TYLER TECHNOLOGIES INC(TYL)Stock Analysis
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Rank #556 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TYL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for TYLER TECHNOLOGIES INC (TYL), a Technology sector company. 13F Pro's AI-powered ranking engine scores TYL at 64.3/100 on a 32-signal composite quality model, placing it at rank #556 of 2,961 stocks — the top 25% of the AI-ranked universe. TYL scores in the top quartile across free cash flow (83.6). Areas of concern include institutional flow (15.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 21.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TYLER TECHNOLOGIES INC reports quarterly revenue of $645.1M, net income of $93.5M, an operating margin of 14.7%. Top institutional holders of TYL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, NORGES BANK, based on the most recent SEC filings. TYL trades on the NYSE exchange and files with the SEC under CIK 860731. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TYL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TYLER TECHNOLOGIES INC directly from SEC EDGAR. TYLER TECHNOLOGIES INC's 13F Pro composite quality score has ranged between 57 and 74 since 2021, currently 64.3 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving TYL's Business? Latest 10-Q Breakdown
✓ 28/28 datapoints verifiedAI-extracted from TYLER TECHNOLOGIES INC's 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Tyler Technologies grew Q2 FY2026 revenue 8.2% YoY to $645.1M on continued SaaS conversion, while issuing $1.44B of 2031 convertible notes and repurchasing $511.2M of stock in the quarter.
Biggest Revenue Drivers
Driven by a $50.5M rise in subscriptions revenue from continued SaaS shift and transaction-based growth, partly offset by declines in maintenance and professional services
Growth in professional services and hardware revenue, partly offset by a decline in transaction-based fees from a state payment processing contract wind-down
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$645.1M
Net Income
Q2 2026
$93.5M
Free Cash Flow
Q2 2026
$119.4M
Operating Margin
Q2 2026
14.7%
ROIC
Q2 2026
8.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+9.1% YoYNet Income
+20.0% YoYOperating Income
+19.4% YoYEPS (Diluted)
+19.0% YoYTotal Assets
+8.9% YoYTotal Debt
+0.3% YoYOp. Cash Flow
+4.6% YoYFree Cash Flow
+5.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.33B +9.1% | $2.14B +9.5% | $1.95B +5.5% | $1.85B +16.2% | $1.59B +42.6% | $1.12B |
| Net Income | $315.6M +20.0% | $263.0M +58.5% | $165.9M +1.0% | $164.2M +1.7% | $161.5M -17.1% | $194.8M |
| Operating Income | $357.7M +19.4% | $299.5M +37.1% | $218.5M +2.0% | $214.2M +18.5% | $180.7M +4.5% | $172.9M |
| EPS (Diluted) | $7.20 +19.0% | $6.05 +55.9% | $3.88 +0.3% | $3.87 +1.3% | $3.82 -18.6% | $4.69 |
| Total Assets | $5.64B +8.9% | $5.18B +10.8% | $4.68B -0.2% | $4.69B -0.9% | $4.73B +81.5% | $2.61B |
| Total Debt | $599.7M +0.3% | $597.9M -14.1% | $695.8M -31.6% | $1.02B -25.8% | $1.37B | — |
| Operating Cash Flow | $653.5M +4.6% | $624.6M +64.2% | $380.4M -0.3% | $381.5M +2.6% | $371.8M +4.7% | $355.1M |
| Free Cash Flow | $637.5M +5.5% | $604.1M +67.8% | $359.9M +0.3% | $358.9M +6.2% | $337.8M +1.6% | $332.4M |
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Available Research
13F Pro tracks comprehensive data for TYLER TECHNOLOGIES INC including:
Top Institutional Holders of TYL
BlackRock, Inc.
$1.1B3,863,402 shVANGUARD CAPITAL MANAGEMENT LLC
$806.2M2,756,465 shNORGES BANK
$781.6M2,672,346 shVANGUARD PORTFOLIO MANAGEMENT LLC
$618.8M2,115,939 shSTATE STREET CORP
$596.6M2,039,920 shPRINCIPAL FINANCIAL GROUP INC
$592.8M2,027,041 shT. Rowe Price Investment Management, Inc.
$537.4M1,837,515 shMORGAN STANLEY
$469.1M1,603,911 shGEODE CAPITAL MANAGEMENT, LLC
$353.4M1,206,676 shInvesco Ltd.
$306.3M1,047,167 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 3,863,402 |
| VANGUARD CAPITAL MANAGEMENT LLC | $806.2M | 2,756,465 |
| NORGES BANK | $781.6M | 2,672,346 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $618.8M | 2,115,939 |
| STATE STREET CORP | $596.6M | 2,039,920 |
| PRINCIPAL FINANCIAL GROUP INC | $592.8M | 2,027,041 |
| T. Rowe Price Investment Management, Inc. | $537.4M | 1,837,515 |
| MORGAN STANLEY | $469.1M | 1,603,911 |
| GEODE CAPITAL MANAGEMENT, LLC | $353.4M | 1,206,676 |
| Invesco Ltd. | $306.3M | 1,047,167 |
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Popular Research
Is TYL a good stock to buy?
13F Pro's AI-powered analysis of TYLER TECHNOLOGIES INC (TYL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TYL are available on the TYL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TYL is classified as a large company.
Which hedge funds own TYL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TYL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TYLER TECHNOLOGIES INC's investment landscape.