NiCE $NICE Shares Bought by CenterBook Partners LP

CenterBook Partners LP increased its position in NiCE (NASDAQ:NICE) by 320.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,692 shares of the technology company’s stock after buying an additional 12,719 shares during the quarter. CenterBook Partners LP’s holdings in NiCE were worth $2,417,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Maridea Wealth Management LLC acquired a new position in NiCE during the third quarter worth about $507,000. Fifth Third Bancorp lifted its holdings in NiCE by 30,068.2% in the 3rd quarter. Fifth Third Bancorp now owns 6,637 shares of the technology company’s stock valued at $961,000 after acquiring an additional 6,615 shares during the last quarter. PNC Financial Services Group Inc. grew its stake in shares of NiCE by 30.5% in the 3rd quarter. PNC Financial Services Group Inc. now owns 3,324 shares of the technology company’s stock worth $481,000 after purchasing an additional 777 shares during the last quarter. HighTower Advisors LLC raised its holdings in shares of NiCE by 44.0% in the 3rd quarter. HighTower Advisors LLC now owns 35,835 shares of the technology company’s stock worth $5,188,000 after purchasing an additional 10,947 shares in the last quarter. Finally, New South Capital Management Inc. lifted its stake in NiCE by 2.4% during the third quarter. New South Capital Management Inc. now owns 313,680 shares of the technology company’s stock valued at $45,415,000 after purchasing an additional 7,461 shares during the last quarter. Institutional investors own 63.34% of the company’s stock.

More NiCE News

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q4 results narrowly beat expectations — EPS $3.24 vs. $3.23 consensus and revenue $786.5M vs. $780M consensus, showing modest upside to estimates which supports valuation. MarketBeat Q4 release
• Positive Sentiment: Cloud revenue accelerated — cloud grew 14% YoY in Q4 and 13% for full year 2025, underscoring recurring, higher‑growth revenue mix that investors favor. Business Wire: Cloud revenue growth
• Positive Sentiment: FY 2026 EPS guide raised above consensus — management set FY EPS at $10.85–$11.05 versus ~ $10.32 consensus, signaling confidence in full‑year profitability and helping offset near‑term softness. Press release / slide deck
• Neutral Sentiment: Underlying profitability metrics are solid — net margin ~19.5% and ROE ~17.7% for the quarter, supporting earnings quality but not a catalyst on their own. MarketBeat: metrics
• Neutral Sentiment: Full transcript provides management detail on demand trends and product mix; useful for investors assessing sustainability of cloud momentum. Earnings call transcript
• Negative Sentiment: Q1 2026 guidance came in below Street expectations — EPS guide $2.45–$2.55 vs. ~$2.76 consensus, and revenue guide ~$755–$765M vs. ~$779M consensus, flagging near‑term weakness that could pressure short‑term multiple. Zacks: Q4 metrics & guidance

Wall Street Analysts Forecast Growth

NICE has been the topic of several recent research reports. Zacks Research lowered shares of NiCE from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 1st. Rosenblatt Securities restated a “buy” rating and issued a $175.00 target price on shares of NiCE in a report on Tuesday, December 23rd. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of NiCE in a report on Monday, December 29th. Cantor Fitzgerald decreased their price target on NiCE from $154.00 to $133.00 and set a “neutral” rating for the company in a research report on Tuesday, November 18th. Finally, Citizens Jmp set a $200.00 price objective on NiCE in a report on Friday, November 14th. Seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $156.42.

NiCE Price Performance

NASDAQ:NICE opened at $111.55 on Friday. The stock has a market cap of $7.06 billion, a PE ratio of 12.68, a price-to-earnings-growth ratio of 1.50 and a beta of 0.96. NiCE has a fifty-two week low of $94.65 and a fifty-two week high of $180.61. The stock’s 50-day moving average is $111.21 and its two-hundred day moving average is $124.99.

NiCE (NASDAQ:NICE) last issued its earnings results on Thursday, February 19th. The technology company reported $3.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.23 by $0.01. NiCE had a net margin of 19.48% and a return on equity of 17.71%. The company had revenue of $786.50 million during the quarter, compared to analyst estimates of $779.95 million. During the same quarter last year, the business posted $3.02 EPS. The company’s revenue for the quarter was up 9.0% on a year-over-year basis. NiCE has set its FY 2026 guidance at 10.850-11.050 EPS and its Q1 2026 guidance at 2.450-2.550 EPS. On average, equities research analysts anticipate that NiCE will post 9.85 earnings per share for the current year.

NiCE declared that its Board of Directors has approved a stock buyback program on Thursday, February 19th that allows the company to buyback $600.00 million in outstanding shares. This buyback authorization allows the technology company to reacquire up to 9.6% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

NiCE Company Profile

NiCE Ltd is a global software provider specializing in solutions for customer engagement, financial crime prevention, public safety, workforce optimization and border security. Its product offerings include cloud-native and on-premises platforms that leverage advanced analytics, artificial intelligence and automation to help organizations enhance customer experiences, streamline operations and ensure regulatory compliance. NiCE’s portfolio addresses the needs of contact centers, financial institutions, government agencies and enterprises across a broad range of industries.

In customer engagement, NiCE delivers tools for omnichannel interaction management, real-time and historical analytics, workforce management, and quality management.