LeConte Wealth Management LLC Buys 3,773 Shares of NVIDIA Corporation $NVDA

LeConte Wealth Management LLC increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 18.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,656 shares of the computer hardware maker’s stock after purchasing an additional 3,773 shares during the period. NVIDIA accounts for about 3.1% of LeConte Wealth Management LLC’s portfolio, making the stock its 8th largest position. LeConte Wealth Management LLC’s holdings in NVIDIA were worth $4,600,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new position in NVIDIA in the 2nd quarter worth $28,000. Winnow Wealth LLC acquired a new position in shares of NVIDIA in the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA during the second quarter worth about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA in the second quarter valued at approximately $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA

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

Insider Transactions at NVIDIA

In related news, EVP Debora Shoquist sold 69,840 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $177.85, for a total value of $12,421,044.00. Following the completion of the sale, the executive vice president owned 1,424,603 shares of the company’s stock, valued at approximately $253,365,643.55. The trade was a 4.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Colette Kress sold 30,500 shares of the stock in a transaction on Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the transaction, the chief financial officer directly owned 1,286,826 shares in the company, valued at approximately $229,196,578.86. The trade was a 2.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,861,474 shares of company stock worth $340,422,492 in the last ninety days. Company insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of recent research reports. Melius Research raised their price target on shares of NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Morgan Stanley raised their target price on shares of NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a report on Monday, December 1st. Robert W. Baird restated an “outperform” rating and set a $275.00 target price on shares of NVIDIA in a research report on Friday, December 26th. Tigress Financial reaffirmed a “strong-buy” rating and set a $350.00 price target (up from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. Finally, JPMorgan Chase & Co. lifted their price objective on NVIDIA from $215.00 to $250.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Five investment analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $262.14.

NVIDIA Trading Down 0.4%

NVDA stock opened at $188.12 on Tuesday. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. 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 firm has a market cap of $4.57 trillion, a P/E ratio of 46.68, a PEG ratio of 0.92 and a beta of 2.31. The company’s 50-day simple moving average is $186.55 and its 200-day simple moving average is $178.83.

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

NVIDIA Dividend Announcement

The firm also recently announced 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 was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is 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.