DNB Asset Management AS Increases Stock Holdings in Nu Holdings Ltd. $NU

DNB Asset Management AS boosted its stake in shares of Nu Holdings Ltd. (NYSE:NU) by 145.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,832,135 shares of the company’s stock after buying an additional 1,676,476 shares during the period. DNB Asset Management AS owned approximately 0.06% of NU worth $45,342,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of NU. Choreo LLC increased its position in NU by 5.4% during the third quarter. Choreo LLC now owns 80,076 shares of the company’s stock valued at $1,282,000 after acquiring an additional 4,115 shares during the last quarter. Partners Group Holding AG boosted its stake in shares of NU by 3,009.1% during the 3rd quarter. Partners Group Holding AG now owns 4,796,686 shares of the company’s stock worth $76,795,000 after purchasing an additional 4,642,407 shares during the period. Mesirow Financial Investment Management Inc. grew its holdings in NU by 25.4% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 19,816 shares of the company’s stock valued at $317,000 after purchasing an additional 4,014 shares during the last quarter. Interchange Capital Partners LLC grew its holdings in NU by 76.4% during the 3rd quarter. Interchange Capital Partners LLC now owns 40,726 shares of the company’s stock valued at $652,000 after purchasing an additional 17,640 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its position in NU by 11.5% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 3,566,494 shares of the company’s stock worth $57,100,000 after purchasing an additional 368,110 shares during the period. 84.02% of the stock is owned by hedge funds and other institutional investors.

NU Price Performance

Shares of NU stock opened at $15.07 on Friday. Nu Holdings Ltd. has a twelve month low of $9.01 and a twelve month high of $18.98. The company has a current ratio of 0.56, a quick ratio of 0.56 and a debt-to-equity ratio of 0.29. The stock has a fifty day simple moving average of $17.17 and a two-hundred day simple moving average of $16.08. The stock has a market capitalization of $72.62 billion, a price-to-earnings ratio of 25.98, a P/E/G ratio of 0.54 and a beta of 1.08.

NU (NYSE:NU) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.19 EPS 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 firm had revenue of $4.86 billion for the quarter, compared to analyst estimates of $4.55 billion. On average, analysts predict that Nu Holdings Ltd. will post 0.58 EPS for the current fiscal year.

NU News Summary

Here are the key news stories impacting NU this week:

• Positive Sentiment: Very strong Q4 results — Nu reported record Q4 revenue of $4.857B (up ~62.5% YoY) and net income of $894.8M (up ~50–62% YoY), and topped EPS/revenue estimates, signaling continued high growth and margin expansion. Nu Holdings Ltd. Reports Fourth Quarter and Full Year 2025 Financial Results Brazil’s Nubank increases net profit by 50% in fourth quarter
• Positive Sentiment: Customer growth remains robust — active customer base rose ~15% to ~131M, supporting revenue scalability and cross-sell opportunities as Nu expands across LATAM and plans U.S. entry. Nubank Profits Jump as Customer Base Grows 15%
• Positive Sentiment: Strategic expansion — Nu completed a European mobility-related acquisition and is broadening its global banking platform (including conditional U.S. bank charter moves), which supports longer-term platform diversification. Nu Holdings Expands European Mobility Reach While Broadening Global Banking Platform
• Positive Sentiment: Falling short interest — short interest dropped ~15.7% in February, reducing one potential layer of downside pressure from short squeezes or elevated borrow costs. (Internal short-interest report)
• Neutral Sentiment: Earnings materials available — full earnings presentation and Q4 call transcript posted, providing detail on unit economics and regional performance for investors doing deeper diligence. Nu Holdings Ltd. (NU) Q4 2025 Earnings Call Transcript Nu Holdings Ltd. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Valuation concerns — analysts/commentary note Nu is a high-quality, fast-growing business but may be priced richly right now, which can trigger profit-taking and make shares sensitive to any miss or macro weakness. Nu Holdings: Great Business At An Expensive Price

Analysts Set New Price Targets

Several research analysts have issued reports on the company. UBS Group boosted their target price on NU from $16.00 to $18.40 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Weiss Ratings upgraded NU from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. increased their target price on NU from $17.00 to $18.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Zacks Research raised shares of NU from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 9th. Finally, Itau BBA Securities restated an “outperform” rating on shares of NU in a report on Tuesday. One equities research 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. According to data from MarketBeat.com, NU presently has a consensus rating of “Moderate Buy” and an average target price of $18.34.

NU Company 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.