Cyndeo Wealth Partners LLC raised its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.8% in the third quarter, Holdings Channel.com reports. The firm owned 281,570 shares of the computer hardware maker’s stock after acquiring an additional 7,653 shares during the period. NVIDIA makes up approximately 2.9% of Cyndeo Wealth Partners LLC’s holdings, making the stock its 3rd largest holding. Cyndeo Wealth Partners LLC’s holdings in NVIDIA were worth $52,535,000 as of its most recent SEC filing.
Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its stake in shares of NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its position in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE grew its position in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC grew its holdings in NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. increased its position in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.
More NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: FTC cleared Nvidia’s $5 billion arrangement with Intel, removing a regulatory overhang and helping lift shares on the news. Nvidia’s (NVDA) $5B Intel bet cleared by FTC, stocks pop 3%+
- Positive Sentiment: Nvidia reached a licensing agreement with Groq, hired top Groq engineers and reportedly struck or is finalizing a ~ $20B deal — bolstering NVDA’s AI-inference roadmap and headcount for specialized workloads. That expands product capability and competitive moat. Nvidia Licenses AI-Inference Technology from Chip Startup Groq
- Positive Sentiment: A prominent analyst published a bold 2026 price target on NVDA, reinforcing bullish expectations and supporting sentiment among growth-focused investors. Popular analyst sets bold 2026 price target on Nvidia stock
- Positive Sentiment: Long-form bullish pieces argue NVDA could unlock massive TAM (~$6 trillion by 2026) from cloud AI buildouts and autonomous/robotics adoption — narratives that support higher long-term revenue and valuation. Nvidia: Poised To Unlock $6 Trillion In 2026
- Neutral Sentiment: Technical and market-flow items: NVDA recently crossed above its 50‑day moving average and benefited from year-end/trading-window dynamics and Santa‑Claus rally chatter, which can amplify short-term moves. Nvidia (NVDA) Crossed Above the 50-Day Moving Average
- Negative Sentiment: Several reports warn NVDA faces a near-term cash/financial strain after the ~ $20B Groq outlay (cash or licensing structure unclear) and notable insider share sales — raising investor concern about capital allocation and dilution/treasury needs. Nvidia Has A Cash Problem
- Negative Sentiment: Conflicting coverage (acquisition vs. licensing-only reports) and reports of large cash payments to secure Groq talent introduce uncertainty about the final deal terms and near-term balance-sheet impact. Exclusive: Nvidia buying AI chip startup Groq for about $20 billion
- Negative Sentiment: Insider selling alerts and critical commentary from some investors/strategists are prompting profit-taking — a headwind after a strong YTD rally. Mark Stevens Sells 222,500 Shares of NVIDIA
Analyst Ratings Changes
Get Our Latest Stock Analysis on NVDA
NVIDIA Stock Down 0.5%
Shares of NASDAQ:NVDA opened at $188.33 on Friday. The company has a market capitalization of $4.58 trillion, a price-to-earnings ratio of 46.73, a P/E/G ratio of 0.92 and a beta of 2.29. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The business’s 50-day moving average is $185.97 and its 200-day moving average is $176.21. 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 (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 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 firm had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter last year, the firm posted $0.81 earnings per share. The company’s revenue for the quarter was up 62.5% compared to the same quarter last year. Equities research analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.
NVIDIA Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Shareholders of record on Thursday, December 4th will be given a $0.01 dividend. 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 payout ratio is currently 0.99%.
Insider Transactions at NVIDIA
In other news, CEO Jen Hsun Huang sold 75,000 shares of NVIDIA stock in a transaction dated Monday, October 20th. The stock was sold at an average price of $183.38, for a total transaction of $13,753,500.00. Following the completion of the sale, the chief executive officer owned 70,033,203 shares in the company, valued at approximately $12,842,688,766.14. This trade represents a 0.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction on Friday, December 5th. The stock was sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the sale, the director directly owned 7,049,803 shares of the company’s stock, valued at $1,281,160,699.19. This represents a 4.73% 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 2,161,474 shares of company stock worth $396,157,992 in the last ninety days. Company insiders own 4.17% of the company’s stock.
NVIDIA Company Profile
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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