Nebius Group N.V. $NBIS Shares Acquired by Sei Investments Co.

Posted by Brian Himes on Jul 25th, 2026

Sei Investments Co. grew its holdings in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 37.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 655,488 shares of the company’s stock after purchasing an additional 178,414 shares during the period. Sei Investments Co.’s holdings in Nebius Group were worth $68,014,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Royal Bank of Canada bought a new stake in shares of Nebius Group during the 1st quarter worth about $1,628,000. Millennium Management LLC acquired a new position in shares of Nebius Group during the first quarter valued at approximately $11,563,000. NewEdge Advisors LLC acquired a new position in shares of Nebius Group during the first quarter valued at approximately $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new stake in Nebius Group during the first quarter worth approximately $9,084,000. Finally, Daiwa Securities Group Inc. bought a new stake in Nebius Group during the second quarter worth approximately $68,000. Institutional investors and hedge funds own 21.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on NBIS. Northland Securities upped their price objective on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. DA Davidson lowered Nebius Group from a “buy” rating to a “neutral” rating and lifted their target price for the stock from $200.00 to $250.00 in a report on Monday, May 18th. Citizens Jmp lifted their target price on Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. Cantor Fitzgerald began coverage on shares of Nebius Group in a research report on Thursday, April 9th. They issued an “overweight” rating and a $129.00 price target on the stock. Finally, Robert W. Baird assumed coverage on shares of Nebius Group in a report on Wednesday. They issued an “outperform” rating and a $250.00 price target for the company. Three analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $222.15.

Check Out Our Latest Report on NBIS

Key Nebius Group News

Here are the key news stories impacting Nebius Group this week:

Positive Sentiment: NVIDIA’s 9.3% stake disclosure continues to validate Nebius as a key AI infrastructure player and has drawn fresh investor attention to the stock. Nebius Group (NBIS) Draws Nvidia Backing, Is It Still Below Fair Value?
Positive Sentiment: Multiple reports highlighted Nebius’ partnership momentum with NVIDIA, including validation of its first Vera Rubin NVL72 rack in Finland, reinforcing its early access to next-generation AI hardware. Nebius validates first Vera Rubin NVL72 rack in Finland days after NVDA stake
Positive Sentiment: Analyst sentiment remains constructive, with recent upgrades from Robert W. Baird and Freedom Capital helping support the stock’s longer-term AI growth narrative. Nebius Group upgraded by Robert W. Baird
Neutral Sentiment: Short-interest data showed no meaningful change in the reported share count, so it does not appear to be a real driver of the stock’s move.
Negative Sentiment: Friday’s decline was linked to a broader market rotation away from AI infrastructure stocks, pressuring Nebius alongside peers despite the recent bullish news. Why Is Nebius Stock Falling on Friday?
Negative Sentiment: After the recent surge on NVIDIA-related headlines, some of today’s weakness may reflect profit-taking and valuation concerns following a steep multi-day move. Nebius Is Down 9% Today: How Does NBIS Compare to Other AI Cloud Stocks Like CoreWeave and Cloudflare?

Nebius Group Trading Down 15.0%

Nebius Group stock opened at $187.77 on Friday. The company has a quick ratio of 8.33, a current ratio of 8.33 and a debt-to-equity ratio of 1.16. Nebius Group N.V. has a 12 month low of $50.00 and a 12 month high of $299.86. The company’s fifty day simple moving average is $228.29 and its 200-day simple moving average is $157.09. The stock has a market cap of $47.51 billion, a P/E ratio of 60.57 and a beta of 4.10.

Nebius Group (NASDAQ:NBIS – Get Free Report) last issued its earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, beating analysts’ consensus estimates of ($0.81) by $0.58. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The firm had revenue of $399.00 million for the quarter, compared to the consensus estimate of $375.13 million. The business’s revenue for the quarter was up 684.0% compared to the same quarter last year. As a group, sell-side analysts forecast that Nebius Group N.V. will post -1.91 EPS for the current fiscal year.

Insider Activity at Nebius Group

In other news, Director John Wilson Iv Boynton sold 5,812 shares of Nebius Group stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $253.29, for a total transaction of $1,472,121.48. Following the completion of the sale, the director directly owned 378,665 shares in the company, valued at $95,912,057.85. The trade was a 1.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total value of $416,785.80. Following the completion of the sale, the chief financial officer directly owned 12,672 shares of the company’s stock, valued at approximately $3,500,006.40. The trade was a 10.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 668,405 shares of company stock worth $140,422,170.

Nebius Group Company Profile

(Free Report)

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.