Nu Holdings Ltd. (NYSE:NU) Shares Acquired by LWM Advisory Services LLC

LWM Advisory Services LLC raised its stake in shares of Nu Holdings Ltd. (NYSE:NU) by 43.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 54,323 shares of the company’s stock after buying an additional 16,426 shares during the period. LWM Advisory Services LLC’s holdings in NU were worth $453,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Yousif Capital Management LLC boosted its position in shares of NU by 5.5% during the 4th quarter. Yousif Capital Management LLC now owns 24,192 shares of the company’s stock valued at $202,000 after purchasing an additional 1,261 shares in the last quarter. AE Wealth Management LLC boosted its position in shares of NU by 10.9% during the 3rd quarter. AE Wealth Management LLC now owns 13,268 shares of the company’s stock valued at $96,000 after purchasing an additional 1,299 shares in the last quarter. Raymond James Financial Services Advisors Inc. boosted its position in shares of NU by 10.1% during the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 14,550 shares of the company’s stock valued at $121,000 after purchasing an additional 1,330 shares in the last quarter. O Shaughnessy Asset Management LLC boosted its position in shares of NU by 4.2% during the 3rd quarter. O Shaughnessy Asset Management LLC now owns 33,583 shares of the company’s stock valued at $243,000 after purchasing an additional 1,364 shares in the last quarter. Finally, ANTIPODES PARTNERS Ltd boosted its holdings in shares of NU by 6.2% in the fourth quarter. ANTIPODES PARTNERS Ltd now owns 29,649 shares of the company’s stock worth $246,000 after buying an additional 1,744 shares during the period. Institutional investors and hedge funds own 80.90% of the company’s stock.

NU Stock Performance

NU traded down $0.05 during trading on Monday, reaching $11.00. 18,144,316 shares of the company’s stock were exchanged, compared to its average volume of 30,093,838. Nu Holdings Ltd. has a fifty-two week low of $5.14 and a fifty-two week high of $12.39. The company has a quick ratio of 0.38, a current ratio of 0.38 and a debt-to-equity ratio of 0.18. The business has a 50 day moving average price of $11.34 and a 200 day moving average price of $9.57. The company has a market capitalization of $51.64 billion, a P/E ratio of 52.38, a PEG ratio of 0.54 and a beta of 1.08.

NU (NYSE:NU) last issued its earnings results on Thursday, February 22nd. The company reported $0.08 EPS for the quarter, missing the consensus estimate of $0.09 by ($0.01). NU had a net margin of 12.84% and a return on equity of 20.02%. The firm had revenue of $2.40 billion during the quarter, compared to analyst estimates of $2.39 billion. During the same quarter in the prior year, the firm posted $0.03 EPS. As a group, analysts predict that Nu Holdings Ltd. will post 0.39 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have commented on NU shares. TheStreet upgraded shares of NU from a “c+” rating to a “b” rating in a report on Friday, March 8th. KeyCorp increased their price target on shares of NU from $12.00 to $13.00 and gave the stock an “overweight” rating in a research report on Monday, April 22nd. UBS Group increased their price target on shares of NU from $10.50 to $11.50 and gave the stock a “buy” rating in a research report on Monday, January 29th. Finally, Susquehanna increased their price target on shares of NU from $11.00 to $12.00 and gave the stock a “positive” rating in a research report on Friday, February 23rd. Two analysts have rated the stock with a hold rating and six have issued a buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $10.00.

About NU

Nu Holdings Ltd. provides digital banking platform and digital financial services in Brazil, Mexico, Colombia, and internationally. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones.