Exploring NICE Ltd. (NICE) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in NICE Ltd. (NICE) and what their reasons are? As of April 2025, a significant portion of NICE's shares are held by institutional investors. In fact, institutional investors hold approximately 65.22% of the company's stock. With the share price at $149.75 as of April 17, 2025, compared to $230.95 on April 18, 2024, marking a 35.16% decrease, understanding the profiles of these investors and their investment strategies becomes even more crucial. Let’s delve into the details of NICE's investor profile, exploring who the major players are and what might be driving their investment decisions.

NICE Ltd. (NICE) Who Invests in NICE Ltd. and Why?

Understanding the investor profile of NICE Ltd. (NICE) involves examining the various types of investors who hold the company’s stock and their motivations. NICE Ltd. attracts a mix of retail and institutional investors, each with their own strategies and objectives.

Key investor types include:

• Institutional Investors: These are major players, including mutual funds, hedge funds, pension funds, and insurance companies.
• Retail Investors: These are individual investors who buy and sell shares for their own accounts.

As of April 17, 2025, NICE Ltd. had 590 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 49,732,227 shares. Major shareholders include Barrow Hanley Mewhinney & Strauss Llc, Clal Insurance Enterprises Holdings Ltd, Black Creek Investment Management Inc., Capital Research Global Investors, Boston Partners, Menora Mivtachim Holdings Ltd., HMI Capital Management, L.P., Migdal Insurance & Financial Holdings Ltd., Phoenix Holdings Ltd., and Invesco Ltd.

Here is a list of the top institutional holders as of December 31, 2024:

• Barrow Hanley Mewhinney & Strauss Llc - 1,847,670 shares
• Clal Insurance Enterprises Holdings Ltd - 1,802,822 shares
• Black Creek Investment Management Inc. - 1,790,628 shares
• Capital Research Global Investors - 1,700,453 shares

The most heavily invested institutions were Capital International Investors ($435.58M), FMR LLC ($329.19M), Barrow Hanley Mewhinney & Strauss LLC ($313.81M), Clal Insurance Enterprises Holdings Ltd ($306.78M), Black Creek Investment Management Inc. ($304.12M), Capital Research Global Investors ($288.81M), and Boston Partners ($283.35M).

Investment Motivations

Several factors attract investors to NICE Ltd.:

• Growth Prospects: NICE Ltd. has demonstrated strong financial growth, particularly in cloud revenue. In 2024, the company saw a 25% year-over-year increase in cloud revenue, reaching $2 billion. Total revenue grew by 15% to $2.7 billion. The company's focus on AI-powered customer experience solutions positions it for continued growth. NICE is forecast to grow earnings and revenue by 11.7% and 7.6% per annum respectively. EPS is expected to grow by 15.3% per annum. Return on equity is forecast to be 18.1% in 3 years.
• Market Position: NICE Ltd. is a market leader in the customer experience (CX) and financial crime and compliance solutions. Its CXone platform, which integrates advanced AI solutions, serves over 25,000 organizations globally.
• Financial Health: NICE boasts high operating margins and strong cash flow. In 2024, cash flow from operations rose by 48% to $833 million. The company's gross profit margin is a healthy 66.7%.
• AI Innovation: NICE is at the forefront of AI innovation in the CX industry. Its AI solutions were adopted in 97% of large enterprise deals, positioning the company for future growth.

Investment Strategies

Investors in NICE Ltd. employ various strategies:

• Long-Term Holding: Many institutional investors, such as mutual funds and pension funds, adopt a long-term holding strategy, capitalizing on NICE's growth prospects and market leadership.
• Short-Term Trading: Hedge funds and other short-term investors may trade NICE shares based on quarterly performance, market trends, and other factors.
• Value Investing: Some investors may view NICE as undervalued, considering its strong fundamentals and growth potential.

Hedge Fund Activity

Hedge funds also play a role in NICE Ltd.’s investor profile. Recent data indicates that hedge funds have increased their holdings in NICE. Hedge funds increased holdings by 71.0K shares last quarter. Based on the 13F filings of 488 Hedge Funds submitted to the SEC.

Here's a glimpse into recent hedge fund activity:

• Woodline Partners LP: New position, 100.00%, $2,880,826
• Platinum Investment Management: Added, 40.89%, $68,837,680
• Bruni J V & Co /Co: Added, 39.45%, $31,161,394
• Brant Point Investment Management LLC: Added, 16.10%, $2,403,066

Understanding these investor types, their motivations, and strategies provides a comprehensive view of who is investing in NICE Ltd. and why. This insight is valuable for current and prospective investors looking to make informed decisions about their investments in NICE.

For more insights into NICE Ltd.'s financial health, consider reading Breaking Down NICE Ltd. (NICE) Financial Health: Key Insights for Investors.

NICE Ltd. (NICE) Institutional Ownership and Major Shareholders of NICE Ltd. (NICE)

Institutional ownership in NICE Ltd. (NICE) provides insights into the confidence and influence that large financial entities have in the company’s stock. These investors, which include mutual funds, hedge funds, pension funds, and insurance companies, often conduct extensive research before investing, and their actions can significantly impact NICE Ltd.'s (NICE) stock price and strategic direction.

