BG Investment Services Inc. Purchases 4,123 Shares of NVIDIA Corporation $NVDA

BG Investment Services Inc. grew its position in NVIDIA Corporation (NASDAQ:NVDA) by 44.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,334 shares of the computer hardware maker’s stock after purchasing an additional 4,123 shares during the quarter. NVIDIA comprises approximately 2.5% of BG Investment Services Inc.’s investment portfolio, making the stock its 11th biggest holding. BG Investment Services Inc.’s holdings in NVIDIA were worth $2,488,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Harbor Asset Planning Inc. purchased a new stake in NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new position in NVIDIA during the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA in the 2nd quarter valued at $40,000. Finally, Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA in the 3rd quarter valued at $50,000. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA Stock Up 1.2%

NVIDIA stock opened at $184.97 on Wednesday. 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 45.90, a price-to-earnings-growth ratio of 0.56 and a beta of 2.31. The business has a 50 day simple moving average of $184.67 and a 200-day simple moving average of $183.46. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion for 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 business’s revenue was up 62.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.81 EPS. On average, analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Signed a multiyear deal to supply Meta with millions of current and next‑gen AI chips (including standalone CPUs, Rubin GPUs and rack systems) — this locks significant, multi‑year data‑center demand and revenue visibility. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Analysts remain bullish ahead of Q4 earnings — several firms (including Citi commentary) expect continued strength from upcoming Rubin GPU ramps and a multi‑quarter growth runway, supporting higher price targets and positive flows. Banking giant updates Nvidia stock price target
• Positive Sentiment: Market commentary and previews frame February earnings as a key catalyst — expectations of another beat and guidance upside are keeping investor interest elevated ahead of results. Nvidia: Closing Out FY26 With A Robust Growth Opportunity (Earnings Preview)
• Neutral Sentiment: Institutional positioning is mixed — many firms still hold large positions and some accumulation is reported, but turnover and divergent hedge‑fund moves mean short‑term volatility could persist.
• Neutral Sentiment: Broad market/chip‑stock weakness and analyst debate about valuation vs. growth keep trading choppy even as fundamentals look strong; NVDA may need earnings + GTC conference news to sustain a fresh leg higher.
• Negative Sentiment: SoftBank disclosed it dissolved its Nvidia stake in Q4 — a sizable passive sale by a well‑known investor can pressure sentiment and supply dynamics in the near term. Softbank Group dissolves share stake in Nvidia, according to SEC filing
• Negative Sentiment: Hedge‑fund trimming and investor worry: David Tepper’s Appaloosa reduced its NVDA holding while increasing exposure to other chip names, and pieces of the market are fretting about big‑tech capex sustainability — these headlines can amplify selling ahead of earnings. David Tepper’s Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Argus reissued a “buy” rating and set a $220.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Seaport Research Partners increased their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. The Goldman Sachs Group reiterated a “buy” rating and set a $240.00 price objective (up previously from $210.00) on shares of NVIDIA in a research note on Friday, October 31st. S&P Equity Research restated a “positive” rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Finally, Morgan Stanley raised their target price on NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a report on Monday, December 1st. Four investment analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $264.20.

Insider Transactions at NVIDIA

In other news, Director Mark A. Stevens sold 350,000 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $181.73, for a total value of $63,605,500.00. Following the transaction, the director owned 7,049,803 shares in the company, valued at $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $178.11, for a total value of $5,432,355.00. Following the completion of the transaction, the chief financial officer owned 1,286,826 shares in the company, valued at $229,196,578.86. The trade was a 2.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,611,474 shares of company stock worth $291,731,692 in the last three months. 4.17% of the stock is owned by corporate insiders.

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.