NVIDIA Corporation $NVDA Shares Sold by Riverbridge Partners LLC

Riverbridge Partners LLC trimmed its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 6.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,724,831 shares of the computer hardware maker’s stock after selling 117,001 shares during the quarter. NVIDIA comprises approximately 5.4% of Riverbridge Partners LLC’s investment portfolio, making the stock its biggest position. Riverbridge Partners LLC’s holdings in NVIDIA were worth $321,819,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Kaufman Rossin Wealth LLC boosted its holdings in shares of NVIDIA by 15.8% during the 3rd quarter. Kaufman Rossin Wealth LLC now owns 13,249 shares of the computer hardware maker’s stock worth $2,472,000 after buying an additional 1,805 shares during the period. Retirement Income Solutions Inc. raised its holdings in NVIDIA by 3.1% in the 3rd quarter. Retirement Income Solutions Inc. now owns 9,508 shares of the computer hardware maker’s stock valued at $1,774,000 after acquiring an additional 284 shares during the period. Northwest Wealth Management LLC lifted its position in NVIDIA by 146.6% during the third quarter. Northwest Wealth Management LLC now owns 95,452 shares of the computer hardware maker’s stock worth $17,809,000 after acquiring an additional 56,738 shares during the last quarter. Somerset Trust Co boosted its holdings in shares of NVIDIA by 24.4% during the third quarter. Somerset Trust Co now owns 9,708 shares of the computer hardware maker’s stock worth $1,811,000 after acquiring an additional 1,902 shares during the period. Finally, Cohen Investment Advisors LLC grew its position in shares of NVIDIA by 2.7% in the third quarter. Cohen Investment Advisors LLC now owns 29,229 shares of the computer hardware maker’s stock valued at $5,454,000 after purchasing an additional 777 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

Key NVIDIA News

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?

Insider Transactions at NVIDIA

In other news, EVP Debora Shoquist sold 69,840 shares of NVIDIA stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total value of $12,421,044.00. Following the transaction, the executive vice president owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. This trade represents a 4.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the transaction, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 2,086,474 shares of company stock worth $382,482,492. 4.17% of the stock is owned by insiders.

NVIDIA Trading Up 1.0%

Shares of NVIDIA stock opened at $190.53 on Monday. 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 12-month low of $86.62 and a 12-month high of $212.19. The company has a market capitalization of $4.63 trillion, a price-to-earnings ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29. The firm’s 50-day moving average price is $186.12 and its two-hundred day moving average price is $177.01.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating the consensus estimate of $1.23 by $0.07. The company 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%. The business’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.81 EPS. On average, analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on NVDA. Mizuho lifted their price target on NVIDIA from $235.00 to $245.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Arete Research lifted their target price on NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. Zacks Research raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 24th. Wedbush upped their price target on shares of NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. Finally, Citigroup raised their price target on shares of NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Five research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $262.14.

NVIDIA 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.