Clarity Financial LLC Purchases 18,006 Shares of NVIDIA Corporation $NVDA

Clarity Financial LLC lifted its position in NVIDIA Corporation (NASDAQ:NVDA) by 11.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 169,865 shares of the computer hardware maker’s stock after buying an additional 18,006 shares during the period. NVIDIA comprises 3.1% of Clarity Financial LLC’s holdings, making the stock its 8th largest position. Clarity Financial LLC’s holdings in NVIDIA were worth $31,694,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Kingstone Capital Partners Texas LLC raised its holdings in shares of NVIDIA by 267,959.7% in the second quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock valued at $64,976,521,000 after purchasing an additional 382,231,120 shares during the last quarter. Norges Bank bought a new position in NVIDIA during the second quarter worth about $51,386,863,000. Nuveen LLC bought a new stake in NVIDIA in the 1st quarter valued at $15,089,414,000. Goldman Sachs Group Inc. boosted its holdings in shares of NVIDIA by 123.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock worth $20,374,921,000 after buying an additional 103,889,872 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its holdings in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares during the period. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: FTC cleared Nvidia’s $5 billion arrangement with Intel, removing a regulatory overhang and helping lift shares on the news. Nvidia’s (NVDA) $5B Intel bet cleared by FTC, stocks pop 3%+
• Positive Sentiment: Nvidia reached a licensing agreement with Groq, hired top Groq engineers and reportedly struck or is finalizing a ~ $20B deal — bolstering NVDA’s AI-inference roadmap and headcount for specialized workloads. That expands product capability and competitive moat. Nvidia Licenses AI-Inference Technology from Chip Startup Groq
• Positive Sentiment: A prominent analyst published a bold 2026 price target on NVDA, reinforcing bullish expectations and supporting sentiment among growth-focused investors. Popular analyst sets bold 2026 price target on Nvidia stock
• Positive Sentiment: Long-form bullish pieces argue NVDA could unlock massive TAM (~$6 trillion by 2026) from cloud AI buildouts and autonomous/robotics adoption — narratives that support higher long-term revenue and valuation. Nvidia: Poised To Unlock $6 Trillion In 2026
• Neutral Sentiment: Technical and market-flow items: NVDA recently crossed above its 50‑day moving average and benefited from year-end/trading-window dynamics and Santa‑Claus rally chatter, which can amplify short-term moves. Nvidia (NVDA) Crossed Above the 50-Day Moving Average
• Negative Sentiment: Several reports warn NVDA faces a near-term cash/financial strain after the ~ $20B Groq outlay (cash or licensing structure unclear) and notable insider share sales — raising investor concern about capital allocation and dilution/treasury needs. Nvidia Has A Cash Problem
• Negative Sentiment: Conflicting coverage (acquisition vs. licensing-only reports) and reports of large cash payments to secure Groq talent introduce uncertainty about the final deal terms and near-term balance-sheet impact. Exclusive: Nvidia buying AI chip startup Groq for about $20 billion
• Negative Sentiment: Insider selling alerts and critical commentary from some investors/strategists are prompting profit-taking — a headwind after a strong YTD rally. Mark Stevens Sells 222,500 Shares of NVIDIA

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $188.33 on Friday. The company has a 50-day moving average price of $185.97 and a two-hundred day moving average price of $176.21. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The firm has a market capitalization of $4.58 trillion, a PE ratio of 46.73, a P/E/G ratio of 0.92 and a beta of 2.29.

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, topping the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for 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 business’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.81 EPS. Equities analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be issued a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Thursday, December 4th. NVIDIA’s payout ratio is presently 0.99%.

Analyst Ratings Changes

Several brokerages have weighed in on NVDA. Needham & Company LLC reiterated a “buy” rating and issued a $240.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. DA Davidson reaffirmed a “buy” rating and set a $250.00 price target on shares of NVIDIA in a report on Thursday, November 20th. Susquehanna increased their target price on NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a research report on Thursday, November 20th. Tigress Financial reissued a “strong-buy” rating and issued a $350.00 price objective (up previously from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $240.00 price target (up previously from $210.00) on shares of NVIDIA in a research report on Friday, October 31st. Five analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, NVIDIA has a consensus rating of “Buy” and a consensus price target of $262.14.

Insider Buying and Selling at NVIDIA

In related news, EVP Debora Shoquist sold 69,840 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the transaction, the executive vice president directly owned 1,424,603 shares in the company, valued at $253,365,643.55. This trade represents a 4.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director A Brooke Seawell sold 12,728 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $183.93, for a total value of $2,341,061.04. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,161,474 shares of company stock valued at $396,157,992. 4.17% of the stock is currently owned by insiders.

NVIDIA Company Profile

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.