Mitsubishi UFJ Asset Management Co. Ltd. Acquires 23,159 Shares of Nutanix $NTNX

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Nutanix (NASDAQ:NTNX) by 10.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 236,819 shares of the technology company’s stock after acquiring an additional 23,159 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.09% of Nutanix worth $17,617,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. SJS Investment Consulting Inc. increased its position in shares of 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 purchasing an additional 687 shares during the last quarter. Itau Unibanco Holding S.A. boosted its holdings in shares of Nutanix by 33.0% in the 2nd quarter. Itau Unibanco Holding S.A. now owns 749 shares of the technology company’s stock worth $57,000 after buying an additional 186 shares during the last quarter. Optiver Holding B.V. purchased a new position in shares of Nutanix in the 3rd quarter worth about $68,000. Wilmington Savings Fund Society FSB grew its position in Nutanix by 135.3% during the third quarter. Wilmington Savings Fund Society FSB now owns 1,059 shares of the technology company’s stock valued at $79,000 after buying an additional 609 shares during the period. Finally, Smartleaf Asset Management LLC increased its holdings in Nutanix by 31.2% during the third quarter. Smartleaf Asset Management LLC now owns 1,223 shares of the technology company’s stock worth $94,000 after buying an additional 291 shares during the last quarter. Hedge funds and other institutional investors own 85.25% of the company’s stock.

More Nutanix News

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: AMD strategic partnership and investment — AMD announced a multi‑year AI infrastructure partnership and a $250M package (about $150M equity at ~$36.26/sh and up to $100M for joint engineering/go‑to‑market), validating Nutanix’s enterprise AI positioning and drawing immediate buyer interest. AMD and Nutanix Announce Strategic Partnership to Advance an Open and Scalable Platform for Enterprise AI
• Positive Sentiment: Quarterly beat and customer momentum — Q2 results topped estimates (revenue ≈ $722.8M; adjusted EPS $0.56), with >1,000 new customers and the strongest new‑logo growth in eight years, supporting the narrative of durable demand for Nutanix’s hybrid cloud stack. Nutanix Q2 Earnings and Revenues Beat Estimates, Sales Rise Y/Y
• Positive Sentiment: Analyst backing and investor flow — Some firms raised/maintained bullish views (e.g., UBS bumped its PT to $60 with a Buy), and there was elevated call‑option activity, both of which have supported near‑term upside interest. Analyst Price Target Coverage (Benzinga)
• Neutral Sentiment: Strategic visibility — Coverage highlights Nutanix’s role in niche enterprise clouds (Nasdaq futures ecosystem and evolving cloud use cases), which supports narrative but is longer‑term and less likely to move the stock immediately. Nutanix Plays a Critical Role In Nasdaq Futures Cloud Ecosystem
• Neutral Sentiment: Investor access — Management will present at the Morgan Stanley TMT conference next week, offering additional opportunity for guidance color and investor Q&A. Nutanix to Present at Upcoming Investor Conference
• Negative Sentiment: FY26 revenue target cut and supply constraints — Management set FY26 revenue guidance to $2.80B–$2.84B and cited supply‑chain delays as the reason, signaling that demand is outpacing available hardware capacity and weighing on near‑term growth. Nutanix outlines $2.8B–$2.84B FY26 revenue target amid AMD partnership and supply chain delays
• Negative Sentiment: Demand > supply dynamic and revenue timing — Reports note bookings are strong but constrained by component availability, which can push revenue recognition later and inject execution risk into near‑term results. Nutanix: Demand Surge Is Now Running Into Supply Constraints
• Negative Sentiment: Analyst trims and insider/institutional flows — Several banks trimmed targets (Barclays cut to $47 equal‑weight; others trimmed forecasts) and filings show notable institutional rebalancing and insider sales, adding upward pressure to near‑term sentiment. Nutanix jumps as AMD takes strategic stake and the company posts a quarterly beat

Nutanix Trading Down 4.2%

NTNX opened at $38.28 on Monday. The company has a 50 day moving average of $45.10 and a 200 day moving average of $58.57. The company has a market cap of $10.35 billion, a PE ratio of 41.61, a price-to-earnings-growth ratio of 3.39 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 issued its earnings results on Wednesday, February 25th. The technology company reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.12. The business had revenue of $722.83 million for the quarter, compared to analysts’ expectations of $709.83 million. Nutanix had a net margin of 9.95% and a negative return on equity of 37.41%. The business’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.47 EPS. Research analysts forecast that Nutanix will post 0.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. KeyCorp dropped their target price on shares of Nutanix from $95.00 to $65.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 26th. UBS Group lifted their price target on shares of Nutanix from $57.00 to $60.00 and gave the stock a “buy” rating in a report on Thursday. Barclays dropped their price objective on Nutanix from $53.00 to $47.00 and set an “equal weight” rating on the stock in a research note on Thursday. Royal Bank Of Canada set a $55.00 target price on Nutanix in a research report on Wednesday, February 11th. Finally, Morgan Stanley lowered their target price on Nutanix from $62.00 to $56.00 and set an “equal weight” rating on the stock in a research note on Tuesday, February 24th. Eleven research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Nutanix presently has a consensus rating of “Moderate Buy” and an average target price of $62.43.

Nutanix 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.