NVIDIA Corporation $NVDA Position Reduced by WealthPlan Investment Management LLC

Posted by ABMN Staff on Feb 1st, 2026

WealthPlan Investment Management LLC trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 12.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 156,090 shares of the computer hardware maker’s stock after selling 23,034 shares during the period. NVIDIA makes up about 1.9% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 4th biggest position. WealthPlan Investment Management LLC’s holdings in NVIDIA were worth $29,123,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Websterrogers Financial Advisors LLC boosted its position in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after acquiring an additional 54 shares in the last quarter. Helen Stephens Group LLC raised its position in shares of NVIDIA by 3.9% in the 3rd quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock worth $277,000 after acquiring an additional 56 shares in the last quarter. Morton Brown Family Wealth LLC lifted its stake in shares of NVIDIA by 1.5% during the 2nd quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock worth $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC boosted its position in NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker’s stock valued at $3,302,000 after purchasing an additional 58 shares in the last quarter. Finally, Alpha Wealth Funds LLC grew its stake in NVIDIA by 1.3% in the second quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker’s stock valued at $732,000 after purchasing an additional 59 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA Stock Down 0.7%

Shares of NVDA stock opened at $191.13 on Friday. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a market capitalization of $4.64 trillion, a PE ratio of 47.43, a P/E/G ratio of 0.94 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The stock’s 50-day simple moving average is $184.09 and its 200-day simple moving average is $182.54.

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

NVIDIA Dividend Announcement

The firm also recently announced 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. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is 0.99%.

Insider Activity at NVIDIA

In other news, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $178.90, for a total value of $14,312,000.00. Following the completion of the transaction, the executive vice president 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 filing with the SEC, which is available through the SEC website. Also, CFO Colette Kress sold 30,500 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $178.11, for a total value of $5,432,355.00. Following the completion of the sale, the chief financial officer owned 1,286,826 shares in the company, valued at $229,196,578.86. The trade was a 2.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,611,474 shares of company stock valued at $293,285,232 over the last ninety days. Corporate insiders own 4.17% of the company’s stock.

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

Analyst Upgrades and Downgrades

Several research firms have commented on NVDA. Stifel Nicolaus set a $250.00 price target on shares of NVIDIA in a research report on Thursday, January 8th. Oppenheimer reissued an “outperform” rating and set a $265.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. Wolfe Research raised their target price on shares of NVIDIA from $250.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday. Wedbush upped their price target on NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Finally, Barclays increased their price objective on NVIDIA from $240.00 to $275.00 and gave the company an “overweight” rating in a 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 given a Hold rating to the company’s stock. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus target price 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.