AGYS AGILYSYS INC
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/2 quarters. Q3 2011: $6M, Q3 2012: $6M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $6M vs trailing avg $6M (+0%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-79M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
16 open-market purchases by 1 insiders
- KEATING MELVIN L () bought 65 shares at $68.10 on 2026-03-17
- KEATING MELVIN L () bought 50 shares at $68.01 on 2026-03-17
- KEATING MELVIN L () bought 55 shares at $67.98 on 2026-03-17
- KEATING MELVIN L () bought 70 shares at $68.32 on 2026-03-17
- KEATING MELVIN L () bought 100 shares at $68.49 on 2026-03-16
- KEATING MELVIN L () bought 60 shares at $68.20 on 2026-03-16
- KEATING MELVIN L () bought 40 shares at $84.10 on 2026-02-03
- KEATING MELVIN L () bought 60 shares at $83.83 on 2026-02-03
- KEATING MELVIN L () bought 30 shares at $84.22 on 2026-02-03
- KEATING MELVIN L () bought 70 shares at $84.70 on 2026-02-03
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Company buybacks in 2 quarters and 16 insider purchases by 1 insiders (no calendar overlap, but both independently active)
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $0M in the last 90 days (net buying)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 27.7x more than bought. 3 C-suite officers among sellers
- Wood William David III (Chief Financial Officer) sold 584 shares on 2025-11-04
- Wood William David III (Chief Financial Officer) sold 990 shares on 2025-11-03
- Shivashankar Sethuram (CTO) sold 497 shares on 2025-11-03
- Abdelrahman Joe Ahmed Youssef (Chief Commercial Officer) sold 504 shares on 2025-09-02
- Abdelrahman Joe Ahmed Youssef (Chief Commercial Officer) sold 103 shares on 2025-11-03
- Wood William David III (Chief Financial Officer) sold 6,000 shares on 2025-10-27
- Wood William David III (Chief Financial Officer) sold 321 shares on 2025-07-01