Svenska Handelsbanken AB publ Invests $37.32 Million in NVIDIA Corporation $NVDA

Svenska Handelsbanken AB publ bought a new position in NVIDIA Corporation (NASDAQ:NVDA) during the third quarter, according to its most recent filing with the SEC. The firm bought 200,000 shares of the computer hardware maker’s stock, valued at approximately $37,316,000. NVIDIA makes up 13.1% of Svenska Handelsbanken AB publ’s investment portfolio, making the stock its largest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Harbor Asset Planning Inc. bought a new position in NVIDIA in the 2nd quarter valued at about $28,000. Winnow Wealth LLC bought a new position in shares of NVIDIA in the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC boosted its position 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 buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new stake in NVIDIA during the second quarter worth $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA in the 2nd quarter valued at $54,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

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 Stock Performance

NASDAQ NVDA opened at $190.53 on Friday. The firm has a market cap of $4.63 trillion, a P/E ratio of 47.28, a price-to-earnings-growth ratio of 0.93 and a beta of 2.29. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The company’s 50 day moving average is $186.12 and its 200-day moving average is $176.77. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share 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 business had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. During the same period in the previous year, the business earned $0.81 EPS. NVIDIA’s revenue was up 62.5% compared to the same quarter last year. Sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In other news, Director A Brooke Seawell sold 12,728 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $183.93, for a total transaction of $2,341,061.04. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. The trade was a 4.67% 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 three months. 4.17% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Needham & Company LLC reaffirmed a “buy” rating and set a $240.00 price objective on shares of NVIDIA in a report on Thursday, November 20th. Barclays boosted their price target on shares of NVIDIA from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. Arete Research increased their price objective on shares of NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a research note on Tuesday, November 25th. Citic Securities lifted their target price on shares of NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Hsbc Global Res raised NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 15th. Five research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $262.14.

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.