NICE Ltd (NICE) reported fourth-quarter 2025 results with revenue of $786.5 million (up 9.0% year‑over‑year), gross profit of $513.9 million (up 5.0%), operating profit of $176.2 million (up 14.2%), and net income attributable to common shareholders of $150.6 million (up 51.3%). Diluted earnings per share were $2.41, a 56.5% year‑over‑year increase.
Cost of sales increased to $272.6 million (up 17.3%), contributing to the quarter's margin dynamics.
Overall, NICE Ltd (NICE) delivered solid revenue and profit growth in Q4 2025 with a notable lift in EPS, while operating cash flow and liquidity metrics declined versus the prior year.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
NICE Ltd Hedge Fund Activity
We have seen 182 institutional investors add shares of NICE Ltd stock to their portfolio, and 255 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 2,768,870 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $312,993,064
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,778,736 shares (-72.7%) from their portfolio in Q4 2025, for an estimated $201,068,317
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 914,424 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $132,390,306
- RPD FUND MANAGEMENT LLC added 886,005 shares (+inf%) to their portfolio in Q4 2025, for an estimated $100,154,005
- HMI CAPITAL MANAGEMENT, L.P. removed 770,390 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $87,084,885
- VULCAN VALUE PARTNERS, LLC removed 753,316 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $85,154,840
- CCLA INVESTMENT MANAGEMENT removed 710,865 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $102,919,034
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NICE Ltd Government Contracts
We have seen $22,598,224 of award payments to $NICE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NATIONAL AIRSPACE SYSTEM VOICE RECORDER: $15,408,674
- CONTRACT FOR NAS VOICE RECORDERS: $3,819,578
- NAS VOICE RECORDER PROGRAM MANAGEMENT: $1,504,728
- NATIONAL AIRSPACE SYSTEM (NAS) VOICE RECORDER AGREEMENT WITH THE UNITED STATES NAVY.: $723,428
- TERMINAL FACILITIES TO PROVIDE FUNDING FOR THE NAS VOICE RECORDER (NVR) SYSTEMS, SPARES, AND ALL ASSOCIATED...: $605,610
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
NICE Ltd Congressional Stock Trading
Members of Congress have traded $NICE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NICE stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 10/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NICE Ltd Analyst Ratings
Wall Street analysts have issued reports on $NICE in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/19/2025
- Barclays issued a "Overweight" rating on 11/19/2025
- Rosenblatt issued a "Buy" rating on 11/18/2025
- RBC Capital issued a "Outperform" rating on 11/18/2025
- Mizuho issued a "Outperform" rating on 11/18/2025
- Morgan Stanley issued a "Overweight" rating on 11/18/2025
- Citizens issued a "Market Outperform" rating on 11/14/2025
To track analyst ratings and price targets for NICE Ltd, check out Quiver Quantitative's $NICE forecast page.
NICE Ltd Price Targets
Multiple analysts have issued price targets for $NICE recently. We have seen 11 analysts offer price targets for $NICE in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Dan Ives from Wedbush set a target price of $120.0 on 02/20/2026
- Rishi Jaluria from RBC Capital set a target price of $150.0 on 02/20/2026
- Catharine Trebnick from Rosenblatt set a target price of $155.0 on 02/20/2026
- Tyler Radke from Citigroup set a target price of $189.0 on 11/19/2025
- Tavy Rosner from Barclays set a target price of $165.0 on 11/19/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $133.0 on 11/18/2025
- Hamza Fodderwala from Morgan Stanley set a target price of $160.0 on 11/18/2025
