United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Sells 7,293 Shares of Nebius Group N.V. $NBIS

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund decreased its stake in Nebius Group N.V. (NASDAQ:NBIS) by 25.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,198 shares of the company’s stock after selling 7,293 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Nebius Group were worth $1,774,000 as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. Blue Trust Inc. increased its stake in shares of Nebius Group by 73.8% in the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after purchasing an additional 141 shares in the last quarter. Armstrong Advisory Group Inc. increased its stake in shares of Nebius Group by 500.0% in the fourth quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock worth $30,000 after purchasing an additional 300 shares in the last quarter. NewEdge Advisors LLC purchased a new position in shares of Nebius Group in the first quarter worth about $40,000. Barrett & Company Inc. purchased a new position in shares of Nebius Group in the fourth quarter worth about $42,000. Finally, Sunbelt Securities Inc. purchased a new position in shares of Nebius Group in the third quarter worth about $54,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Wall Street Analyst Weigh In

NBIS has been the subject of several recent analyst reports. BWS Financial boosted their price objective on shares of Nebius Group from $130.00 to $200.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Morgan Stanley boosted their price objective on shares of Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Citigroup boosted their price objective on shares of Nebius Group from $169.00 to $287.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Citizens Jmp boosted their price objective on shares of Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a research note on Thursday, May 14th. Finally, Compass Point initiated coverage on shares of Nebius Group in a research note on Wednesday, February 18th. They set a “buy” rating and a $150.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $182.75.

Nebius Group Trading Up 2.1%

Shares of Nebius Group stock opened at $231.09 on Friday. Nebius Group N.V. has a 1 year low of $34.72 and a 1 year high of $233.73. The firm has a market cap of $58.47 billion, a PE ratio of 74.55 and a beta of 4.03. The company has a debt-to-equity ratio of 1.16, a current ratio of 8.33 and a quick ratio of 8.33. The company has a 50 day simple moving average of $158.85 and a two-hundred day simple moving average of $117.49.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.77) by $0.54. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The business had revenue of $399.00 million during the quarter, compared to analyst estimates of $375.13 million. Nebius Group’s revenue was up 684.0% on a year-over-year basis. Analysts expect that Nebius Group N.V. will post -2.33 earnings per share for the current fiscal year.

Insider Activity at Nebius Group

In other news, General Counsel Boaz Tal sold 5,100 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $199.39, for a total value of $1,016,889.00. Following the completion of the sale, the general counsel directly owned 80,754 shares in the company, valued at approximately $16,101,540.06. The trade was a 5.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 500,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $203.24, for a total transaction of $101,620,000.00. Following the completion of the sale, the insider owned 585,209 shares of the company’s stock, valued at approximately $118,937,877.16. The trade was a 46.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 666,935 shares of company stock valued at $123,541,848.

Key Stories Impacting Nebius Group

Here are the key news stories impacting Nebius Group this week:

• Positive Sentiment: Leopold Aschenbrenner’s Situational Awareness LP disclosed a 5.6% stake in Nebius, signaling strong outside confidence in the company’s AI cloud growth story. Nebius Stock Jumps as Billion-Dollar Hedge Fund Takes Big Stake
• Positive Sentiment: Nebius raised 2026 capex to $20 billion-$25 billion as sold-out AI capacity and 2027 demand commitments point to continued rapid expansion. Nebius Raises Capex to $20-$25B: A Bold Growth Move or Risky Bet?
• Positive Sentiment: Several articles highlight growing investor interest in Nebius as an AI infrastructure winner, reinforcing the bullish momentum behind the shares. Nebius Stock Surges on Backing From This Big AI Investor

About Nebius Group

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.