Stock events for Manhattan Associates, Inc. (MANH)
Manhattan Associates' stock price has declined approximately 29.61% over the past six months. In October 2025, the company reported its third-quarter results and replenished its share repurchase authority to $100.0 million. In January 2026, Manhattan Associates announced its fourth-quarter financial results, exceeding analyst estimates, and announced the commercial availability of its AI Agent Workforce and latest enhancements for retailers, along with a planned CFO transition. In February 2026, investor sentiment deteriorated, causing the stock to fall by 20%. In March 2026, the company's board approved an expansion of its share repurchase program to $500 million, and the company presented its strategic vision at an investor conference, leading to a temporary jump in shares.
Demand Seasonality affecting Manhattan Associates, Inc.’s stock price
The demand for Manhattan Associates' products and services is more influenced by macroeconomic conditions and customer budgetary cycles rather than traditional seasonal patterns. Demand for their professional services is sensitive to the broader economic environment and customers' willingness to invest in new projects or defer existing ones.
Overview of Manhattan Associates, Inc.’s business
Manhattan Associates is a global leader in supply chain and omnichannel commerce technology, offering cloud-native software solutions. The company develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omnichannel operations. Its flagship offerings are built on the cloud-native Manhattan Active platform, which provides continuous innovation and a versionless experience. Major products include Manhattan Active Warehouse Management, Manhattan Active Transportation Management, Manhattan Active Omni, Manhattan Active Point of Sale, and Supply Chain Planning solutions. The company's software leverages analytics, machine learning, and AI for intelligent decision-making, predictive analytics, and advanced robotics integration.
MANH’s Geographic footprint
Manhattan Associates has a strong global presence with its headquarters in Atlanta, Georgia, USA. The company has offices across North America, Europe, Asia Pacific, Latin America, and the Middle East, enabling localized support and services in over 50 countries. The Americas region accounts for approximately 79% of its revenue, EMEA for 19%, and APAC for 4%.
MANH Corporate Image Assessment
Manhattan Associates has a strong brand reputation as a leader in supply chain and omnichannel solutions. Its Manhattan Active suite is recognized for its versionless, cloud-based platform, AI-driven insights, and zero downtime updates. The company has been named a 17-time Leader in Gartner's Magic Quadrant for Warehouse Management Systems (WMS). However, the company's reputation was impacted by a securities fraud investigation and a shareholder class action lawsuit filed in late 2024 and early 2025, stemming from allegations of misrepresenting the health and growth prospects of its Services segment.
Ownership
Manhattan Associates has significant institutional ownership, with 945 institutional owners and shareholders holding 70,142,513 shares as of February 27, 2026. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and Alliancebernstein L.P. Vanguard Group Inc is the largest individual shareholder, owning 11.62% of the company's shares. Institutional investors collectively hold approximately 86.64% of the shares, while insiders own about 1.28% of the company's stock.
