NVIDIA Corporation $NVDA is WealthPlan Investment Management LLC’s 4th Largest Position

WealthPlan Investment Management LLC lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 12.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 156,090 shares of the computer hardware maker’s stock after selling 23,034 shares during the quarter. NVIDIA accounts for about 1.9% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 4th largest position. WealthPlan Investment Management LLC’s holdings in NVIDIA were worth $29,123,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Plan Group Financial LLC raised its position in shares of NVIDIA by 37.8% during the 3rd quarter. Plan Group Financial LLC now owns 15,292 shares of the computer hardware maker’s stock valued at $2,853,000 after purchasing an additional 4,197 shares during the period. Obermeyer Wealth Partners increased its stake in NVIDIA by 24.1% in the 3rd quarter. Obermeyer Wealth Partners now owns 450,584 shares of the computer hardware maker’s stock worth $84,070,000 after buying an additional 87,358 shares in the last quarter. Kera Capital Partners Inc. increased its stake in NVIDIA by 5.9% in the 3rd quarter. Kera Capital Partners Inc. now owns 387,776 shares of the computer hardware maker’s stock worth $72,351,000 after buying an additional 21,568 shares in the last quarter. Mountain Hill Investment Partners Corp. raised its holdings in NVIDIA by 8.3% during the third quarter. Mountain Hill Investment Partners Corp. now owns 52,910 shares of the computer hardware maker’s stock valued at $9,872,000 after acquiring an additional 4,050 shares during the period. Finally, Touchstone Capital Inc. purchased a new position in shares of NVIDIA in the third quarter valued at about $12,677,000. 65.27% of the stock is currently owned by institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wolfe Research raised its price target to $275 and kept an “outperform” rating, signaling meaningful upside from current levels and supporting investor confidence. Wolfe Research adjusts NVIDIA price target to $275
• Positive Sentiment: Reuters reports China has conditionally approved DeepSeek to buy Nvidia H200 chips — a potential reopening of a major market that reduces a key geopolitical risk to revenue. China conditionally approves DeepSeek to buy Nvidia’s H200 chips
• Positive Sentiment: Reports say Nvidia is part of talks (with Microsoft, Amazon) to invest in OpenAI as part of a very large funding round — a strategic tie to the biggest AI software player that could boost long-term demand. Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
• Positive Sentiment: Sanford C. Bernstein reaffirmed a Buy on NVDA, reinforcing sell-side bullishness and analyst support for the thesis. Sanford C. Bernstein Reaffirms Buy Rating for NVIDIA
• Neutral Sentiment: CEO Jensen Huang says AI memory requirements are rising and backs TSMC expansion — a reminder NVIDIA depends on the broader supply chain and that ecosystem capacity is crucial for growth. Jensen Huang says AI memory needs are rising
• Neutral Sentiment: Microsoft says it will continue buying third‑party AI chips even as it develops its own — this limits a key competitive risk but keeps competitive dynamics in play. Microsoft won’t stop buying AI chips from Nvidia
• Neutral Sentiment: Nvidia expanded its CoreWeave partnership with a $2B investment to accelerate AI data-center buildout, supporting long-term capacity and demand. NVIDIA invests $2B in CoreWeave
• Negative Sentiment: NYTimes warns Amazon and Google are eating into Nvidia’s AI chip supremacy — increased competition could pressure pricing and growth rates over time. Amazon and Google eat into Nvidia’s AI chip supremacy
• Negative Sentiment: Macro and market-risk commentary (including Michael Burry warnings) and repeated notes about NVDA’s high valuation are keeping some traders cautious, which can amplify intraday pullbacks. Michael Burry’s stark warning

Insiders Place Their Bets

In other news, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the transaction, the executive vice president owned 3,618,547 shares in the company, valued at $651,483,201.88. The trade was a 5.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,611,474 shares of company stock valued at $293,285,232. 4.17% of the stock is currently owned by company insiders.

NVIDIA Trading Down 0.7%

NVDA opened at $191.13 on Friday. The stock has a 50-day moving average of $184.09 and a 200 day moving average of $182.54. 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 Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The firm has a market cap of $4.64 trillion, a P/E ratio of 47.43, a P/E/G ratio of 0.94 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data 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. The business had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company’s revenue for the quarter was up 62.5% on a year-over-year basis. During the same period last year, the company earned $0.81 EPS. As a group, research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were given 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 yield of 0.0%. NVIDIA’s payout ratio is 0.99%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on NVDA. New Street Research reiterated a “buy” rating and set a $307.00 target price on shares of NVIDIA in a research report on Thursday, October 30th. KeyCorp upped their price target on NVIDIA from $250.00 to $275.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Citic Securities lifted their price objective on shares of NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Jefferies Financial Group restated 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, Zacks Research cut shares of NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $263.98.

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.