Nu Holdings Ltd. $NU Shares Purchased by National Pension Service

Key Points

• National Pension Service increased its NU stake by 40.6% in the second quarter, acquiring 353,752 shares for a total holding of 1.23 million shares valued at approximately $16.4 million. Institutional investors collectively own 84.02% of Nu Holdings.
• Insiders have been selling shares: executives sold 361,707 shares worth roughly $5.6 million over the past three months, including sales by an insider and CEO Cristina Junqueira under a pre-arranged trading plan.
• NU recently traded near $14.60, while analysts maintain a “Moderate Buy” consensus with an average price target of $17.91. The company is also pursuing U.S. expansion and new global-account products, though execution and competition remain key risks.

National Pension Service lifted its position in shares of Nu Holdings Ltd. (NYSE:NU - Free Report) by 40.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,225,677 shares of the company's stock after acquiring an additional 353,752 shares during the period. National Pension Service's holdings in NU were worth $16,375,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of NU. C WorldWide Group Holding A S lifted its holdings in shares of NU by 1,188.4% in the 2nd quarter. C WorldWide Group Holding A S now owns 4,973,457 shares of the company's stock worth $66,445,000 after purchasing an additional 4,587,432 shares during the last quarter. NewEdge Advisors LLC raised its stake in shares of NU by 15.2% during the second quarter. NewEdge Advisors LLC now owns 41,035 shares of the company's stock valued at $548,000 after purchasing an additional 5,410 shares in the last quarter. Baird Financial Group Inc. lifted its stake in shares of NU by 25.6% in the 2nd quarter. Baird Financial Group Inc. now owns 19,893 shares of the company's stock worth $266,000 after acquiring an additional 4,053 shares during the period. Waverly Advisors LLC lifted its position in NU by 6.4% in the second quarter. Waverly Advisors LLC now owns 12,933 shares of the company's stock worth $173,000 after purchasing an additional 783 shares during the period. Finally, Groupe la Francaise lifted its holdings in shares of NU by 50.2% in the second quarter. Groupe la Francaise now owns 872,703 shares of the company's stock valued at $11,670,000 after buying an additional 291,553 shares during the period. Institutional investors own 84.02% of the company's stock.

Insider Transactions at NU

In other NU news, insider Henrique Camossa Sald Fragelli sold 221,707 shares of the firm's stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $15.81, for a total value of $3,505,187.67. Following the completion of the sale, the insider owned 979,446 shares in the company, valued at approximately $15,485,041.26. This trade represents a 18.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Cristina Junqueira sold 65,000 shares of NU stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $14.71, for a total value of $956,150.00. Following the sale, the chief executive officer directly owned 2,542,083 shares in the company, valued at $37,394,040.93. The trade was a 2.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 361,707 shares of company stock worth $5,626,338. 1.20% of the stock is owned by company insiders.

NU Stock Performance

NU opened at $14.60 on Friday. Nu Holdings Ltd. has a 12-month low of $11.20 and a 12-month high of $18.98. The stock's 50 day moving average price is $14.39 and its two-hundred day moving average price is $14.00. The firm has a market capitalization of $70.88 billion, a P/E ratio of 19.73, a price-to-earnings-growth ratio of 0.60 and a beta of 0.94. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.35.

NU (NYSE:NU - Get Free Report) last released its earnings results on Tuesday, June 30th. The company reported $0.22 EPS for the quarter. NU had a net margin of 18.65% and a return on equity of 31.59%. The firm had revenue of $5.88 billion during the quarter. On average, equities analysts forecast that Nu Holdings Ltd. will post 0.86 earnings per share for the current year.

NU announced that its board has authorized a share buyback program on Thursday, June 4th that allows the company to buyback $0.00 in outstanding shares. This buyback authorization allows the company to reacquire shares of its stock through open market purchases. Stock buyback programs are usually a sign that the company's board of directors believes its shares are undervalued.

Key Stories Impacting NU

Here are the key news stories impacting NU this week:

• Positive Sentiment: U.S. banking launch creates a new growth avenue. Nu launched its U.S. offering through bank partners, initially providing high-yield savings accounts, credit cards, rewards and remittance services. The company is testing whether its low-cost, digital-first Latin American model can scale in the United States. Nubank launches high-yield savings account, credit cards, remittances in the US
• Positive Sentiment: New global-account and stablecoin features could improve customer acquisition. Nu introduced a multicurrency account available across more than 35 countries, with fee-free transfers supported by Circle’s USDC and EURC stablecoins. The products could strengthen its appeal to international customers and expand payment-related revenue opportunities. Nu integrates Circle stablecoins USDC and EURC
• Positive Sentiment: Needham reaffirmed its Buy rating and assigned a $19 price target. The recommendation signals continued analyst confidence in Nu’s growth prospects and valuation. Benzinga
• Neutral Sentiment: Partnerships support the rollout but add execution dependence. Nu is working with Lead Bank and other financial partners to provide its U.S. banking suite, allowing a faster launch while potentially limiting near-term control over infrastructure and economics. Nu Partners With Lead Bank to Launch Full US Banking Suite
• Negative Sentiment: The U.S. expansion carries meaningful uncertainty. Analysts and commentators are questioning whether Nu can replicate its Latin American growth, cross-selling and customer-acquisition economics against established banks and fintech competitors such as SoFi. The launch is promising, but significant spending and a lengthy ramp could delay earnings benefits. Nu Enters the US Market

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. UBS Group increased their target price on shares of NU from $16.90 to $18.20 and gave the company a "buy" rating in a research note on Thursday, August 20th. Weiss Ratings downgraded NU from a "hold (c+)" rating to a "hold (c)" rating in a report on Friday, August 21st. Susquehanna boosted their price objective on shares of NU from $13.00 to $16.00 and gave the company a "neutral" rating in a research report on Friday, August 14th. Wolfe Research lowered their target price on NU from $18.00 to $17.00 and set an "outperform" rating on the stock in a research note on Tuesday, August 25th. Finally, Bank of America restated an "underperform" rating on shares of NU in a research note on Tuesday, June 2nd. Nine research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, NU currently has a consensus rating of "Moderate Buy" and a consensus target price of $17.91.

NU Profile

Nu Holdings Ltd., operating under the Nubank brand, is a digital financial services company that provides banking, payments and credit products through mobile applications. Its offerings include digital bank accounts, credit cards, personal loans, payment services, investment products and insurance, serving consumers and small businesses.

Founded in Brazil in 2013 by David Vélez, Cristina Junqueira and Edward Wible, Nubank was established to simplify financial services and expand access to banking through technology.

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