Software Sector Rises February 9, 2026: Bentley, Teradata Gain on Institutional Moves - News and Statistics
The software sector experienced a rebound on February 9, 2026, with shares of Bentley Systems (BSY) and Teradata (TDC) increasing. This surge followed analysis suggesting that previous declines had created buying opportunities, and institutional investors moved back into established companies. The report also highlights that Bentley Systems' shares, despite the recent rise, are still down 9.8 percent year-to-date and 41.4 percent below its 52-week high.
Federated Hermes Inc. Acquires 55,940 Shares of Bentley Systems, Incorporated $BSY
Federated Hermes Inc. has increased its stake in Bentley Systems, Incorporated (NASDAQ:BSY) by 10.8%, acquiring an additional 55,940 shares to now own 574,945 shares valued at $29.6 million. Other institutions like Bank of New York Mellon and Manning & Napier have also made significant moves in BSY stock. Analysts currently rate Bentley Systems as a "Moderate Buy" with an average price target of $53.00, while the company recently announced a quarterly dividend of $0.07 per share.
Lbp Am Sa Trims Holdings in Bentley Systems, Incorporated $BSY
Lbp Am Sa reduced its stake in Bentley Systems, Incorporated (NASDAQ:BSY) by 34.9% in the third quarter, now holding 173,355 shares valued at approximately $8.92 million. Bentley Systems reported Q3 EPS of $0.27 and revenue of $375.6 million, exceeding analyst expectations. The company also announced a quarterly dividend of $0.07 per share, contributing to a 0.7% annual yield.
Piper Sandler downgrades Bentley Systems stock on growth concerns
Piper Sandler downgraded Bentley Systems (NASDAQ:BSY) from Overweight to Neutral and reduced its price target to $45.00 due to anticipated moderation in the company's organic annual recurring revenue (ARR) growth in 2026. While Bentley Systems has shown consistent 12% ARR growth from 2022-2025, Piper Sandler expects this to slow to around 10%. The downgrade comes despite Bentley's strong gross profit margin and recent acquisitions to enhance its Asset Analytics portfolio.
Bentley Systems acquires Talon Aerolytics and Pointivo technology By Investing.com
Bentley Systems has acquired Talon Aerolytics and Pointivo's technology and expertise to enhance its Asset Analytics portfolio. These acquisitions, completed in December 2025, extend Bentley's offerings in telecommunications and electric utilities, supporting global 5G deployments and grid modernization with AI-powered solutions. The company maintains strong gross profit margins and has reported solid Q3 2025 earnings, with a recently announced dividend and extended stock repurchase program.
Bentley Systems Retires $678 Million of Convertible Senior Notes
Bentley Systems has repaid $678 million of its 0.125% Convertible Senior Notes due in 2026 using cash on hand and drawing $610 million from its revolving credit facilities. This action significantly reduces the company's fully-diluted share count by approximately three percent. The company maintains a conservative net leverage ratio and sufficient credit availability for future acquisitions, while noting that previous convertible debt issuances enabled significant accretive acquisitions.
Bentley Systems acquires Talon Aerolytics and Pointivo technology
Bentley Systems (Nasdaq:BSY) has acquired Talon Aerolytics and Pointivo's technology and technical expertise, strengthening its Asset Analytics portfolio. These acquisitions, completed in December 2025, expand Bentley's offerings in telecommunications and electric utilities by integrating workflow automation, digital twins, AI, and drone data processing. The move aims to enhance continuous inspections, improve operational performance, and maintenance economics for asset owners, with Bentley maintaining strong financial health and actively returning value to shareholders.
Piper Sandler downgrades Bentley Systems stock on growth concerns By Investing.com
Piper Sandler has downgraded Bentley Systems Inc. (NASDAQ:BSY) from Overweight to Neutral, reducing its price target to $45.00 from $60.00 due to concerns about a potential moderation in the company's organic annual recurring revenue (ARR) growth trend in 2026. Despite a consistent 12% ARR growth from 2022 to 2025, the firm anticipates a slowdown to around 10%. The shares have already seen a significant decline, and the downgrade suggests potential undervaluation according to InvestingPro's Fair Value estimate.
