Salvus Wealth Management LLC Has $4.36 Million Stake in NVIDIA Corporation $NVDA

Salvus Wealth Management LLC lifted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 19.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 23,385 shares of the computer hardware maker’s stock after purchasing an additional 3,835 shares during the quarter. NVIDIA accounts for approximately 2.4% of Salvus Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. Salvus Wealth Management LLC’s holdings in NVIDIA were worth $4,363,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA during the 2nd quarter worth $28,000. Winnow Wealth LLC bought a new stake in NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC lifted its position 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 purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the second quarter worth about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA in the 2nd quarter valued at about $54,000. Institutional investors own 65.27% of the company’s stock.

Key NVIDIA News

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?

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Debora Shoquist sold 69,840 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The shares were 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 owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,161,474 shares of company stock worth $396,157,992 over the last quarter. Insiders own 4.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on NVDA shares. President Capital upped their price target on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Melius Research boosted their price objective on shares of NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a research note on Monday, December 15th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $240.00 target price (up previously from $210.00) on shares of NVIDIA in a report on Friday, October 31st. Finally, New Street Research reissued a “buy” rating and set a $307.00 price target on shares of NVIDIA in a report on Thursday, October 30th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $262.14.

NVIDIA Trading Up 1.0%

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

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the prior year, the firm earned $0.81 EPS. The business’s revenue for the quarter was up 62.5% compared to the same quarter last year. As a group, sell-side analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

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.