Handelsbanken Fonder AB Acquires 95,888 Shares of Nu Holdings Ltd. $NU

Handelsbanken Fonder AB increased its holdings in shares of Nu Holdings Ltd. (NYSE:NU) by 7.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,464,548 shares of the company’s stock after acquiring an additional 95,888 shares during the quarter. Handelsbanken Fonder AB’s holdings in NU were worth $23,447,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Jordan Park Group LLC grew its position in shares of NU by 129.3% during the 3rd quarter. Jordan Park Group LLC now owns 1,958,842 shares of the company’s stock worth $31,000 after purchasing an additional 1,104,421 shares in the last quarter. Allworth Financial LP boosted its stake in shares of NU by 166.6% in the second quarter. Allworth Financial LP now owns 2,562 shares of the company’s stock valued at $35,000 after buying an additional 1,601 shares during the period. Atlantic Union Bankshares Corp acquired a new stake in NU during the second quarter worth approximately $38,000. Center for Financial Planning Inc. bought a new position in NU during the 2nd quarter worth $52,000. Finally, EverSource Wealth Advisors LLC raised its holdings in NU by 63.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,768 shares of the company’s stock valued at $52,000 after acquiring an additional 1,464 shares in the last quarter. Institutional investors own 84.02% of the company’s stock.

Analysts Set New Price Targets

NU has been the topic of several analyst reports. Itau BBA Securities reissued an “outperform” rating on shares of NU in a report on Tuesday. JPMorgan Chase & Co. boosted their price objective on shares of NU from $17.00 to $18.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. The Goldman Sachs Group restated a “buy” rating and set a $21.00 target price on shares of NU in a research note on Thursday, December 18th. KeyCorp lifted their price target on NU from $15.00 to $19.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. Finally, Zacks Research upgraded NU from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, NU has an average rating of “Moderate Buy” and a consensus price target of $18.34.

More NU News

Here are the key news stories impacting NU this week:

• Positive Sentiment: Q4 / FY2025 results: Nu reported $4.857B in Q4 revenue (up ~62.5% YoY) and net income of $894.8M (up 50% YoY), alongside an EPS beat ($0.19 vs. $0.18 consensus), underlining strong top- and bottom-line momentum. Read More.
• Positive Sentiment: Financial metrics highlight profitability and efficiency: Market summaries cite a net margin of ~18% and ROE above 32%, supporting the thesis that Nu’s core franchise is generating high returns. Read More.
• Positive Sentiment: Independent coverage notes strong profit growth and customer expansion, reinforcing fundamentals as Nu scales across Brazil, Mexico and Colombia. Read More.
• Positive Sentiment: Analyst comparison sees Nu as well-positioned vs. fintech peers due to rapid revenue growth, an expanding credit portfolio and an “AI-first” push that could support longer-term competitive advantages. Read More.
• Positive Sentiment: Short interest fell materially in February (down ~15.7% vs. Jan), reducing one source of bearish pressure and signaling fewer outright bets against the stock in the near term.
• Neutral Sentiment: Wall Street coverage and analyst commentary are mixed; several pieces reiterate bullish views but caution that rating changes and headlines can swing near-term price action. Read More.
• Neutral Sentiment: Customer growth and product adoption remain strong (customer base reported up ~15% to ~131M), supporting long-term revenue runway even as investors parse near-term cost and credit trends. Read More.
• Negative Sentiment: Market reaction: shares slid after the earnings release with notable after-hours selling — headlines report a multi-percent drop following results as investors weighed costs, credit risk and execution timelines. Read More.
• Negative Sentiment: Valuation and risk debate: analysts and commentators point out that while the business is high quality, the stock carries an elevated valuation that leaves it sensitive to any guidance, margin or credit concerns — a theme cited in post-earnings commentary. Read More.

NU Trading Down 0.5%

NYSE NU opened at $14.99 on Friday. The company has a market cap of $72.21 billion, a price-to-earnings ratio of 25.84, a price-to-earnings-growth ratio of 0.49 and a beta of 1.08. Nu Holdings Ltd. has a twelve month low of $9.01 and a twelve month high of $18.98. The company has a quick ratio of 0.56, a current ratio of 0.56 and a debt-to-equity ratio of 0.29. The business’s fifty day moving average is $17.14 and its 200 day moving average is $16.13.

NU (NYSE:NU) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.19 earnings per share for the quarter, topping the consensus estimate of $0.18 by $0.01. NU had a return on equity of 32.08% and a net margin of 18.19%.The company had revenue of $4.86 billion for the quarter, compared to analysts’ expectations of $4.55 billion. As a group, sell-side analysts expect that Nu Holdings Ltd. will post 0.58 EPS for the current fiscal year.

NU Profile

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.