8-K ·Filed Feb 26, 2026

MANH

MANHATTAN ASSOCIATES INC
NEUTRAL
Impact 3/10
Horizonweeks Processed7mo ago SEC0001193125-26-073584
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Monitor for any changes in financial guidance in future quarters. The transition appears well-planned, but watch for any unexpected departures of other executives.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
MANH ▼ -3.07% at T+60d
NEUTRAL call ✗ call lost -3.07% · α vs SPY -10.83% · entry $138.84 → $134.57
Entry anchored
Feb 25, 03:59 PM ET
via exchange tick
T+1d
-2.97%
call -2.97% · α -2.51%
$134.72
settled 7mo ago
T+5d
+5.39%
call +5.39% · α +6.52%
$146.33
settled 7mo ago
T+20d
-4.85%
call -4.85% · α +1.55%
$132.10
settled 6mo ago
T+60d
-3.07%
call -3.07% · α -10.83%
$134.57
settled 4mo ago

Price Chart

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Executive Summary

Manhattan Associates CFO Dennis Story will retire on March 31, 2026, with Linda Pinne succeeding him. Story will remain as an advisor until December 31, 2026, receiving continued salary, benefits, and full vesting of his unvested RSUs. The company reaffirms its 2026 financial guidance, indicating a planned transition rather than a crisis-driven departure.

Key Facts

  • CFO Dennis Story to retire on March 31, 2026
  • Linda Pinne to succeed as CFO, effective March 31, 2026
  • Story will serve as advisor to CEO until December 31, 2026
  • Story will receive continued salary ($512,000 annualized) and benefits through retirement
  • Story's unvested RSUs (49,989 shares) will fully vest on December 31, 2026
  • Company reaffirms its 2026 financial guidance

Financial Impact

Minimal immediate financial impact. Retention of CFO through transition, with no change to 2026 guidance. RSU vesting is a one-time retention cost.

compensationguidanceretention

Risk Factors

  • Potential disruption during CFO transition
  • Risk of further executive departures

Market Snapshot

Exchange
Nasdaq

Investment Themes

Software & IT

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-073584
Document: manh-20260225.htm0001193125-26-073584
Document: manh-ex99_1.htm0001193125-26-073584
Document: 0001193125-26-073584-index-headers.html0001193125-26-073584
Document: 0001193125-26-073584-index.html0001193125-26-073584
Document: 0001193125-26-073584.txt0001193125-26-073584
6 reports for MANH
Performance horizon
Filters
Rows
Reports for MANH — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$195.20 $206.10▲ +5.58%▲ +6.64%$204.68 (+4.86%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$195.20 $206.10▲ +5.58%▲ +6.64%$204.68 (+4.86%)
May 20, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$136.25 $132.09▼ −3.05%▼ −3.01%$204.68 (+50.22%)
Apr 24, 2026
22w ago
DEFA14A
NEUTRAL ★ 2/10
$137.81 $139.67▲ +1.35%▼ −3.61%$204.68 (+48.52%)
Apr 21, 2026
23w ago
8-K
MIXED ★ 6/10
$142.91 $135.42▼ −5.24%▼ −8.41%$204.68 (+43.22%)
Feb 26, 2026
31w ago
8-K
NEUTRAL ★ 3/10
$138.84 $132.10▼ −4.85%▲ +1.55%$204.68 (+47.42%)
Showing 6 of 6

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