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Why Nu Holdings (NU) Stock Is Up Today

Investivoq PriceTracker

Nu Holdings (NU) is up 7.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is Nu’s third-quarter 2026 earnings release, which showed record profit, strong revenue growth, and a better full-year efficiency outlook. Investors appear to be focusing on operating leverage and continued customer expansion across Brazil, Mexico, Colombia, and newer products, even though some credit-quality metrics were mixed.

Details:

  • Nu reported record quarterly net income of $1.1 billion, up 31% from a year earlier, while gross revenue rose to $6.3 billion and gross profit climbed to $2.6 billion.
  • The company lowered its full-year 2026 efficiency ratio outlook to 19% to 19.5%, improving from its prior expectation of around 20%, which points to stronger cost discipline.
  • Customer growth remained robust, with 3.7 million net additions in the quarter and 143 million customers globally, alongside record activity levels in Brazil and continued expansion in Mexico and Colombia.
  • Nu also highlighted launches beyond its core Latin American markets, including Nu US and Nu Global, which may have reinforced confidence in its longer-term growth story despite a rise in 90-day-plus delinquencies.

    • Sources:

    Nu, MarketBeat, Investing.com

    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 483 institutional investors add shares of $NU stock to their portfolio, and 417 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JENNISON ASSOCIATES LLC removed 35,801,200 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $478,304,032
    • CAPITAL RESEARCH GLOBAL INVESTORS added 33,687,248 shares (+23.6%) to their portfolio in Q3 2026, for an estimated $426,480,559
    • SANDS CAPITAL MANAGEMENT, LLC removed 31,948,089 shares (-71.9%) from their portfolio in Q2 2026, for an estimated $426,826,469
    • 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
    • D1 CAPITAL PARTNERS L.P. added 18,527,842 shares (+71.6%) to their portfolio in Q2 2026, for an estimated $247,531,969

    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.