NVIDIA Corporation $NVDA Shares Purchased by Founders Grove Wealth Partners LLC

Founders Grove Wealth Partners LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 50.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,803 shares of the computer hardware maker’s stock after purchasing an additional 6,976 shares during the period. Founders Grove Wealth Partners LLC’s holdings in NVIDIA were worth $3,881,000 as of its most recent SEC filing.

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

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Vera Rubin / Rubin chips now in production — NVIDIA said its next‑gen Rubin architecture and Vera Rubin platform are in production and slated for ramp in 2026, which should improve training speed/cost for hyperscalers and support longer‑term data‑center revenue growth. Nvidia launches powerful new Rubin chip architecture
• Positive Sentiment: Alpamayo and “physical AI” push into autonomous vehicles and robotics — NVIDIA unveiled the Alpamayo open reasoning models, simulation tools and large driving datasets to accelerate L4 autonomy and broader physical AI use cases (robotics, industrial AI), opening new TAM beyond data‑center GPUs. NVIDIA Announces Alpamayo Family
• Positive Sentiment: Ecosystem and cloud partners expanding Rubin availability — CoreWeave, Nebius and other partners are lining up to offer Rubin/Vera Rubin platforms later in 2026, which accelerates commercial adoption and recurring cloud revenue for NVIDIA’s stack. CoreWeave Extends Its Cloud Platform
• Positive Sentiment: Strong Chinese demand for H200s after U.S. signal — CEO Jensen Huang and multiple outlets report “very high” orders from China for H200 chips after Washington signaled approvals for certain exports; if licenses clear this could unlock sizable incremental sales. Huang: very high demand for H200 chips
• Neutral Sentiment: US export‑license timing remains uncertain — CFO and reporting indicate regulators are “working feverishly” but NVIDIA doesn’t yet have firm ship dates for China approvals; this creates execution timing risk even if demand is confirmed. US working on Nvidia licenses
• Neutral Sentiment: Some ecosystem knock‑on effects — Huang said newer chips reduce data‑center cooling needs, which briefly pressured HVAC/cooling stocks; the comment shows product efficiency upside but also implies shifting demand mix for adjacent vendors. Data center cooling stocks drop after Huang’s comments
• Negative Sentiment: Market reaction has been muted — despite the CES announcements, several outlets note a restrained stock response and debate over the timing of new revenue streams, suggesting investors want concrete bookings/timing before re‑rating. Nvidia Talks Up Robots; The Stock Slips
• Negative Sentiment: Heavy insider selling continues — public filings and coverage show significant insider share sales in 2025, a factor that can temper near‑term price moves even as institutions and analysts remain constructive. The AI Tech Paradox: Insiders Sell

Insider Transactions at NVIDIA

In related news, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction on Friday, December 12th. The shares were sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the completion of the sale, the executive vice president owned 1,424,603 shares in the company, valued at $253,365,643.55. This represents a 4.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Colette Kress sold 30,500 shares of NVIDIA 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 completion of the transaction, the chief financial officer owned 1,286,826 shares in the company, valued at approximately $229,196,578.86. This represents a 2.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,786,474 shares of company stock worth $326,293,242 over the last 90 days. Company insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

NVDA has been the topic of a number of recent research reports. Evercore ISI reaffirmed an “outperform” rating on shares of NVIDIA in a research report on Tuesday. Wedbush upped their price target on NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday. William Blair reissued an “outperform” rating on shares of NVIDIA in a research report on Tuesday. Finally, Rosenblatt Securities upped their target price on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Five research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus price target of $262.14.

NVIDIA Price Performance

Shares of NVDA opened at $187.45 on Wednesday. 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 Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The stock has a market cap of $4.56 trillion, a PE ratio of 46.51, a price-to-earnings-growth ratio of 0.92 and a beta of 2.31. The firm has a fifty day moving average price of $186.28 and a 200 day moving average price of $179.14.

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, topping 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 company had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. During the same quarter last year, the company posted $0.81 earnings per share. The business’s quarterly revenue was up 62.5% compared to the same quarter last year. As a group, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

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