Salvus Wealth Management LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 19.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,385 shares of the computer hardware maker’s stock after purchasing an additional 3,835 shares during the quarter. NVIDIA accounts for approximately 2.4% of Salvus Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Salvus Wealth Management LLC’s holdings in NVIDIA were worth $4,363,000 at the end of the most recent quarter.
Several other large investors have also added to or reduced their stakes in the business. Kingstone Capital Partners Texas LLC boosted its stake in shares of NVIDIA by 267,959.7% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock worth $64,976,521,000 after buying an additional 382,231,120 shares during the last quarter. Norges Bank bought a new stake in NVIDIA during the second quarter worth about $51,386,863,000. Nuveen LLC bought a new stake in NVIDIA during the first quarter worth about $15,089,414,000. Goldman Sachs Group Inc. boosted its position in NVIDIA by 123.5% during the first quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock valued at $20,374,921,000 after purchasing an additional 103,889,872 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its stake in NVIDIA by 15,496.1% in the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.
Insider Transactions at NVIDIA
In related news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the sale, the director directly owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $181.73, for a total value of $63,605,500.00. Following the completion of the sale, the director owned 7,049,803 shares of the company’s stock, valued at $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,161,474 shares of company stock worth $396,157,992 in the last ninety days. 4.17% of the stock is currently owned by company insiders.
Wall Street Analyst Weigh In
Check Out Our Latest Analysis on NVDA
Trending Headlines about NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
- Positive Sentiment: Multiple outlets and TV segments frame the Groq deal as market‑moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near‑term bullish case. Nvidia strikes $20 billion deal with Groq: Here’s what you need to know
- Positive Sentiment: Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. Analyst price target reports
- Neutral Sentiment: Deal structure is non‑traditional — a non‑exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near‑term regulatory drag but leaves some legal/competitive ambiguity. Nvidia-Groq deal is structured to keep ‘fiction of competition alive’
- Positive Sentiment: Technical/strategic rationale: analysts and deep‑dive pieces argue Groq’s LPU/compiler tech can materially improve real‑time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. Why Nvidia Needs Groq To Win The War Against Google’s TPUs
- Neutral Sentiment: Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near‑term balance‑sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. Nvidia Has A Cash Problem
- Negative Sentiment: Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep‑tech entrants could pose a meaningful long‑term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low‑latency stacks. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?
NVIDIA Price Performance
Shares of NVDA opened at $190.53 on Friday. The company’s 50-day moving average is $186.12 and its 200-day moving average is $176.77. 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 capitalization of $4.63 trillion, a PE ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced 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 business had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s revenue was up 62.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.81 EPS. Equities analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.
NVIDIA Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were given a $0.01 dividend. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is presently 0.99%.
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.
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