Manhattan Associates, Inc. (MANH)

Over the past six months, Manhattan Associates reported strong Q4 2025 earnings, exceeding expectations with an adjusted EPS of $1.21 and a 6% year-over-year revenue increase. Despite these results, the stock price has declined by 30.99% over the past year. The company repurchased 415,925 shares for $75.0 million in Q4 2025 and replenished its share repurchase authority to $100.0 million in January 2026. A leadership transition was also announced, with Eddie Capel becoming Executive Chairman and Eric Clark becoming President and CEO.

Manhattan Associates' demand is influenced by retail peak seasonality, which is considered in financial guidance for quarters like Q3 and Q4. Global inflation pressures drive demand for inventory optimization and warehouse efficiency solutions. High interest rates can shift client preference towards subscription-based cloud services, aligning with Manhattan Associates' cloud-first strategy.

Manhattan Associates, Inc. (MANH) specializes in supply chain and omnichannel commerce software solutions, operating within the technology and software industry. Their major products are built on the cloud-native Manhattan Active® platform, featuring a microservices-based architecture. Key product offerings include Manhattan Active® Warehouse Management (WMS) for optimizing distribution center operations, Manhattan Active® Omnichannel Commerce Solutions for seamless shopping experiences, Manhattan Active® Supply Chain Planning (SCP) for unified business planning, and Agentic AI and Manhattan Agent Foundry™ for autonomous, intelligent digital agents. The company also provides transportation management solutions, maintenance services, professional services, and resells computer hardware, serving diverse industries such as retail, consumer goods, and government.

Manhattan Associates, Inc. has a global presence, with operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

Manhattan Associates maintains a strong brand reputation within the supply chain software industry, recognized as a Leader in Gartner's Magic Quadrant for WMS for 17 years and in OMS according to the Q1 2025 Forrester Wave™ report. The launch of Agentic AI and Manhattan Agent Foundry™ has been highlighted as a generational leap. The company's commitment to its cloud-native Manhattan Active® platform ensures customers have access to the latest capabilities. Expanded partnerships and FedRAMP authorization enhance its credibility and market reach.

Manhattan Associates, Inc. is predominantly owned by institutional investors, who hold a dominant position in the company's shares. As of February 4, 2026, 1017 institutional owners and shareholders held a total of 72,044,718 shares. Less than 1% of the company's shares are held by the general public or insiders.