Nu Holdings stock jumps after second-quarter earnings release

Nu Holdings (NU) is up 11.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is Nu’s Q2 2026 earnings release after the market close on August 13, followed by a strong next-day reaction. This could be because investors viewed the quarter as better than expected on profit, revenue, or growth indicators, even though full filing details were still not easy to confirm across all primary databases at the time of review.

Details:

Nu’s investor relations site listed Q2’26 earnings results for August 13, 2026 after market close, lining up with the timing of today’s move.

Pre-market market reports showed NU among notable gainers on August 14, suggesting traders reacted positively immediately after the earnings release.

Analyst expectation trackers had pointed to roughly $5.4 billion in quarterly revenue and about $0.20 in EPS, so a move of this size often signals optimism around a beat or stronger guidance.

Nu had also entered the report with favorable sentiment from earlier 2026, including a $1 billion share repurchase program announced in June, which may have reinforced confidence around capital strength and shareholder returns.

Sources:

Nubank IR, Barchart, OTC Markets, MarketBeat

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 insiders have traded $NU stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

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

CRISTINA HELENA ZINGARETTI JUNQUEIRA (US CEO & Chief Growth Officer) has made 0 purchases and 2 sales selling 300,000 shares for an estimated $4,444,162.
ANITA M SANDS sold 21,000 shares for an estimated $257,042

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

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$NU Hedge Fund Activity

We have seen 424 institutional investors add shares of $NU stock to their portfolio, and 497 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
D1 CAPITAL PARTNERS L.P. added 25,890,701 shares (+inf%) to their portfolio in Q1 2026, for an estimated $372,049,373
MORGAN STANLEY removed 23,661,822 shares (-16.7%) from their portfolio in Q2 2026, for an estimated $316,121,941

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative 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 Quiver Quantitative's $NU forecast page.

$NU Price Targets

Multiple analysts have issued price targets for $NU recently. We have seen 7 analysts offer price targets for $NU in the last 6 months, with a median target of $16.9.

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
An analyst from CICC set a target price of $18.0 on 04/14/2026

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