PDS Planning Inc Has $37,000 Stock Holdings in NIO Inc. $NIO

PDS Planning Inc lessened its holdings in NIO Inc. (NYSE:NIO) by 36.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,905 shares of the company’s stock after selling 6,166 shares during the quarter. PDS Planning Inc’s holdings in NIO were worth $37,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake 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 buying an additional 5,185,565 shares in the last quarter. Kingstone Capital Partners Texas LLC acquired a new stake in shares of NIO in the 2nd quarter valued at approximately $12,315,000. Vontobel Holding Ltd. boosted its stake in shares of NIO by 125.2% in the 2nd quarter. Vontobel Holding Ltd. now owns 1,094,398 shares of the company’s stock valued at $3,754,000 after purchasing an additional 608,377 shares in the last quarter. Hsbc Holdings PLC boosted its stake in shares of NIO by 96.6% in the 1st quarter. Hsbc Holdings PLC now owns 1,039,162 shares of the company’s stock valued at $3,964,000 after purchasing an additional 510,610 shares in the last quarter. Finally, Trilogy Capital Inc. boosted its stake in shares of NIO by 1,307.5% in the 1st quarter. Trilogy Capital Inc. now owns 144,356 shares of the company’s stock valued at $550,000 after purchasing an additional 134,100 shares in the last quarter. Institutional investors and hedge funds own 48.55% of the company’s stock.

NIO Stock Performance

Shares of NYSE NIO opened at $7.18 on Tuesday. The company has a market capitalization of $14.98 billion, a P/E ratio of -4.48 and a beta of 1.30. NIO Inc. has a 52-week low of $3.02 and a 52-week high of $8.02. The company’s 50 day moving average price is $6.32 and its 200-day moving average price is $4.71.

NIO (NYSE:NIO) last issued its quarterly earnings results on Tuesday, September 2nd. The company reported ($0.32) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.30) by ($0.02). The firm had revenue of $2.65 billion during the quarter, compared to analyst estimates of $20.07 billion. NIO had a negative return on equity of 589.46% and a negative net margin of 34.71%.The firm’s revenue for the quarter was up 9.0% on a year-over-year basis. During the same quarter last year, the firm posted ($2.21) EPS. NIO has set its Q3 2025 guidance at EPS. Analysts forecast that NIO Inc. will post -1.43 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on NIO. Mizuho raised their target price on shares of NIO from $6.00 to $7.00 and gave the company a “neutral” rating in a research report on Tuesday, September 23rd. Bank of America raised their price objective on NIO from $5.00 to $7.10 and gave the company a “neutral” rating in a report on Wednesday, September 3rd. Citigroup raised their price objective on NIO from $8.10 to $8.60 and gave the company a “buy” rating in a report on Tuesday, September 23rd. Morgan Stanley reissued a “buy” rating on shares of NIO in a report on Monday, July 14th. Finally, JPMorgan Chase & Co. raised NIO from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $4.80 to $8.00 in a research note on Tuesday, August 26th. Four investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $6.35.

About NIO

NIO Inc designs, manufactures, and sells electric vehicles in the People's Republic of China. The company is also involved in the manufacture of e-powertrain, battery packs, and components; and racing management, technology development, and sales and after-sales management activities. In addition, it offers power solutions for battery charging needs; and other value-added services.