Bentley Systems repays $678 million in convertible notes at maturity
Bentley Systems (NASDAQ: BSY) has repaid $678 million in convertible senior notes at maturity, utilizing cash on hand and drawing $610 million from existing credit facilities. This move reduces the company's fully-diluted share count by approximately three percent and leaves them with substantial credit availability for future acquisitions. The company maintains a net leverage of 2.2x and expects accelerated free cash flow per share.
Bentley Systems repays $678 million in convertible notes at maturity By Investing.com
Bentley Systems (NASDAQ: BSY) has successfully repaid $678 million in convertible senior notes at maturity, utilizing a combination of cash on hand and revolving credit facilities, which also reduced the company's fully-diluted share count by approximately 3%. The infrastructure engineering software company maintains a net leverage of 2.2x and has substantial credit line availability for future acquisitions. This strategic move follows recent acquisitions and a reported solid Q3 2025 performance, though an analyst downgrade points to potential moderation in future growth trends.
Bentley Systems, Inc. (BSY) Stock: Pays Off $678M Convertible Debt, Eases Dilution Concerns
Bentley Systems, Inc. (BSY) has repaid $678 million in convertible senior notes due in 2026, using cash and credit facilities, which is expected to reduce its fully diluted share count by about 3%. This move alleviates potential dilution concerns and maintains the company's net leverage within its target range. The company plans to continue monitoring free cash flow per share and retains ample credit capacity for future operations and acquisitions.
Piper Sandler downgrades Bentley Systems stock on growth concerns
Piper Sandler has downgraded Bentley Systems Inc. (NASDAQ:BSY) from Overweight to Neutral and reduced its price target due to anticipated moderation in Bentley’s organic annual recurring revenue (ARR) growth trend in 2026. Despite a consistent 12% organic ARR growth from 2022 to 2025, the firm projects a slowdown to around 10% next year. The stock has already seen a significant retreat, but Bentley Systems recently reported strong Q3 2025 earnings, acquired new technology to enhance its Asset Analytics portfolio, and extended its stock repurchase program.
Piper Sandler downgrades Bentley Systems stock on growth concerns By Investing.com
Piper Sandler has downgraded Bentley Systems Inc. (NASDAQ:BSY) from Overweight to Neutral, reducing its price target to $45 due to anticipated moderation in organic annual recurring revenue (ARR) growth. The firm expects Bentley's consistent 12% ARR growth through 2025 to slow to approximately 10% in 2026. Despite a recent 21% stock retreat, the company continues strategic initiatives including recent acquisitions and an extended stock repurchase program.
Piper Sandler downgrades Bentley Systems stock on growth concerns By Investing.com
Piper Sandler downgraded Bentley Systems Inc. (NASDAQ:BSY) from Overweight to Neutral, reducing its price target to $45.00 due to anticipated moderation in organic annual recurring revenue (ARR) growth in 2026. Despite consistent ARR growth from 2022-2025, the firm projects a slowdown to around 10% in 2026 from the current 12%. The downgrade comes even as InvestingPro's Fair Value estimate suggests the stock may be undervalued, and BSY has recently reported strong Q3 2025 earnings, strategic acquisitions, and an extended stock repurchase program.
The past five years for Bentley Systems (NASDAQ:BSY) investors has not been profitable
Bentley Systems (NASDAQ:BSY) shareholders have not had a profitable last five years, with the share price falling 26%, including a 23% drop in the last three months. Despite this, the company's earnings per share (EPS) grew by an average of 17% annually over the same period, and revenue increased by 12%. This discrepancy suggests that other factors or market sentiment may be influencing the stock's performance, prompting closer examination of its fundamentals.
Bentley Systems Acquires Talon Aerolytics, and Pointivo Technology, for Asset Analytics Leadership
Bentley Systems has acquired Talon Aerolytics and Pointivo's technology and expertise to significantly enhance its Asset Analytics portfolio, focusing on digital twins and AI for improved asset performance. These acquisitions will strengthen Bentley's offerings in telecommunications and electric utilities by providing integrated digital workflows for 5G deployments and grid modernization. The move is expected to drive substantial growth in Bentley's Asset Analytics revenue.
