Northwest Wealth Management LLC Has $17.81 Million Stock Position in NVIDIA Corporation $NVDA

Northwest Wealth Management LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 146.6% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 95,452 shares of the computer hardware maker’s stock after buying an additional 56,738 shares during the period. NVIDIA comprises approximately 2.9% of Northwest Wealth Management LLC’s holdings, making the stock its 8th largest holding. Northwest Wealth Management LLC’s holdings in NVIDIA were worth $17,809,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC boosted its stake in shares of NVIDIA by 267,959.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock valued at $64,976,521,000 after purchasing an additional 382,231,120 shares during the last quarter. Norges Bank bought a new position in NVIDIA in the second quarter valued at approximately $51,386,863,000. Nuveen LLC acquired a new stake in NVIDIA during the 1st quarter worth $15,089,414,000. Goldman Sachs Group Inc. raised its position in shares of NVIDIA by 123.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock valued at $20,374,921,000 after acquiring an additional 103,889,872 shares during the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares during the period. Institutional investors own 65.27% of the company’s stock.

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 Price Performance

NASDAQ NVDA opened at $190.53 on Monday. The business has a 50 day simple moving average of $186.12 and a 200 day simple moving average of $177.01. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The stock has a market cap of $4.63 trillion, a price-to-earnings ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the prior year, the company earned $0.81 earnings per share. The business’s quarterly revenue was up 62.5% compared to the same quarter last year. Analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were issued a dividend of $0.01 per share. 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 is 0.99%.

Analyst Ratings Changes

A number of brokerages recently commented on NVDA. Needham & Company LLC reaffirmed a “buy” rating and set a $240.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Loop Capital raised their target price on NVIDIA from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Seaport Global Securities upped their price target on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. The Goldman Sachs Group reiterated a “buy” rating and issued a $240.00 price target (up from $210.00) on shares of NVIDIA in a research report on Friday, October 31st. Finally, Truist Financial lifted their price objective on shares of NVIDIA from $255.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $262.14.

Insider Transactions at NVIDIA

In related news, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director directly owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Debora Shoquist sold 69,840 shares of NVIDIA stock in a transaction that occurred 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 in the company, valued at approximately $253,365,643.55. This represents a 4.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 2,086,474 shares of company stock worth $382,482,492. 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.