Fifth Third Bancorp Raises Position in NiCE $NICE

Fifth Third Bancorp raised its position in shares of NiCE (NASDAQ:NICE) by 30,068.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,637 shares of the technology company’s stock after acquiring an additional 6,615 shares during the quarter. Fifth Third Bancorp’s holdings in NiCE were worth $961,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Lazard Asset Management LLC boosted its position in shares of NiCE by 116.1% during the second quarter. Lazard Asset Management LLC now owns 1,226,920 shares of the technology company’s stock valued at $207,238,000 after purchasing an additional 659,170 shares in the last quarter. Boston Partners lifted its position in NiCE by 41.2% during the second quarter. Boston Partners now owns 538,985 shares of the technology company’s stock valued at $90,945,000 after buying an additional 157,319 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of NiCE by 81.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 229,813 shares of the technology company’s stock valued at $35,430,000 after buying an additional 103,342 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of NiCE by 36.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 336,887 shares of the technology company’s stock valued at $56,904,000 after buying an additional 90,054 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its position in shares of NiCE by 59.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 182,438 shares of the technology company’s stock worth $26,413,000 after buying an additional 67,971 shares during the period. 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 slightly beat expectations and showed strength in cloud business (cloud revenue +14% Y/Y), driven by AI-related demand—this was the main catalyst cited for the upside. Zacks: NICE Q4 Earnings Beat
• Positive Sentiment: NiCE raised FY2026 EPS guidance to $10.85–$11.05, above Wall Street consensus, which supports a constructive longer‑term earnings outlook. FY2026 Guidance (press release/slide deck)
• Positive Sentiment: Board approved a $600 million share repurchase program (up to ~9.6% of shares outstanding), signaling management believes shares are undervalued and providing buyback-driven EPS support. RTT News: Buyback
• Positive Sentiment: Sell‑side support remains: Rosenblatt reaffirmed a “buy” and $155 price target, showing continued analyst conviction among some firms. Benzinga: Rosenblatt rating
• Neutral Sentiment: Analyst coverage is mixed overall—Wedbush reaffirmed a “neutral” rating with a $120 target, reflecting differing views on near‑term execution vs. long‑term opportunity. Benzinga: Wedbush rating
• Neutral Sentiment: Full Q4 earnings and the conference call-transcript are available for deeper read‑throughs of product traction, channel commentary and AI pipeline details. MSN: Q4 earnings call transcript
• Negative Sentiment: Q1 2026 guidance came in below Wall Street expectations (EPS $2.45–$2.55 vs. consensus ~2.76 and revenue guidance below consensus), creating near‑term execution uncertainty that could cap upside. Q1 Guidance (slide deck/press materials)
• Negative Sentiment: RBC trimmed its price target (from $175 to $150) despite keeping an outperform rating—this reduction tempers some upside expectations from peer analysts. The Fly: RBC target cut

NiCE Stock Up 5.5%

Shares of NICE opened at $117.69 on Friday. NiCE has a twelve month low of $94.65 and a twelve month high of $180.61. The company has a market capitalization of $7.44 billion, a P/E ratio of 12.17, a price-to-earnings-growth ratio of 1.70 and a beta of 0.96. The firm has a 50 day moving average of $111.38 and a 200 day moving average of $124.72.

NiCE (NASDAQ:NICE) last released its quarterly earnings data on Thursday, February 19th. The technology company reported $3.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.01. The business had revenue of $786.50 million for the quarter, compared to analysts’ expectations of $779.95 million. NiCE had a return on equity of 18.48% and a net margin of 20.78%.The firm’s quarterly revenue was up 9.0% on a year-over-year basis. During the same period in the prior year, the firm posted $3.02 EPS. 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, sell-side analysts expect that NiCE will post 9.85 EPS for the current year.

NiCE declared that its board has initiated a stock buyback plan on Thursday, February 19th that authorizes the company to buyback $600.00 million in outstanding shares. This buyback authorization authorizes the technology company to reacquire up to 9.6% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Analysts Set New Price Targets

A number of research analysts recently issued reports on NICE shares. Zacks Research lowered shares of NiCE from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 1st. Piper Sandler reiterated a “neutral” rating and set a $122.00 target price on shares of NiCE in a report on Tuesday, December 23rd. Mizuho dropped their price target on NiCE from $185.00 to $150.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Rosenblatt Securities reaffirmed a “buy” rating and set a $155.00 price objective on shares of NiCE in a research report on Friday. Finally, Jefferies Financial Group reiterated a “hold” rating on shares of NiCE in a research note on Thursday. Seven analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $151.67.

NiCE 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.