Bentley Systems’ Dominant Position in Infrastructure Engineering Supports a Wide Moat
Bentley Systems has expanded its market reach beyond public works and utilities, particularly into the resources sector, enhancing its computer-aided design offerings. The acquisition of Seequent in 2021 provided Bentley with an industry-leading geotechnical tool, which is attracting mining and energy companies. These strategic moves are expected to increase revenue from resource customers to one-third of the company's total, solidifying its dominant position and supporting a "wide moat" rating.
How Investors Are Reacting To Bentley Systems (BSY) Softer Billings And Rising Competitive Pressure
Bentley Systems (BSY) is facing investor scrutiny due to softer billings and increased competitive pressure in the infrastructure software market, which has led to a 24.5% share price decline. Despite earlier optimism around AI-driven initiatives, the company's ability to accelerate growth is being questioned. While Bentley has authorized a US$500 million share repurchase program and maintains a quarterly dividend, the market is focusing on execution and the potential impact of rising competition on future performance.
Steady Q3 Growth and Shareholder Returns Reinforce Bentley Systems' (BSY) Outlook
Bentley Systems (NASDAQ: BSY) demonstrated strong performance in Q3 2025 with significant revenue growth, improved profitability, and increased shareholder returns. The company announced a $0.07 per-share dividend and expanded its stock repurchase program by $500 million, while management highlighted the increasing role of AI in its long-term strategy. This reinforces Bentley Systems' positive outlook amidst resilient demand in global infrastructure markets.
Steady Q3 Growth and Shareholder Returns Reinforce Bentley Systems’ (BSY) Outlook
Bentley Systems, Incorporated (NASDAQ: BSY) showcased strong performance in Q3 2025 with a 12% YoY revenue growth to $375.5 million, driven by subscription revenues and increased ARR. The company reinforced its commitment to shareholder returns by declaring a $0.07 per-share dividend and expanding its stock repurchase program to $500 million through 2028. Management remains optimistic about future growth, highlighting the increasing role of AI in its long-term strategy for infrastructure solutions.
Bentley Systems Reports Strong Q3 2025 Growth
Bentley Systems, Incorporated (BSY) announced strong financial results for Q3 2025, reporting a 12% year-over-year revenue increase to $375.5 million, significantly driven by subscription revenues. The company highlighted strategic advancements in Infrastructure AI as a key driver for future growth and enhanced software consumption. Bentley Systems also improved its operating income margin to 22.5% and increased net income per diluted share to $0.18, affirming its robust financial health and commitment to shareholder value.
Bentley Systems declares $0.07 dividend, extends stock buyback program By Investing.com
Bentley Systems (NASDAQ:BSY) announced a quarterly dividend of $0.07 per share for Q4 2025 and extended its stock repurchase program by $500 million through December 31, 2028. The company maintains strong gross profit margins despite short-term obligations exceeding liquid assets. These actions reflect Bentley's commitment to shareholder returns and financial flexibility, even as its stock has seen a 15.64% price decline over the past year.
Bentley Systems declares $0.07 dividend, extends stock buyback program By Investing.com
Bentley Systems (NASDAQ:BSY) has declared a quarterly dividend of $0.07 per share and extended its stock repurchase program by authorizing up to $500 million in repurchases of its Class B common stock and convertible notes through December 31, 2028. The company maintains strong gross profit margins despite short-term obligations exceeding liquid assets and its stock has experienced a 15.64% price decline over the past year. Bentley Systems also reported third-quarter 2025 earnings, meeting EPS expectations and slightly surpassing revenue forecasts.
Bentley Systems Extends Stock Repurchase Program
Bentley Systems, Incorporated announced a $0.07 per share dividend for Q4 2025, payable on December 11, 2025. The company also extended its stock repurchase program, authorizing the repurchase of up to $500 million of BSY Class B common stock and convertible notes through December 31, 2028. This new authorization supersedes the previous one set to expire in June 2026.
