Castle Rock Wealth Management LLC Has $20.76 Million Position in NVIDIA Corporation $NVDA

Castle Rock Wealth Management LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 109,739 shares of the computer hardware maker’s stock after selling 3,091 shares during the quarter. NVIDIA comprises 4.6% of Castle Rock Wealth Management LLC’s portfolio, making the stock its biggest holding. Castle Rock Wealth Management LLC’s holdings in NVIDIA were worth $20,761,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in NVDA. State Street Corp raised its holdings in NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock worth $154,556,803,000 after acquiring an additional 9,554,857 shares during the period. Geode Capital Management LLC boosted its holdings in NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock valued at $91,150,170,000 after acquiring an additional 8,521,936 shares during the period. Kingstone Capital Partners Texas LLC grew its position in shares of NVIDIA by 267,959.7% in the second quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock valued at $64,976,521,000 after purchasing an additional 382,231,120 shares during the last quarter. Norges Bank bought a new position in shares of NVIDIA in the second quarter worth about $51,386,863,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of NVIDIA by 2.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 206,794,926 shares of the computer hardware maker’s stock worth $22,412,434,000 after purchasing an additional 5,896,735 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Major product architecture and chip cycle — NVIDIA introduced its Rubin architecture and a family of new Rubin GPUs (announced as in production) that management says will cut training and inference costs; this supports data‑center revenue growth and margin leverage. Article Title
• Positive Sentiment: Alpamayo open models and AV push — NVIDIA launched the Alpamayo family (open reasoning VLA models, simulation tools and large driving datasets) and announced plans to test a robotaxi service in 2027, positioning NVDA deeper into autonomous‑vehicle software and services beyond chips. These moves expand addressable market and partner adoption. Article Title
• Positive Sentiment: Ecosystem & OEM partnerships broaden adoption — Multiple partners (Red Hat, Magna, CoreWeave, OMNIVISION and others) announced integrations or expanded collaborations with NVIDIA platforms (DRIVE Hyperion, Rubin, RHEL for NVIDIA), which should boost software, systems and services revenue streams. Red Hat press release BlueField-4
• Neutral Sentiment: Supply‑chain signal — Foxconn reported strong server rack shipments, supporting demand for AI infrastructure (positive demand signal) but also underscores reliance on manufacturing partners. Article Title
• Neutral Sentiment: Competition & execution watch — Reuters and other outlets note intensifying competition from cloud/custom chips and OEMs; investors will watch execution and customer wins as Rubin ramps. Article Title
• Negative Sentiment: Insider selling and analyst noise — Continued insider stock sales (documented in filings) and at least one media note of a downgrade add short‑term pressure and signal profit‑taking. Insider trading details
• Negative Sentiment: Cost headwind risk — Reports that rising memory prices could raise GPU costs may pressure margins or slow adoption/pricing flexibility for some product lines. Article Title

Wall Street Analyst Weigh In

NVDA has been the topic of several recent analyst reports. Seaport Global Securities lifted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. Mizuho upped their target price on shares of NVIDIA from $235.00 to $245.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. Bank of America restated a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research report on Friday, December 26th. New Street Research reaffirmed a “buy” rating and set a $307.00 price objective on shares of NVIDIA in a research report on Thursday, October 30th. Finally, Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. Five analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $262.14.

NVIDIA Stock Performance

NVIDIA stock opened at $188.12 on Tuesday. The firm has a market capitalization of $4.57 trillion, a P/E ratio of 46.68, a P/E/G ratio of 0.92 and a beta of 2.31. The stock has a fifty day moving average price of $186.55 and a two-hundred day moving average price of $178.83. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm’s quarterly revenue was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.81 EPS. As a group, analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were issued 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 (DPR) is presently 0.99%.

Insider Activity

In related news, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total transaction of $14,772,000.00. Following the completion of the sale, the executive vice president directly owned 1,574,443 shares of the company’s stock, valued at $290,720,899.95. This trade represents a 4.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $181.73, for a total value of $63,605,500.00. Following the completion of the transaction, the director directly owned 7,049,803 shares in the company, valued at approximately $1,281,160,699.19. This represents a 4.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,861,474 shares of company stock worth $340,422,492. 4.17% of the stock is currently owned by insiders.

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.