Bar Harbor Wealth Management Buys 6,887 Shares of NVIDIA Corporation $NVDA

Bar Harbor Wealth Management raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 10.2% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 74,652 shares of the computer hardware maker’s stock after buying an additional 6,887 shares during the period. Bar Harbor Wealth Management’s holdings in NVIDIA were worth $13,929,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. RFG Holdings Inc. raised its holdings in NVIDIA by 11.4% during the 3rd quarter. RFG Holdings Inc. now owns 21,408 shares of the computer hardware maker’s stock worth $3,994,000 after purchasing an additional 2,187 shares during the last quarter. Curbstone Financial Management Corp grew its position in shares of NVIDIA by 10.2% during the 3rd quarter. Curbstone Financial Management Corp now owns 19,408 shares of the computer hardware maker’s stock worth $3,621,000 after buying an additional 1,792 shares during the period. First PREMIER Bank raised its stake in shares of NVIDIA by 1.4% during the third quarter. First PREMIER Bank now owns 15,645 shares of the computer hardware maker’s stock worth $2,919,000 after buying an additional 214 shares during the last quarter. Strid Group LLC raised its stake in shares of NVIDIA by 19.2% during the third quarter. Strid Group LLC now owns 3,752 shares of the computer hardware maker’s stock worth $700,000 after buying an additional 605 shares during the last quarter. Finally, Enterprise Financial Services Corp lifted its holdings in NVIDIA by 3.0% in the third quarter. Enterprise Financial Services Corp now owns 35,053 shares of the computer hardware maker’s stock valued at $6,540,000 after buying an additional 1,030 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Huge customer commitment: reports say ByteDance plans to spend roughly $14 billion on Nvidia AI chips in 2026, signaling outsized enterprise demand that supports revenue visibility for NVDA. ByteDance to spend about $14 billion in Nvidia chips in 2026, SCMP reports
• Positive Sentiment: Securing supply via partners: Nvidia has sounded out TSMC to ramp H200 production and finalized a $5B private placement in Intel to access advanced packaging (Foveros/EMIB), moves that should ease future capacity constraints and protect margins. Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (NVDA)
• Positive Sentiment: Wall Street support: several firms (Stifel, UBS, Truist) reiterated buy ratings late in December, keeping analyst sentiment and institutional interest tilted bullish into 2026. UBS Group Reiterates Buy Rating for NVIDIA (NASDAQ:NVDA)
• Neutral Sentiment: High-profile endorsement: Jim Cramer highlighted Nvidia’s “insanely long” client list, reinforcing NVDA’s market dominance but not adding new fundamental data. NVIDIA (NVDA)’s List of Clients Is “Insanely Long,” Says Jim Cramer
• Neutral Sentiment: Pricing dynamics: analysts note GPU prices are rising because of AI demand — this boosts near-term revenue but reflects tight supply that could cap incremental sales if production can’t keep pace. AI Demand Is Pushing GPU Prices Higher With Direct Impact On Nvidia (NVDA) Stock
• Negative Sentiment: Regulatory and legal overhang: federal prosecutors allege a smuggling ring exported export-controlled H100/H200 GPUs to China, a story that increases regulatory scrutiny and reputational/legal risk for the supply chain. How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China
• Negative Sentiment: Competitive pressure and cash deployment questions: rising chatter about AMD’s MI450 roadmap and reports that Nvidia is making very large purchases from startups (Groq) have investors debating margin sustainability and whether aggressive cash uses are the best capital allocation. NVIDIA’s capital moves and industry positioning

Insider Buying and Selling at NVIDIA

In related news, CFO Colette Kress sold 30,500 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $178.11, for a total value of $5,432,355.00. Following the sale, the chief financial officer directly owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. The trade was a 2.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director directly owned 7,621,453 shares of the company’s stock, valued at approximately $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,936,474 shares of company stock valued at $354,356,742 over the last quarter. 4.17% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

NVDA has been the subject of a number of analyst reports. CICC Research lifted their target price on shares of NVIDIA from $200.00 to $228.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Benchmark raised their price target on NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Daiwa Capital Markets lifted their price objective on NVIDIA from $165.00 to $205.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 17th. BNP Paribas Exane increased their target price on NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Tuesday, November 18th. Finally, Truist Financial restated a “buy” rating and set a $275.00 target price on shares of NVIDIA in a research report on Monday. Five equities research 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, NVIDIA presently has an average rating of “Buy” and an average price target of $262.14.

NVIDIA Stock Down 0.6%

Shares of NVIDIA stock opened at $186.50 on Friday. The company has a market capitalization of $4.53 trillion, a P/E ratio of 46.28, a price-to-earnings-growth ratio of 0.91 and a beta of 2.31. 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 business has a 50-day moving average of $186.57 and a two-hundred day moving average of $177.76. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.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 firm earned $0.81 EPS. NVIDIA’s quarterly revenue was up 62.5% compared to the same quarter last year. As a group, equities analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were given a dividend of $0.01 per share. 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 currently 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.