Capital World Investors Purchases 118,189 Shares of Nu Holdings Ltd. $NU

Capital World Investors grew its position in Nu Holdings Ltd. (NYSE:NU) by 1.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,345,580 shares of the company’s stock after purchasing an additional 118,189 shares during the quarter. Capital World Investors owned about 0.21% of NU worth $165,633,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Allworth Financial LP boosted its stake in NU by 166.6% in the 2nd quarter. Allworth Financial LP now owns 2,562 shares of the company’s stock valued at $35,000 after purchasing an additional 1,601 shares during the period. Atlantic Union Bankshares Corp bought a new position in NU during the 2nd quarter worth $38,000. VSM Wealth Advisory LLC increased its position in NU by 1,000.0% during the 3rd quarter. VSM Wealth Advisory LLC now owns 3,300 shares of the company’s stock worth $53,000 after buying an additional 3,000 shares during the period. EverSource Wealth Advisors LLC lifted its holdings in shares of NU by 63.5% during the second quarter. EverSource Wealth Advisors LLC now owns 3,768 shares of the company’s stock worth $52,000 after buying an additional 1,464 shares in the last quarter. Finally, Activest Wealth Management lifted its holdings in shares of NU by 743.6% during the third quarter. Activest Wealth Management now owns 6,285 shares of the company’s stock worth $101,000 after buying an additional 5,540 shares in the last quarter. Institutional investors own 84.02% of the company’s stock.

NU Stock Down 2.6%

Shares of NYSE NU opened at $14.50 on Thursday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.56 and a current ratio of 0.58. Nu Holdings Ltd. has a 52 week low of $9.01 and a 52 week high of $18.98. The stock has a market capitalization of $69.85 billion, a P/E ratio of 24.99, a PEG ratio of 0.58 and a beta of 1.11. The stock’s fifty day moving average is $16.83 and its 200 day moving average is $16.23.

NU (NYSE:NU) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.19 EPS for the quarter, beating analysts’ consensus estimates of $0.18 by $0.01. NU had a return on equity of 30.68% and a net margin of 18.19%.The business had revenue of $4.86 billion during the quarter, compared to the consensus estimate of $4.55 billion. Sell-side analysts forecast that Nu Holdings Ltd. will post 0.58 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. JPMorgan Chase & Co. upped their price target on shares of NU from $17.00 to $18.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. The Goldman Sachs Group reissued a “buy” rating and issued a $21.00 price objective on shares of NU in a report on Thursday, December 18th. Weiss Ratings upgraded shares of NU from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. Susquehanna raised their target price on shares of NU from $19.00 to $22.00 and gave the stock a “positive” rating in a report on Tuesday, January 27th. Finally, Zacks Research upgraded shares of NU from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $18.22.

Key Stories Impacting NU

Here are the key news stories impacting NU this week:

• Positive Sentiment: Hired TikTok alum Kim Farrell as global marketing chief — strengthens consumer growth and brand execution ahead of a potential U.S. national bank charter push, which could accelerate customer acquisition in the U.S. market. Nubank hires TikTok alum as marketing chief
• Positive Sentiment: CEO David Vélez signals a favorable U.S. regulatory environment and reiterates plans for U.S. market entry — this boosts the credibility of the bank charter strategy that could materially expand product set and addressable market. CEO of Brazil’s Nubank on pending US market entry, Trump, AI: interview
• Positive Sentiment: Mexico expansion gaining traction with improved credit metrics noted — Mexico is positioned as the next major profit engine, supporting long‑term revenue diversification beyond Brazil. Nu Holdings Tests Mexico Growth Story As U.S. Charter Effort Builds
• Positive Sentiment: Analyst and strategy coverage is broadly constructive — a recent Seeking Alpha write‑up rates NU a BUY citing bank‑like interest income mix and fintech efficiency, which supports a longer‑term bull case. Nu Holdings: Bank‑Like Revenues, FinTech‑Level Efficiency
• Neutral Sentiment: NU is a trending stock on retail screens and coverage outlets — increased attention can amplify intraday volatility but is agnostic on direction until fundamentals or flows shift. Here is What to Know Beyond Why Nu Holdings Ltd. (NU) is a Trending Stock
• Negative Sentiment: Short interest jumped ~28% in February, raising the share of stock sold short to roughly 2.4% — higher shorting can amplify downside pressure and make the stock more sensitive to negative headlines or macro shocks.
• Negative Sentiment: Recent volatility and a February drawdown have left the shares trailing broader indices; commentators note that execution in Mexico and U.S. charter progress are now key catalysts to reverse recent underperformance. Why Nu Holdings Stock Sank 15.6% In February

About NU

Nu Holdings Ltd (NYSE: NU), commonly known by its consumer brand Nubank, is a Latin American financial technology company that provides digital banking and financial services through a mobile-first platform. The company’s core offerings include no-fee digital checking accounts, credit cards, personal loans, payments and transfers, and a range of savings and investment products. Nubank emphasizes a streamlined customer experience delivered via its smartphone app, combined with data-driven underwriting and automated customer service tools.

Founded in 2013 by David Vélez, Cristina Junqueira and Edward Wible, Nu grew rapidly by targeting underbanked and digitally savvy consumers in Latin America with low-fee, transparent products.