Accredited Investors Inc. Purchases 13,257 Shares of NVIDIA Corporation $NVDA

Accredited Investors Inc. boosted its position in NVIDIA Corporation (NASDAQ:NVDA) by 21.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 75,439 shares of the computer hardware maker’s stock after purchasing an additional 13,257 shares during the period. NVIDIA comprises 0.8% of Accredited Investors Inc.’s investment portfolio, making the stock its 24th biggest position. Accredited Investors Inc.’s holdings in NVIDIA were worth $14,075,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the company. Websterrogers Financial Advisors LLC boosted its holdings in shares of NVIDIA by 2.6% in the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after buying an additional 54 shares during the last quarter. Helen Stephens Group LLC grew its position in shares of NVIDIA by 3.9% during the 3rd quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock valued at $277,000 after acquiring an additional 56 shares during the period. Morton Brown Family Wealth LLC increased its stake in shares of NVIDIA by 1.5% during the 2nd quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock worth $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC lifted its stake in NVIDIA by 0.3% in 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 last quarter. Finally, Alpha Wealth Funds LLC lifted its stake 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 valued at $732,000 after purchasing an additional 59 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Taiwan export data suggests stronger-than-expected shipments tied to AI chips, which can imply upside for NVDA demand and order visibility. Taiwan Export Data Signals Potential Upside for Nvidia (NVDA)
• Positive Sentiment: A senior House Democrat signaled openness to allowing sales of older H200 “Hopper” chips to China, reducing a key political overhang and improving potential addressable export flows for NVDA. Top Democrat on US House China committee open to Nvidia H200 sales
• Positive Sentiment: Analyst activity is supporting the tape — recent target lifts and a UBS buy reaffirmation boosted sentiment and buying interest in NVDA. Nvidia stock bucks market trend after analysts lift target
• Positive Sentiment: TSMC commentary and U.S. policy moves easing tariff risk imply capacity expansion and steadier supply for NVDA’s chip manufacturing run-rate. That supports investor conviction around multi-year AI capex. TSMC CEO good news for Nvidia investors
• Positive Sentiment: Institutional flows are mixed but notable: Fisher Asset increased its NVDA stake (buy-side support), which can underpin near-term demand. Fisher Asset Management boosts Nvidia stake
• Neutral Sentiment: Longer-term thematic pieces (quantum exposure, software interoperability) reinforce NVDA’s strategic positioning but are not immediate catalysts. Quantum Hype vs. Profits (NVDA/MSFT)
• Neutral Sentiment: Company commentary from CEO Jensen Huang and broader AI capex narratives keep conviction high, but they don’t replace near-term earnings/guidance as the market driver. Jensen Huang warning on software sell-off
• Negative Sentiment: U.S. licensing guardrails remain a constraint: strict licensing terms for H200 China exports could limit NVDA’s addressable market in China and add compliance costs. Nvidia must comply with strict U.S. licensing terms for H200 China exports
• Negative Sentiment: Commerce Secretary comments and Reuters coverage stress that NVDA “must live with” export guardrails — a reminder regulatory risk remains and could pressure margins or sales in the region. Nvidia must live with guardrails around AI chip sales
• Negative Sentiment: Competitive pressure is rising: Broadcom is positioning strongly in AI silicon and Cisco unveiled a networking chip targeting the same data-center market — these moves are chips-on-chips competition that can cap NVDA’s pricing/power in some segments. Nvidia and Broadcom’s AI Chips Head-to-Head
• Negative Sentiment: Some institutional trimming occurred (Morningstar cut its NVDA stake), a reminder that profit-taking and rotation into other AI infrastructure names is ongoing. Morningstar slashes Nvidia stake

Insider Activity at NVIDIA

In other news, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the transaction, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at $651,483,201.88. This represents a 5.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was 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 approximately $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 have sold a total of 1,611,474 shares of company stock valued at $291,731,692 in the last quarter. 4.17% of the stock is currently owned by corporate insiders.

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $190.20 on Thursday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The firm has a market cap of $4.62 trillion, a price-to-earnings ratio of 47.20, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. The business has a 50-day simple moving average of $184.64 and a two-hundred day simple moving average of $183.19. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly 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. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter last year, the firm posted $0.81 EPS. The business’s quarterly revenue was up 62.5% compared to the same quarter last year. On average, analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

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

Wall Street Analyst Weigh In

A number of research analysts have recently commented on NVDA shares. Citic Securities upped their price target on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Citigroup reiterated a “buy” rating on shares of NVIDIA in a research note on Monday, December 29th. Needham & Company LLC restated a “buy” rating and set a $240.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Finally, 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. 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 stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $264.20.

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.