NVIDIA Corporation $NVDA Shares Sold by Bedrijfstakpensioenfonds Voor DE Media PNO

Bedrijfstakpensioenfonds Voor DE Media PNO decreased its position in NVIDIA Corporation (NASDAQ:NVDA) by 7.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 500,000 shares of the computer hardware maker’s stock after selling 37,500 shares during the period. NVIDIA makes up 10.5% of Bedrijfstakpensioenfonds Voor DE Media PNO’s portfolio, making the stock its largest position. Bedrijfstakpensioenfonds Voor DE Media PNO’s holdings in NVIDIA were worth $93,290,000 at the end of the most recent quarter.

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

NVIDIA News Roundup

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

NVIDIA Trading Down 0.4%

NASDAQ NVDA opened at $187.45 on Wednesday. The business has a 50 day simple moving average of $186.28 and a 200 day simple moving average of $179.14. The stock has a market capitalization of $4.56 trillion, a P/E ratio of 46.51, a P/E/G ratio of 0.92 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. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The company had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s quarterly revenue was up 62.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.81 EPS. Research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current 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 was Thursday, December 4th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.99%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 30,500 shares of the firm’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 transaction, the chief financial officer directly owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. This trade represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Debora Shoquist sold 69,840 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,786,474 shares of company stock worth $326,293,242 in the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently commented on NVDA shares. Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a research note on Tuesday. Bank of America reaffirmed a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Friday, December 26th. Stifel Nicolaus restated a “buy” rating and set a $250.00 target price on shares of NVIDIA in a research note on Monday, December 29th. Jefferies Financial Group restated a “buy” rating and issued a $250.00 price target (up from $240.00) on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $300.00 price objective on shares of NVIDIA in a research report 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 given a Sell rating to the company’s stock. According to MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average price target of $262.14.

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.