William Blair Investment Management LLC Raises Stock Position in Nu Holdings Ltd. $NU

William Blair Investment Management LLC boosted its stake in Nu Holdings Ltd. (NYSE:NU) by 182.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,449,424 shares of the company’s stock after purchasing an additional 12,574,893 shares during the period. NU makes up approximately 0.8% of William Blair Investment Management LLC’s holdings, making the stock its 21st largest position. William Blair Investment Management LLC owned about 0.40% of NU worth $311,385,000 at the end of the most recent reporting period.

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

NU Trading Down 0.5%

NU stock opened at $14.99 on Friday. Nu Holdings Ltd. has a 12-month low of $9.01 and a 12-month high of $18.98. The firm has a market capitalization of $72.21 billion, a price-to-earnings ratio of 25.84, a P/E/G ratio of 0.49 and a beta of 1.08. The firm has a 50 day moving average of $17.14 and a 200 day moving average of $16.13. The company has a current ratio of 0.56, a quick ratio of 0.56 and a debt-to-equity ratio of 0.29.

NU (NYSE:NU) last posted its quarterly earnings results 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. The business had revenue of $4.86 billion during the quarter, compared to analyst estimates of $4.55 billion. NU had a net margin of 18.19% and a return on equity of 32.08%. As a group, research analysts predict that Nu Holdings Ltd. will post 0.58 earnings per share for the current year.

NU News Roundup

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.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on NU. Itau BBA Securities reiterated an “outperform” rating on shares of NU in a research note on Tuesday. KeyCorp upped their target price on shares of NU from $15.00 to $19.00 and gave the company an “overweight” rating in a report on Friday, November 14th. Santander upgraded shares of NU from a “neutral” rating to an “outperform” rating in a research report on Thursday, December 4th. The Goldman Sachs Group reiterated a “buy” rating and set a $21.00 price target on shares of NU in a research note on Thursday, December 18th. Finally, Weiss Ratings upgraded NU from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $18.34.

About NU

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.