Bentley Systems (BSY)
Software for designing, delivering, building, and operating infrastructure across its lifecycle.
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Sells infrastructure-engineering software spanning design, project delivery, construction, asset operations, and subsurface modeling. Revenue comes primarily from recurring software relationships, while iTwin and Bentley Infrastructure Cloud connect lifecycle workflows and the founding family retains concentrated voting control.
Develops infrastructure-engineering software for design, project delivery, construction, and asset operations. MicroStation and Bentley Open applications handle discipline-specific modeling and simulation, while Seequent covers subsurface and geoscience workflows.
Connects lifecycle data through iTwin and Bentley Infrastructure Cloud, whose ProjectWise, SYNCHRO, and AssetWise products span delivery, construction sequencing, and operations. Product continuity and targeted acquisitions have widened the portfolio into electric transmission, geospatial context, and asset analytics.
Earns primarily from recurring software relationships with engineering firms and infrastructure owner-operators across international markets. Demand depends on infrastructure activity, product quality, adaptation to rapid technology change, skilled personnel, and acquisition integration. Public shareholders own Class B stock, while the founding family retains concentrated voting control through super-voting Class A shares.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Cantor Fitzgerald | Initiate | Rating: —Target: — | Target: $37 |
| Aug 7, 2026 | BMO Capital | Reiterate | Rating: —Target: $41 | Target: $43 |
| Jul 24, 2026 | BMO Capital | Target | Target: $48 | Target: $41 |
| Jun 18, 2026 | BNP Paribas | Target | Target: — | Target: $40 |
| May 8, 2026 | Piper Sandler | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $147.0M · Total debt $1.27B · Total assets $3.58B · Shareholders' equity $1.20B
- Revenue
- $410.7M
- Operating income
- $88.6M
- Net income
- $78.6M
HistoryDividendAnnual yield
| Institutions | 51.86% | 157.54M shares | |
|---|---|---|---|
| 411 holders · as of Jun 30, 2026 | |||
| Insiders | 37.97% | 115.34M shares | |
| 19 holders · as of Sep 17, 2026 | |||
| Other | 10.17% | 30.91M shares | |
| remainder | |||
303.80M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Bentley Corinne PatriciaInsider | 12.71% | 38.62M | filed May 15, 2026 |
Marie Therese Verdugo BentleyInsider | 9.41% | 28.58M | filed Feb 13, 2024 |
BlackRock, Inc.Institution | 5.29% | 16.07M B | as of Jun 30, 2026 |
Raymond B. BentleyInsiderdirector, 10 percent owner | 4.88% | 14.81M B | filed Jun 15, 2026 |
Joseph P. LoganInsider | 4.83% | 14.67M | filed Jun 23, 2023 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 10, 2026 | Gregory S. Bentley | director, 10 percent owner, officer: Executive Chair & President | −100 | $40.01 |
| Nov 17, 2025 | Thomas F. Trimback | officer: Chief Accounting Officer | −560 | $43.02 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bentley Systems | $31.97 | +0.04% | $9.34B | 35.5 | 21.9 | 5.8 | +12.8% |
| Autodesk | $219.81 | +0.44% | $46.21B | 28.3 | 16.9 | 5.9 | +16.1% |
| Trimble | $59.41 | +2.88% | $13.46B | — | 15.4 | 3.6 | +11.0% |
| Oracle | $149.85 | +0.87% | $427.95B | 23.3 | 17.6 | 6.0 | +29.6% |
| GE Vernova | $950.59 | +0.46% | $252.01B | 27.2 | 46.1 | 6.1 | +21.9% |
| Median | 27.2 | 17.3 | 5.9 | +19.0% |