Private Wealth Partners LLC Purchases 8,862 Shares of NVIDIA Corporation $NVDA

Private Wealth Partners LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 1.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 825,031 shares of the computer hardware maker’s stock after acquiring an additional 8,862 shares during the quarter. NVIDIA accounts for 11.0% of Private Wealth Partners LLC’s holdings, making the stock its biggest position. Private Wealth Partners LLC’s holdings in NVIDIA were worth $153,934,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA in the second quarter valued at about $28,000. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC increased its position 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 purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Finally, Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the 3rd quarter worth approximately $50,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Meta partnership expands into a full-stack deal (Blackwell GPUs, Rubin chips and Vera CPUs) and commits multi‑year purchases that underpin long-term data‑center revenue for NVIDIA. NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
• Positive Sentiment: Reports that NVIDIA is close to finalizing ~ $30B investment in OpenAI reinforce strategic alignment with the largest AI software player and could secure future demand for chips and services. Nvidia close to finalizing $30 billion investment in OpenAI funding round, FT reports
• Positive Sentiment: Multiple institutional buyers (e.g., Atreides, Woodline, D1 Capital) increased NVDA stakes recently and analysts at several firms reiterated Buy ratings — a sign of continued institutional conviction ahead of earnings. Altimeter Capital’s Brad Gerstner Boosts Nvidia Stake
• Neutral Sentiment: Q4 earnings are the immediate catalyst — consensus expects very large revenue (est. ~$65B) and another beat could re-accelerate the stock; but much of that is already priced in. NVIDIA to Post Q4 Earnings: Buy, Hold, or Take Profits?
• Neutral Sentiment: NVIDIA’s Q4 options market is pricing in near‑perfect results — that elevates implied volatility and makes downside moves more likely if execution or guidance falls short. Nvidia options are priced for a perfect earnings outlook
• Negative Sentiment: Analysts and commentators flag the risk of a post‑earnings pullback (examples projecting a $165–$170 downside scenario) if beats only match lofty expectations or guidance disappoints. NVDA Seeks to Break Rangebound Stock Moves After Earnings
• Negative Sentiment: New ASIC competitors and well‑funded startups (e.g., Taalas) are raising capital to challenge NVIDIA on cost/performance — a medium‑term competitive risk to monitor. Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia

Insider Transactions at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Colette Kress sold 27,640 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $4,856,900.80. Following the transaction, the chief financial officer owned 846,772 shares in the company, valued at approximately $148,794,775.84. The trade was a 3.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,610,848 shares of company stock worth $291,619,375 over the last ninety days. Corporate insiders own 4.17% of the company’s stock.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $189.82 on Monday. The stock has a 50 day simple moving average of $185.19 and a 200 day simple moving average of $183.65. The stock has a market cap of $4.61 trillion, a P/E ratio of 47.10, a PEG ratio of 0.57 and a beta of 2.31. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Raymond James Financial reissued a “strong-buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. JPMorgan Chase & Co. reissued a “buy” rating on shares of NVIDIA in a research report on Wednesday, January 21st. Oppenheimer reaffirmed an “outperform” rating and issued a $265.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. BNP Paribas Exane lifted their target price on NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 18th. Finally, DA Davidson reissued a “buy” rating and set a $250.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $264.20.

About NVIDIA

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.