115.55 |
| 2025-09-02 | Abdelrahman Joe Ahmed Youssef | Sell | 504 | $106.88 |
| 2025-07-01 | Wood William David III | Sell | 321 | $113.39 |
| 2025-07-01 | Badger Kyle C | Sell | 326 | $113.39 |
| 2025-07-01 | Robertson Chris J | Sell | 258 | $113.39 |
| 2025-06-12 | Robertson Chris J | Sell | 500 | $111.27 |
| 2025-06-05 | MUTCH JOHN | Sell | 500 | $110.83 |
| 2025-05-21 | SRINIVASAN RAMESH | Grant | 5.0K | — |
| 2025-03-31 | Pope Lisa | Option exercise | 241 | $72.54 |
| 2025-03-17 | MUTCH JOHN | Sell | 750 | $75.33 |
| 2025-03-10 | SRINIVASAN RAMESH | Option exercise | 11K | $73.96 |
| 2025-03-07 | MUTCH JOHN | Sell | 2.0K | $77.87 |
| 2025-01-24 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.7K | $93.10 |
| 2025-01-23 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $96.68 |
| 2025-01-22 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $100.17 |
| 2025-01-21 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $125.49 |
| 2025-01-17 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $128.17 |
| 2025-01-16 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $133.71 |
| 2025-01-15 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $132.98 |
| 2025-01-14 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $128.81 |
| 2025-01-13 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $126.26 |
| 2025-01-10 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $130.29 |
| 2025-01-08 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $132.04 |
| 2025-01-07 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $128.57 |
| 2025-01-06 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $130.34 |
| 2025-01-03 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $132.66 |
| 2025-01-02 | Kaufman 2012 Descendants Trust, David N. Smith, Trustee | Sell | 7.5K | $130.55 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-22 | 0001193125-26-276749 ↗ |
| 8-K | 2026-06-03 | 2026-06-03 | 0001193125-26-254661 ↗ |
| 10-K | 2026-05-21 | 2026-03-31 | 0001193125-26-234423 ↗ |
| 8-K | 2026-05-18 | 2026-05-18 | 0001193125-26-228898 ↗ |
| 8-K | 2026-02-02 | 2026-02-02 | 0001193125-26-032780 ↗ |
| 8-K | 2026-01-26 | 2026-01-26 | 0001193125-26-022562 ↗ |
| 10-Q | 2026-01-26 | 2025-12-31 | 0001193125-26-022793 ↗ |
| 8-K | 2025-12-16 | 2025-12-16 | 0001193125-25-320031 ↗ |
| 8-K | 2025-10-27 | 2025-10-27 | 0001193125-25-251570 ↗ |
| 10-Q | 2025-10-27 | 2025-09-30 | 0001193125-25-251592 ↗ |
| 8-K | 2025-09-05 | 2025-09-05 | 0000078749-25-000006 ↗ |
| 8-K | 2025-08-28 | 2025-08-28 | 0000078749-25-000004 ↗ |