Baldwin Wealth Partners LLC MA Invests $1.11 Million in Nu Holdings Ltd. $NU

Baldwin Wealth Partners LLC MA bought a new stake in shares of Nu Holdings Ltd. (NYSE:NU) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 66,383 shares of the company’s stock, valued at approximately $1,111,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp grew its holdings in shares of NU by 0.3% during the third quarter. State Street Corp now owns 91,478,395 shares of the company’s stock worth $1,464,569,000 after buying an additional 239,660 shares in the last quarter. WCM Investment Management LLC raised its holdings in NU by 0.9% in the 3rd quarter. WCM Investment Management LLC now owns 74,478,698 shares of the company’s stock valued at $1,187,935,000 after acquiring an additional 659,526 shares during the last quarter. Sands Capital Management LLC raised its holdings in NU by 5.9% in the 2nd quarter. Sands Capital Management LLC now owns 54,504,428 shares of the company’s stock valued at $747,801,000 after acquiring an additional 3,060,463 shares during the last quarter. Norges Bank purchased a new position in NU in the 2nd quarter worth approximately $626,569,000. Finally, Legal & General Group Plc boosted its holdings in shares of NU by 5.0% during the 3rd quarter. Legal & General Group Plc now owns 30,176,407 shares of the company’s stock worth $483,124,000 after purchasing an additional 1,430,827 shares during the last quarter. Hedge funds and other institutional investors own 84.02% of the company’s stock.

More NU News

Here are the key news stories impacting NU this week:

• Positive Sentiment: UBS upgraded NU from “neutral” to “buy” and nudged its price target higher to $17.60, signaling analyst conviction and providing an explicit upside thesis for investors. UBS upgrades Nu Holdings (NU)
• Positive Sentiment: Zacks reports NU’s efficiency ratio has plunged toward ~20%, a structural improvement that can drive margin expansion, faster reinvestment/growth and help justify a premium valuation multiple. This is a key fundamental bullish point for medium‑term upside. NU’s Efficiency Edge: A Key Factor Driving Its Premium Narrative
• Positive Sentiment: Analyst/column pieces reiterate NU’s growth story and long‑run potential—highlighting customer growth, product expansion and returns that support a long‑term “growth stock” thesis for investors comfortable with cyclicality. Is Nu (NU) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: NU is being cited among low‑leverage names that could be relatively safer amid rising geopolitical risk and macro uncertainty—this framing can attract risk‑off flows into the stock. Bet on These 5 Low-Leverage Stocks as Middle East Conflict Goes On
• Neutral Sentiment: A valuation check piece examines whether recent pullbacks leave NU attractively priced after a strong multi‑year run—useful context but not an immediate directional trigger. Is Nu Holdings (NU) Still Attractive After Recent Pullback And Strong Three Year Run?
• Neutral Sentiment: Market note reports NU recently ticked higher in a session where the broader market dipped—short‑term price moves reflecting volatility rather than new fundamentals. Nu Holdings Ltd. (NU) Rises As Market Takes a Dip: Key Facts
• Negative Sentiment: Coverage also notes recent days where NU fell more than the broader market and has shown notable 30‑day and YTD weakness; that momentum/positioning pressure is the immediate driver of today’s softer price action. Here’s Why Nu Holdings Ltd. (NU) Fell More Than Broader Market

NU Price Performance

Shares of NYSE NU opened at $13.95 on Friday. The company has a current ratio of 0.58, a quick ratio of 0.56 and a debt-to-equity ratio of 0.39. The company’s 50-day moving average price is $16.36 and its 200 day moving average price is $16.19. Nu Holdings Ltd. has a 52 week low of $9.01 and a 52 week high of $18.98. The stock has a market cap of $67.20 billion, a price-to-earnings ratio of 24.04, a PEG ratio of 0.55 and a beta of 1.11.

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

Analyst Ratings Changes

A number of equities analysts recently commented on NU shares. Bank of America reiterated a “neutral” rating on shares of NU in a research report on Monday, March 9th. Susquehanna raised their target price on NU from $19.00 to $22.00 and gave the stock a “positive” rating in a research note on Tuesday, January 27th. UBS Group upgraded NU from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $17.20 to $17.60 in a report on Thursday. Itau BBA Securities reissued an “outperform” rating on shares of NU in a report on Tuesday. Finally, Weiss Ratings upgraded shares of NU from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $18.26.

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.