Boston Trust Walden Corp Acquires 30,475 Shares of NVIDIA Corporation $NVDA

Boston Trust Walden Corp lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 3.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 995,861 shares of the computer hardware maker’s stock after purchasing an additional 30,475 shares during the period. NVIDIA accounts for approximately 1.4% of Boston Trust Walden Corp’s portfolio, making the stock its 7th biggest holding. Boston Trust Walden Corp’s holdings in NVIDIA were worth $185,808,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in NVDA. Kingstone Capital Partners Texas LLC boosted its position in shares of NVIDIA by 267,959.7% in the second 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 acquiring an additional 382,231,120 shares during the period. Norges Bank bought a new position in NVIDIA during the second quarter worth $51,386,863,000. Laurel Wealth Advisors LLC raised its stake in NVIDIA by 15,496.1% during 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 last quarter. Amundi boosted its holdings in NVIDIA by 16.0% in the 1st quarter. Amundi now owns 135,770,043 shares of the computer hardware maker’s stock valued at $13,826,199,000 after purchasing an additional 18,733,431 shares during the period. Finally, Strs Ohio acquired a new stake in NVIDIA in the 1st quarter worth $1,163,288,000. 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: CES product and platform momentum — Rubin (Vera Rubin rack-scale systems) and new AI model/tool launches reinforce NVDA’s technical edge and potential to lock hyperscaler capex into NVIDIA architectures. This supports longer-term revenue and margin upside. Nvidia Pulls The Timeline Forward: Why Rubin Changes The AI Game
• Positive Sentiment: Strategic commercial partnerships broaden addressable markets — announced collaborations (Caterpillar, Lenovo gigafactory, Archer avionics integration) expand NVDA’s TAM beyond cloud hyperscalers into industrial, construction and aerospace customers. Caterpillar taps Nvidia to bring AI to its construction equipment
• Positive Sentiment: Wall Street remains bullish — several firms (Evercore, Truist, Bank of America and others) have reaffirmed Outperform/Buy ratings and raised price targets after CES, providing analyst-backed support. Evercore Reiterates Outperform on Nvidia (NVDA), Calls It a Top Pick for 2026
• Neutral Sentiment: Corporate / talent move — Nvidia hired its first Chief Marketing Officer (Alison Wagonfeld), signaling a greater focus on go-to-market and enterprise adoption; important long-term but unlikely to move near-term earnings. Nvidia Hires Google Veteran as Its First Chief Marketing Officer
• Negative Sentiment: China uncertainty — mixed signals from Beijing: some reports say limited approvals for H200 imports are coming, but other reports show authorities previously asked firms to halt orders. That ambiguity is weighing on sentiment and demand visibility in a large market. Exclusive: Nvidia requires full upfront payment for H200 chips in China, sources say
• Negative Sentiment: Defensive sales terms for China clients — reports that NVIDIA is requiring full upfront payment for H200 orders in China signal the company is hedging export/approval risk; this protects NVIDIA but can slow orders and frustrate customers. Nvidia’s reportedly asking Chinese customers to pay upfront its for H200 AI chips
• Negative Sentiment: Short-term market pressure from tech rotation — Nasdaq underperformance and a rotation away from the largest AI names is putting near-term downward pressure on NVDA, even as fundamentals remain strong. Nasdaq Underperforms As Tech Rotation Hits Nvidia, Other AI Stocks; Jobs Report Next

NVIDIA Price Performance

NVIDIA stock opened at $185.16 on Friday. The business has a 50 day simple moving average of $185.57 and a 200 day simple moving average of $179.25. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The company has a market capitalization of $4.50 trillion, a PE ratio of 45.95, a price-to-earnings-growth ratio of 0.92 and a beta of 2.31. NVIDIA Corporation has a one year low of $86.62 and a one year 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, topping the consensus estimate of $1.23 by $0.07. The firm had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.81 earnings per share. On average, sell-side analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

Wall Street Analysts Forecast Growth

NVDA has been the subject of a number of research analyst reports. New Street Research reaffirmed a “buy” rating and set a $307.00 price objective on shares of NVIDIA in a research report on Thursday, October 30th. Evercore ISI restated an “outperform” rating on shares of NVIDIA in a research note on Tuesday. KeyCorp raised their price objective on NVIDIA from $250.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Wedbush boosted their price objective on NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Finally, UBS Group restated a “buy” rating on shares of NVIDIA in a research note on Tuesday. Five research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $262.14.

Insider Activity

In other news, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $181.73, for a total value of $63,605,500.00. Following the completion of the transaction, the director owned 7,049,803 shares in the company, valued at approximately $1,281,160,699.19. The trade was a 4.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Jen Hsun Huang sold 75,000 shares of the stock in a transaction that occurred on Monday, October 20th. The stock was 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 in the company, valued at approximately $12,842,688,766.14. This trade represents a 0.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,711,474 shares of company stock valued at $312,028,242 in the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

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.