Nu Holdings Ltd. $NU Shares Sold by CIBC Private Wealth Group LLC

Key Points

• CIBC Private Wealth Group LLC cut its stake in Nu Holdings by 13.4% in Q3, selling 83,978 shares and retaining 544,401 shares valued at about $8.72 million.
• Analysts are broadly positive on NU with a consensus "Buy" rating and an average price target of $18.26; recent upgrades include UBS (to Buy), Zacks (to Strong‑Buy) and Susquehanna raising its target to $22.
• Nu beat quarterly estimates with $0.19 EPS vs. $0.18 expected and revenue of $4.86 billion vs. $4.55 billion, reporting a net margin of 18.19% and ROE of 30.68%, while the stock trades near $13.95.

CIBC Private Wealth Group LLC cut its position in Nu Holdings Ltd. (NYSE:NU - Free Report) by 13.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 544,401 shares of the company's stock after selling 83,978 shares during the period. CIBC Private Wealth Group LLC's holdings in NU were worth $8,716,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Jordan Park Group LLC grew its position 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 acquiring an additional 1,104,421 shares during the last quarter. Allworth Financial LP boosted its holdings in NU by 166.6% in the 2nd quarter. Allworth Financial LP now owns 2,562 shares of the company's stock valued at $35,000 after purchasing an additional 1,601 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of NU by 63.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,768 shares of the company's stock valued at $52,000 after buying an additional 1,464 shares during the period. VSM Wealth Advisory LLC boosted its stake in shares of NU by 1,000.0% in the third quarter. VSM Wealth Advisory LLC now owns 3,300 shares of the company's stock valued at $53,000 after buying an additional 3,000 shares in the last quarter. Finally, TD Waterhouse Canada Inc. boosted its stake in shares of NU by 694.0% in the second quarter. TD Waterhouse Canada Inc. now owns 6,352 shares of the company's stock valued at $87,000 after buying an additional 5,552 shares in the last quarter. Institutional investors and hedge funds own 84.02% of the company's stock.

Analyst Ratings Changes

Several research firms have issued reports on NU. The Goldman Sachs Group reiterated a "buy" rating and issued a $21.00 price objective on shares of NU in a research report on Thursday, December 18th. Zacks Research upgraded shares of NU from a "hold" rating to a "strong-buy" rating in a report on Friday, January 9th. Itau BBA Securities reissued an "outperform" rating on shares of NU in a report on Tuesday. Susquehanna upped their target price on shares of NU from $19.00 to $22.00 and gave the stock a "positive" rating in a research report on Tuesday, January 27th. Finally, UBS Group raised shares of NU from a "neutral" rating to a "buy" rating and increased their target price for the company from $17.20 to $17.60 in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus price target of $18.26.

NU Stock Down 1.5%

Shares of NYSE NU opened at $13.95 on Friday. The firm has a market cap of $67.20 billion, a P/E ratio of 24.04, a price-to-earnings-growth ratio of 0.55 and a beta of 1.11. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.56 and a current ratio of 0.58. Nu Holdings Ltd. has a 1 year low of $9.01 and a 1 year high of $18.98. The firm's 50 day moving average price is $16.36 and its 200 day moving average price is $16.19.

NU (NYSE:NU - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.19 earnings per share for the quarter, topping the consensus estimate of $0.18 by $0.01. The business had revenue of $4.86 billion for the quarter, compared to analyst estimates of $4.55 billion. NU had a net margin of 18.19% and a return on equity of 30.68%. As a group, sell-side analysts anticipate that Nu Holdings Ltd. will post 0.58 earnings per share for the current year.

More NU News

Here are the key news stories impacting NU this week:

• Positive Sentiment: UBS upgraded NU from "neutral" to "buy" and nudged its price target higher to $17.60, signaling analyst conviction and providing an explicit upside thesis for investors. UBS upgrades Nu Holdings (NU)
• Positive Sentiment: Zacks reports NU's efficiency ratio has plunged toward ~20%, a structural improvement that can drive margin expansion, faster reinvestment/growth and help justify a premium valuation multiple. This is a key fundamental bullish point for medium‑term upside. NU's Efficiency Edge: A Key Factor Driving Its Premium Narrative
• Positive Sentiment: Analyst/column pieces reiterate NU's growth story and long‑run potential—highlighting customer growth, product expansion and returns that support a long‑term "growth stock" thesis for investors comfortable with cyclicality. Is Nu (NU) a Solid Growth Stock? 3 Reasons to Think "Yes"
• Positive Sentiment: NU is being cited among low‑leverage names that could be relatively safer amid rising geopolitical risk and macro uncertainty—this framing can attract risk‑off flows into the stock. Bet on These 5 Low-Leverage Stocks as Middle East Conflict Goes On
• Neutral Sentiment: A valuation check piece examines whether recent pullbacks leave NU attractively priced after a strong multi‑year run—useful context but not an immediate directional trigger. Is Nu Holdings (NU) Still Attractive After Recent Pullback And Strong Three Year Run?
• Neutral Sentiment: Market note reports NU recently ticked higher in a session where the broader market dipped—short‑term price moves reflecting volatility rather than new fundamentals. Nu Holdings Ltd. (NU) Rises As Market Takes a Dip: Key Facts
• Negative Sentiment: Coverage also notes recent days where NU fell more than the broader market and has shown notable 30‑day and YTD weakness; that momentum/positioning pressure is the immediate driver of today's softer price action. Here's Why Nu Holdings Ltd. (NU) Fell More Than Broader Market

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.

Want to see what other hedge funds are holding NU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Nu Holdings Ltd. (NYSE:NU - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.