Argent Capital Management LLC Raises Holdings in NVIDIA Corporation $NVDA

Argent Capital Management LLC lifted its position in NVIDIA Corporation (NASDAQ:NVDA) by 46.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,275,509 shares of the computer hardware maker’s stock after acquiring an additional 404,219 shares during the period. NVIDIA accounts for about 6.5% of Argent Capital Management LLC’s investment portfolio, making the stock its 2nd largest holding. Argent Capital Management LLC’s holdings in NVIDIA were worth $237,984,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG raised its position in NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE lifted its position in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its stake in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. grew its stake in shares of NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

Analysts Set New Price Targets

NVDA has been the subject of a number of research reports. DA Davidson reiterated a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a report on Thursday, November 20th. KeyCorp lifted their price target on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. Robert W. Baird reaffirmed an “outperform” rating and issued a $275.00 price target on shares of NVIDIA in a report on Friday. Barclays lifted their price objective on shares of NVIDIA from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Finally, Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 24th. Five analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average target price of $262.14.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Groq deal materially expands NVDA’s inference capabilities and talent pool, reducing a competitive threat and strengthening Nvidia’s end‑to‑end AI moat — a strategic reason for price support. Nvidia: Implications Of The Groq Deal
• Positive Sentiment: Wall Street remains bullish: multiple firms reaffirm buy/positive ratings and high price targets (Stifel, Truist, UBS and others), which underpins upside expectations if integration and demand stay strong. ‘It’s a Clear Leader,’ Says Top Analysts About Nvidia Stock After Groq Tie-Up
• Positive Sentiment: Near‑term fundamentals look solid: Nvidia has a large order backlog and an earnings cadence (next report Feb. 25, 2026) that could deliver upside surprises and support buyback/capital‑return expectations. 1 Incredible Reason to Buy Nvidia Stock Before Feb.
• Neutral Sentiment: Nvidia completed a $5B private purchase of Intel shares — a strategic partnership move that provides Intel capital but raises questions about capital allocation and focus. The market is parsing whether this is strategic or distracting. Nvidia Closes $5 Billion Purchase of Intel Shares
• Neutral Sentiment: Market commentary highlights ETF plays as an alternative route to capture the Groq benefit (SMH vs SOXX), signaling some investors prefer diversified exposure over single‑stock risk. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Negative Sentiment: Shares slipped amid year‑end profit‑taking and investor unease about large discretionary spending (Groq acquisition + Intel stake), prompting selling pressure despite the strategic narrative. Nvidia stock plunges nearly 2% today: here’s why NVDA is trading in red
• Negative Sentiment: Large insider selling and heavy executive dispositions in 2025 are being watched by investors as a signal of near‑term liquidity events, which can pressure sentiment. Insiders dumped over $1 billion Nvidia shares in 2025
• Negative Sentiment: Regulatory and antitrust scrutiny of the Groq licensing/acquisition (non‑exclusive licensing discussed publicly) is a risk: blockers or prolonged reviews could amplify volatility. Five Things to Know About Nvidia’s $20 Billion Licensing Deal

Insider Activity

In other NVIDIA news, Director A Brooke Seawell sold 12,728 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $183.93, for a total value of $2,341,061.04. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,086,474 shares of company stock valued at $382,482,492. 4.17% of the stock is currently owned by company insiders.

NVIDIA Price Performance

NVIDIA stock opened at $188.22 on Tuesday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The company’s 50 day simple moving average is $186.23 and its 200-day simple moving average is $177.31. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a market capitalization of $4.57 trillion, a price-to-earnings ratio of 46.70, a price-to-earnings-growth ratio of 0.93 and a beta of 2.29.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data 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. 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 quarter last year, the firm posted $0.81 earnings per share. The business’s revenue for the quarter was up 62.5% compared to the same quarter last year. As a group, equities research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

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

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.