Capital Insight Partners LLC Buys 7,182 Shares of NVIDIA Corporation $NVDA

Capital Insight Partners LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 7.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 98,499 shares of the computer hardware maker’s stock after acquiring an additional 7,182 shares during the period. NVIDIA accounts for about 3.0% of Capital Insight Partners LLC’s portfolio, making the stock its 4th biggest position. Capital Insight Partners LLC’s holdings in NVIDIA were worth $18,378,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after buying an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised 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 valued at $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE raised its position in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC lifted its holdings in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after acquiring an additional 11,900 shares during the period. Finally, Wealth Group Ltd. boosted its position in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages have commented on NVDA. Loop Capital boosted their price objective on shares of NVIDIA from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Rothschild & Co Redburn boosted their price target on NVIDIA from $211.00 to $245.00 and gave the stock a “buy” rating in a report on Monday, November 17th. Tigress Financial restated a “strong-buy” rating and set a $350.00 price objective (up from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $275.00 target price on shares of NVIDIA in a research report on Friday. Finally, Benchmark boosted their target price on NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $262.14.

Key Headlines Impacting 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?

NVIDIA Stock Performance

Shares of NVDA stock opened at $190.53 on Friday. The firm has a market capitalization of $4.63 trillion, a price-to-earnings ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The business’s 50-day moving average price is $186.12 and its 200-day moving average price is $176.77. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter in the prior year, the firm posted $0.81 earnings per share. The firm’s revenue was up 62.5% compared to the same quarter last year. Equities research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were paid a dividend of $0.01 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.99%.

Insider Buying and Selling at NVIDIA

In related news, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $184.65, for a total value of $14,772,000.00. Following the sale, the executive vice president owned 1,574,443 shares of the company’s stock, valued at $290,720,899.95. The trade was a 4.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,161,474 shares of company stock worth $396,157,992 in the last three months. 4.17% of the stock is currently owned by company insiders.

NVIDIA 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.