Founders Grove Wealth Partners LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 50.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,803 shares of the computer hardware maker’s stock after acquiring an additional 6,976 shares during the period. Founders Grove Wealth Partners LLC’s holdings in NVIDIA were worth $3,881,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in NVDA. Brighton Jones LLC raised its position in NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG grew its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE increased its holdings 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 purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC increased its holdings in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. lifted its stake in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other NVIDIA news, Director A Brooke Seawell sold 12,728 shares of NVIDIA stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $183.93, for a total value of $2,341,061.04. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,786,474 shares of company stock valued at $326,293,242. 4.17% of the stock is currently owned by company insiders.
NVIDIA Price Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share 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 business had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. During the same quarter in the previous year, the business posted $0.81 earnings per share. The company’s revenue was up 62.5% on a year-over-year basis. Equities analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.
NVIDIA Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were issued a dividend of $0.01 per share. The ex-dividend date 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 0.99%.
Trending Headlines about NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Vera Rubin / Rubin chips now in production — NVIDIA said its next‑gen Rubin architecture and Vera Rubin platform are in production and slated for ramp in 2026, which should improve training speed/cost for hyperscalers and support longer‑term data‑center revenue growth. Nvidia launches powerful new Rubin chip architecture
- Positive Sentiment: Alpamayo and “physical AI” push into autonomous vehicles and robotics — NVIDIA unveiled the Alpamayo open reasoning models, simulation tools and large driving datasets to accelerate L4 autonomy and broader physical AI use cases (robotics, industrial AI), opening new TAM beyond data‑center GPUs. NVIDIA Announces Alpamayo Family
- Positive Sentiment: Ecosystem and cloud partners expanding Rubin availability — CoreWeave, Nebius and other partners are lining up to offer Rubin/Vera Rubin platforms later in 2026, which accelerates commercial adoption and recurring cloud revenue for NVIDIA’s stack. CoreWeave Extends Its Cloud Platform
- Positive Sentiment: Strong Chinese demand for H200s after U.S. signal — CEO Jensen Huang and multiple outlets report “very high” orders from China for H200 chips after Washington signaled approvals for certain exports; if licenses clear this could unlock sizable incremental sales. Huang: very high demand for H200 chips
- Neutral Sentiment: US export‑license timing remains uncertain — CFO and reporting indicate regulators are “working feverishly” but NVIDIA doesn’t yet have firm ship dates for China approvals; this creates execution timing risk even if demand is confirmed. US working on Nvidia licenses
- Neutral Sentiment: Some ecosystem knock‑on effects — Huang said newer chips reduce data‑center cooling needs, which briefly pressured HVAC/cooling stocks; the comment shows product efficiency upside but also implies shifting demand mix for adjacent vendors. Data center cooling stocks drop after Huang’s comments
- Negative Sentiment: Market reaction has been muted — despite the CES announcements, several outlets note a restrained stock response and debate over the timing of new revenue streams, suggesting investors want concrete bookings/timing before re‑rating. Nvidia Talks Up Robots; The Stock Slips
- Negative Sentiment: Heavy insider selling continues — public filings and coverage show significant insider share sales in 2025, a factor that can temper near‑term price moves even as institutions and analysts remain constructive. The AI Tech Paradox: Insiders Sell
Analyst Ratings Changes
NVDA has been the subject of a number of research analyst reports. Daiwa Capital Markets increased their target price on shares of NVIDIA from $165.00 to $205.00 and gave the company an “outperform” rating in a report on Wednesday, September 17th. CICC Research raised their price objective on NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Wedbush lifted their price objective on NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. The Goldman Sachs Group reissued 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, DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $262.14.
View Our Latest Stock Analysis on NVDA
NVIDIA Company 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.
Recommended Stories
- Five stocks we like better than NVIDIA
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- Do not delete, read immediately
- A U.S. “birthright” claim worth trillions – activated quietly
- BNZI: BNZI Surges Ahead as AI Marketing Fuels Record Revenue
- This stock gets a 94 out of 100
Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.
