AFYA

Key Takeaways

Afya is the leading medical-education group in Brazil, and its moat is a government-rationed asset: licensed medical-school seats. Undergraduate education is 88% of the mix, and the schools ran 100% full in Q1 2026 with 3,768 operating medical seats, up more than 6% year over year. The economics are exceptional for an education company. Q1 2026 revenue rose 8.2% to R$1.01 billion at a 50.5% adjusted EBITDA margin, net income reached R$261.8 million, and free cash flow was R$376 million. Managem

Institutional ownership

53 institutional managers reported holding AFYA in 13F filings for the quarter ended 2026-03-31. Together they hold about 13% of the company; the top 10 hold 12%. 8 opened new positions that quarter. Held by FMR (Fidelity), Renaissance Technologies, BlackRock, among others. On the short side, 386k shares were sold short as of the 2026-06-15 count, about 0.4% of shares outstanding (4.5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AFYA has cut its share count 3% over the past five years. It pays a dividend, and has paid one every year in our records (9 and counting). Cash returned over the past three years: $36.09M in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at AFYA over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

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