Ameritas Investment Partners Inc. Acquires Shares of 50,252 Nutanix $NTNX

Ameritas Investment Partners Inc. bought a new position in Nutanix (NASDAQ:NTNX) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 50,252 shares of the technology company’s stock, valued at approximately $3,738,000.

Other hedge funds also recently made changes to their positions in the company. SJS Investment Consulting Inc. grew its holdings in Nutanix by 3,122.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 709 shares of the technology company’s stock valued at $53,000 after buying an additional 687 shares in the last quarter. Itau Unibanco Holding S.A. boosted its position in shares of Nutanix by 33.0% during the 2nd quarter. Itau Unibanco Holding S.A. now owns 749 shares of the technology company’s stock valued at $57,000 after acquiring an additional 186 shares during the last quarter. Wilmington Savings Fund Society FSB grew its holdings in shares of Nutanix by 135.3% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,059 shares of the technology company’s stock valued at $79,000 after purchasing an additional 609 shares in the last quarter. Smartleaf Asset Management LLC grew its holdings in shares of Nutanix by 31.2% in the third quarter. Smartleaf Asset Management LLC now owns 1,223 shares of the technology company’s stock valued at $94,000 after purchasing an additional 291 shares in the last quarter. Finally, Manchester Capital Management LLC increased its position in Nutanix by 14.1% in the second quarter. Manchester Capital Management LLC now owns 1,374 shares of the technology company’s stock worth $105,000 after purchasing an additional 170 shares during the last quarter. 85.25% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have commented on NTNX shares. Morgan Stanley set a $62.00 price objective on shares of Nutanix in a research report on Monday, January 12th. Zacks Research downgraded shares of Nutanix from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 25th. Barclays reaffirmed an “equal weight” rating and issued a $53.00 price target (down previously from $64.00) on shares of Nutanix in a report on Thursday, January 15th. Bank of America dropped their price target on Nutanix from $93.00 to $75.00 and set a “buy” rating for the company in a research report on Wednesday, November 26th. Finally, Royal Bank Of Canada set a $55.00 price objective on Nutanix in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $67.13.

Nutanix Trading Down 3.6%

Shares of Nutanix stock opened at $39.84 on Monday. The firm’s 50 day simple moving average is $46.25 and its two-hundred day simple moving average is $59.70. The firm has a market capitalization of $10.77 billion, a price-to-earnings ratio of 53.12, a PEG ratio of 4.28 and a beta of 0.48. Nutanix has a 12-month low of $35.39 and a 12-month high of $83.36.

Nutanix (NASDAQ:NTNX) last posted its quarterly earnings data on Tuesday, November 25th. The technology company reported $0.41 EPS for the quarter, hitting the consensus estimate of $0.41. Nutanix had a net margin of 8.43% and a negative return on equity of 32.95%. The business had revenue of $670.58 million during the quarter, compared to the consensus estimate of $677.23 million. During the same period in the previous year, the firm posted $0.42 earnings per share. The business’s revenue for the quarter was up 13.5% compared to the same quarter last year. On average, sell-side analysts predict that Nutanix will post 0.31 EPS for the current fiscal year.

Nutanix News Summary

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: KeyCorp raised Nutanix’s multi‑year earnings outlook — the firm increased FY2026–FY2030 EPS forecasts (notably FY2028–FY2030 upgrades) and reiterated an Overweight rating with a $65 price target, signaling stronger long‑term growth expectations that can support the stock. KeyCorp analyst note / MarketBeat
• Neutral Sentiment: Zacks published an earnings preview (“Countdown to Nutanix Q2”) that compiles Wall Street estimates and key metric forecasts ahead of the quarter — this increases focus on guidance and could boost volatility around the report but does not itself change fundamentals. Countdown to Nutanix (NTNX) Q2 Earnings: Wall Street Forecasts for Key Metrics
• Negative Sentiment: KeyCorp trimmed its Q3 2026 EPS estimate slightly (from $0.24 to $0.23), a nearer‑term downgrade that may weigh on short‑term sentiment despite the longer‑term boosts. KeyCorp analyst note / MarketBeat
• Negative Sentiment: Seeking Alpha’s recent writeup frames Nutanix as having solid free cash flow but otherwise “not very compelling,” which could reinforce cautious narratives around valuation (NTNX trades at a high P/E vs. near‑term EPS consensus) and pressure momentum investors. Nutanix: Solid FCF Subplot, But Not Very Compelling Otherwise

Nutanix Company Profile

Nutanix, Inc is an enterprise cloud computing company that develops software to simplify the deployment and management of datacenter infrastructure. Founded in 2009 and headquartered in San Jose, California, Nutanix is best known for pioneering hyperconverged infrastructure (HCI), an approach that integrates compute, storage and virtualization into a single software-defined platform aimed at reducing complexity and operational overhead in private and hybrid cloud environments.

The company’s product portfolio centers on the Nutanix Cloud Platform, which includes its core AOS software for HCI, Prism for infrastructure management and automation, and a suite of additional services such as Calm for application automation, Files and Volumes for file and block services, Karbon for Kubernetes orchestration, and Era for database management.