Kopp Family Office LLC Makes New Investment in NVE Corporation $NVEC

Kopp Family Office LLC bought a new stake in NVE Corporation (NASDAQ:NVEC) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 6,813 shares of the semiconductor company’s stock, valued at approximately $750,000. NVE comprises 0.4% of Kopp Family Office LLC’s holdings, making the stock its 18th largest holding. Kopp Family Office LLC owned 0.14% of NVE as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of NVEC. Ranger Investment Management L.P. acquired a new position in NVE during the second quarter worth about $12,686,000. Bank of New York Mellon Corp acquired a new stake in NVE in the 2nd quarter valued at about $4,879,000. WINTON GROUP Ltd acquired a new stake in NVE in the 2nd quarter valued at about $497,000. Merrion Investment Management Co LLC raised its holdings in NVE by 10.0% in the 3rd quarter. Merrion Investment Management Co LLC now owns 47,590 shares of the semiconductor company’s stock valued at $5,239,000 after acquiring an additional 4,325 shares during the last quarter. Finally, Kings Path Partners LLC purchased a new position in NVE in the 3rd quarter worth approximately $448,000. 65.95% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NVE

Here are the key news stories impacting NVE this week:

• Positive Sentiment: NVE reported diluted earnings per share of $0.65 and net income of $3.17 million. For the first six months of fiscal 2027, revenue increased 36% to $16.87 million and net income rose 39% to $9.57 million. NVE Reports Second-Quarter Results
• Positive Sentiment: The company declared a $1.00-per-share quarterly cash dividend, payable November 30 to shareholders of record on November 2. The payout reinforces NVE’s shareholder-return appeal. NVE Reports Second Quarter Results and Announces Quarterly Dividend
• Positive Sentiment: NVE continues to demonstrate substantial profitability, with a reported net margin of 57.64% and return on equity of 30.53%. Institutional activity was also mixed but included additional holdings from BlackRock and Morgan Stanley. NVE Corporation Results
• Neutral Sentiment: Second-quarter revenue declined 8% year over year to $5.83 million, while net income fell 4% and diluted EPS declined from $0.68 to $0.65. Product sales decreased, but contract research and development revenue increased to $259,420 from $208,220. NVE Corporation Posts Mixed Second-Quarter Results
• Negative Sentiment: Insider activity remains a risk signal: NVE insiders made nine open-market sales and no purchases during the past six months, including 48,371 shares sold by Daniel A. Baker. This may temper enthusiasm following the earnings release. NVE Insider Trading Activity

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Wall Street Zen cut NVE from a “buy” rating to a “hold” rating in a report on Saturday, September 12th. Weiss Ratings raised NVE from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. One analyst has rated the stock with a Buy rating. Based on data from MarketBeat, the stock has an average rating of “Buy”.

NVE Trading Up 1.0%

Shares of NVEC stock opened at $103.07 on Thursday. The company’s 50-day moving average price is $106.26 and its 200-day moving average price is $100.04. The stock has a market cap of $498.86 million, a price-to-earnings ratio of 27.71 and a beta of 1.34. NVE Corporation has a twelve month low of $57.21 and a twelve month high of $135.00.

NVE (NASDAQ:NVEC) last announced its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $0.65 earnings per share (EPS) for the quarter. NVE had a net margin of 57.64% and a return on equity of 30.53%. The firm had revenue of $5.58 million during the quarter.

Insider Buying and Selling

In other NVE news, Director Daniel Baker sold 21,140 shares of the business’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $101.49, for a total value of $2,145,498.60. Following the transaction, the director directly owned 17,932 shares in the company, valued at $1,819,918.68. The trade was a 54.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders have sold 48,371 shares of company stock worth $5,249,226 over the last quarter. 2.10% of the stock is owned by insiders.

About NVE

NVE Corporation (NASDAQ: NVEC) develops and manufactures spintronic devices that use electron-spin properties to acquire, transmit, and store data. The company’s technology is designed to provide high sensitivity, low power consumption, and electrical isolation in applications that require the transfer or detection of digital signals.

Its product portfolio includes magnetic sensors, digital isolators, and couplers. These components are used in industrial equipment, factory automation, medical devices, energy systems, transportation, and other applications that require sensing, signal isolation, or communication between electrically separated circuits.