Mid American Wealth Advisory Group Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 59.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,519 shares of the computer hardware maker’s stock after selling 3,632 shares during the period. Mid American Wealth Advisory Group Inc.’s holdings in NVIDIA were worth $470,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also bought and sold shares of the company. Kingstone Capital Partners Texas LLC increased its position in shares of NVIDIA by 267,959.7% during 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 acquiring an additional 382,231,120 shares in the last quarter. Norges Bank purchased a new stake in NVIDIA during the 2nd quarter valued at $51,386,863,000. Laurel Wealth Advisors LLC increased its holdings in shares of NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. Amundi raised its stake in shares of NVIDIA by 16.0% in the first quarter. Amundi now owns 135,770,043 shares of the computer hardware maker’s stock worth $13,826,199,000 after purchasing an additional 18,733,431 shares during the last quarter. Finally, Strs Ohio bought a new position in shares of NVIDIA during the first quarter valued at $1,163,288,000. 65.27% of the stock is currently owned by institutional investors.
NVIDIA News Summary
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: CES / Rubin product momentum — Investors cheered NVIDIA’s CES reveals (Rubin rack-scale architecture, Vera Rubin lineup and new inference-focused products) because they accelerate enterprise adoption and create higher-margin, platform-level lock‑in that supports longer-term revenue growth. Nvidia Pulls The Timeline Forward: Why Rubin Changes The AI Game
- Positive Sentiment: Potential China sales re-opening — Multiple reports say Beijing may allow limited H200 imports for commercial use; that market could be a multi‑billion dollar tailwind if approvals continue. China to allow limited imports of Nvidia’s H200 chips
- Positive Sentiment: Large customer interest and partner wins — Reports of potential mega orders (Alibaba) and partner deployments (Archer, Super Micro, Eleveight AI, Nebius using Blackwell/ Rubin) signal strong enterprise demand and ecosystem monetization opportunities. Alibaba Steps Up AI Race With Potential Nvidia Mega Order
- Positive Sentiment: Bullish analyst/street coverage — Citi, Evercore and others have reiterated Buy/Outperform ratings and raised price targets after CES and product updates, which supports institutional demand and higher targets. Citi Maintains a Buy on NVIDIA
- Neutral Sentiment: Corporate moves — NVIDIA named its first CMO (Google veteran Alison Wagonfeld). Useful for branding and go‑to‑market as the company expands into “physical AI,” but not an immediate revenue driver. Nvidia Hires Google Veteran as Its First Chief Marketing Officer
- Neutral Sentiment: Sector/market chatter — Coverage highlights NVDA as a core AI play vs. peers (Broadcom, AMD) and notes potential upside from robotaxi and physical AI initiatives; helpful context but mixed timing. Nvidia Vs Broadcom: Which AI Stock To Bet On?
- Negative Sentiment: China execution risk — Reuters and other outlets report NVIDIA is requiring full upfront payments for H200 orders in China as approvals remain uncertain; that reflects demand uncertainty and could suppress near‑term revenue recognition from a large market. Exclusive: Nvidia requires full upfront payment for H200 chips in China
- Negative Sentiment: Short‑term sentiment volatility — Mixed signals on China approvals and recent intra‑day selling after the CES run prompted some profit‑taking; this increases near‑term volatility despite strong long-term fundamentals. Nvidia stock down around 2% as China uncertainty continues to dampen sentiment
Insider Buying and Selling
Wall Street Analyst Weigh In
Several equities research analysts recently commented on the company. Jefferies Financial Group reiterated a “buy” rating and issued a $250.00 price objective (up from $240.00) on shares of NVIDIA in a report on Thursday, November 20th. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. Daiwa Capital Markets increased their price objective on shares of NVIDIA from $165.00 to $205.00 and gave the company an “outperform” rating in a research report on Wednesday, September 17th. Truist Financial reaffirmed a “buy” rating and issued a $275.00 target price on shares of NVIDIA in a research report on Monday, December 29th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $240.00 target price on shares of NVIDIA in a research note on Thursday, November 20th. Five investment analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $262.84.
NVIDIA Trading Down 0.1%
Shares of NVIDIA stock opened at $184.86 on Friday. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The company’s fifty day simple moving average is $185.22 and its 200-day simple moving average is $179.75. 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 stock has a market capitalization of $4.49 trillion, a PE ratio of 45.87, a P/E/G ratio of 0.90 and a beta of 2.31.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The company had revenue of $57.01 billion for the quarter, compared to analysts’ expectations 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 period last year, the firm earned $0.81 EPS. As a group, equities analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.
NVIDIA Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid 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 payout ratio is 0.99%.
About NVIDIA
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.
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