Here are some key aspects regarding institutional ownership of NICE Ltd. (NICE):

• Top Institutional Investors: The largest institutional investors in NICE Ltd. (NICE) typically include well-known investment firms. Recent data is needed to accurately list the current top holders and their exact shareholdings. However, based on the latest available information, major institutional investors often hold substantial positions.
• Changes in Ownership: Monitoring changes in institutional ownership is crucial. Increases in holdings may indicate positive sentiment about the company’s future prospects, while decreases could suggest concerns. Recent filings would show whether institutional investors have been increasing or decreasing their stakes.
• Impact of Institutional Investors: Large institutional investors can exert considerable influence on NICE Ltd.'s (NICE) stock price. Their trading activity can create upward or downward pressure. Additionally, these investors may engage with company management to influence strategy and governance.

To provide a more concrete understanding, a sample table illustrating potential institutional ownership (based on general expectations and not real-time data) is shown below:

Please note that this table is purely illustrative. Real-time data from financial news sources and regulatory filings should be consulted for an accurate depiction of current institutional ownership.

For further insights into NICE Ltd.'s (NICE) financial standing, consider exploring: Breaking Down NICE Ltd. (NICE) Financial Health: Key Insights for Investors

NICE Ltd. (NICE) Key Investors and Their Impact on NICE Ltd. (NICE)

Understanding the investor profile of NICE Ltd. (NICE) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their investment activities and strategic perspectives.

While specific real-time data on daily investor moves fluctuates, examining major institutional holders and their recent activities offers a clearer picture. For instance, large investment firms often hold substantial shares in NICE Ltd. (NICE), and their decisions to increase, decrease, or maintain their positions can signal confidence or concern about the company's future.

Here's what is generally relevant regarding investor influence and recent moves:

• Investor Influence: Large institutional investors can influence company decisions through voting rights and direct engagement with management. Their views on strategy, governance, and financial performance carry significant weight.
• Recent Moves: Monitoring significant changes in institutional ownership is crucial. Notable buying or selling activity can indicate shifts in investor sentiment, potentially impacting stock prices.

To get a sense of who is invested in NICE Ltd. (NICE), you can review the latest publicly available information from financial news sources. These sources usually provide details on major institutional holders.

Here's a look at how different types of investors might view NICE Ltd. (NICE):

Keep an eye on financial news and regulatory filings for the most up-to-date information on NICE Ltd. (NICE)'s investor profile and their recent activities. Also, for insights into the financial health of NICE Ltd. (NICE), check out: Breaking Down NICE Ltd. (NICE) Financial Health: Key Insights for Investors

NICE Ltd. (NICE) Market Impact and Investor Sentiment

Understanding the market impact and investor sentiment surrounding NICE Ltd. (NICE) is crucial for assessing the company's overall financial health and future prospects. This involves analyzing the behavior of major shareholders, recent market reactions to ownership changes, and the perspectives of financial analysts.

NICE Ltd. (NICE) operates in the technology sector, specifically providing cloud and on-premises enterprise software solutions. As such, its stock performance and investor confidence are closely tied to the trends and sentiments within this industry. Shifts in investor sentiment can significantly influence NICE's stock valuation and its ability to attract further investment.

Investor sentiment toward NICE Ltd. (NICE) can be gauged by examining the actions of its major shareholders. Positive sentiment is typically reflected in increased investment, while negative sentiment may lead to divestment. Monitoring these movements provides insights into the confidence level of significant stakeholders.

Recent market reactions to changes in ownership or large investor moves can offer immediate feedback on how the investment community perceives these changes. For example, a significant purchase of shares by a well-known investment firm might drive the stock price up, signaling positive market sentiment. Conversely, a large sell-off could lead to a price decline, indicating concern among investors.

Analyst perspectives play a vital role in shaping investor sentiment. Analysts regularly provide ratings, price targets, and detailed analyses of companies, which influence investment decisions. These insights often consider factors such as NICE's financial performance, strategic initiatives, and competitive positioning.

Key aspects of investor sentiment and market impact include:

• Institutional Ownership: The percentage of NICE's shares held by institutions such as mutual funds, pension funds, and hedge funds. High institutional ownership can provide stability but also increase volatility during market downturns.
• Insider Trading: Monitoring the buying and selling of shares by NICE's executives and board members. Insider activity can be a strong indicator of the company's prospects.
• Short Interest: The number of shares that have been sold short but not yet covered. A high short interest may suggest that many investors believe the stock price will decline.
• News and Media Sentiment: Tracking news articles, social media discussions, and other media coverage to assess the overall sentiment toward NICE.

To further illustrate, consider the following hypothetical scenarios:

• If a major investment firm announces a substantial increase in its stake in NICE, the stock price might experience a positive surge, reflecting increased confidence in the company's future.
• Conversely, if a prominent analyst issues a downgrade of NICE's stock, citing concerns about slowing growth or increased competition, the stock price could decline as investors react to the negative assessment.

Understanding these dynamics is essential for investors and stakeholders looking to make informed decisions about NICE Ltd. (NICE). By closely monitoring investor sentiment, market reactions, and analyst perspectives, one can gain a more comprehensive view of the company's potential and associated risks.

Here is more information about NICE Ltd. (NICE): Mission Statement, Vision, & Core Values of NICE Ltd. (NICE).