Synovus Financial Corp Acquires Shares of 7,086 NiCE $NICE

Synovus Financial Corp acquired a new stake in shares of NiCE (NASDAQ:NICE) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,086 shares of the technology company’s stock, valued at approximately $1,026,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. AQR Capital Management LLC bought a new stake in NiCE during the 1st quarter valued at $226,000. Goldman Sachs Group Inc. grew its holdings in NiCE by 81.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 229,813 shares of the technology company’s stock worth $35,430,000 after acquiring an additional 103,342 shares during the last quarter. Empowered Funds LLC purchased a new position in shares of NiCE in the first quarter valued at about $892,000. Woodline Partners LP raised its stake in shares of NiCE by 18.7% during the first quarter. Woodline Partners LP now owns 20,140 shares of the technology company’s stock valued at $3,105,000 after acquiring an additional 3,178 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in shares of NiCE by 39.2% during the second quarter. Envestnet Asset Management Inc. now owns 114,467 shares of the technology company’s stock valued at $19,335,000 after acquiring an additional 32,255 shares during the last quarter. Institutional investors own 63.34% of the company’s stock.

Key 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

Wall Street Analyst Weigh In

NICE has been the topic of several recent analyst reports. Cantor Fitzgerald reduced their price target on NiCE from $154.00 to $133.00 and set a “neutral” rating on the stock in a report on Tuesday, November 18th. Barclays cut their price objective on NiCE from $200.00 to $165.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 19th. Wall Street Zen upgraded NiCE from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of NiCE in a research note on Monday, December 29th. Finally, Citizens Jmp set a $200.00 price target on shares of NiCE in a report on Friday, November 14th. Seven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, NiCE currently has a consensus rating of “Hold” and a consensus price target of $151.67.

NiCE Stock Up 5.5%

NICE opened at $117.69 on Monday. NiCE has a 52 week low of $94.65 and a 52 week high of $180.61. The stock has a market cap of $7.44 billion, a PE ratio of 12.17, a PEG ratio of 1.82 and a beta of 0.96. The business has a 50 day moving average of $111.38 and a 200-day moving average of $124.32.

NiCE (NASDAQ:NICE) last posted its quarterly earnings data on Thursday, February 19th. The technology company reported $3.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.23 by $0.01. The business had revenue of $786.50 million during the quarter, compared to the consensus estimate of $779.95 million. NiCE had a return on equity of 18.26% and a net margin of 20.78%.During the same quarter in the prior year, the company earned $3.02 earnings per share. The firm’s quarterly revenue was up 9.0% compared to the same quarter last year. NiCE has set its FY 2026 guidance at 10.850-11.050 EPS and its Q1 2026 guidance at 2.450-2.550 EPS. Equities analysts anticipate that NiCE will post 9.85 EPS for the current year.

NiCE declared that its Board of Directors has authorized a share buyback plan on Thursday, February 19th that allows the company to buyback $600.00 million in shares. This buyback authorization allows the technology company to buy up to 9.6% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

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.