E Fund Management Hong Kong Co. Ltd. Has $7.70 Million Position in NVIDIA Corporation $NVDA

E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 559.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 41,275 shares of the computer hardware maker’s stock after acquiring an additional 35,017 shares during the quarter. NVIDIA accounts for 4.7% of E Fund Management Hong Kong Co. Ltd.’s portfolio, making the stock its 4th biggest holding. E Fund Management Hong Kong Co. Ltd.’s holdings in NVIDIA were worth $7,701,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of NVDA. State Street Corp lifted its holdings in NVIDIA by 1.0% during the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after buying an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC increased its position in shares of NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after acquiring an additional 8,521,936 shares during the period. Kingstone Capital Partners Texas LLC raised its stake 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 shares of NVIDIA in the second quarter valued at approximately $51,386,863,000. Finally, Legal & General Group Plc boosted its holdings in shares of NVIDIA by 1.5% in the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker’s stock valued at $28,215,983,000 after purchasing an additional 2,623,678 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analysts Forecast Growth

NVDA has been the subject of a number of research analyst reports. Wall Street Zen lowered NVIDIA from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Raymond James Financial restated a “strong-buy” rating on shares of NVIDIA in a report on Tuesday, January 6th. Wolfe Research upped their price objective on shares of NVIDIA from $230.00 to $250.00 and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Jefferies Financial Group reissued a “buy” rating and set a $275.00 target price (up previously from $250.00) on shares of NVIDIA in a research report on Friday, January 16th. Finally, Arete Research boosted their price target on shares of NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and an average price target of $263.41.

Insider Buying and Selling

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $178.90, for a total value of $14,312,000.00. Following the completion of the transaction, the executive vice president owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. The trade was a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,536,474 shares of company stock worth $281,144,482 over the last three months. Corporate insiders own 4.17% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang’s Davos message — calling for “trillions” more in AI infrastructure spending and arguing the AI buildout will create jobs — reinforced the long‑term capex story that underpins NVDA’s growth. Nvidia CEO Says AI Needs More Investment
• Positive Sentiment: NVIDIA invested in AI inference startup Baseten (reported as ~$150M), signaling product/stack expansion into model deployment and strengthening its software+services moat. Nvidia Invests in Baseten
• Positive Sentiment: Fresh analyst optimism and rating moves (e.g., Zacks upgrade, JPMorgan reaffirmation) support upside expectations and provide near‑term buying interest. NVDA Upgraded to Strong Buy
• Positive Sentiment: Demand signals remain strong: Micron confirmed near‑full memory sell‑through to AI leaders, underscoring continued hyperscaler spending into GPU servers (a tailwind for NVIDIA). Micron Confirms Sell‑Through
• Positive Sentiment: CEO Jensen Huang plans a China trip to try to reopen access to that critical market — a direct catalyst if regulatory approvals and customer access improve. Huang Plans China Visit
• Neutral Sentiment: Market rotation into storage/memory (from compute) is gaining headlines — this could reallocate some flows away from GPUs in the short term even as overall AI infrastructure spending grows. Forget the Chips, Buy Memory
• Negative Sentiment: China clearance for NVIDIA’s H200 appears “stuck” on China’s side despite U.S. approval — if unresolved this limits NVDA’s addressable market and near‑term revenue upside from China. H200 Decision Stuck in China
• Negative Sentiment: Reports of H200 component production halts and supply/production snags could delay shipments and incremental revenue in the near term. H200 Component Production Halted
• Negative Sentiment: A small patent‑infringement suit was filed (Health Discovery) — legal noise that currently seems immaterial but adds another headline risk. Health Discovery Sues NVIDIA

NVIDIA Trading Up 3.0%

NVIDIA stock opened at $183.34 on Thursday. The stock has a 50-day moving average of $183.47 and a two-hundred day moving average of $181.30. The stock has a market cap of $4.46 trillion, a PE ratio of 45.49, a price-to-earnings-growth ratio of 0.87 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. 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 for the quarter, topping the consensus estimate 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 revenue was up 62.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.81 EPS. On average, research analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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