William Blair Investment Management LLC Boosts Holdings in Nu Holdings Ltd. $NU

William Blair Investment Management LLC raised its stake in shares of Nu Holdings Ltd. (NYSE:NU) by 182.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,449,424 shares of the company’s stock after buying an additional 12,574,893 shares during the quarter. NU comprises approximately 0.8% of William Blair Investment Management LLC’s holdings, making the stock its 21st largest position. William Blair Investment Management LLC’s holdings in NU were worth $311,385,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Arete Wealth Advisors LLC purchased a new position in shares of NU in the third quarter worth $1,156,000. American Century Companies Inc. increased its holdings in NU by 59.7% in the 3rd quarter. American Century Companies Inc. now owns 8,234,549 shares of the company’s stock valued at $131,835,000 after acquiring an additional 3,078,412 shares during the last quarter. Keystone Investors PTE Ltd. lifted its stake in NU by 42.8% in the 3rd quarter. Keystone Investors PTE Ltd. now owns 280,100 shares of the company’s stock worth $4,484,000 after purchasing an additional 84,000 shares in the last quarter. Quantbot Technologies LP boosted its holdings in shares of NU by 305.7% during the 3rd quarter. Quantbot Technologies LP now owns 308,026 shares of the company’s stock valued at $4,931,000 after purchasing an additional 232,102 shares during the last quarter. Finally, Ninepoint Partners LP purchased a new position in shares of NU during the third quarter valued at about $112,000. Institutional investors own 84.02% of the company’s stock.

NU Price Performance

NYSE:NU opened at $14.99 on Friday. The firm has a market capitalization of $72.21 billion, a price-to-earnings ratio of 25.84, a PEG ratio of 0.49 and a beta of 1.08. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.56 and a quick ratio of 0.56. The business has a 50 day simple moving average of $17.14 and a 200-day simple moving average of $16.13. Nu Holdings Ltd. has a 1 year low of $9.01 and a 1 year high of $18.98.

NU (NYSE:NU) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.19 earnings per share for the quarter, beating 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 analyst estimates of $4.55 billion. Equities analysts forecast that Nu Holdings Ltd. will post 0.58 EPS for the current year.

NU News Roundup

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.

Wall Street Analyst Weigh In

NU has been the topic of a number of research analyst reports. Santander upgraded NU from a “neutral” rating to an “outperform” rating in a research report on Thursday, December 4th. Itau BBA Securities restated an “outperform” rating on shares of NU in a report on Tuesday. UBS Group upped their price objective on NU from $16.00 to $18.40 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Susquehanna raised their target price on shares of NU from $19.00 to $22.00 and gave the company a “positive” rating in a report on Tuesday, January 27th. Finally, JPMorgan Chase & Co. boosted their price target on shares of NU from $17.00 to $18.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $18.34.

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.