Inside the research

Pegasystems Inc.

PEGA Research profile · latest available data

Price overview

$33.75

▼ -0.48 (-1.4%)

52w hi$66.32
52w lo$25.92
Vol1.11M
As of25 Sep 2026

The Verdict

Hold

Our score +0.19

Short-0.21
Medium+0.46
Long+0.46

computed 2026-09-27

Key fundamentals

Pegasystems Inc.

Technology · Software - Application

Market cap$5.55B
Enterprise value$5.26B
Trailing P/E19.17x
Forward P/E12.90x
EV / EBITDA25.07x
P / S (ttm)3.20x
Profit margin18.7%
Return on equity54.7%
Revenue growth+9.4%
Earnings growth-52.9%
Debt / equity12.85

Layer Breakdown

LayerRawContribution
Fundamental+0.20
Sector+0.19
Technical-0.06
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Pegasystems Inc. develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific. It provides Pega Infinity, a software portfolio comprising of Pega Customer Decision Hub, a real-time AI-powered decision engine, which can predict a customer's behavior and recommend the next best action to take across channels in real-time; Pega Customer Service to anticipate customer needs, connect customers to people and systems, and automate customer interactions to evolve the customer service experience, as well as to allow enterprises to deliver interactions across channels and enhance employee productivity; and Pega Platform, a software for AI-powered workflow automation for increasing the efficiency of clients' processes and operational workflows. The company also offers Situational Layer Cake that organizes logic into layers that map to the unique dimensions of a client's business, such as customer types, lines of business, geographies, etc.; Pega GenAI Blueprint to rapidly prototype and accelerate the development and deployment of applications; Pega Cloud that allows clients to develop, test, and deploy applications; Pega Catalyst, which helps clients to transform and prototype their customer journeys; Pega Academy, which offers enablement content for Pega product implementations, such as instructor-led and online training to its employees, clients, and partners; and global service assurance and client support services. It primarily markets its software and services to financial services, healthcare, communications and media, government, insurance, manufacturing and high tech, and consumer industries through a direct sales force, as well as partnerships with technology providers and application developers. Pegasystems Inc. was incorporated in 1983 and is headquartered in Waltham, Massachusetts.

United States · www.pega.com

Risk Metrics

Beta vs SPX1.26
Corr SPX0.38
Annual vol53.7%
Annual ret+13.7%
Sharpe0.26
Max DD-61.0%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-21Earnings Release, Exhibitsread
2026-06-18Shareholder Voteread
2026-06-08Reg FD Disclosure, Exhibitsread
2026-04-21Earnings Release, Exhibitsread
2026-02-12Officer / Director Change, Exhibitsread
2026-02-10Earnings Release, Other Material Event…read
2026-01-12Restructuringread
2026-01-09Other Material Event, Exhibitsread
2025-10-21Earnings Release, Exhibitsread
2025-07-22Earnings Release, Exhibitsread
2025-06-233.03, Other Material Event…read
2025-06-183.03, Officer / Director Change…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10STILLWELL KENNETHCOO, CFOWithheld for tax18.29K$602.36K
2026-08-10STILLWELL KENNETHCOO, CFOOption exercise25.92K$439.34K
2026-08-10KOUNINIS EFSTATHIOS ASVP, Chief Accounting OffSell860$28.47K
2026-08-07KOUNINIS EFSTATHIOS ASVP, Chief Accounting OffSell860$27.78K
2026-06-16KOUNINIS EFSTATHIOS ASVP, Chief Accounting OffSell650$21.00K
2026-06-16KOUNINIS EFSTATHIOS ASVP, Chief Accounting OffSell100$3.23K
2026-06-07STILLWELL KENNETHCOO, CFOWithheld for tax2.06K$71.33K
2026-06-07STILLWELL KENNETHCOO, CFOOption exercise5.22K—
2026-06-07Trefler LeonChief of Clients and MarkWithheld for tax1.05K$36.31K
2026-06-07Trefler LeonChief of Clients and MarkOption exercise2.66K—

Flow & Concentration

Insider 180d net-$80.48K
Insider buys / sells0 / 4
Insider biasNeutral
13F holders8
Top-5 share99.2%
HHI3,659 (concentrated)

Top Holders

HolderValueShares
AQR Capital Management$147.44M4.92M
State Street Corp$87.92M2.93M
Millennium Management$33.45M1.12M
Capital Research / Capital World$13.99M466.93K
Bridgewater Associates$5.07M169.15K
Citadel Advisors$1.72M57.50K
Fidelity / FMR LLC$541.81K18.08K
T. Rowe Price Group$43.29K1.44M

As of 2026-06-30

Dividends

Yield (TTM)0.27%
$ / share (TTM)$0.09
5y CAGR+8.4%

Annual dividend per share

2021$0.06
2022$0.06
2023$0.06
2024$0.04
2025$0.09
2026$0.06

SEC Filings

DateFormDoc
2026-08-114view
2026-08-114view
2026-07-2110-Qview
2026-07-218-Kview
2026-06-188-Kview
2026-06-184view
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-088-Kview
2026-06-084view
2026-06-084view
2026-06-084view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$1.75B+27.4%
Gross profit$1.05B+12.3%
Operating income$263.10M+42.5%
Net income$393.44M+55.1%
Cash from ops$217.78M+20.3%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$34.27$34.54$33.58$33.751.11M
Sep 24$34.91$35.74$34.03$34.231.97M
Sep 23$34.78$35.50$34.60$35.181.26M
Sep 22$35.63$35.81$33.96$34.711.69M
Sep 21$35.68$35.76$34.70$34.972.05M

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