NVIDIA Corporation $NVDA Shares Acquired by Drive Wealth Management LLC

Drive Wealth Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 8.9% during the third quarter, Holdings Channel reports. The institutional investor owned 94,230 shares of the computer hardware maker’s stock after buying an additional 7,706 shares during the quarter. NVIDIA comprises about 3.7% of Drive Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Drive Wealth Management LLC’s holdings in NVIDIA were worth $17,582,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in NVDA. Websterrogers Financial Advisors LLC raised its stake in NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after buying an additional 54 shares in the last quarter. Helen Stephens Group LLC increased its stake in NVIDIA by 3.9% in the third quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock valued at $277,000 after purchasing an additional 56 shares during the last quarter. Morton Brown Family Wealth LLC raised its stake in 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 acquiring an additional 58 shares in the last quarter. Roof Eidam Maycock Peralta LLC increased its position in shares of 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 worth $3,302,000 after purchasing an additional 58 shares in the last quarter. Finally, Alpha Wealth Funds LLC lifted 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 buying an additional 59 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 $182.85 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The firm has a market cap of $4.44 trillion, a PE ratio of 45.37, a P/E/G ratio of 0.57 and a beta of 2.31. The firm has a 50 day simple moving average of $184.72 and a 200-day simple moving average of $183.26. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping the consensus estimate of $1.23 by $0.07. The firm 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%. NVIDIA’s revenue for the quarter was up 62.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.81 EPS. On average, equities analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

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

Analyst Upgrades and Downgrades

NVDA has been the subject of a number of recent research reports. Stifel Nicolaus set a $250.00 price objective on NVIDIA in a research report on Thursday, January 8th. Rosenblatt Securities upped their target price on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. The Goldman Sachs Group reissued a “buy” rating and issued a $240.00 target price (up previously from $210.00) on shares of NVIDIA in a report on Friday, October 31st. UBS Group set a $245.00 price target on NVIDIA in a research report on Wednesday. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Four investment analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $264.20.

Insider Transactions at NVIDIA

In other news, CFO Colette Kress sold 30,500 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the completion of the transaction, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at $229,196,578.86. This represents a 2.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 in the company, valued at approximately $267,355,852.70. The trade was a 5.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,611,474 shares of company stock valued at $291,731,692. 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: Analysts and investors remain constructive: several firms have raised price targets and reiterated buy ratings ahead of NVIDIA’s upcoming earnings, reinforcing expectations for strong revenue from AI data-center demand. Nvidia price target boosted on positive earnings setup ahead of GTC event
• Positive Sentiment: Large institutional buying in filings (e.g., Cardano Risk Management and Haverford Trust additions) signals continued conviction from some big holders, providing a structural bid under the stock. Fund Update: 70,283,539 NVIDIA (NVDA) shares added to Cardano Risk Management B.V. portfolio
• Positive Sentiment: Fundamentals remain strong — NVIDIA is widely expected to hit very large data-center revenue targets driven by Blackwell shipments and data-center capex, supporting long-term earnings upside. Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?
• Neutral Sentiment: Macro is mixed but not hostile — CPI came in roughly as expected, so inflation-driven rate shocks are not the primary driver of today’s move. CPI Increased in Line With Expectations
• Neutral Sentiment: Reported plans to lease a Nevada data center financed via high-yield debt raise financing/strategy questions for some investors, but detail is limited so the market impact is unclear. Nvidia to lease Nevada data center financed by junk bonds: report
• Negative Sentiment: Customer diversification headlines: Arista’s CEO said deployments are shifting away from near-100% NVIDIA to a meaningful share using AMD, signaling competitors are gaining traction in some workloads — a clear near-term headwind for NVDA sentiment. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Negative Sentiment: Big customers and AI firms are publicly pursuing chip diversification (reports on OpenAI exploring alternatives), which increases competitive risk and can pressure sentiment even if NVIDIA remains the market leader. AI firms like OpenAI seek Nvidia alternatives
• Negative Sentiment: Geopolitical/export concerns resurfaced after a U.S. lawmaker hinted at restrictions on AI chip sales to China, creating uncertainty around a material end market and weighing on the stock. Nvidia (NVDA) Slides as U.S. Lawmaker Hints at AI Chip Sales to China
• Negative Sentiment: Short-term profit-taking and “crowded trade” unwinding in semiconductors contributed to selling pressure after a strong multi-week run; this technical/flow-driven selling can amplify any negative headline. Nvidia stock tumbles over 2%: why investors are booking profits
• Negative Sentiment: Insider selling and some fund trims have been reported recently, which can add to near-term caution even though institutional activity is mixed. Nvidia insiders dump over $100 million of NVDA stock since 2026 started

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.