NVIDIA Corporation $NVDA is Stanley Laman Group Ltd.’s 4th Largest Position

Stanley Laman Group Ltd. boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 93.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 73,790 shares of the computer hardware maker’s stock after purchasing an additional 35,646 shares during the period. NVIDIA comprises approximately 2.0% of Stanley Laman Group Ltd.’s holdings, making the stock its 4th largest holding. Stanley Laman Group Ltd.’s holdings in NVIDIA were worth $13,768,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in NVDA. Center for Financial Planning Inc. raised its holdings in shares of NVIDIA by 4.6% during the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after purchasing an additional 367 shares during the last quarter. Svenska Handelsbanken AB publ bought a new stake in NVIDIA in the 3rd quarter worth approximately $37,316,000. Atria Investments Inc raised its stake in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after buying an additional 29,479 shares during the last quarter. MADDEN SECURITIES Corp lifted its holdings in shares of NVIDIA by 3.2% during the 2nd quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after buying an additional 2,484 shares during the period. Finally, Whalen Wealth Management Inc. boosted its stake in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after buying an additional 6,162 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the completion of the transaction, the executive vice president owned 3,818,547 shares in the company, valued at approximately $717,199,497.54. This represents a 4.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Jen Hsun Huang sold 75,000 shares of the firm’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $185.35, for a total transaction of $13,901,250.00. Following the transaction, the chief executive officer directly owned 69,808,203 shares of the company’s stock, valued at $12,938,950,426.05. The trade was a 0.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,734,114 shares of company stock worth $317,034,081 in the last quarter. 4.17% of the stock is owned by insiders.

NVIDIA Stock Down 0.3%

Shares of NVDA stock opened at $186.54 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company’s fifty day moving average price is $184.23 and its 200-day moving average price is $180.80. The company has a market capitalization of $4.53 trillion, a price-to-earnings ratio of 46.29, a PEG ratio of 0.91 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The business 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%.NVIDIA’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.81 EPS. Sell-side analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently announced 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 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is 0.99%.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 CapEx validates sustained wafer demand for AI GPUs — that underpins Nvidia’s multi‑year data‑center TAM because more fab capacity and advanced nodes (2nm/GAAFET) support higher GPU build volumes and upgrade cycles. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Analyst upgrades and higher price targets (Jefferies, Mizuho, Rothschild/Redburn, Baird, etc.) are boosting investor conviction in NVDA’s roadmap (Rubin/H200) and justify buy ratings that support upside momentum. Jefferies sets Nvidia stock price target at $275
• Positive Sentiment: NVIDIA clarified it won’t require Chinese customers to pre‑pay for H200 chips, which eases one specific commercial concern and removes a potential sales‑friction narrative. No Pre-Payments Needed: NVIDIA Clarifies Terms on H200 Chip Sales to China
• Neutral Sentiment: Market commentators note NVDA remains a long‑term AI leader (Vera Rubin production, massive backlog), yet the stock has traded sideways recently — suggesting near‑term consolidation even as bulls argue for continued growth. Nvidia stock remains stuck: here is why analysts say ‘buy’ anyway
• Negative Sentiment: U.S. proclamation imposes a 25% tariff on certain advanced computing chips (including the H200) shipped to China — this could reduce margin and price competitiveness on China sales and re‑route shipment economics. Trump imposes 25% tariff on imports of some advanced computing chips
• Negative Sentiment: Reports that China is drafting purchase rules and had earlier moved to restrict/stop H200 imports raise demand uncertainty in a large end market; even with clarifications, policy friction raises execution risk for China revenue. China drafting purchase rules for Nvidia H200 chips, Nikkei Asia reports
• Negative Sentiment: Insider selling disclosures (CFO Colette Kress sold shares this week) add near‑term investor caution on insider conviction despite long‑term bullish signals. SEC Filing: Insider Sales

Analyst Ratings Changes

A number of research firms recently commented on NVDA. Rothschild & Co Redburn upped their price objective on NVIDIA from $245.00 to $268.00 and gave the company a “buy” rating in a research report on Thursday. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a research report on Thursday, November 20th. Loop Capital increased their price objective on shares of NVIDIA from $250.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. Cantor Fitzgerald restated an “overweight” rating and set a $300.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. Finally, Macquarie upgraded shares of NVIDIA to an “outperform” rating in a research report on Monday, December 29th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, NVIDIA presently has a consensus rating of “Moderate Buy” and a consensus target price of $263.41.

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.