Baker Tilly Wealth Management LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.9% during the third quarter, Holdings Channel.com reports. The firm owned 65,446 shares of the computer hardware maker’s stock after buying an additional 3,037 shares during the period. NVIDIA accounts for approximately 2.8% of Baker Tilly Wealth Management LLC’s holdings, making the stock its 7th largest position. Baker Tilly Wealth Management LLC’s holdings in NVIDIA were worth $12,211,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. Harbor Asset Planning Inc. bought a new stake in shares of NVIDIA during the second quarter worth $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the 2nd quarter worth approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA in the 2nd quarter valued at $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.
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
Analyst Ratings Changes
Check Out Our Latest Research Report on NVDA
NVIDIA Trading Down 0.5%
Shares of NVDA opened at $188.33 on Thursday. The firm has a market cap of $4.58 trillion, a price-to-earnings ratio of 46.73, a PEG ratio of 0.93 and a beta of 2.29. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The business’s fifty day moving average is $185.84 and its 200-day moving average is $176.12.
NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same period last year, the company posted $0.81 EPS. The firm’s quarterly revenue was up 62.5% compared to the same quarter last year. Equities analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.
NVIDIA Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Thursday, December 4th will be paid a dividend of $0.01 per share. The ex-dividend date of this dividend is Thursday, December 4th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is currently 0.99%.
Insider Buying and Selling
In related news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction on Friday, December 12th. The shares were sold at an average price of $177.85, for a total value of $12,421,044.00. Following the completion of the sale, the executive vice president directly owned 1,424,603 shares of the company’s stock, valued at $253,365,643.55. The trade was a 4.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,236,474 shares of company stock worth $409,429,992 over the last ninety days. 4.17% of the stock is owned by company insiders.
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.
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