AustralianSuper Pty Ltd Boosts Holdings in Nu Holdings Ltd. $NU

Posted by Francis Steltz on May 15th, 2026

AustralianSuper Pty Ltd raised its position in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 129.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,326,998 shares of the company’s stock after acquiring an additional 2,440,979 shares during the period. AustralianSuper Pty Ltd’s holdings in NU were worth $72,434,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. LOM Asset Management Ltd purchased a new position in shares of NU during the 4th quarter worth about $25,000. Cornerstone Planning Group LLC boosted its position in shares of NU by 5,448.3% during the fourth quarter. Cornerstone Planning Group LLC now owns 1,609 shares of the company’s stock valued at $27,000 after buying an additional 1,580 shares during the period. Jordan Park Group LLC grew its stake 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 valued at $31,000 after buying an additional 1,104,421 shares during the last quarter. Morse Asset Management Inc bought a new position in shares of NU during the fourth quarter valued at approximately $31,000. Finally, Fifth Third Bancorp raised its holdings in shares of NU by 433.0% in the fourth quarter. Fifth Third Bancorp now owns 1,988 shares of the company’s stock worth $33,000 after buying an additional 1,615 shares during the period. Hedge funds and other institutional investors own 84.02% of the company’s stock.

Key Headlines Impacting NU

Here are the key news stories impacting NU this week:

Negative Sentiment: Nu Holdings reported first-quarter EPS of $0.18 to $0.19, below the $0.20 consensus estimate, which disappointed investors and helped trigger the selloff. Article Title
Negative Sentiment: The company’s Q1 revenue came in at $5.32 billion, topping estimates, but the market is still reacting more to the earnings shortfall than the sales beat. Article Title
Neutral Sentiment: Nu also released its full first-quarter 2026 financial results and earnings materials, giving investors more detail on margins, return on equity, and credit trends. Article Title
Neutral Sentiment: One analysis argues Nu could turn AI-driven credit expansion into a durable banking advantage, which supports the long-term growth story but does not offset the near-term earnings disappointment. Article Title
Positive Sentiment: Some market commentary and retail interest continue to frame NU as a deep-value opportunity, while a separate price-target piece suggests meaningful upside from current levels. Article Title

NU Trading Up 0.7%

NU opened at $12.92 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.39. The stock’s fifty day moving average is $14.37 and its two-hundred day moving average is $15.91. The company has a market capitalization of $62.71 billion, a P/E ratio of 22.27, a PEG ratio of 0.52 and a beta of 1.01. Nu Holdings Ltd. has a 52 week low of $11.71 and a 52 week high of $18.98.

NU (NYSE:NU – Get Free Report) last announced its quarterly earnings results on Thursday, May 14th. The company reported $0.18 earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.02). NU had a return on equity of 30.68% and a net margin of 18.19%.The business had revenue of $5.32 billion during the quarter, compared to analysts’ expectations of $5.06 billion. Analysts forecast that Nu Holdings Ltd. will post 0.84 earnings per share for the current year.

Insiders Place Their Bets

In other NU news, CEO Cristina Helena Zing Junqueira sold 300,000 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $14.81, for a total transaction of $4,443,000.00. Following the completion of the sale, the chief executive officer owned 2,312,338 shares in the company, valued at $34,245,725.78. This represents a 11.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.20% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Susquehanna boosted their price objective on NU from $19.00 to $22.00 and gave the company a “positive” rating in a report on Tuesday, January 27th. Weiss Ratings downgraded NU from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. CICC Research started coverage on shares of NU in a research note on Tuesday, April 14th. They set an “outperform” rating and a $18.00 target price for the company. Zacks Research cut shares of NU from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, Bank of America reiterated a “neutral” rating on shares of NU in a report on Monday, March 9th. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, NU presently has a consensus rating of “Moderate Buy” and a consensus price target of $18.46.

Get Our Latest Stock Report on NU

NU Company Profile

(Free Report)

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.