NU · Nu Holdings Ltd.
What's happening
- NU is up 2.38% today, trading at $12.03. — Live quote
- Volume today (3,538,785) is well below its 3-month average of 84,886,220. (Finnhub fundamentals)
- Reports earnings on 2026-11-12, 3 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $0.22 actual vs. $0.21 estimated (+3.5%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-11-01 (27 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-10-15. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 50.3% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 18.6%. Finnhub fundamentals ↗
Potential concerns
- Trailing 52-week price return is -24.5%. Finnhub market metrics ↗
- Latest SEC filing is Form 4, filed 2026-10-27; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on NU
No accessible free API for these — links go to the source directly.
Financials
Institutional holders
SEC Form 13F filers holding NU as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 30 filers
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,162,996,939 | $336.52B | 7.94% | +1.6% | 2026-08-07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 959,107,911 | $277.53B | 6.54% | +0.6% | 2026-06-30 |
| State Street Corp | 615,129,929 | $177.99B | 4.20% | +2.1% | 2026-08-07 |
| GEODE CAPITAL MANAGEMENT, LLC | 371,336,543 | $107.17B | 2.53% | +0.7% | 2026-08-12 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 334,119,156 | $96.68B | 2.28% | +0.8% | 2026-06-30 |
| FMR LLC | 325,348,754 | $94.14B | 2.22% | +5.8% | 2026-08-13 |
| Morgan Stanley | 242,614,238 | $70.20B | 1.66% | -0.8% | 2026-08-11 |
| Jpmorgan Chase & Co | 228,762,008 | $64.45B | 1.56% | -1.2% | 2026-08-12 |
| Berkshire Hathaway Inc | 227,917,808 | $65.95B | 1.56% | +0.0% | 2026-08-14 |
| NORGES BANK | 190,726,866 | $55.19B | 1.30% | +0.0% | 2026-08-12 |
| Invesco Ltd. | 187,965,529 | $54.39B | 1.28% | +157.9% | 2026-08-13 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 159,811,362 | $46.2M | 1.09% | -20.3% | 2026-08-14 |
| Northern Trust Corp | 157,785,381 | $45.66B | 1.08% | -0.9% | 2026-08-12 |
| Bank Of America Corp /De/ | 127,820,329 | $36.99B | 0.87% | +5.9% | 2026-08-14 |
| Goldman Sachs Group Inc | 111,744,105 | $32.33B | 0.76% | +4.8% | 2026-08-14 |
| Legal & General Group Plc | 105,208,881 | $30.44B | 0.72% | -2.7% | 2026-08-14 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 104,001,309 | $30.09B | 0.71% | -1.4% | 2026-08-13 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 101,374,121 | $29.33B | 0.69% | -0.9% | 2026-08-14 |
| Bank of New York Mellon Corp | 88,383,551 | $25.57B | 0.60% | -4.0% | 2026-08-06 |
| VANGUARD FIDUCIARY TRUST CO | 83,474,159 | $24.15B | 0.57% | -0.9% | 2026-06-30 |
| Nuveen, LLC | 74,873,332 | $21.67B | 0.51% | -4.6% | 2026-08-11 |
| Amundi | 70,758,208 | $20.47B | 0.48% | -3.2% | 2026-08-11 |
| Franklin Templeton Inc | 69,201,134 | $20.02B | 0.47% | +42.4% | 2026-08-04 |
| Royal Bank Of Canada | 65,402,666 | $18.92B | 0.45% | -2.3% | 2026-08-13 |
| Wells Fargo & Company/Mn | 59,910,539 | $17.34B | 0.41% | +2.0% | 2026-08-14 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-07-23 to 2026-10-23
Recent transactions
- Insiders have net sold 386,707 shares over the last 182 days, across 0 purchases and 5 sales.
