Dupont Capital Management Corp Has $77.74 Million Stock Position in NVIDIA Corporation $NVDA

Dupont Capital Management Corp decreased its position in NVIDIA Corporation (NASDAQ:NVDA) by 3.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 416,669 shares of the computer hardware maker’s stock after selling 14,647 shares during the period. NVIDIA makes up 8.0% of Dupont Capital Management Corp’s holdings, making the stock its biggest holding. Dupont Capital Management Corp’s holdings in NVIDIA were worth $77,742,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. State Street Corp lifted its stake in NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after buying an additional 9,554,857 shares during the period. Geode Capital Management LLC grew its position in shares of NVIDIA by 1.5% during the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after buying an additional 8,521,936 shares during the period. Kingstone Capital Partners Texas LLC increased 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 acquiring an additional 382,231,120 shares in the last quarter. Norges Bank acquired a new position in shares of NVIDIA during the 2nd quarter valued at $51,386,863,000. Finally, Legal & General Group Plc boosted its stake in NVIDIA by 1.5% during the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker’s stock worth $28,215,983,000 after acquiring an additional 2,623,678 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on NVDA. BNP Paribas Exane lifted their price target on shares of NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Tuesday, November 18th. Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a research report on Thursday. Wall Street Zen upgraded NVIDIA from a “hold” rating to a “buy” rating in a report on Sunday, October 19th. S&P Equity Research restated a “positive” rating on shares of NVIDIA in a report on Wednesday, October 22nd. Finally, Argus reaffirmed a “buy” rating and set a $220.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. Five research analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, NVIDIA presently has a consensus rating of “Buy” and an average target price of $262.84.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA and Eli Lilly will invest up to $1 billion over five years to build an AI co‑innovation lab in the Bay Area using NVIDIA’s BioNeMo platform and Vera Rubin architecture — a direct revenue and compute-demand driver (drug discovery, manufacturing, digital twins). Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: NVIDIA expanded its BioNeMo platform and announced collaborations (including Thermo Fisher) to enable autonomous, lab-in-the-loop workflows — this strengthens NVDA’s software ecosystem and creates recurring demand for high‑end GPUs and cloud/inference infrastructure. NVIDIA BioNeMo Platform Adopted by Life-Sciences Leaders
• Positive Sentiment: Street bullishness persists: multiple analysts reiterated Buy/outperform ratings and raised targets (Mizuho, Piper Sandler and others), citing NVDA’s leadership in data‑center and robotics compute — supports medium/long‑term upside. Here’s What Wall Street Thinks About NVIDIA Corporation (NVDA)
• Positive Sentiment: Customer and ecosystem adoption evidence: orders and integrations (Digi Power X buying B300 GPUs; medical‑robotics partner EndoQuest using IGX Thor) point to continued hardware demand across new verticals. Digi Power X acquires $20M of Nvidia B300 GPUs
• Neutral Sentiment: Market narrative: several pieces note NVDA’s massive market cap limits near-term percentage upside (law of large numbers) — useful framing but not an immediate catalyst. Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin
• Neutral Sentiment: Trading tone: NVDA has shown muted intraday movement as investors focus on China demand and broader AI‑sector dynamics — lack of immediate price reaction to partnerships suggests benefits are seen as longer‑term. Nvidia stock continues to crawl but analysts see strong upside ahead
• Neutral Sentiment: Short‑interest report in the feed is unreliable (shows zeros/NaN) — no clear signal from short activity today. Short interest data (entry)
• Negative Sentiment: Reported pause in China H200 chip orders (~$54B in potential orders) is a downside risk for near‑term revenue and could pressure demand if it persists. Nvidia (NVDA) Stock: China Pauses H200 Chip Orders Worth $54 Billion
• Negative Sentiment: Recent insider selling (EVP-level sale disclosed) may catch investor attention as a short-term negative signal even if company insiders still hold large positions. Insider Selling: NVIDIA EVP Sells $37,564,000.00 in Stock

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $184.94 on Tuesday. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The stock has a market cap of $4.49 trillion, a PE ratio of 45.89, a price-to-earnings-growth ratio of 0.90 and a beta of 2.31. The stock’s fifty day simple moving average is $184.78 and its two-hundred day simple moving average is $180.14. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS 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 the consensus estimate of $54.66 billion. During the same quarter in the prior year, the company posted $0.81 earnings per share. The firm’s revenue for the quarter was up 62.5% on a year-over-year basis. As a group, analysts forecast that NVIDIA Corporation will post 2.77 EPS 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 given a dividend of $0.01 per share. The ex-dividend date of this dividend 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 currently 0.99%.

Insider Transactions at NVIDIA

In related news, EVP Ajay K. Puri sold 200,000 shares of NVIDIA stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the sale, the executive vice president directly owned 3,818,547 shares in the company, valued at approximately $717,199,497.54. This trade represents a 4.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction on Friday, December 5th. The stock was 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 directly owned 7,049,803 shares in the company, valued at approximately $1,281,160,699.19. This represents a 4.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,836,474 shares of company stock worth $335,473,492. 4.17% of the stock is owned by 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.