Arcadia Investment Management Corp MI Has $33.91 Million Stock Holdings in NVIDIA Corporation $NVDA

Posted by ABMN Staff on Feb 1st, 2026

Arcadia Investment Management Corp MI cut its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 181,725 shares of the computer hardware maker’s stock after selling 7,590 shares during the quarter. NVIDIA comprises 5.2% of Arcadia Investment Management Corp MI’s investment portfolio, making the stock its 2nd largest position. Arcadia Investment Management Corp MI’s holdings in NVIDIA were worth $33,906,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of NVDA. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its position in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its stake in NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC lifted its position in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its stake in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after buying an additional 896 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

NASDAQ NVDA opened at $191.13 on Friday. The firm has a market cap of $4.64 trillion, a P/E ratio of 47.43, a price-to-earnings-growth ratio of 0.94 and a beta of 2.31. 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 company’s 50 day moving average is $184.09 and its 200-day moving average is $182.54. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. During the same period in the previous year, the business earned $0.81 EPS. NVIDIA’s revenue was up 62.5% compared to the same quarter last year. Sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were issued 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 dividend payout ratio is 0.99%.

Insiders Place Their Bets

In related news, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were 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 owned 7,049,803 shares of the company’s stock, valued at approximately $1,281,160,699.19. The trade was a 4.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Debora Shoquist sold 80,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $178.90, for a total transaction of $14,312,000.00. Following the sale, the executive vice president directly owned 1,494,443 shares in the company, valued at $267,355,852.70. This trade represents a 5.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,611,474 shares of company stock worth $293,285,232 over the last quarter. Insiders own 4.17% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the company. Seaport Research Partners lifted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a report on Monday, November 17th. S&P Equity Research reiterated a “positive” rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. DZ Bank restated a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Finally, Tigress Financial reaffirmed a “strong-buy” rating and issued a $350.00 price objective (up previously from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $263.98.

Read Our Latest Research Report on NVDA

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Wolfe Research raised its price target to $275 and kept an “outperform” rating, signaling meaningful upside from current levels and supporting investor confidence. Wolfe Research adjusts NVIDIA price target to $275
Positive Sentiment: Reuters reports China has conditionally approved DeepSeek to buy Nvidia H200 chips — a potential reopening of a major market that reduces a key geopolitical risk to revenue. China conditionally approves DeepSeek to buy Nvidia’s H200 chips
Positive Sentiment: Reports say Nvidia is part of talks (with Microsoft, Amazon) to invest in OpenAI as part of a very large funding round — a strategic tie to the biggest AI software player that could boost long-term demand. Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
Positive Sentiment: Sanford C. Bernstein reaffirmed a Buy on NVDA, reinforcing sell-side bullishness and analyst support for the thesis. Sanford C. Bernstein Reaffirms Buy Rating for NVIDIA
Neutral Sentiment: CEO Jensen Huang says AI memory requirements are rising and backs TSMC expansion — a reminder NVIDIA depends on the broader supply chain and that ecosystem capacity is crucial for growth. Jensen Huang says AI memory needs are rising
Neutral Sentiment: Microsoft says it will continue buying third‑party AI chips even as it develops its own — this limits a key competitive risk but keeps competitive dynamics in play. Microsoft won’t stop buying AI chips from Nvidia
Neutral Sentiment: Nvidia expanded its CoreWeave partnership with a $2B investment to accelerate AI data-center buildout, supporting long-term capacity and demand. NVIDIA invests $2B in CoreWeave
Negative Sentiment: NYTimes warns Amazon and Google are eating into Nvidia’s AI chip supremacy — increased competition could pressure pricing and growth rates over time. Amazon and Google eat into Nvidia’s AI chip supremacy
Negative Sentiment: Macro and market-risk commentary (including Michael Burry warnings) and repeated notes about NVDA’s high valuation are keeping some traders cautious, which can amplify intraday pullbacks. Michael Burry’s stark warning

About NVIDIA

(Free Report)

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.