NVIDIA Corporation $NVDA Shares Bought by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 1.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,935,989 shares of the computer hardware maker’s stock after purchasing an additional 141,057 shares during the period. NVIDIA comprises about 5.9% of Asset Management One Co. Ltd.’s portfolio, making the stock its 2nd largest holding. Asset Management One Co. Ltd.’s holdings in NVIDIA were worth $2,040,437,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in NVDA. Harbor Asset Planning Inc. bought a new position in NVIDIA in the 2nd quarter worth about $28,000. Winnow Wealth LLC acquired a new position in NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the 2nd quarter worth $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA in the 2nd quarter worth about $54,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA Trading Down 0.3%

NASDAQ NVDA opened at $186.54 on Friday. The company has a market cap of $4.53 trillion, a PE ratio of 46.29, a PEG ratio of 0.91 and a beta of 2.31. The stock has a 50 day moving average of $184.23 and a 200-day moving average of $180.80. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. During the same period last year, the business posted $0.81 EPS. NVIDIA’s revenue was up 62.5% on a year-over-year basis. On average, equities research analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid a $0.01 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s dividend payout ratio is 0.99%.

Insider Buying and Selling at NVIDIA

In other news, EVP Debora Shoquist sold 69,840 shares of NVIDIA stock in a transaction that occurred 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 directly owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. The trade was a 4.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,734,114 shares of company stock worth $317,034,081 in the last 90 days. Company insiders own 4.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on NVDA shares. Wells Fargo & Company restated an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. BNP Paribas Exane raised their target price on NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a report on Tuesday, November 18th. DA Davidson reaffirmed a “buy” rating and set a $250.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. Argus reiterated a “buy” rating and set a $220.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. Finally, JPMorgan Chase & Co. raised their target price on NVIDIA from $215.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA currently has an average rating of “Moderate Buy” and a consensus price target of $263.41.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 CapEx validates sustained wafer demand for AI GPUs — that underpins Nvidia’s multi‑year data‑center TAM because more fab capacity and advanced nodes (2nm/GAAFET) support higher GPU build volumes and upgrade cycles. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Analyst upgrades and higher price targets (Jefferies, Mizuho, Rothschild/Redburn, Baird, etc.) are boosting investor conviction in NVDA’s roadmap (Rubin/H200) and justify buy ratings that support upside momentum. Jefferies sets Nvidia stock price target at $275
• Positive Sentiment: NVIDIA clarified it won’t require Chinese customers to pre‑pay for H200 chips, which eases one specific commercial concern and removes a potential sales‑friction narrative. No Pre-Payments Needed: NVIDIA Clarifies Terms on H200 Chip Sales to China
• Neutral Sentiment: Market commentators note NVDA remains a long‑term AI leader (Vera Rubin production, massive backlog), yet the stock has traded sideways recently — suggesting near‑term consolidation even as bulls argue for continued growth. Nvidia stock remains stuck: here is why analysts say ‘buy’ anyway
• Negative Sentiment: U.S. proclamation imposes a 25% tariff on certain advanced computing chips (including the H200) shipped to China — this could reduce margin and price competitiveness on China sales and re‑route shipment economics. Trump imposes 25% tariff on imports of some advanced computing chips
• Negative Sentiment: Reports that China is drafting purchase rules and had earlier moved to restrict/stop H200 imports raise demand uncertainty in a large end market; even with clarifications, policy friction raises execution risk for China revenue. China drafting purchase rules for Nvidia H200 chips, Nikkei Asia reports
• Negative Sentiment: Insider selling disclosures (CFO Colette Kress sold shares this week) add near‑term investor caution on insider conviction despite long‑term bullish signals. SEC Filing: Insider Sales

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.