Baldwin Wealth Partners LLC MA Lowers Stock Holdings in NVIDIA Corporation $NVDA

Baldwin Wealth Partners LLC MA lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 437,790 shares of the computer hardware maker’s stock after selling 10,194 shares during the quarter. NVIDIA accounts for about 5.3% of Baldwin Wealth Partners LLC MA’s investment portfolio, making the stock its 4th largest position. Baldwin Wealth Partners LLC MA’s holdings in NVIDIA were worth $81,683,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA during the 2nd quarter worth about $28,000. Winnow Wealth LLC acquired a new position in NVIDIA in the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA during the second quarter worth approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA in the second quarter valued at approximately $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Buying and Selling

In other news, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director directly owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $181.73, for a total value of $63,605,500.00. Following the completion of the sale, the director directly owned 7,049,803 shares of the company’s stock, valued at approximately $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,161,474 shares of company stock worth $396,157,992 in the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

NVDA has been the topic of a number of research analyst reports. Sanford C. Bernstein restated an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a research report on Friday. Evercore ISI set a $352.00 target price on NVIDIA and gave the stock an “outperform” rating in a report on Thursday, November 20th. Melius Research raised their target price on NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Benchmark upped their price target on shares of NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Hsbc Global Res raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 15th. Five research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $262.14.

NVIDIA Stock Up 1.0%

Shares of NASDAQ:NVDA opened at $190.53 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The stock has a market cap of $4.63 trillion, a price-to-earnings ratio of 47.28, a P/E/G ratio of 0.93 and a beta of 2.29. The company has a 50 day moving average of $186.12 and a 200-day moving average of $176.77. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data 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 net margin of 53.01% and a return on equity of 99.24%. The firm had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. During the same period last year, the firm earned $0.81 earnings per share. The business’s revenue for the quarter was up 62.5% on a year-over-year basis. On average, sell-side analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were paid a $0.01 dividend. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio is presently 0.99%.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Positive Sentiment: Multiple outlets and TV segments frame the Groq deal as market‑moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near‑term bullish case. Nvidia strikes $20 billion deal with Groq: Here’s what you need to know
• Positive Sentiment: Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. Analyst price target reports
• Neutral Sentiment: Deal structure is non‑traditional — a non‑exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near‑term regulatory drag but leaves some legal/competitive ambiguity. Nvidia-Groq deal is structured to keep ‘fiction of competition alive’
• Positive Sentiment: Technical/strategic rationale: analysts and deep‑dive pieces argue Groq’s LPU/compiler tech can materially improve real‑time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. Why Nvidia Needs Groq To Win The War Against Google’s TPUs
• Neutral Sentiment: Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near‑term balance‑sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. Nvidia Has A Cash Problem
• Negative Sentiment: Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep‑tech entrants could pose a meaningful long‑term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low‑latency stacks. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

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.