Bentley Systems Boosts Shareholder Returns with $0.07 Dividend and Extended Buyback Program
Bentley Systems (NASDAQ: BSY) has announced a quarterly dividend of $0.07 per share and extended its stock repurchase program by authorizing up to $500 million in buybacks through December 31, 2028. These actions reflect the company's strong financial health and a commitment to enhancing shareholder value through direct cash returns and potential stock price appreciation. The initiatives are supported by Bentley's robust financial performance, including consistent Annual Recurring Revenue growth and high gross profit margins, positioning the company as a stable yet growth-oriented investment.
Bentley Systems Boosts Shareholder Returns with $0.07 Dividend and Extended Buyback Program
Bentley Systems (NASDAQ: BSY) announced a quarterly dividend of $0.07 per share and extended its stock repurchase program by $500 million through December 31, 2028. These actions reflect the company's strong financial health, commitment to shareholder value, and confidence in future growth, appealing to both income-focused and growth investors. The move aligns with a broader trend of mature tech companies balancing growth initiatives with direct shareholder returns.
Bentley Systems (Nasdaq: BSY) Extends $500M Buyback to 2028, Declares Dividend
Bentley Systems, Incorporated (Nasdaq: BSY) announced a $0.07 per share dividend for the fourth quarter of 2025, payable on December 11, 2025. The company also extended its stock repurchase program, authorizing the buyback of up to $500 million of Class B common stock and convertible notes from November 21, 2025, through December 31, 2028. This new authorization replaces the previous one set to expire in June 2026.
Bentley Systems Extends Buyback Program Through 2028
Bentley Systems has extended its share buyback program through December 31, 2028, which was previously set to expire on June 30, 2026. The program authorizes the company to repurchase up to $500 million of its Class B common stock and convertible notes. Following the announcement, shares saw a 2.7% increase in after-hours trading.
Bentley Systems, Incorporated Declares Fourth Quarter 2025 Dividend, Announces Extension of Stock Repurchase Program
Bentley Systems, Incorporated (Nasdaq: BSY) announced a $0.07 per share dividend for the fourth quarter of 2025, payable on December 11, 2025. The company also extended its stock repurchase program, authorizing the buyback of up to $500 million of BSY Class B common stock and convertible notes through December 31, 2028. This extension supersedes the previous authorization and allows for share repurchases based on market conditions and company discretion.
BSY Expands Stock Repurchase Program with New Authorization
Bentley Systems, Inc. (BSY) has authorized a new stock repurchase program of up to $500 million, replacing the previous one, to enhance shareholder value and manage capital. The company, a software vendor for infrastructure professionals, demonstrates strong financial health with expanding operating margins and a robust Altman Z-Score, despite recent insider selling. Its valuation suggests it is fairly valued, and analyst sentiment is positive with a "Buy" consensus.
Bentley Systems, Incorporated Declares Fourth Quarter 2025 Dividend, Announces Extension of Stock Repurchase Program
Bentley Systems, Incorporated (Nasdaq: BSY) declared a quarterly dividend of $0.07 per share for the fourth quarter of 2025, payable on December 11, 2025. The company also announced the extension of its stock repurchase program, authorizing the repurchase of up to $500 million of Class B common stock and convertible notes through December 31, 2028. This new authorization supersedes the previous program set to expire on June 30, 2026.
Bentley Systems declares $0.07 dividend, extends stock buyback program
Bentley Systems (NASDAQ:BSY) announced a quarterly dividend of $0.07 per share for Q4 2025 and extended its stock repurchase program by authorizing up to $500 million in repurchases through December 31, 2028. The company maintains strong gross profit margins and plans to fund repurchases from available working capital and operating cash flow, despite short-term obligations exceeding liquid assets. These financial moves reflect Bentley Systems' ongoing strategies to return value to shareholders and manage its capital structure.
Bentley Systems Announces Q4 2025 Dividend
Bentley Systems (BSY) announced a $0.07 per share dividend for Q4 2025, payable on December 11, 2025, and extended its stock repurchase program by $500 million through 2028. An analyst currently rates BSY as a Hold with a $45.00 price target, while TipRanks’ AI Analyst, Spark, also rates it as Neutral due to strong financial performance tempered by bearish technical indicators and a high P/E ratio. The company specializes in infrastructure engineering software, serving various sectors globally.
