2,767,280 Shares in Nebius Group N.V. $NBIS Acquired by Capital Research Global Investors

Posted by George Bondi on Jun 8th, 2026

Capital Research Global Investors purchased a new position in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 2,767,280 shares of the company’s stock, valued at approximately $231,635,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Zurcher Kantonalbank Zurich Cantonalbank increased its holdings in Nebius Group by 34,371.3% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 93,762 shares of the company’s stock worth $7,848,000 after purchasing an additional 93,490 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. purchased a new stake in Nebius Group during the 4th quarter worth approximately $24,756,000. Nordea Investment Management AB purchased a new stake in Nebius Group during the 4th quarter worth approximately $1,401,000. Geode Capital Management LLC increased its holdings in Nebius Group by 1,095.7% during the 4th quarter. Geode Capital Management LLC now owns 2,046,799 shares of the company’s stock worth $169,840,000 after purchasing an additional 1,875,612 shares during the last quarter. Finally, CloudAlpha Capital Management Limited Hong Kong purchased a new stake in Nebius Group during the 3rd quarter worth approximately $41,687,000. 21.90% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, CTO Danila Shtan sold 15,678 shares of the company’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $238.96, for a total transaction of $3,746,414.88. Following the completion of the transaction, the chief technology officer directly owned 291,700 shares in the company, valued at $69,704,632. This represents a 5.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Marc Boroditsky sold 10,776 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $2,976,331.20. Following the transaction, the executive owned 26,886 shares of the company’s stock, valued at approximately $7,425,913.20. The trade was a 28.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 694,898 shares of company stock worth $130,681,379 over the last 90 days.

Analyst Ratings Changes

NBIS has been the topic of several analyst reports. Compass Point initiated coverage on Nebius Group in a report on Wednesday, February 18th. They set a “buy” rating and a $150.00 price objective on the stock. DA Davidson downgraded Nebius Group from a “buy” rating to a “neutral” rating and lifted their price objective for the stock from $200.00 to $250.00 in a report on Monday, May 18th. Bank of America lifted their price objective on Nebius Group from $175.00 to $205.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Morgan Stanley lifted their price objective on Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Finally, BNP Paribas Exane initiated coverage on Nebius Group in a report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective on the stock. Nine investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $197.00.

Get Our Latest Stock Report on Nebius Group

Nebius Group News Summary

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

Negative Sentiment: Nebius stock is being pressured by a hotter-than-expected U.S. jobs report, which reinforced concerns that interest rates may stay higher for longer and weighed on high-growth tech names. Article: Why Is Nebius Stock Falling On Friday?
Negative Sentiment: Investor sentiment was also hurt by additional insider selling, including CTO Danila Shtan’s sale of 15,678 shares in a pre-arranged Rule 10b5-1 plan, following earlier CFO selling this week. Article: Danila Shtan insider transaction
Neutral Sentiment: Recent commentary continues to highlight Nebius’ rapid AI cloud expansion, including acquisitions such as Tavily, Eigen AI and Clarifai, which could support longer-term growth but do not appear to be driving today’s move. Article: How Are Acquisitions Strengthening Nebius’ AI Cloud Platform?
Neutral Sentiment: Analysts remain constructive overall on Nebius’ AI demand and revenue growth, with recent pieces emphasizing strong contract momentum and a still-bullish long-term outlook. Article: Why Nebius Needs An Offering For Every Customer Type

Nebius Group Price Performance

Shares of NBIS opened at $227.81 on Monday. The company has a market cap of $57.64 billion, a P/E ratio of 73.49 and a beta of 4.03. The stock has a fifty day moving average price of $172.47 and a 200 day moving average price of $123.24. The company has a debt-to-equity ratio of 1.16, a current ratio of 8.33 and a quick ratio of 8.33. Nebius Group N.V. has a 12 month low of $43.89 and a 12 month high of $278.84.

Nebius Group (NASDAQ:NBIS – Get Free Report) last issued its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping analysts’ consensus estimates of ($0.77) by $0.54. The firm had revenue of $399.00 million during the quarter, compared to the consensus estimate of $375.13 million. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.Nebius Group’s revenue was up 684.0% on a year-over-year basis. On average, research analysts forecast that Nebius Group N.V. will post -1.91 earnings per share for the current 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.