Mitsubishi UFJ Trust & Banking Corp Has $27.52 Million Stock Position in Nebius Group N.V. $NBIS

Posted by George Bondi on Aug 16th, 2026

Mitsubishi UFJ Trust & Banking Corp lowered its stake in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 18.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 99,634 shares of the company’s stock after selling 22,738 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Nebius Group were worth $27,516,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of NBIS. Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in Nebius Group during the 2nd quarter valued at $835,000. Meridian Wealth Management LLC acquired a new stake in Nebius Group in the 2nd quarter worth $7,068,000. Fort Sheridan Advisors LLC bought a new position in shares of Nebius Group during the 2nd quarter worth about $253,000. HighTower Advisors LLC increased its holdings in shares of Nebius Group by 20.4% during the 2nd quarter. HighTower Advisors LLC now owns 26,175 shares of the company’s stock worth $7,229,000 after purchasing an additional 4,431 shares during the period. Finally, Bridgewater Advisors Inc. acquired a new position in shares of Nebius Group during the second quarter valued at about $449,000. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Nebius Group

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $253.29, for a total value of $1,472,121.48. Following the sale, the director directly owned 378,665 shares in the company, valued at $95,912,057.85. This represents a 1.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 33,871 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $7,974,926.95. Following the transaction, the insider owned 551,338 shares of the company’s stock, valued at $129,812,532.10. This represents a 5.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 136,310 shares of company stock valued at $32,569,613.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on NBIS shares. Weiss Ratings cut shares of Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday. Northland Securities boosted their price target on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Zacks Research cut Nebius Group from a “strong-buy” rating to a “hold” rating in a report on Friday, July 31st. BNP Paribas Exane started coverage on Nebius Group in a research report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price objective for the company. Finally, DA Davidson reissued a “neutral” rating and set a $175.00 price objective on shares of Nebius Group in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $226.00.

View Our Latest Stock Report on Nebius Group

Key Headlines Impacting Nebius Group

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

Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

Nebius Group Trading Up 8.8%

NBIS stock opened at $277.58 on Friday. Nebius Group N.V. has a 1-year low of $62.01 and a 1-year high of $299.86. The firm has a market cap of $70.23 billion, a P/E ratio of -9,249.58 and a beta of 4.23. The business’s 50 day moving average is $222.53 and its 200-day moving average is $168.13. The company has a current ratio of 4.03, a quick ratio of 8.33 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS – Get Free Report) last issued its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.Nebius Group’s quarterly revenue was up 454% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.38 EPS. Equities analysts anticipate that Nebius Group N.V. will post -3.91 earnings per share for the current fiscal year.

About Nebius Group

(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.