NVIDIA Corporation $NVDA is Obermeyer Wealth Partners’ 6th Largest Position

Posted by ABMN Staff on Feb 1st, 2026

Obermeyer Wealth Partners raised its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 24.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 450,584 shares of the computer hardware maker’s stock after acquiring an additional 87,358 shares during the period. NVIDIA makes up 3.9% of Obermeyer Wealth Partners’ portfolio, making the stock its 6th largest holding. Obermeyer Wealth Partners’ holdings in NVIDIA were worth $84,070,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Harbor Asset Planning Inc. purchased a new stake in NVIDIA during the second quarter valued at $28,000. Winnow Wealth LLC bought a new stake in shares of NVIDIA in the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC raised its position in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the 2nd quarter valued at about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA in the second quarter worth about $54,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA Trading Down 0.7%

NASDAQ NVDA opened at $191.13 on Friday. The stock has a market cap of $4.64 trillion, a PE ratio of 47.43, a PEG ratio of 0.94 and a beta of 2.31. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The company’s 50-day moving average price is $184.09 and its 200-day moving average price is $182.54. 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 (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 (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. The company 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 firm’s quarterly revenue was up 62.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.81 EPS. Equities research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

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

Trending Headlines about NVIDIA

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

Insider Activity at NVIDIA

In other NVIDIA news, EVP Debora Shoquist sold 80,000 shares of NVIDIA stock in a transaction 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 completion of the sale, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at $267,355,852.70. The trade was a 5.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $187.82, for a total value of $37,564,000.00. Following the completion of the sale, the executive vice president owned 3,818,547 shares of the company’s stock, valued at $717,199,497.54. This represents a 4.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,611,474 shares of company stock worth $293,285,232 over the last three months. Corporate insiders own 4.17% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on NVDA. Barclays raised their price objective on NVIDIA from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Morgan Stanley raised their price target on NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 1st. Arete Research lifted their price objective on shares of NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Benchmark increased their target price on shares of NVIDIA from $220.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Finally, Tigress Financial restated a “strong-buy” rating and issued a $350.00 target price (up previously from $280.00) on shares of NVIDIA in a report on Thursday, December 18th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus price target of $263.98.

Get Our Latest Stock Analysis on NVDA

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.