Norden Group LLC Raises Stock Holdings in NVIDIA Corporation $NVDA

Norden Group LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 36.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 222,986 shares of the computer hardware maker’s stock after purchasing an additional 59,531 shares during the quarter. NVIDIA accounts for about 4.2% of Norden Group LLC’s holdings, making the stock its 2nd biggest holding. Norden Group LLC’s holdings in NVIDIA were worth $41,605,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in NVDA. Harbor Asset Planning Inc. bought a new stake in NVIDIA during the 2nd quarter worth approximately $28,000. Winnow Wealth LLC acquired a new position in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of 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 bought a new stake in shares of NVIDIA in the second quarter worth $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA in the second quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

NVDA has been the topic of several recent research reports. New Street Research reaffirmed a “buy” rating and set a $307.00 target price on shares of NVIDIA in a report on Thursday, October 30th. Melius Research lifted their price objective on NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a research report on Monday. DA Davidson restated a “buy” rating and set a $250.00 price target on shares of NVIDIA in a report on Thursday, November 20th. Finally, Argus reaffirmed a “buy” rating and issued a $220.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Five investment analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, NVIDIA presently has an average rating of “Buy” and a consensus price target of $262.14.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Huge customer commitment: reports say ByteDance plans to spend roughly $14 billion on Nvidia AI chips in 2026, signaling outsized enterprise demand that supports revenue visibility for NVDA. ByteDance to spend about $14 billion in Nvidia chips in 2026, SCMP reports
• Positive Sentiment: Securing supply via partners: Nvidia has sounded out TSMC to ramp H200 production and finalized a $5B private placement in Intel to access advanced packaging (Foveros/EMIB), moves that should ease future capacity constraints and protect margins. Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (NVDA)
• Positive Sentiment: Wall Street support: several firms (Stifel, UBS, Truist) reiterated buy ratings late in December, keeping analyst sentiment and institutional interest tilted bullish into 2026. UBS Group Reiterates Buy Rating for NVIDIA (NASDAQ:NVDA)
• Neutral Sentiment: High-profile endorsement: Jim Cramer highlighted Nvidia’s “insanely long” client list, reinforcing NVDA’s market dominance but not adding new fundamental data. NVIDIA (NVDA)’s List of Clients Is “Insanely Long,” Says Jim Cramer
• Neutral Sentiment: Pricing dynamics: analysts note GPU prices are rising because of AI demand — this boosts near-term revenue but reflects tight supply that could cap incremental sales if production can’t keep pace. AI Demand Is Pushing GPU Prices Higher With Direct Impact On Nvidia (NVDA) Stock
• Negative Sentiment: Regulatory and legal overhang: federal prosecutors allege a smuggling ring exported export-controlled H100/H200 GPUs to China, a story that increases regulatory scrutiny and reputational/legal risk for the supply chain. How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China
• Negative Sentiment: Competitive pressure and cash deployment questions: rising chatter about AMD’s MI450 roadmap and reports that Nvidia is making very large purchases from startups (Groq) have investors debating margin sustainability and whether aggressive cash uses are the best capital allocation. NVIDIA’s capital moves and industry positioning

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total value of $14,772,000.00. Following the completion of the sale, the executive vice president owned 1,574,443 shares of the company’s stock, valued at approximately $290,720,899.95. This trade represents a 4.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Jen Hsun Huang sold 75,000 shares of the business’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $183.38, for a total value of $13,753,500.00. Following the sale, the chief executive officer owned 70,033,203 shares of the company’s stock, valued at approximately $12,842,688,766.14. This represents a 0.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,936,474 shares of company stock worth $354,356,742 in the last three months. Insiders own 4.17% of the company’s stock.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $186.50 on Friday. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a fifty day moving average of $186.57 and a 200-day moving average of $177.76. The firm has a market capitalization of $4.53 trillion, a P/E ratio of 46.28, a P/E/G ratio of 0.91 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping 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 business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same period last year, the company posted $0.81 earnings per share. The business’s quarterly revenue was up 62.5% on a year-over-year basis. As a group, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid 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 of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio 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.