E Fund Management Hong Kong Co. Ltd. Buys 35,017 Shares of NVIDIA Corporation $NVDA

E Fund Management Hong Kong Co. Ltd. grew its stake in NVIDIA Corporation (NASDAQ:NVDA) by 559.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 41,275 shares of the computer hardware maker’s stock after buying an additional 35,017 shares during the quarter. NVIDIA accounts for about 4.7% of E Fund Management Hong Kong Co. Ltd.’s portfolio, making the stock its 4th largest holding. E Fund Management Hong Kong Co. Ltd.’s holdings in NVIDIA were worth $7,701,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. State Street Corp increased its holdings 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 in the last quarter. Geode Capital Management LLC boosted its stake 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 acquiring an additional 8,521,936 shares in the last quarter. Kingstone Capital Partners Texas LLC grew its position in shares of NVIDIA by 267,959.7% during 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 during the period. Norges Bank purchased a new position in shares of NVIDIA in the 2nd quarter valued at about $51,386,863,000. Finally, Legal & General Group Plc raised its holdings in NVIDIA by 1.5% in the 2nd quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker’s stock worth $28,215,983,000 after purchasing an additional 2,623,678 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analysts Forecast Growth

NVDA has been the topic of several research analyst reports. Citic Securities raised their price objective on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Mizuho set a $275.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research note on Friday, January 9th. Rothschild & Co Redburn boosted their price target on shares of NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Macquarie raised shares of NVIDIA to an “outperform” rating in a report on Monday, December 29th. Finally, Barclays lifted their target price on shares of NVIDIA from $240.00 to $275.00 and gave the company an “overweight” 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 and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, NVIDIA presently has an average rating of “Buy” and a consensus price target of $263.41.

NVIDIA Stock Up 3.0%

Shares of NASDAQ NVDA opened at $183.34 on Thursday. The stock has a market cap of $4.46 trillion, a PE ratio of 45.49, a P/E/G ratio of 0.87 and a beta of 2.31. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a 50-day moving average of $183.47 and a 200 day moving average of $181.30.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to analysts’ expectations 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 previous year, the firm posted $0.81 EPS. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang’s Davos message — calling for “trillions” more in AI infrastructure spending and arguing the AI buildout will create jobs — reinforced the long‑term capex story that underpins NVDA’s growth. Nvidia CEO Says AI Needs More Investment
• Positive Sentiment: NVIDIA invested in AI inference startup Baseten (reported as ~$150M), signaling product/stack expansion into model deployment and strengthening its software+services moat. Nvidia Invests in Baseten
• Positive Sentiment: Fresh analyst optimism and rating moves (e.g., Zacks upgrade, JPMorgan reaffirmation) support upside expectations and provide near‑term buying interest. NVDA Upgraded to Strong Buy
• Positive Sentiment: Demand signals remain strong: Micron confirmed near‑full memory sell‑through to AI leaders, underscoring continued hyperscaler spending into GPU servers (a tailwind for NVIDIA). Micron Confirms Sell‑Through
• Positive Sentiment: CEO Jensen Huang plans a China trip to try to reopen access to that critical market — a direct catalyst if regulatory approvals and customer access improve. Huang Plans China Visit
• Neutral Sentiment: Market rotation into storage/memory (from compute) is gaining headlines — this could reallocate some flows away from GPUs in the short term even as overall AI infrastructure spending grows. Forget the Chips, Buy Memory
• Negative Sentiment: China clearance for NVIDIA’s H200 appears “stuck” on China’s side despite U.S. approval — if unresolved this limits NVDA’s addressable market and near‑term revenue upside from China. H200 Decision Stuck in China
• Negative Sentiment: Reports of H200 component production halts and supply/production snags could delay shipments and incremental revenue in the near term. H200 Component Production Halted
• Negative Sentiment: A small patent‑infringement suit was filed (Health Discovery) — legal noise that currently seems immaterial but adds another headline risk. Health Discovery Sues NVIDIA

Insiders Place Their Bets

In other news, EVP Debora Shoquist sold 69,840 shares of NVIDIA stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the transaction, the executive vice president owned 1,424,603 shares in the company, valued at $253,365,643.55. The trade was a 4.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Colette Kress sold 27,640 shares of the business’s stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $184.92, for a total transaction of $5,111,188.80. Following the transaction, the chief financial officer directly owned 874,412 shares in the company, valued at approximately $161,696,267.04. The trade was a 3.06% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,536,474 shares of company stock worth $281,144,482. 4.17% of the stock is currently owned by company 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.