American Century Companies Inc. Has $131.84 Million Holdings in Nu Holdings Ltd. $NU

American Century Companies Inc. increased its position in shares of Nu Holdings Ltd. (NYSE:NU) by 59.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,234,549 shares of the company’s stock after buying an additional 3,078,412 shares during the period. American Century Companies Inc. owned 0.17% of NU worth $131,835,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of NU in the 2nd quarter valued at about $626,569,000. Assenagon Asset Management S.A. increased its position in NU by 91.9% during the third quarter. Assenagon Asset Management S.A. now owns 16,101,679 shares of the company’s stock worth $257,788,000 after buying an additional 7,709,707 shares during the last quarter. Marshall Wace LLP raised its stake in NU by 106.3% in the second quarter. Marshall Wace LLP now owns 14,691,671 shares of the company’s stock valued at $201,570,000 after buying an additional 7,569,233 shares during the period. Los Angeles Capital Management LLC raised its stake in NU by 50,169.4% in the second quarter. Los Angeles Capital Management LLC now owns 7,471,039 shares of the company’s stock valued at $102,503,000 after buying an additional 7,456,177 shares during the period. Finally, Seven Springs Wealth Group LLC bought a new position in shares of NU during the 2nd quarter worth approximately $92,707,000. Institutional investors and hedge funds own 84.02% of the company’s stock.

NU Price Performance

Shares of NYSE:NU opened at $14.99 on Monday. The firm has a 50 day moving average of $17.14 and a 200-day moving average of $16.16. Nu Holdings Ltd. has a 12 month low of $9.01 and a 12 month high of $18.98. 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 stock has a market capitalization of $72.21 billion, a PE ratio of 25.84, a PEG ratio of 0.49 and a beta of 1.11.

NU (NYSE:NU) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.01. NU had a net margin of 18.19% and a return on equity of 30.68%. The business had revenue of $4.86 billion for the quarter, compared to analysts’ expectations of $4.55 billion. On average, equities research analysts predict that Nu Holdings Ltd. will post 0.58 EPS for the current fiscal year.

Wall Street Analyst Weigh In

NU has been the subject of a number of research analyst reports. Susquehanna lifted their price objective on shares of NU from $19.00 to $22.00 and gave the stock a “positive” rating in a research report on Tuesday, January 27th. Zacks Research upgraded shares of NU from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 9th. Itau BBA Securities restated an “outperform” rating on shares of NU in a research report on Tuesday, February 24th. The Goldman Sachs Group restated a “buy” rating and set a $21.00 price objective on shares of NU in a report on Thursday, December 18th. Finally, KeyCorp increased their target price on NU from $15.00 to $19.00 and gave the stock an “overweight” rating in a research note on Friday, November 14th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $18.34.

NU News Summary

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 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.