- Most recent: Junqueira Cristina Helena Zingaretti (US CEO & Chief Growth Officer) — Tax withholding of 8,048 shares on 2026-10-23.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Tax withholding | 2026-10-23 | 8,048 |
| Fragelli Henrique Camossa Saldanha | Chief Risk Officer | Tax withholding | 2026-10-23 | 13,118 |
| Osorno David Velez | Chairman and CEO | Tax withholding | 2026-10-23 | 45,690 |
| Young Eric | Chief Technology Officer | Tax withholding | 2026-10-23 | 491,141 |
| Velez Osorno David | Chairman and CEO | Grant / award | 2026-10-15 | 13,577,733 |
| Wilson Sarah K. | Chief Legal Officer | Grant / award | 2026-09-28 | 1,430,908 |
| PIACENTINI DIEGO | Director | Grant / award | 2026-08-24 | 1,356 |
| Moreno Mejia Luis Alberto | Director | Grant / award | 2026-08-24 | 1,017 |
| Sands Anita M | Director | Grant / award | 2026-08-24 | 1,356 |
| LEONE DOUGLAS M | Director | Grant / award | 2026-08-24 | 1,356 |
| Marcus David | Director | Grant / award | 2026-08-07 | 25,290 |
| Reses Jacqueline D | Director | Grant / award | 2026-08-07 | 27,096 |
| Calderon Peres Rogerio Paulo | Director | Grant / award | 2026-08-07 | 23,483 |
| Pham Thuan | Director | Grant / award | 2026-08-07 | 23,483 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-10-23 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Tax withholding | 8,048 | $13.29 |
| 2026-10-23 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | Tax withholding | 13,118 | $13.29 |
| 2026-10-23 | Osorno David Velez | Chairman and CEO | Tax withholding | 45,690 | $13.29 |
| 2026-10-23 | Young Eric | Chief Technology Officer | Tax withholding | 491,141 | $13.29 |
| 2026-10-15 | Velez Osorno David | Chairman and CEO | Grant / award | 13,577,733 | $0.00 |
| 2026-10-05 | Junqueira Cristina Helena Zingaretti | US CEO and Chief Growth Offcr | Open market sale | 25,000 | $15.01 |
| 2026-09-28 | Wilson Sarah K. | Chief Legal Officer | Grant / award | 1,430,908 | $0.00 |
| 2026-08-25 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Open market sale | 65,000 | $14.71 |
| 2026-08-24 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Open market sale | 25,000 | $15.00 |
| 2026-08-24 | PIACENTINI DIEGO | Director | Grant / award | 1,356 | $0.00 |
| 2026-08-24 | Moreno Mejia Luis Alberto | Director | Grant / award | 1,017 | $0.00 |
| 2026-08-24 | Sands Anita M | Director | Grant / award | 1,356 | $0.00 |
| 2026-08-24 | LEONE DOUGLAS M | Director | Grant / award | 1,356 | $0.00 |
| 2026-08-14 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | Open market sale | 221,707 | $15.81 |
| 2026-08-14 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | Open market sale | 50,000 | $15.80 |
| 2026-08-07 | Marcus David | Director | Grant / award | 25,290 | $0.00 |
| 2026-08-07 | Reses Jacqueline D | Director | Grant / award | 27,096 | $0.00 |
| 2026-08-07 | PIACENTINI DIEGO | Director | Grant / award | 23,483 | $0.00 |
| 2026-08-07 | Sands Anita M | Director | Grant / award | 30,709 | $0.00 |
| 2026-08-07 | LEONE DOUGLAS M | Director | Grant / award | 25,290 | $0.00 |
| 2026-08-07 | Moreno Mejia Luis Alberto | Director | Grant / award | 25,290 | $0.00 |
| 2026-08-07 | Calderon Peres Rogerio Paulo | Director | Grant / award | 23,483 | $0.00 |
| 2026-08-07 | Pham Thuan | Director | Grant / award | 23,483 | $0.00 |
| 2026-07-23 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | Tax withholding | 13,496 | $13.39 |
| 2026-07-23 | Velez Osorno David | Chairman and CEO | Tax withholding | 45,690 | $13.39 |
| 2026-07-23 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Off. | Tax withholding | 8,048 | $13.39 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-11-09 02:55 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-27 | 4 | 2026-10-23 | View on SEC.gov → |
| 2026-10-27 | 4 | 2026-10-23 | View on SEC.gov → |
| 2026-10-27 | 4 | 2026-10-23 | View on SEC.gov → |
| 2026-10-27 | 4 | 2026-10-23 | View on SEC.gov → |
| 2026-10-16 | 4 | 2026-10-15 | View on SEC.gov → |
| 2026-10-07 | 4 | 2026-10-05 | View on SEC.gov → |
| 2026-09-30 | 4 | 2026-09-28 | View on SEC.gov → |
| 2026-08-26 | 4 | 2026-08-24 | View on SEC.gov → |
| 2026-08-26 | 4 | 2026-08-24 | View on SEC.gov → |
| 2026-08-26 | 4 | 2026-08-24 | View on SEC.gov → |
| 2026-08-26 | 4 | 2026-08-24 | View on SEC.gov → |
| 2026-08-26 | 4 | 2026-08-24 | View on SEC.gov → |
Recent news
Headlines about NU (Nu Holdings Ltd.). Links open the publisher — we don’t host full articles.
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Nu Holdings Ltd. (NU) Stock Price, News, Quote & History
Yahoo! Finance Canada · 2026-11-07 -
Nu Holdings Stock Price Forecast. Should You Buy NU?
StockInvest.us · 2026-11-06 -
Nu Holdings Ltd. (NU) interactive stock chart – Yahoo Finance
Yahoo Finance Singapore · 2026-11-06 -
Brady And 2 More High Growth Stocks To Watch
Yahoo · 2026-11-06 -
'Nubank Halts Some Crypto Transactions, Citing Snag With Provider' - Bloomberg
Benzinga · 2026-11-06 -
NU (NU) Stock Forecast and Price Target 2026 $NU
MarketBeat · 2026-11-06 -
Reported November 5, 'Monzo explores fundraising at £7.5bn valuation as private equity talks stall; Lender had shifted focus to talks with buyout groups after failing to clinch a £10bn takeover by Brazilian fintech Nuban
Benzinga · 2026-11-06 -
Nu Holdings Ltd. (NU) Stock Moves -2.09%: What You Should Know
Yahoo · 2026-11-05
No headlines in this category right now — try “All”.