APG Asset Management N.V. Trims Stock Position in Nu Holdings Ltd. $NU

APG Asset Management N.V. reduced its stake in Nu Holdings Ltd. (NYSE:NU) by 12.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,817,254 shares of the company’s stock after selling 260,518 shares during the quarter. APG Asset Management N.V.’s holdings in NU were worth $29,094,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Jordan Park Group LLC lifted its holdings in shares of NU by 129.3% during the third quarter. Jordan Park Group LLC now owns 1,958,842 shares of the company’s stock worth $31,000 after purchasing an additional 1,104,421 shares during the period. Allworth Financial LP raised its position in NU by 166.6% during the 2nd quarter. Allworth Financial LP now owns 2,562 shares of the company’s stock worth $35,000 after buying an additional 1,601 shares during the last quarter. Atlantic Union Bankshares Corp acquired a new stake in shares of NU in the 2nd quarter worth $38,000. Center for Financial Planning Inc. acquired a new stake in shares of NU in the 2nd quarter worth $52,000. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of NU by 63.5% in the second quarter. EverSource Wealth Advisors LLC now owns 3,768 shares of the company’s stock valued at $52,000 after acquiring an additional 1,464 shares in the last quarter. Institutional investors and hedge funds own 84.02% of the company’s stock.

NU Stock Performance

Shares of NU opened at $14.99 on Monday. Nu Holdings Ltd. has a 12-month low of $9.01 and a 12-month high of $18.98. The stock has a market cap of $72.21 billion, a P/E ratio of 25.84, a PEG ratio of 0.49 and a beta of 1.11. 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 has a 50-day moving average of $17.14 and a two-hundred day moving average of $16.16.

NU (NYSE:NU) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.19 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $4.55 billion. As a group, research analysts predict that Nu Holdings Ltd. will post 0.58 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on NU shares. JPMorgan Chase & Co. raised their price objective on shares of NU from $17.00 to $18.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. UBS Group increased their target price on NU from $16.00 to $18.40 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. Santander raised NU from a “neutral” rating to an “outperform” rating in a report on Thursday, December 4th. The Goldman Sachs Group restated a “buy” rating and issued a $21.00 price target on shares of NU in a research note on Thursday, December 18th. Finally, Zacks Research upgraded NU from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $18.34.

Trending Headlines about NU

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 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.