Triad Wealth Partners LLC Buys 26,683 Shares of NVIDIA Corporation $NVDA

Triad Wealth Partners LLC raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 56.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,571 shares of the computer hardware maker’s stock after buying an additional 26,683 shares during the quarter. NVIDIA comprises about 1.8% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 14th biggest holding. Triad Wealth Partners LLC’s holdings in NVIDIA were worth $13,727,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in NVDA. Websterrogers Financial Advisors LLC lifted its stake in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after acquiring an additional 54 shares during the period. Helen Stephens Group LLC raised its holdings in shares of NVIDIA by 3.9% during the third quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock valued at $277,000 after purchasing an additional 56 shares during the last quarter. Morton Brown Family Wealth LLC raised its holdings in shares of NVIDIA by 1.5% during the second quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock valued at $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC lifted its position in NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker’s stock valued at $3,302,000 after purchasing an additional 58 shares during the period. Finally, Alpha Wealth Funds LLC boosted its holdings in NVIDIA by 1.3% in the second quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker’s stock worth $732,000 after purchasing an additional 59 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Bank of America reiterates confidence in NVDA with a high $275 target, reinforcing buy-side support and helping underpin the stock’s valuation. Bank of America stands by Nvidia (NVDA) with $275 target as AI leadership holds
• Positive Sentiment: Renewed optimism about OpenAI’s finances is lifting stocks tied to the AI ecosystem, which benefits NVDA via stronger expected hyperscaler capex for GPUs. AI Giant OpenAI Is Getting a Lift Lately. So Are Stocks Linked to It.
• Positive Sentiment: High-profile commentary (e.g., Jim Cramer) and multiple Wall Street price targets continue to highlight NVDA’s long-term AI leadership and hyperscaler demand, supporting investor conviction despite short-term volatility. Jim Cramer Says “You Better Believe NVIDIA (NVDA)’s Getting a Big Cut” of the AI CapEx By Mega-Cap Tech
• Neutral Sentiment: Traders are holding back ahead of NVDA’s Q4 results (Feb. 25); several notes highlight that guidance will drive near-term moves, so the stock often trades range-bound until the print. Nvidia Pauses Amid Taiwan Semiconductor, ChatGPT News; Is Nvidia A Buy Now?
• Neutral Sentiment: U.S. officials say they will not block American firms’ access to NVIDIA chips, which limits one potential downside scenario for cloud/data-center customers. That helps constrain downside but doesn’t remove export licensing complexity. U.S. won’t impede American companies’ access to Nvidia chips, Lutnick says
• Negative Sentiment: Commerce officials signaled that NVIDIA must live with licensing guardrails on sales of its second-most-advanced AI chip to China — a regulatory constraint that could limit a major end market and weigh on near-term revenue visibility. This development is a likely driver of today’s weakness. Nvidia must live with guardrails around its AI chip sales to China, Lutnick says
• Negative Sentiment: Cisco launched a new AI networking chip and router targeting data-center traffic — an incremental competitive threat for parts of the AI infrastructure stack that could pressure pricing/margins over time. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia

NVIDIA Price Performance

NVDA stock opened at $188.60 on Wednesday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The firm has a market capitalization of $4.58 trillion, a P/E ratio of 46.80, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. The company has a fifty day simple moving average of $184.43 and a two-hundred day simple moving average of $183.14. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) 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 firm had revenue of $57.01 billion during 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%.The company’s quarterly revenue was up 62.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.81 EPS. Analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on NVDA. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. Mizuho set a $275.00 target price on NVIDIA and gave the company an “outperform” rating in a report on Friday, January 9th. Zacks Research cut NVIDIA from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Melius Research upped their price target on shares of NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Finally, KeyCorp increased their price objective on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Four research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $263.98.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 30,500 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the transaction, the chief financial officer directly owned 1,286,826 shares in the company, valued at $229,196,578.86. This represents a 2.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the transaction, the director directly owned 7,049,803 shares in the company, valued at approximately $1,281,160,699.19. The trade was a 4.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,611,474 shares of company stock worth $291,731,692. Insiders own 4.17% of the company’s stock.

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.