Bamco Inc. NY Cuts Stock Holdings in Afya Limited $AFYA

Bamco Inc. NY lowered its position in shares of Afya Limited (NASDAQ:AFYA) by 11.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,729,805 shares of the company’s stock after selling 221,559 shares during the period. Bamco Inc. NY owned approximately 1.85% of Afya worth $26,985,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in AFYA. Van ECK Associates Corp boosted its stake in Afya by 15.7% during the 3rd quarter. Van ECK Associates Corp now owns 10,170 shares of the company’s stock valued at $159,000 after purchasing an additional 1,377 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Afya by 5.6% in the second quarter. Arrowstreet Capital Limited Partnership now owns 68,169 shares of the company’s stock worth $1,217,000 after purchasing an additional 3,626 shares during the last quarter. Militia Capital Partners LP bought a new position in shares of Afya during the second quarter valued at $71,000. Dodge & Cox boosted its position in shares of Afya by 12.8% during the second quarter. Dodge & Cox now owns 35,262 shares of the company’s stock valued at $630,000 after buying an additional 4,000 shares during the last quarter. Finally, Quantbot Technologies LP purchased a new stake in shares of Afya during the second quarter valued at $117,000. 88.02% of the stock is currently owned by hedge funds and other institutional investors.

Afya News Roundup

Here are the key news stories impacting Afya this week:

• Positive Sentiment: EPS beat — Afya reported $0.41 EPS for 4Q25, topping consensus estimates and last year’s EPS, signaling stronger profitability per share which supports valuation metrics. Afya (AFYA) Tops Q4 Earnings Estimates
• Positive Sentiment: Large cash return — the Board approved a R$307.4 million dividend (~40% of consolidated net income), which is supportive for income-focused shareholders and may attract yield-seeking demand. Afya Limited Announces Dividend Distribution of R$307.4 Million
• Neutral Sentiment: Management commentary/transcript available — the full Q4 2025 earnings call transcript provides additional color on growth drivers, margins and capital allocation; investors should review management’s remarks on enrollment trends and clinic operations. Afya Limited (AFYA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue miss — Afya reported 4Q revenue of BRL147.08 million (reported in USD-equivalent headlines), materially below analyst expectations, raising questions about enrollment or service revenue pacing that could pressure near-term growth. Afya Limited Announces Fourth Quarter and Twelve Months 2025 Financial Results
• Negative Sentiment: FY‑2026 revenue guidance slightly below consensus — the company updated FY‑2026 revenue guidance to a range (~R$731.7M–R$759.5M in the entry) that sits under the street’s ~$764M consensus, introducing downside risk to growth expectations; EPS guidance detail was unclear in the release. Afya Limited Announces Fourth Quarter and Twelve Months 2025 Financial Results

Afya Stock Up 1.9%

Afya stock opened at $13.76 on Monday. Afya Limited has a one year low of $13.00 and a one year high of $19.90. The stock has a fifty day moving average of $14.39 and a 200 day moving average of $14.76. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.98 and a current ratio of 2.20. The stock has a market cap of $1.29 billion, a PE ratio of 9.42, a price-to-earnings-growth ratio of 0.61 and a beta of 0.52.

Afya (NASDAQ:AFYA) last announced its earnings results on Thursday, March 12th. The company reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.36 by $0.05. The business had revenue of $147.08 million for the quarter, compared to analysts’ expectations of $174.74 million. Afya had a return on equity of 18.77% and a net margin of 20.31%. As a group, sell-side analysts predict that Afya Limited will post 1.52 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Sanford C. Bernstein raised Afya to a “market perform” rating in a research report on Friday, January 16th. Zacks Research raised shares of Afya from a “strong sell” rating to a “hold” rating in a report on Monday, March 9th. Weiss Ratings reiterated a “hold (c)” rating on shares of Afya in a research note on Wednesday, January 21st. UBS Group reissued a “neutral” rating and set a $16.00 price objective (down from $18.00) on shares of Afya in a report on Friday, January 16th. Finally, Wall Street Zen upgraded shares of Afya from a “buy” rating to a “strong-buy” rating in a research report on Saturday. One equities research analyst has rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Afya has an average rating of “Hold” and a consensus price target of $17.30.

Afya Profile

Afya Ltd. operates as a leading provider of medical education and training services in Brazil. The company offers a comprehensive suite of educational programs that span undergraduate medical degrees, residency exam preparation, continuing medical education (CME) and digital learning platforms. Through a network of partner institutions and its own campus operations, Afya supports students at every stage of the medical training continuum, from enrollment in medical schools to ongoing professional development for practicing physicians.

At the core of Afya’s offerings is its undergraduate medical program, delivered through a combination of in-person courses at affiliated campuses and fully digital curricula.