WMG Financial Advisors LLC Sells 438,025 Shares of NIO Inc. $NIO

WMG Financial Advisors LLC decreased its holdings in NIO Inc. (NYSE:NIO) by 92.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 36,941 shares of the company’s stock after selling 438,025 shares during the quarter. WMG Financial Advisors LLC’s holdings in NIO were worth $281,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Advisors Asset Management Inc. raised its position in shares of NIO by 39.1% in the first quarter. Advisors Asset Management Inc. now owns 123,467 shares of the company’s stock valued at $470,000 after buying an additional 34,678 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in NIO by 3,966.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 5,316,291 shares of the company’s stock worth $20,255,000 after acquiring an additional 5,185,565 shares during the period. Kingstone Capital Partners Texas LLC acquired a new position in NIO in the 2nd quarter valued at $12,315,000. SeaCrest Wealth Management LLC acquired a new position in NIO in the 2nd quarter valued at $56,000. Finally, Ballentine Partners LLC lifted its position in shares of NIO by 26.8% during the 2nd quarter. Ballentine Partners LLC now owns 40,200 shares of the company’s stock valued at $138,000 after acquiring an additional 8,503 shares during the period. Institutional investors and hedge funds own 48.55% of the company’s stock.

NIO Trading Down 2.0%

Shares of NIO stock opened at $4.77 on Wednesday. The firm’s 50 day moving average is $5.64 and its 200 day moving average is $5.64. The firm has a market capitalization of $9.95 billion, a PE ratio of -3.29 and a beta of 1.05. NIO Inc. has a 1 year low of $3.02 and a 1 year high of $8.02. The company has a current ratio of 0.94, a quick ratio of 0.83 and a debt-to-equity ratio of 2.36.

Wall Street Analysts Forecast Growth

NIO has been the topic of a number of recent analyst reports. Macquarie set a $5.30 price target on NIO in a research report on Tuesday, November 25th. Mizuho increased their price objective on shares of NIO from $6.00 to $7.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 23rd. The Goldman Sachs Group restated a “neutral” rating and issued a $7.00 target price on shares of NIO in a research report on Thursday, October 30th. Citigroup cut their price target on shares of NIO from $8.60 to $6.90 and set a “buy” rating for the company in a report on Wednesday, November 26th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of NIO in a research report on Monday, December 29th. Three research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $6.73.

Key Headlines Impacting NIO

Here are the key news stories impacting NIO this week:

• Positive Sentiment: Record deliveries and 2026 bull case highlighted — NIO reported record deliveries and analysts are outlining the bull case for 2026 driven by improving unit economics and higher-margin mix. Nio Just Reported Record Deliveries. What Is the Bull Case for NIO Stock in 2026?
• Positive Sentiment: Production milestone — NIO announced its 1 millionth vehicle produced, a tangible scale milestone that supports revenue growth and brand credibility. Nio Reaches 1 Million Vehicles Produced
• Positive Sentiment: Deeper CATL partnership on batteries and extended battery-swap tie-up — NIO and CATL expanded cooperation to develop longer-life batteries and extended their battery swapping partnership, which can lower ownership costs and protect margin/aftermarket revenue. China’s CATL, Nio deepen partnership to develop EV batteries with longer lifespans NIO extends battery swapping partnership with CATL
• Positive Sentiment: Management signaling margin progress — CEO commentary and Q3 2025 results point to operating leverage and a near-term path to breakeven driven by mix and cost discipline. That narrative supports multiple expansion if execution continues. NIO: A Few Reasons To Believe Breakeven Remains Close Nio stock rises premarket after CEO sets bold sales growth outlook and signals Q4 profit
• Neutral Sentiment: Peer delivery context — Analyst notes (Zacks) show NIO outperformed on December/Q4 deliveries versus some peers, but industry dynamics remain mixed; useful for relative positioning rather than a direct catalyst. The Zacks Analyst Blog NIO, XPeng and Li Auto
• Negative Sentiment: China EV price war risk — Coverage warns that intensifying price competition in China could pressure volumes and margins for NIO in 2026, offsetting some gains from scale and partnerships. As the EV Price War Heats Up in China, Can Nio Stock Survive 2026?
• Negative Sentiment: Technical and sentiment headwinds — Some retail/technical commentary points to an “expectations trap” and a rare bearish chart pattern that could weigh on near-term price action despite operational improvements. Nio stock price forecast as a rare bearish chart pattern emerges

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.