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Nu Holdings gains as target hike adds to growth optimism

Investivoq PriceTracker

Nu Holdings (NU) is up 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears to be tied mainly to a fresh analyst price-target increase, which reinforced bullish sentiment around Nu’s growth story. Ongoing enthusiasm about the company’s strong profitability, rapid customer growth, and recent U.S. expansion likely added support.

Details:

  • UBS raised its price target on Nu to $20.50 from $18.20 while keeping a buy rating, giving investors a new bullish catalyst.
  • Nu’s most recent quarterly results showed net income above $1 billion for the first time, with gross revenue near $5.9 billion and customer count reaching 139 million.
  • The company launched a full suite of financial products in the United States in September, broadening its long-term addressable market beyond Latin America.
  • Nu also told regulators at the end of September that it was not pursuing a transaction with Monzo, helping keep investor focus on its existing strategy and capital allocation plans.

    • Sources:

    MarketBeat, Nu Holdings, SEC

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $NU Insider Trading Activity

    NU Insider Trades

    $NU insiders have traded $NU stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

    Here’s a breakdown of recent trading of $NU stock by insiders over the last 6 months:

    • HENRIQUE CAMOSSA SALDANHA FRAGELLI (Chief Risk Officer) sold 221,707 shares for an estimated $3,505,232
    • CRISTINA HELENA ZINGARETTI JUNQUEIRA (US CEO and Chief Growth Offcr) has made 0 purchases and 3 sales selling 115,000 shares for an estimated $1,706,818.
    • ANITA M SANDS sold 21,000 shares for an estimated $257,042

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $NU Hedge Fund Activity

    We have seen 421 institutional investors add shares of $NU stock to their portfolio, and 430 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 99,956,959 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,335,424,972
    • JENNISON ASSOCIATES LLC removed 35,801,200 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $478,304,032
    • SANDS CAPITAL MANAGEMENT, LLC removed 31,948,089 shares (-71.9%) from their portfolio in Q2 2026, for an estimated $426,826,469
    • BAILLIE GIFFORD & CO removed 27,326,621 shares (-10.6%) from their portfolio in Q2 2026, for an estimated $365,083,656
    • UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 27,122,707 shares (-99.6%) from their portfolio in Q2 2026, for an estimated $362,359,365
    • MORGAN STANLEY removed 23,661,822 shares (-16.7%) from their portfolio in Q2 2026, for an estimated $316,121,941
    • ASSENAGON ASSET MANAGEMENT S.A. added 21,405,374 shares (+127.0%) to their portfolio in Q3 2026, for an estimated $270,992,034

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $NU Analyst Ratings

    Wall Street analysts have issued reports on $NU in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

    Here are some recent analyst ratings:

    • B of A Securities issued a "Underperform" rating on 06/02/2026

    To track analyst ratings and price targets for $NU, check out Investivoq's $NU forecast page.

    $NU Price Targets

    Multiple analysts have issued price targets for $NU recently. We have seen 6 analysts offer price targets for $NU in the last 6 months, with a median target of $14.95.

    Here are some recent targets:

    • Yuri Fernandes from JP Morgan set a target price of $20.0 on 07/07/2026
    • Kyle Peterson from Needham set a target price of $17.0 on 06/26/2026
    • Gustavo Schroden from Citigroup set a target price of $13.0 on 06/15/2026
    • James Friedman from Susquehanna set a target price of $13.0 on 06/03/2026
    • Mario Pierry from B of A Securities set a target price of $10.0 on 06/02/2026
    • Thiago Batista from UBS set a target price of $16.9 on 05/20/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.