Bentley Systems declares $0.07 dividend, extends stock buyback program By Investing.com
Bentley Systems (NASDAQ: BSY) announced a quarterly dividend of $0.07 per share for the fourth quarter of 2025, representing a 0.7% annual yield and 16.67% growth. The company also extended its stock repurchase program by authorizing up to $500 million in repurchases through December 31, 2028. This move highlights their financial health and commitment to shareholder returns, despite facing recent stock pressure.
Bentley Systems Announces Winners of Its 2025 Partner Excellence Awards
Bentley Systems announced the winners of its 2025 Partner Excellence Awards for product sales, services, and training, chosen from a competitive global pool. The awards celebrated partners for their achievements in innovation, driving operational excellence, enhancing user experience, and delivering impactful solutions. The winning partners were recognized across five categories including Partner of the Year, Business Transformation, Customer Experience, Rapid Time to Value, and Rising Stars.
Bentley Systems Bolsters Cesium with Reality Modeling Capabilities, Brings Geospatial Context to Infrastructure Engineering
Bentley Systems announced the integration of reality modeling services into Cesium, enhancing its open platform for infrastructure engineering. This integration, powered by Cesium and iTwin technologies, provides geospatial context for project delivery, asset performance, and introduces iTwin Engage for immersive stakeholder engagement. The new capabilities allow for detailed 3D visualizations directly from imagery, enabling better-informed decisions throughout the infrastructure lifecycle.
Lobbying Update: $50,000 of BENTLEY SYSTEMS INCORPORATED lobbying was just disclosed
BENTLEY SYSTEMS INCORPORATED (BSY) recently disclosed $50,000 in lobbying expenditures for Q3 2025, focusing on transportation, infrastructure, and emerging technologies. Insider trading data shows significant sales by company executives, while institutional investors show mixed activity with major additions and removals by large firms. Analyst ratings are generally positive, with a median price target of $59.5.
Bentley Systems Reports Strong Q3 2025 Growth
Bentley Systems, Class B (BSY) announced strong Q3 2025 earnings, reporting a 12% year-over-year revenue increase to $375.5 million, significantly driven by subscription revenues. The company also highlighted strategic advancements in Infrastructure AI and achieved a 10.5% growth in Annualized Recurring Revenues, an operating income margin of 22.5%, and a net income per diluted share of $0.18. Management expressed optimism for future growth, focusing on AI, digital advancements, and enhancing shareholder value through potential acquisitions, stock repurchases, and dividends.
Bentley Systems (NASDAQ:BSY) Q3 2025 Earnings: Revenue Edges Past Estimates, EPS Slightly Misses
Bentley Systems (NASDAQ:BSY) reported its Q3 2025 earnings, with revenue of $375.5 million surpassing analyst estimates of $373.2 million, but adjusted EPS of $0.27 slightly missed the $0.277 estimate. The company demonstrated strong recurring revenue growth, significant increases in operating and free cash flow, and maintained a robust net retention rate. Despite a minor EPS miss, the consistent top-line growth and strategic advancements in Infrastructure AI were highlighted by executive leadership.
Bentley Systems, Incorporated Declares Third Quarter 2025 Dividend
Bentley Systems, Incorporated announced that its Board of Directors declared a cash dividend of $0.07 per share for the third quarter of 2025. The dividend is payable on September 30, 2025, to stockholders of record as of September 23, 2025. The company also included a forward-looking statement regarding future dividend payments, noting that such determinations depend on financial conditions and other factors.
Bentley Systems Announces Winners of Its 2025 Partner Excellence Awards
Bentley Systems, Incorporated announced the winners of its 2025 Partner Excellence Awards, recognizing outstanding achievements in product sales, services, and training. The awards ceremony took place during the 2025 Sales Partner Summit in Berlin. Winners included CAD Journey for Partner of the Year and Archway Systems Inc. for Business Transformation, highlighting their innovation and impact in the infrastructure engineering software sector.
Auckland One Rail Selects Cohesive for IBM Maximo Application Suite Implementation
Auckland One Rail (AOR) has partnered with Cohesive, part of Bentley Systems, to implement the IBM Maximo Application Suite (MAS) version 9. This initiative aims to enhance the management of AOR's rolling stock and facilities, leveraging AI, IoT, and analytics to optimize performance and reduce operational downtime. The implementation is critical for AOR's mission to provide a world-class, reliable, and safe metro rail service for Auckland's growing population.
