NVIDIA Corporation $NVDA Stock Position Decreased by ABN Amro Investment Solutions

ABN Amro Investment Solutions cut its position in NVIDIA Corporation (NASDAQ:NVDA) by 12.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,466,944 shares of the computer hardware maker’s stock after selling 201,368 shares during the period. NVIDIA accounts for 5.6% of ABN Amro Investment Solutions’ holdings, making the stock its 2nd largest position. ABN Amro Investment Solutions’ holdings in NVIDIA were worth $273,702,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the second quarter worth $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA in the second quarter valued at $32,000. Longfellow Investment Management Co. LLC raised its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying 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 acquired a new position in NVIDIA during the 3rd quarter worth about $50,000. 65.27% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

NVDA has been the subject of several research reports. Wells Fargo & Company reaffirmed an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. Evercore reiterated an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. William Blair reaffirmed an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Tigress Financial restated a “strong-buy” rating and set a $360.00 price target (up from $350.00) on shares of NVIDIA in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $273.64.

NVIDIA Stock Down 3.0%

NVDA opened at $177.83 on Friday. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The stock has a market capitalization of $4.32 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. The business’s 50-day simple moving average is $185.77 and its 200-day simple moving average is $183.84.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm’s revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.89 earnings per share. Analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be paid a $0.01 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is currently 0.82%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction that occurred on 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 completion of the sale, the director directly owned 6,933,280 shares of the company’s stock, 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, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,248,120 shares of company stock valued at $225,672,814 over the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts raise targets and reiterate upside — Several firms lifted NVDA price targets (Deutsche Bank to $220; Baird/Wedbush much higher), pointing to continued revenue and margin upside after the quarterly beat. This supports bullish outlooks and likely underpins buying from momentum and institutional desks. NVIDIA Price Target Increased to $220 at Deutsche Bank
• Positive Sentiment: Strong quarterly results and demand narrative — NVDA reported record revenue and robust data-center demand; analysts and bull pieces highlight durable platform strength and Ruben/Blackwell product cycle tailwinds that support above-consensus growth. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Strategic AI investments and ecosystem deals — Continued strategic investments (OpenAI/Anthropic participation) and new AI partnerships/bets are cited as catalytic for long-term platform control and ecosystem monetization. Nvidia Just Made Another Pair of Brilliant AI Bets
• Neutral Sentiment: CEO compensation update — SEC filing shows a new FY2027 variable-comp plan with a $4M target cash bonus for Jensen Huang. Governance/compensation items typically have limited directional impact but draw investor attention. Nvidia sets $4 million cash bonus for CEO Huang under 2027 compensation plan
• Neutral Sentiment: Pause on new startup bets — Company statements that it will pause further startup investments after recent big bets could be read as capital discipline; market reaction depends on how investors value future optionality vs. cash conservation. Nvidia pauses new AI startup bets after backing OpenAI, Anthropic
• Negative Sentiment: U.S. export-permit rulemaking risk — Reports that U.S. authorities are considering global licensing requirements for AI-chip exports (affecting shipments to all countries) create uncertainty around international sales and could materially limit market access and growth paths. US said to consider requiring permits for global AI chip sales by Nvidia and AMD
• Negative Sentiment: Pullback from China production — Reuters/FT reporting that NVIDIA stopped production of H200 chips for China and refocused TSMC capacity to next‑gen Vera Rubin confirms the company is scaling back China exposure. That reduces near-term addressable market in China and raises execution/earnings pacing concerns even if domestic hyperscalers capture redirected supply. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports

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.