NVIDIA Corporation $NVDA Shares Bought by Fiduciary Wealth Partners LLC

Fiduciary Wealth Partners LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 43.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,195 shares of the computer hardware maker’s stock after purchasing an additional 4,272 shares during the quarter. NVIDIA accounts for 1.1% of Fiduciary Wealth Partners LLC’s holdings, making the stock its 14th biggest position. Fiduciary Wealth Partners LLC’s holdings in NVIDIA were worth $2,649,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Harbor Asset Planning Inc. purchased a new stake in NVIDIA during the second quarter valued at about $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC raised its holdings in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA in the 2nd quarter valued at approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA in the 2nd quarter worth approximately $54,000. 65.27% of the stock is currently owned by institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia is reportedly nearing a deal to invest about $20 billion in OpenAI’s latest funding round — a sizable strategic tie-up that would reinforce NVDA’s role as the primary AI infrastructure supplier and support future demand for GPUs. Nvidia nears deal to invest $20 billion in OpenAI
• Positive Sentiment: CEO Jensen Huang has publicly downplayed a rift and said the company’s OpenAI investment plans remain “on track,” and told CNBC Nvidia would consider participating in an OpenAI IPO — comments that aim to calm investor fears about the partnership’s future. Nvidia will consider investing in OpenAI IPO, CEO Huang tells CNBC
• Positive Sentiment: Business development and ecosystem wins continue: Nvidia-backed UK AI firm Nscale is preparing an IPO (Goldman/JPMorgan hires) and Nvidia struck a strategic industrial-AI partnership with Dassault Systèmes — both support revenue and platform expansion beyond core GPUs. Nvidia-backed UK AI firm Nscale hires banks for IPO Dassault Systèmes and NVIDIA Partner
• Neutral Sentiment: Competitive landscape: Intel announced plans to enter the GPU market — a longer-term competitive risk that increases investor focus on Nvidia’s execution, software moat (CUDA) and margin sustainability rather than creating an immediate earnings threat. Intel will start making GPUs
• Negative Sentiment: Reports say OpenAI has been unsatisfied with some of Nvidia’s chips and has been exploring alternatives; other outlets described the larger $100B investment plan as stalled or facing internal pushback at Nvidia — these stories have directly pressured the stock by raising uncertainty about future GPU demand and partner alignment. OpenAI is unsatisfied with some Nvidia chips Nvidia, OpenAI appear stalled on their mega deal
• Negative Sentiment: Insider selling is notable: aggregated transaction data shows heavy insider sales in recent months — a potential governance/market-perception headwind that can amplify volatility when paired with deal uncertainty. NVIDIA Stock Opinions and insider trading

NVIDIA Trading Down 2.8%

NASDAQ:NVDA opened at $180.34 on Wednesday. The stock’s 50 day moving average price is $184.21 and its 200 day moving average price is $182.77. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a market capitalization of $4.38 trillion, a P/E ratio of 44.75, a P/E/G ratio of 0.57 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.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) 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 firm had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same period in the previous year, the company earned $0.81 earnings per share. The company’s revenue was up 62.5% compared to the same quarter last year. On average, research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were issued a $0.01 dividend. The ex-dividend date 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 currently 0.99%.

Insider Activity

In other news, EVP Debora Shoquist sold 80,000 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. This represents a 5.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $178.11, for a total value of $5,432,355.00. Following the completion of the transaction, the chief financial officer directly owned 1,286,826 shares in the company, valued at $229,196,578.86. The trade was a 2.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,563,834 shares of company stock valued at $283,360,391. Corporate insiders own 4.17% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on NVDA. Hsbc Global Res raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 15th. Robert W. Baird reissued an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a research report on Friday, December 26th. New Street Research reissued a “buy” rating and issued a $307.00 price objective on shares of NVIDIA in a research note on Thursday, October 30th. Bank of America reaffirmed a “buy” rating and set a $275.00 target price on shares of NVIDIA in a research note on Friday, December 26th. Finally, DA Davidson reiterated a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Four investment 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 stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $263.98.

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.