NVIDIA Corporation $NVDA Shares Acquired by Benjamin Edwards Inc.

Benjamin Edwards Inc. increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 49.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 643,424 shares of the computer hardware maker’s stock after acquiring an additional 213,437 shares during the period. NVIDIA makes up approximately 1.4% of Benjamin Edwards Inc.’s portfolio, making the stock its 5th biggest holding. Benjamin Edwards Inc.’s holdings in NVIDIA were worth $120,051,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Harbor Asset Planning Inc. purchased a new stake in NVIDIA during the second quarter worth about $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC boosted its stake in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA in the 2nd quarter worth approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA in the 2nd quarter valued at approximately $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Hsbc Global Res upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 15th. William Blair reiterated an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Bank of America reissued a “buy” rating and issued a $275.00 price objective on shares of NVIDIA in a research note on Friday, December 26th. Morgan Stanley lifted their target price on shares of NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 1st. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $263.41.

NVIDIA Price Performance

NVDA stock opened at $187.81 on Friday. The company has a market cap of $4.56 trillion, a PE ratio of 46.60, a price-to-earnings-growth ratio of 0.90 and a beta of 2.31. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The stock has a 50-day moving average price of $183.38 and a two-hundred day moving average price of $181.53. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. During the same period in the previous year, the company posted $0.81 EPS. The company’s revenue was up 62.5% compared to the same quarter last year. As a group, research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Insider Activity at NVIDIA

In related news, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total value of $12,421,044.00. Following the completion of the sale, the executive vice president directly owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. This represents a 4.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $184.92, for a total value of $5,111,188.80. Following the completion of the transaction, the chief financial officer directly owned 874,412 shares in the company, valued at $161,696,267.04. This trade represents a 3.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,661,474 shares of company stock valued at $303,251,232 over the last quarter. Company insiders own 4.17% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Reports say Chinese regulators have signaled that large companies (including Alibaba) can prepare to order NVIDIA’s H200 GPUs, which would reopen a huge addressable market and explain the stock lift. Nvidia may have picked up a win in China. So why isn’t the stock surging?
• Positive Sentiment: NVIDIA invested $150 million in Baseten, a startup focused on AI inference — a strategic bet to strengthen its software/inference ecosystem and capture more of the AI stack beyond chips. NVIDIA (NVDA) Invests $150 million in Baseten
• Positive Sentiment: Jefferies raised its price target on NVDA (from $250 to $275) and JPMorgan reaffirmed a Buy — analyst backing supports investor confidence and limits downside from short-term noise. Jefferies Raises PT on NVIDIA JPMorgan Reaffirms Buy
• Neutral Sentiment: CEO Jensen Huang plans a China visit and has been publicly framing AI infrastructure as a long-term buildout (jobs/infrastructure narrative) — this can soothe relations but outcome depends on negotiations and approvals. Nvidia’s Huang to visit China as AI chip sales stall
• Negative Sentiment: Counterpoints: analysis flags a potential H200 China roadblock and warns that soaring memory (HBM) costs could squeeze NVIDIA’s margin/production dynamics — these are key risks that could cap upside even if China reopens. Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case
• Negative Sentiment: Macro/structural shift: investors are rotating money into memory/storage names as HBM allocation tightness pushes up memory costs and reshapes supply chains — that rotation can weigh on NVDA multiple if capital flows away. Forget the Chips, Buy Memory: Why AI Money Is Moving to Storage

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.