NVIDIA Corporation $NVDA Shares Bought by Drive Wealth Management LLC

Drive Wealth Management LLC grew its stake in NVIDIA Corporation (NASDAQ:NVDA) by 8.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 94,230 shares of the computer hardware maker’s stock after purchasing an additional 7,706 shares during the quarter. NVIDIA makes up 3.7% of Drive Wealth Management LLC’s holdings, making the stock its 4th biggest position. Drive Wealth Management LLC’s holdings in NVIDIA were worth $17,582,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of NVDA. Harbor Asset Planning Inc. acquired a new position in NVIDIA in the 2nd quarter valued at $28,000. Winnow Wealth LLC purchased a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter worth about $40,000. Finally, Sellwood Investment Partners LLC acquired a new position in NVIDIA during the third quarter worth about $50,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. KeyCorp raised their target price 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. Loop Capital increased their price target on NVIDIA from $250.00 to $350.00 and gave the company a “buy” rating in a report on Monday, November 3rd. Seaport Research Partners lifted their price objective on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. William Blair reissued an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, Arete Research raised their target price on NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Four investment 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. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $264.20.

NVIDIA Stock Down 2.2%

NVIDIA stock opened at $182.85 on Friday. The company has a market capitalization of $4.44 trillion, a PE ratio of 45.37, a price-to-earnings-growth ratio of 0.57 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a 50 day moving average price of $184.72 and a 200 day moving average price of $183.26.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $54.66 billion. During the same period last year, the business posted $0.81 earnings per share. The company’s quarterly revenue was up 62.5% on a year-over-year basis. Research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current 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 given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s payout ratio is currently 0.99%.

Insider Buying and Selling at NVIDIA

In other news, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the sale, the executive vice president owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 transaction of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,611,474 shares of company stock valued at $291,731,692 over the last three months. 4.17% of the stock is currently owned by company insiders.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts and investors remain constructive: several firms have raised price targets and reiterated buy ratings ahead of NVIDIA’s upcoming earnings, reinforcing expectations for strong revenue from AI data-center demand. Nvidia price target boosted on positive earnings setup ahead of GTC event
• Positive Sentiment: Large institutional buying in filings (e.g., Cardano Risk Management and Haverford Trust additions) signals continued conviction from some big holders, providing a structural bid under the stock. Fund Update: 70,283,539 NVIDIA (NVDA) shares added to Cardano Risk Management B.V. portfolio
• Positive Sentiment: Fundamentals remain strong — NVIDIA is widely expected to hit very large data-center revenue targets driven by Blackwell shipments and data-center capex, supporting long-term earnings upside. Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?
• Neutral Sentiment: Macro is mixed but not hostile — CPI came in roughly as expected, so inflation-driven rate shocks are not the primary driver of today’s move. CPI Increased in Line With Expectations
• Neutral Sentiment: Reported plans to lease a Nevada data center financed via high-yield debt raise financing/strategy questions for some investors, but detail is limited so the market impact is unclear. Nvidia to lease Nevada data center financed by junk bonds: report
• Negative Sentiment: Customer diversification headlines: Arista’s CEO said deployments are shifting away from near-100% NVIDIA to a meaningful share using AMD, signaling competitors are gaining traction in some workloads — a clear near-term headwind for NVDA sentiment. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Negative Sentiment: Big customers and AI firms are publicly pursuing chip diversification (reports on OpenAI exploring alternatives), which increases competitive risk and can pressure sentiment even if NVIDIA remains the market leader. AI firms like OpenAI seek Nvidia alternatives
• Negative Sentiment: Geopolitical/export concerns resurfaced after a U.S. lawmaker hinted at restrictions on AI chip sales to China, creating uncertainty around a material end market and weighing on the stock. Nvidia (NVDA) Slides as U.S. Lawmaker Hints at AI Chip Sales to China
• Negative Sentiment: Short-term profit-taking and “crowded trade” unwinding in semiconductors contributed to selling pressure after a strong multi-week run; this technical/flow-driven selling can amplify any negative headline. Nvidia stock tumbles over 2%: why investors are booking profits
• Negative Sentiment: Insider selling and some fund trims have been reported recently, which can add to near-term caution even though institutional activity is mixed. Nvidia insiders dump over $100 million of NVDA stock since 2026 started

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.