230,690 Shares in NIO Inc. $NIO Purchased by HUB Investment Partners LLC

Key Points

• HUB Investment Partners LLC opened a new position in NIO during Q3, buying 230,690 shares valued at approximately $1.76 million.
• Other institutions also increased exposure—most notably UBS AM added 5,185,565 shares to hold 5,316,291 shares (about $20.26 million); hedge funds and institutional investors now own 48.55% of NIO.
• NIO has several bullish operational catalysts—management flagged an adjusted operating profit for 4Q25 (RMB 700M–1.2B) suggesting a possible first structurally profitable quarter, deliveries have surpassed 1 million cumulative vehicles, and the company launched a solid‑state battery division—though shares remain vulnerable to China macro risks after a historically low GDP growth target.

HUB Investment Partners LLC bought a new position in shares of NIO Inc. (NYSE:NIO - Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 230,690 shares of the company's stock, valued at approximately $1,758,000.

Several other hedge funds have also made changes to their positions in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in NIO by 3,966.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 5,316,291 shares of the company's stock valued at $20,255,000 after acquiring an additional 5,185,565 shares during the last quarter. Bank of Montreal Can raised its position in NIO by 5.9% in the second quarter. Bank of Montreal Can now owns 256,916 shares of the company's stock valued at $881,000 after purchasing an additional 14,231 shares during the period. Savant Capital LLC acquired a new position in shares of NIO in the 2nd quarter valued at $75,000. SBI Securities Co. Ltd. lifted its position in NIO by 3.4% in the second quarter. SBI Securities Co. Ltd. now owns 298,664 shares of the company's stock valued at $1,024,000 after buying an additional 9,955 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its holdings in shares of NIO by 56.4% in the 2nd quarter. PNC Financial Services Group Inc. now owns 28,299 shares of the company's stock worth $97,000 after acquiring an additional 10,210 shares during the last quarter. Hedge funds and other institutional investors own 48.55% of the company's stock.

NIO News Roundup

Here are the key news stories impacting NIO this week:

• Positive Sentiment: Management flagged adjusted operating profit for 4Q25 (RMB 700M–1.2B), implying NIO likely delivered its first structurally profitable quarter and setting up a margin‑expansion narrative driven by higher‑margin models and a premium mix. Read More.
• Positive Sentiment: Record deliveries (surpassing 1 million cumulative vehicles) and rising margins underpin bullish delivery/volume momentum that supports near‑term revenue and operating‑leverage upside. Read More.
• Positive Sentiment: Deutsche Bank flagged a spike in EV orders in early March, which traders interpret as evidence of stronger demand heading into the quarter — a potential catalyst for upward revisions to delivery and revenue forecasts. Read More.
• Positive Sentiment: NIO created a new division focused on solid‑state batteries, signaling continued R&D investment aimed at future cost/ range leadership — a strategic positive for long‑term margins if technology scales. Read More.
• Neutral Sentiment: NIO expanded geographically with a Firefly brand launch in Thailand — a market‑entry that could boost volume over time but is unlikely to move near‑term results materially. Read More.
• Neutral Sentiment: Reports that NIO restructured some European operations may reduce costs or streamline execution; impact depends on how much it improves profitability versus any one‑time charges. Read More.
• Neutral Sentiment: Note: a press release covered a private placement by Nio Strategic Metals TSXV: NIO, a different company with a similar name/ticker — not related to NIO Inc. NYSE: NIO. Investors should not conflate the two. Read More.
• Negative Sentiment: China set a historically low GDP growth target, which pressured Chinese equities broadly (including NIO) amid concerns about demand and macro policy support — a key risk that can mute valuation multiples. Read More.
• Negative Sentiment: Recent session coverage noted NIO pulled back more steeply than the broader market at one point, reflecting volatility tied to China macro headlines and rotation in EV sentiment. Read More.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Weiss Ratings reissued a "sell (d-)" rating on shares of NIO in a research note on Monday, December 29th. Citigroup dropped their price target on shares of NIO from $8.60 to $6.90 and set a "buy" rating for the company in a research note on Wednesday, November 26th. Macquarie Infrastructure raised NIO from a "neutral" rating to an "outperform" rating and set a $6.10 target price for the company in a research note on Thursday, January 15th. Barclays increased their price target on NIO from $3.00 to $4.00 and gave the company an "underweight" rating in a research report on Friday, November 28th. Finally, UBS Group downgraded NIO from a "buy" rating to a "hold" rating in a research report on Tuesday, November 25th. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Hold" and a consensus target price of $6.83.

NIO Stock Up 1.5%

NIO opened at $4.79 on Friday. NIO Inc. has a one year low of $3.02 and a one year high of $8.02. The company has a debt-to-equity ratio of 2.36, a quick ratio of 0.83 and a current ratio of 0.94. The stock has a market capitalization of $11.01 billion, a P/E ratio of -3.30 and a beta of 1.11. The business's 50-day simple moving average is $4.85 and its 200-day simple moving average is $5.79.

About NIO

NIO Inc is a pioneer in the premium electric vehicle (EV) segment, dedicated to the design, development and manufacture of smart, high-performance EVs. Established in November 2014 and headquartered in Shanghai, China, the company focuses on integrating cutting-edge electric propulsion, advanced connectivity and autonomous driving technologies into its automotive platforms. NIO's vision centers on creating a holistic user experience that extends beyond the vehicle itself, encompassing energy services and digital solutions.

The company's product lineup includes flagship SUVs and sedans such as the ES8, ES6, EC6, ET7 and ET5, each engineered to deliver strong performance, long range and a suite of intelligent driver-assistance features.

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