Insider Trading March 17, 2026

Pegasystems CPO Disposes $329K of Stock After Option Exercise; Insider Still Holds 111,429 Shares

Rifat Kerim Akgonul sold 7,594 shares on March 16, 2026, and exercised options to acquire 30,000 shares as the company posts stronger-than-expected Q4 2025 results.

By Derek Hwang PEGA
Pegasystems CPO Disposes $329K of Stock After Option Exercise; Insider Still Holds 111,429 Shares
PEGA

Rifat Kerim Akgonul, Chief Product Officer at Pegasystems Inc (NASDAQ:PEGA), sold 7,594 shares on March 16, 2026, at $43.39 per share for proceeds of $329,503. The Form 4 filing shows Akgonul also exercised options to purchase 30,000 shares at $23.64, with 22,406 shares withheld for taxes. After these moves, Akgonul directly owns 111,429 shares. The company reported Q4 2025 results that beat expectations and declared a $0.03 quarterly cash dividend. Analysts' price targets vary following the report.

Key Points

  • Rifat Kerim Akgonul sold 7,594 shares on March 16, 2026, at $43.39 per share, for total proceeds of $329,503.
  • Akgonul exercised options for 30,000 shares at an exercise price of $23.64, totaling $709,200; 22,406 shares were withheld for taxes at $43.36, reported as $971,524.
  • After these transactions, Akgonul directly owns 111,429 shares. Pegasystems reported Q4 2025 EPS of $0.76 and revenue of $504.32 million, both above expectations; the company declared a $0.03 quarterly cash dividend.

Rifat Kerim Akgonul, Pegasystems Inc's (NASDAQ:PEGA) Chief Product Officer, executed a sale of 7,594 shares of the company's common stock on March 16, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were sold at $43.39 each, producing gross proceeds of $329,503. At the time of reporting, Pegasystems shares were trading at $42.47, down 27% year-to-date.

The same Form 4 discloses that Akgonul exercised stock options to acquire 30,000 shares of Pegasystems common stock at an exercise price of $23.64, for a total exercise value of $709,200. In connection with the option exercise, 22,406 shares were withheld to cover taxes at a withholding price of $43.36. The filing lists the resulting combined value from these transactions as $971,524.

After completing the option exercise and the sale, Akgonul's direct ownership in Pegasystems stands at 111,429 shares.


Valuation notes and recent operational results

Investment analysis referenced in the filing materials classifies Pegasystems among companies on the Most Undervalued list. The evaluation highlights a Piotroski Score of 9, gross profit margins of 76%, and a price-to-earnings ratio of 20.12. A more detailed Pro Research Report covering Pegasystems and over 1,400 other U.S. equities is noted as available for those seeking deeper metrics.

Pegasystems also released fourth-quarter 2025 financial results that exceeded Wall Street expectations: adjusted earnings per share came in at $0.76, versus the $0.73 consensus estimate, and revenue reached $504.32 million compared with the $492.92 million forecast. The company announced a quarterly cash dividend of $0.03 per share, maintaining its existing dividend program.

Analyst reactions to the results and outlook were mixed. Barclays upgraded the stock to Overweight and established a $48.00 price target, citing Pegasystems' strong position in complex business process software. In contrast, DA Davidson trimmed its target to $60.00 from $85.00 while acknowledging the company's robust fourth-quarter performance and sustainable Cloud ACV growth. Citizens lowered its price target to $58.00 from $78.00 following what it characterized as a mixed earnings report.


Contextual summary

The filings show an insider both exercising options and selling a portion of shares in a relatively short period. Simultaneously, the company reported better-than-expected quarterly results and continued to pay a modest cash dividend, while analysts adjusted ratings and price targets in differing directions.

Risks

  • Insider sale activity may be viewed negatively by some market participants, potentially affecting investor sentiment in the software sector.
  • Analysts' varying revisions to price targets reflect uncertainty about Pegasystems' growth trajectory and valuation in the enterprise software market.
  • Share price volatility - the stock was trading at $42.47, down 27% year-to-date, indicating existing downward pressure on market valuation.

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