Brandes Investment Partners 13F: Adds $138M to NICE Stake

Brandes Investment Partners Boosts Holdings in NICE Ltd.

Brandes Investment Partners expanded its investment in NICE Ltd. (NASDAQ:NICE), according to a Form 13F filing with the SEC for the period ended May 15, 2026. The firm boosted its position by 215.3%, adding 1,522,382 shares during the quarter.

Position Details and Share Count Changes

Prior to the filing, Brandes Investment Partners held 707,208 shares of the software company. The addition of 1,522,382 shares brought its total stake to 2,229,590 shares. Based on reporting period valuations, the updated holding carried a total value of approximately $202.6 million. Because 13F filings look backward at holdings from the end of the reporting period, these figures reflect past positioning and may not match the firm's current share count today.

NICE Ltd. Stock Performance

Shares of NICE Ltd. recently changed hands at $90.85. The stock trades below its 50-day moving average of $101.39 and its 200-day moving average of $104.57. Over the past year, the company's shares have traded between a low of $83.10 and a high of $153.07. The company holds a P/E ratio of 16.67 and a forward P/E ratio of 9.05.

Insider Buying and Selling at NICE Ltd.

Insider activity at the firm included transactions by Yocheved Dvir on June 15, 2026. Yocheved Dvir acquired 3,036 shares at an average price of $0.29 for a total value of $873.46, and also disposed of 3,036 shares on the same date.

Analysts Set New Price Targets

Wall Street firms have continued to adjust their outlooks on NICE Ltd. shares through the summer and fall. On September 30, 2026, Oppenheimer upgraded the stock to an Outperform rating with a $150 price target. Earlier, on September 24, 2026, RBC Capital maintained its Outperform rating while raising its price target from $130 to $145. DA Davidson maintained a Buy rating and raised its target from $110 to $115 on August 6, 2026. Rosenblatt maintained a Buy rating with a $130 target on August 6, 2026. Finally, Morgan Stanley downgraded the stock to an Equal-Weight rating and lowered its price target from $130 to $111 on July 21, 2026. Overall, the stock carries a consensus target mean price of $125.85 across 13 analyst opinions.

Cloud Platforms and Enterprise Software Operations

Headquartered in Ra'anana, Israel, NICE Ltd. provides AI-powered cloud platforms for customer engagement, financial crime prevention, and compliance. The company operates through two main segments focused on customer experience solutions like its CXone Mpower platform and financial crime systems such as Actimize. These offerings help organizations automate services, manage digital evidence, and detect fraud in real-time.

What to Watch at NICE Ltd.

Investors following Brandes Investment Partners and NICE Ltd. will look toward upcoming SEC filings and financial updates. The company's next earnings release is currently scheduled for November 12, 2026. As always, 13F reports provide a quarterly snapshot of institutional ownership and do not represent a current buy or sell recommendation.