Nu Holdings Ltd. $NU Shares Purchased by Polar Capital Holdings Plc

Posted by Francis Steltz on Jun 17th, 2026

Polar Capital Holdings Plc boosted its stake in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 3.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,472,724 shares of the company’s stock after purchasing an additional 215,977 shares during the quarter. Polar Capital Holdings Plc’s holdings in NU were worth $108,353,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Baillie Gifford & Co. grew its holdings in shares of NU by 2.3% in the 4th quarter. Baillie Gifford & Co. now owns 257,256,952 shares of the company’s stock worth $4,306,481,000 after acquiring an additional 5,797,365 shares during the period. Morgan Stanley grew its holdings in NU by 2.9% in the fourth quarter. Morgan Stanley now owns 121,350,701 shares of the company’s stock valued at $2,031,411,000 after purchasing an additional 3,419,077 shares during the last quarter. State Street Corp increased its position in shares of NU by 0.3% in the third quarter. State Street Corp now owns 91,478,395 shares of the company’s stock valued at $1,464,569,000 after buying an additional 239,660 shares in the last quarter. Norges Bank acquired a new position in shares of NU during the 4th quarter worth $763,792,000. Finally, Jennison Associates LLC boosted its position in shares of NU by 82.6% in the 4th quarter. Jennison Associates LLC now owns 39,370,791 shares of the company’s stock worth $659,067,000 after buying an additional 17,809,644 shares in the last quarter. 84.02% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. UBS Group cut their price target on NU from $18.10 to $16.90 and set a “buy” rating for the company in a report on Wednesday, May 20th. Bank of America restated an “underperform” rating on shares of NU in a report on Tuesday, June 2nd. Itau BBA Securities reissued an “outperform” rating on shares of NU in a research report on Tuesday, March 17th. CICC Research assumed coverage on shares of NU in a research report on Tuesday, April 14th. They set an “outperform” rating and a $18.00 target price on the stock. Finally, Scotiabank cut shares of NU to a “sector perform” rating and set a $13.00 target price for the company. in a research note on Wednesday, June 3rd. Nine research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $17.08.

View Our Latest Stock Analysis on NU

Insiders Place Their Bets

In other 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 directly owned 2,312,338 shares in the company, valued at $34,245,725.78. This represents a 11.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Anita M. Sands sold 21,000 shares of NU stock in a transaction on Friday, May 15th. The shares were sold at an average price of $12.24, for a total value of $257,040.00. Following the completion of the transaction, the director owned 162,150 shares in the company, valued at $1,984,716. The trade was a 11.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure.

NU Price Performance

NU opened at $12.74 on Wednesday. Nu Holdings Ltd. has a 1 year low of $11.20 and a 1 year high of $18.98. The company’s 50 day simple moving average is $13.51 and its 200 day simple moving average is $15.33. The stock has a market capitalization of $61.85 billion, a PE ratio of 19.60, a P/E/G ratio of 0.50 and a beta of 0.95. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.58 and a current ratio of 0.58.

NU (NYSE:NU – Get Free Report) last issued its quarterly earnings results on Friday, May 15th. The company reported $0.19 EPS for the quarter, missing the consensus estimate of $0.20 by ($0.01). The company had revenue of $5.32 billion for the quarter, compared to analyst estimates of $5.06 billion. NU had a return on equity of 30.91% and a net margin of 18.20%. As a group, sell-side analysts expect that Nu Holdings Ltd. will post 0.84 EPS for the current year.

NU announced that its Board of Directors has initiated a share buyback program on Thursday, June 4th that permits the company to buyback $0.00 in shares. This buyback authorization permits the company to buy shares of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its shares are undervalued.

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.