American Century Companies Inc. Has $131.84 Million Stake in Nu Holdings Ltd. $NU

American Century Companies Inc. raised its stake in Nu Holdings Ltd. (NYSE:NU) by 59.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,234,549 shares of the company’s stock after acquiring an additional 3,078,412 shares during the quarter. American Century Companies Inc.’s holdings in NU were worth $131,835,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. State Street Corp lifted its stake in NU by 2.4% in the 2nd quarter. State Street Corp now owns 91,238,735 shares of the company’s stock valued at $1,251,795,000 after purchasing an additional 2,158,037 shares during the last quarter. WCM Investment Management LLC increased its holdings in shares of NU by 0.9% during the third quarter. WCM Investment Management LLC now owns 74,478,698 shares of the company’s stock worth $1,187,935,000 after buying an additional 659,526 shares in the last quarter. Sands Capital Management LLC lifted its stake in shares of NU by 5.9% in the 2nd quarter. Sands Capital Management LLC now owns 54,504,428 shares of the company’s stock valued at $747,801,000 after acquiring an additional 3,060,463 shares during the last quarter. Norges Bank acquired a new stake in shares of NU during the 2nd quarter valued at $626,569,000. Finally, Legal & General Group Plc boosted its holdings in shares of NU by 0.7% during the 2nd quarter. Legal & General Group Plc now owns 28,745,580 shares of the company’s stock valued at $394,389,000 after acquiring an additional 194,423 shares in the last quarter. 84.02% of the stock is owned by institutional investors.

NU News Roundup

Here are the key news stories impacting NU this week:

• Positive Sentiment: Q4 / FY2025 results: Nu reported $4.857B in Q4 revenue (up ~62.5% YoY) and net income of $894.8M (up 50% YoY), alongside an EPS beat ($0.19 vs. $0.18 consensus), underlining strong top- and bottom-line momentum. Read More.
• Positive Sentiment: Financial metrics highlight profitability and efficiency: Market summaries cite a net margin of ~18% and ROE above 32%, supporting the thesis that Nu’s core franchise is generating high returns. Read More.
• Positive Sentiment: Independent coverage notes strong profit growth and customer expansion, reinforcing fundamentals as Nu scales across Brazil, Mexico and Colombia. Read More.
• Positive Sentiment: Analyst comparison sees Nu as well-positioned vs. fintech peers due to rapid revenue growth, an expanding credit portfolio and an “AI-first” push that could support longer-term competitive advantages. Read More.
• Positive Sentiment: Short interest fell materially in February (down ~15.7% vs. Jan), reducing one source of bearish pressure and signaling fewer outright bets against the stock in the near term.
• Neutral Sentiment: Wall Street coverage and analyst commentary are mixed; several pieces reiterate bullish views but caution that rating changes and headlines can swing near-term price action. Read More.
• Neutral Sentiment: Customer growth and product adoption remain strong (customer base reported up ~15% to ~131M), supporting long-term revenue runway even as investors parse near-term cost and credit trends. Read More.
• Negative Sentiment: Market reaction: shares slid after the earnings release with notable after-hours selling — headlines report a multi-percent drop following results as investors weighed costs, credit risk and execution timelines. Read More.
• Negative Sentiment: Valuation and risk debate: analysts and commentators point out that while the business is high quality, the stock carries an elevated valuation that leaves it sensitive to any guidance, margin or credit concerns — a theme cited in post-earnings commentary. Read More.

NU Stock Performance

NU stock opened at $14.99 on Monday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.58 and a quick ratio of 0.56. Nu Holdings Ltd. has a 1 year low of $9.01 and a 1 year high of $18.98. The company has a market cap of $72.21 billion, a P/E ratio of 25.84, a price-to-earnings-growth ratio of 0.49 and a beta of 1.11. The stock’s fifty day moving average price is $17.14 and its 200-day moving average price is $16.16.

NU (NYSE:NU) last posted its earnings results on Wednesday, February 25th. The company reported $0.19 earnings per share for the quarter, beating analysts’ consensus estimates of $0.18 by $0.01. The company had revenue of $4.86 billion for the quarter, compared to the consensus estimate of $4.55 billion. NU had a return on equity of 30.68% and a net margin of 18.19%. On average, equities analysts forecast that Nu Holdings Ltd. will post 0.58 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts have issued reports on NU shares. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $21.00 target price on shares of NU in a report on Thursday, December 18th. KeyCorp lifted their target price on shares of NU from $15.00 to $19.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. Santander raised shares of NU from a “neutral” rating to an “outperform” rating in a report on Thursday, December 4th. Susquehanna raised their price target on shares of NU from $19.00 to $22.00 and gave the company a “positive” rating in a research note on Tuesday, January 27th. Finally, Weiss Ratings raised shares of NU from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $18.34.

About NU

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.