Afya (NASDAQ:AFYA – Get Free Report) released its quarterly earnings results on Thursday. The company reported $0.55 earnings per share for the quarter, topping analysts’ consensus estimates of $0.54 by $0.01, FiscalAI reports. The business had revenue of $194.96 million for the quarter, compared to analysts’ expectations of $192.95 million. Afya had a return on equity of 18.77% and a net margin of 20.31%.
Here are the key takeaways from Afya’s conference call:
- Strong Q1 results — revenue up 8% to BRL 1.013bn, adjusted EBITDA up 4% to BRL 511m (50.5% margin), free cash flow BRL 376m and net cash of BRL 1.3bn; Moody’s reaffirmed Afya’s Aaa rating.
- Adjusted EBITDA margin contracted by ~200 bps YoY, driven by higher costs and elevated payroll, sales and marketing as the company invests in Continuing Education and Medical Practice Solutions.
- Undergraduate momentum — operating medical school seats +6% to 3,768, med students +2% to ~26k, and net average ticket for medicine +5% to BRL 9,634; non?medical health undergrad programs grew ~20% organically.
- Continuing Education posted an 11% revenue increase to BRL 79m with record B2B revenue (BRL 74m) and a 57k student base, highlighting strong product engagement and commercial traction.
- Medical Practice Solutions is mixed — revenue +4% to BRL 43m and iClinic usage rising, but Whitebook saw active payers down 1% and monthly active users down 10%; management expects audience and monetization gains to materialize more in 2027 as platform and AI investments mature.
Afya Price Performance
NASDAQ:AFYA traded down $0.31 during trading hours on Thursday, reaching $13.91. 68,770 shares of the company traded hands, compared to its average volume of 79,294. The firm’s 50-day moving average is $14.56 and its 200-day moving average is $14.64. The stock has a market cap of $1.30 billion, a P/E ratio of 9.53, a P/E/G ratio of 0.95 and a beta of 0.36. The company has a debt-to-equity ratio of 0.41, a current ratio of 2.20 and a quick ratio of 2.20. Afya has a 1-year low of $13.00 and a 1-year high of $19.90.
Afya Dividend Announcement
Analysts Set New Price Targets
A number of equities research analysts recently weighed in on the company. Sanford C. Bernstein upgraded Afya to a “market perform” rating in a report on Friday, January 16th. Weiss Ratings restated a “hold (c)” rating on shares of Afya in a report on Monday, April 20th. Wall Street Zen cut Afya from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 2nd. Bank of America cut Afya from a “buy” rating to a “neutral” rating and lowered their target price for the company from $22.00 to $17.00 in a report on Tuesday, February 24th. Finally, JPMorgan Chase & Co. lowered their target price on Afya from $22.00 to $21.50 and set a “neutral” rating on the stock in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $17.20.
View Our Latest Analysis on Afya
Insider Activity at Afya
In other Afya news, VP De Sousa Anibal Jose Grifo sold 14,000 shares of the stock in a transaction on Monday, April 13th. The stock was sold at an average price of $15.41, for a total transaction of $215,740.00. Following the transaction, the vice president owned 31,000 shares of the company’s stock, valued at $477,710. This represents a 31.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, VP Lelio De Souza Junior sold 26,753 shares of the stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $14.95, for a total value of $399,957.35. Following the transaction, the vice president directly owned 16,279 shares in the company, valued at approximately $243,371.05. This represents a 62.17% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 123,547 shares of company stock worth $1,854,920. Company insiders own 0.80% of the company’s stock.
Institutional Inflows and Outflows
Large investors have recently made changes to their positions in the business. Daiwa Securities Group Inc. purchased a new position in shares of Afya during the 4th quarter worth $43,000. Militia Capital Partners LP purchased a new position in shares of Afya during the 2nd quarter worth $71,000. Quantbot Technologies LP purchased a new position in shares of Afya during the 2nd quarter worth $117,000. State of Wyoming purchased a new position in shares of Afya during the 2nd quarter worth $164,000. Finally, Van ECK Associates Corp lifted its stake in shares of Afya by 15.7% during the 3rd quarter. Van ECK Associates Corp now owns 10,170 shares of the company’s stock worth $159,000 after purchasing an additional 1,377 shares during the period. Hedge funds and other institutional investors own 88.02% of the company’s stock.
Afya Company Profile
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.
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