Railway Pension Investments Ltd Invests $191.39 Million in NVIDIA Corporation $NVDA

Railway Pension Investments Ltd acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,025,800 shares of the computer hardware maker’s stock, valued at approximately $191,394,000. NVIDIA accounts for approximately 2.6% of Railway Pension Investments Ltd’s holdings, making the stock its 7th biggest holding.

A number of other hedge funds also recently bought and sold shares of NVDA. Center for Financial Planning Inc. grew its position in shares of NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after buying an additional 367 shares during the last quarter. Svenska Handelsbanken AB publ purchased a new stake in NVIDIA during the third quarter valued at approximately $37,316,000. Atria Investments Inc boosted its stake in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after acquiring an additional 29,479 shares in the last quarter. MADDEN SECURITIES Corp boosted its stake in NVIDIA by 3.2% in the second quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after acquiring an additional 2,484 shares in the last quarter. Finally, Whalen Wealth Management Inc. grew its holdings in NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after purchasing an additional 6,162 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

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

Insider Buying and Selling at NVIDIA

In related news, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $181.73, for a total transaction 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 trade represents a 4.73% 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, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total value of $37,564,000.00. Following the completion of the transaction, the executive vice president directly owned 3,818,547 shares of the company’s stock, valued at $717,199,497.54. The trade was a 4.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,734,114 shares of company stock worth $317,034,081. Insiders own 4.17% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Zacks Research lowered NVIDIA from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Mizuho set a $275.00 target price on NVIDIA and gave the company an “outperform” rating in a research report on Friday, January 9th. DA Davidson reissued a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a report on Thursday, November 20th. Tigress Financial restated a “strong-buy” rating and set a $350.00 price target (up previously from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. Finally, Wedbush increased their price objective on shares of NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $263.41.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $186.54 on Friday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The business’s 50 day moving average price is $184.23 and its 200 day moving average price is $180.80. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The firm has a market cap of $4.53 trillion, a P/E ratio of 46.29, a P/E/G ratio of 0.91 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data 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. The business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business’s quarterly revenue was up 62.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.81 EPS. On average, sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The business also recently declared 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. 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 currently 0.99%.

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.