Doma Perpetual Capital Management LLC Boosts Position in Afya Limited $AFYA

Doma Perpetual Capital Management LLC increased its position in Afya Limited (NASDAQ:AFYA) by 50.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 891,639 shares of the company’s stock after purchasing an additional 299,419 shares during the quarter. Afya makes up 4.7% of Doma Perpetual Capital Management LLC’s portfolio, making the stock its 7th biggest position. Doma Perpetual Capital Management LLC owned 0.95% of Afya worth $13,910,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AFYA. Swedbank AB bought a new stake in shares of Afya during the third quarter worth approximately $1,092,000. Dynamic Technology Lab Private Ltd acquired a new stake in Afya during the 2nd quarter worth $391,000. SPX Gestao de Recursos Ltda bought a new stake in shares of Afya during the 3rd quarter valued at $2,895,000. Quadrature Capital Ltd acquired a new position in shares of Afya in the 2nd quarter valued at $181,000. Finally, Cerity Partners LLC lifted its stake in shares of Afya by 34.3% in the 2nd quarter. Cerity Partners LLC now owns 35,688 shares of the company’s stock valued at $637,000 after purchasing an additional 9,120 shares during the period. 88.02% of the stock is owned by institutional investors.

Afya News Roundup

Here are the key news stories impacting Afya this week:

• Positive Sentiment: EPS beat — Afya reported $0.41 EPS for 4Q25, topping consensus estimates and last year’s EPS, signaling stronger profitability per share which supports valuation metrics. Afya (AFYA) Tops Q4 Earnings Estimates
• Positive Sentiment: Large cash return — the Board approved a R$307.4 million dividend (~40% of consolidated net income), which is supportive for income-focused shareholders and may attract yield-seeking demand. Afya Limited Announces Dividend Distribution of R$307.4 Million
• Neutral Sentiment: Management commentary/transcript available — the full Q4 2025 earnings call transcript provides additional color on growth drivers, margins and capital allocation; investors should review management’s remarks on enrollment trends and clinic operations. Afya Limited (AFYA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue miss — Afya reported 4Q revenue of BRL147.08 million (reported in USD-equivalent headlines), materially below analyst expectations, raising questions about enrollment or service revenue pacing that could pressure near-term growth. Afya Limited Announces Fourth Quarter and Twelve Months 2025 Financial Results
• Negative Sentiment: FY‑2026 revenue guidance slightly below consensus — the company updated FY‑2026 revenue guidance to a range (~R$731.7M–R$759.5M in the entry) that sits under the street’s ~$764M consensus, introducing downside risk to growth expectations; EPS guidance detail was unclear in the release. Afya Limited Announces Fourth Quarter and Twelve Months 2025 Financial Results

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Afya in a research note on Wednesday, January 21st. UBS Group restated a “neutral” rating and set a $16.00 price objective (down from $18.00) on shares of Afya in a report on Friday, January 16th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $22.00 target price (down from $24.50) on shares of Afya in a report on Wednesday, January 7th. Zacks Research raised shares of Afya from a “strong sell” rating to a “hold” rating in a report on Monday, March 9th. Finally, Wall Street Zen upgraded Afya from a “buy” rating to a “strong-buy” rating in a report on Saturday. One equities research analyst has rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $17.30.

Afya Stock Up 1.9%

AFYA stock opened at $13.76 on Monday. The company has a debt-to-equity ratio of 0.21, a current ratio of 2.20 and a quick ratio of 0.98. The stock has a market capitalization of $1.29 billion, a P/E ratio of 9.42, a P/E/G ratio of 0.61 and a beta of 0.52. Afya Limited has a fifty-two week low of $13.00 and a fifty-two week high of $19.90. The business has a 50-day moving average of $14.39 and a 200-day moving average of $14.76.

Afya (NASDAQ:AFYA) last announced its earnings results on Thursday, March 12th. The company reported $0.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.36 by $0.05. The business had revenue of $147.08 million for the quarter, compared to analyst estimates of $174.74 million. Afya had a return on equity of 18.77% and a net margin of 20.31%. On average, sell-side analysts anticipate that Afya Limited will post 1.52 earnings per share for the current fiscal year.

About Afya

Afya Ltd. operates as a leading provider of medical education and training services in Brazil. The company offers a comprehensive suite of educational programs that span undergraduate medical degrees, residency exam preparation, continuing medical education (CME) and digital learning platforms. Through a network of partner institutions and its own campus operations, Afya supports students at every stage of the medical training continuum, from enrollment in medical schools to ongoing professional development for practicing physicians.

At the core of Afya’s offerings is its undergraduate medical program, delivered through a combination of in-person courses at affiliated campuses and fully digital curricula.