BDF Gestion Sells 119,544 Shares of NVIDIA Corporation $NVDA

BDF Gestion decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 19.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 479,780 shares of the computer hardware maker’s stock after selling 119,544 shares during the quarter. NVIDIA comprises approximately 10.6% of BDF Gestion’s investment portfolio, making the stock its biggest holding. BDF Gestion’s holdings in NVIDIA were worth $89,517,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of NVDA. Websterrogers Financial Advisors LLC raised its stake in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after buying an additional 54 shares during the period. Helen Stephens Group LLC increased its holdings in shares of NVIDIA by 3.9% in the third quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock worth $277,000 after acquiring an additional 56 shares in the last quarter. Morton Brown Family Wealth LLC raised its position in shares of NVIDIA by 1.5% during the second quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock worth $621,000 after purchasing an additional 58 shares during the period. Roof Eidam Maycock Peralta LLC raised its position in shares of NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker’s stock worth $3,302,000 after purchasing an additional 58 shares during the period. Finally, Alpha Wealth Funds LLC grew its position in shares of NVIDIA by 1.3% in the 2nd quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker’s stock valued at $732,000 after purchasing an additional 59 shares during the period. Institutional investors own 65.27% of the company’s stock.

Insider Buying and Selling

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director A Brooke Seawell sold 12,728 shares of NVIDIA stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $183.93, for a total transaction of $2,341,061.04. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,236,474 shares of company stock worth $409,429,992 in the last quarter. 4.17% of the stock is owned by company insiders.

NVIDIA Trading Down 0.5%

NVIDIA stock opened at $188.33 on Thursday. The company has a market cap of $4.58 trillion, a price-to-earnings ratio of 46.73, a P/E/G ratio of 0.93 and a beta of 2.29. The firm has a 50-day moving average of $185.84 and a 200-day moving average of $176.12. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter in the previous year, the business earned $0.81 earnings per share. NVIDIA’s quarterly revenue was up 62.5% on a year-over-year basis. On average, equities analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be paid a dividend of $0.01 per share. The ex-dividend date is Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is currently 0.99%.

Analyst Ratings Changes

Several brokerages have commented on NVDA. Raymond James Financial set a $272.00 target price on shares of NVIDIA and gave the stock a “strong-buy” rating in a report on Thursday, November 20th. Citic Securities raised their price objective on shares of NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. HSBC set a $320.00 target price on shares of NVIDIA and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Monday, November 24th. Finally, UBS Group restated a “buy” rating on shares of NVIDIA in a report on Tuesday, December 9th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $262.14.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia struck a non‑exclusive licensing deal for Groq’s AI‑inference tech and hired key Groq engineers (including founders), which gives NVDA access to differentiated inference IP and talent without an expensive takeover. Nvidia hires Groq engineers, licenses tech
• Positive Sentiment: Progress toward H200 exports to China (administration approvals reported) is a potential multi‑billion revenue tailwind if shipments scale — investors are pricing improved China demand into NVDA. H200 chips get approval momentum for China sales
• Positive Sentiment: Wall Street momentum: recent analyst upgrades and higher price targets (e.g., Truist, Tigress) bolster sentiment and give technical buyers cover. Truist reaffirms Buy, raises PT
• Positive Sentiment: Structural tailwinds remain — tight HBM memory supply and strong data‑center GPU demand support pricing power and revenue visibility. HBM memory shortage underpins GPU demand
• Neutral Sentiment: Technical/flow signals: NVDA recently cleared a key moving average and shows heavy options positioning — that can amplify moves but is not a fundamental read. NVDA crosses above 50‑day MA
• Neutral Sentiment: Conflicting market reports about the Groq outcome — some outlets initially reported a ~$20B buy — have created headline churn while deal terms are clarified. Conflicting Groq acquisition reports
• Negative Sentiment: Market confusion: initial reports of a $20B Groq acquisition (CNBC/TechCrunch) vs. later licensing + hires can disappoint investors expecting a transformational buy or, conversely, spark concerns about cost/strategy—this uncertainty pressures the stock. TechCrunch: $20B Groq acquisition report
• Negative Sentiment: Insider selling: recent disclosed director sales (Mark Stevens) and broad insider dispositions are a near‑term negative for sentiment even if they may be routine. Director Mark Stevens sold shares
• Negative Sentiment: Regulatory and trade risk: lawmakers are pressing for disclosure around H200 approvals and there are separate probes about chip diversion — any escalation could slow China sales and hurt growth assumptions. Lawmakers seek disclosure on H200 approvals

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.