Bentley Systems, Inc. Experiences Revision in Its Stock Evaluation Amid Strong Market Position
Bentley Systems, Inc. has seen a revision in its stock evaluation, characterized by a high P/E ratio of 58 and a price-to-book value of 13.75. The company maintains a strong dividend yield of 50.81% and solid returns on capital and equity, indicating a competitive market position. Despite strong internal metrics, its year-to-date return of 9.85% lags behind the S&P 500's 13.30%.
Bentley Systems, Incorporated $BSY Shares Purchased by Cwm LLC - MarketBeat
Cwm LLC has increased its stake in Bentley Systems, Inc. (NASDAQ:BSY) by 19.2% in the second quarter, bringing its total holdings to 45,793 shares valued at $2.47 million. Other institutional investors have also adjusted their positions in BSY. The article also covers Bentley Systems' stock performance, recent earnings, dividend announcement, and analyst price targets.
Bentley Systems, Incorporated $BSY Stock Holdings Boosted by Cannon Global Investment Management LLC - MarketBeat
Cannon Global Investment Management LLC significantly increased its stake in Bentley Systems (NASDAQ: BSY) by 110.6% during the second quarter, now holding 27,800 shares valued at $1.5 million. This investment firm considers Bentley Systems its second-largest holding, representing 3.1% of its portfolio. The article also details Bentley Systems' recent financial performance, including a 10.2% increase in quarterly revenue and a declared quarterly dividend.
Generali Asset Management SPA SGR Sells 7,662 Shares of Bentley Systems, Incorporated $BSY
Generali Asset Management SPA SGR reduced its stake in Bentley Systems, Incorporated by 22.2% in the second quarter, selling 7,662 shares and holding 26,920 shares valued at $1.453 million. Other institutional investors have also adjusted their positions in BSY. The company recently announced a quarterly dividend of $0.07 per share, and its stock has been trading up, with a market capitalization of $14.98 billion.
Vanguard Personalized Indexing Management LLC Increases Stock Holdings in Bentley Systems, Incorporated $BSY - MarketBeat
Vanguard Personalized Indexing Management LLC has increased its stake in Bentley Systems, Incorporated (NASDAQ:BSY) by 32.2% during the second quarter, now owning 25,178 shares valued at $1,359,000. Other hedge funds have also adjusted their positions in BSY. The company reported strong financial performance with shares opening at $51.30, a market cap of $14.98 billion, and a recent quarterly dividend of $0.07 per share.
Bentley Systems Announces Winners of the 2025 Going Digital Awards - MarketScreener
Bentley Systems announced the winners of its 2025 Going Digital Awards, recognizing infrastructure professionals for their innovative use of Bentley software across 12 categories. The awards highlight projects that leverage digital advancements, from connected data to AI, to improve infrastructure design, construction, and operation. Additionally, Bentley awarded Founders’ Honors to 18 exemplary projects, the Bentley-Envision Award for Sustainable Infrastructure to GeoStruXer, and the Educator of the Year Award to Irfaan Peerun.
Bentley Systems Announces Winners of the 2025 Going Digital Awards
Bentley Systems announced the winners of its 2025 Going Digital Awards, honoring projects that use Bentley software to enhance infrastructure design, construction, and operation. Nearly 250 projects from 47 countries were nominated, with winners selected across 12 categories, along with Founders' Honors, the Bentley-Envision Award for Sustainable Infrastructure, and the 2025 Bentley Educator of the Year. The awards celebrate innovations in digital advancements, including AI and connected data, for transforming project delivery and asset performance.
Bentley Systems Announces Bentley Infrastructure Cloud Connect
Bentley Systems announced Bentley Infrastructure Cloud Connect, a new foundational layer for Bentley Infrastructure Cloud, designed to unify data and experiences for infrastructure professionals. This platform aims to improve collaboration across the infrastructure lifecycle by connecting various data sources into digital twins. Early adopters like WSB have seen significant benefits, using it for constructibility reviews and saving millions in potential rework.
