Baldwin Wealth Partners LLC MA Purchases New Shares in Nu Holdings Ltd. $NU

Baldwin Wealth Partners LLC MA purchased a new position in Nu Holdings Ltd. (NYSE:NU) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 66,383 shares of the company’s stock, valued at approximately $1,111,000.

A number of other hedge funds have also recently bought and sold shares of NU. Jordan Park Group LLC boosted its stake in shares of NU by 129.3% during the 3rd quarter. Jordan Park Group LLC now owns 1,958,842 shares of the company’s stock valued at $31,000 after buying an additional 1,104,421 shares during the last quarter. Allworth Financial LP grew its position in shares of NU by 166.6% during the second quarter. Allworth Financial LP now owns 2,562 shares of the company’s stock worth $35,000 after buying an additional 1,601 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of NU by 63.5% in the second quarter. EverSource Wealth Advisors LLC now owns 3,768 shares of the company’s stock worth $52,000 after buying an additional 1,464 shares during the last quarter. VSM Wealth Advisory LLC increased its stake in shares of NU by 1,000.0% in the third quarter. VSM Wealth Advisory LLC now owns 3,300 shares of the company’s stock worth $53,000 after buying an additional 3,000 shares during the last quarter. Finally, TD Waterhouse Canada Inc. raised its holdings in NU by 694.0% in the second quarter. TD Waterhouse Canada Inc. now owns 6,352 shares of the company’s stock valued at $87,000 after acquiring an additional 5,552 shares in the last quarter. Institutional investors and hedge funds own 84.02% of the company’s stock.

NU News Roundup

Here are the key news stories impacting NU this week:

• Positive Sentiment: UBS upgraded NU from “neutral” to “buy” and nudged its price target higher to $17.60, signaling analyst conviction and providing an explicit upside thesis for investors. UBS upgrades Nu Holdings (NU)
• Positive Sentiment: Zacks reports NU’s efficiency ratio has plunged toward ~20%, a structural improvement that can drive margin expansion, faster reinvestment/growth and help justify a premium valuation multiple. This is a key fundamental bullish point for medium‑term upside. NU’s Efficiency Edge: A Key Factor Driving Its Premium Narrative
• Positive Sentiment: Analyst/column pieces reiterate NU’s growth story and long‑run potential—highlighting customer growth, product expansion and returns that support a long‑term “growth stock” thesis for investors comfortable with cyclicality. Is Nu (NU) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: NU is being cited among low‑leverage names that could be relatively safer amid rising geopolitical risk and macro uncertainty—this framing can attract risk‑off flows into the stock. Bet on These 5 Low-Leverage Stocks as Middle East Conflict Goes On
• Neutral Sentiment: A valuation check piece examines whether recent pullbacks leave NU attractively priced after a strong multi‑year run—useful context but not an immediate directional trigger. Is Nu Holdings (NU) Still Attractive After Recent Pullback And Strong Three Year Run?
• Neutral Sentiment: Market note reports NU recently ticked higher in a session where the broader market dipped—short‑term price moves reflecting volatility rather than new fundamentals. Nu Holdings Ltd. (NU) Rises As Market Takes a Dip: Key Facts
• Negative Sentiment: Coverage also notes recent days where NU fell more than the broader market and has shown notable 30‑day and YTD weakness; that momentum/positioning pressure is the immediate driver of today’s softer price action. Here’s Why Nu Holdings Ltd. (NU) Fell More Than Broader Market

NU Trading Down 1.5%

NU stock opened at $13.95 on Friday. Nu Holdings Ltd. has a 12 month low of $9.01 and a 12 month high of $18.98. The company has a quick ratio of 0.56, a current ratio of 0.58 and a debt-to-equity ratio of 0.39. The stock has a market cap of $67.20 billion, a P/E ratio of 24.04, a P/E/G ratio of 0.55 and a beta of 1.11. The company’s fifty day simple moving average is $16.36 and its 200-day simple moving average is $16.19.

NU (NYSE:NU) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.19 EPS for the quarter, beating the consensus estimate of $0.18 by $0.01. The business had revenue of $4.86 billion during the quarter, compared to analysts’ expectations of $4.55 billion. NU had a return on equity of 30.68% and a net margin of 18.19%. As a group, sell-side analysts forecast that Nu Holdings Ltd. will post 0.58 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on NU shares. UBS Group raised shares of NU from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $17.20 to $17.60 in a research report on Thursday. Santander raised shares of NU from a “neutral” rating to an “outperform” rating in a research report on Thursday, December 4th. Bank of America reiterated a “neutral” rating on shares of NU in a research note on Monday, March 9th. Susquehanna boosted their price objective on NU from $19.00 to $22.00 and gave the company a “positive” rating in a report on Tuesday, January 27th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $21.00 price objective on shares of NU in a research note on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $18.26.

NU Profile

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.