Blackbaud, Inc. (BLKB)

Blackbaud's stock price has been influenced by several events over the past six months. The company reported its Q3 2025 earnings with an EPS of $1.10 and revenue of $281.14 million, both exceeding expectations. Blackbaud announced the date for its Fourth Quarter and Full Year 2025 Financial Results and extended the contract of its CEO, Mike Gianoni. The company increased its fiscal year 2025 expected stock repurchase range to between 7.0% and 8.5% of its outstanding common stock. Insider selling activity has been observed, and the stock experienced a 25.88% decrease in the past six months.

Blackbaud experiences some demand seasonality, particularly in its transactional revenue, with higher compensation-related costs identified in the third and fourth quarters.

Blackbaud, Inc. is a cloud computing provider specializing in software solutions for the global philanthropic community, operating in the Technology Services sector. Its software is designed for nonprofits, educational institutions, healthcare organizations, religious organizations, corporations engaged in social responsibility, and individual change agents. The company's product portfolio includes fundraising and engagement solutions, financial management solutions, grant and award management solutions, education solutions, social responsibility, employee giving, and volunteering solutions, and payment services. Blackbaud also provides data intelligence, professional and managed services, and training solutions, facilitating over $100 billion in annual donations for its customers.

Blackbaud has a significant global presence, serving approximately 35,000 customers in over 60 countries. The company is headquartered in Charleston, South Carolina, and maintains offices in the United Kingdom, Canada, and Australia, supporting users in more than 100 countries.

Blackbaud has maintained a positive brand reputation, marked by several recognitions and initiatives. The company was honored with triple award recognition for its pioneering AI innovation, responsible leadership, and transformative social impact. Blackbaud was recognized on Newsweek's America's Most Responsible Companies 2026 and World's Greenest Companies 2025, and was named one of America's Best Mid-Size Companies 2025 by TIME. Blackbaud's corporate philanthropy efforts in 2025 and a partnership with Anthropic to launch a fundraising connector for Claude for Nonprofits further contributed to its positive image.

Blackbaud, Inc. is predominantly owned by institutional shareholders, who hold 97.83% of the company's stock. Blackbaud insiders own 24.93% of the stock, while retail investors hold 0.00%. Major institutional owners include Clearlake Capital Group LP, The Vanguard Group Inc., Blackrock Inc., Morgan Stanley, State Street Corp, and Janus Henderson Group PLC. Clearlake Capital Group LP is also identified as the largest individual Blackbaud shareholder.