Three Seasons Wealth LLC Buys Shares of 17,633 NVIDIA Corporation $NVDA

Three Seasons Wealth LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 17,633 shares of the computer hardware maker’s stock, valued at approximately $3,290,000. NVIDIA comprises about 0.3% of Three Seasons Wealth LLC’s investment portfolio, making the stock its 19th biggest position.

A number of other hedge funds have also bought and sold shares of the company. Westend Capital Management LLC lifted its holdings in NVIDIA by 99.1% in the third quarter. Westend Capital Management LLC now owns 906 shares of the computer hardware maker’s stock valued at $169,000 after buying an additional 451 shares during the period. Burr Financial Services LLC raised its position in shares of NVIDIA by 35.6% in the 3rd quarter. Burr Financial Services LLC now owns 212,178 shares of the computer hardware maker’s stock worth $39,588,000 after acquiring an additional 55,657 shares in the last quarter. Optivise Advisory Services LLC lifted its stake in shares of NVIDIA by 10.8% in the 3rd quarter. Optivise Advisory Services LLC now owns 16,520 shares of the computer hardware maker’s stock valued at $3,082,000 after purchasing an additional 1,606 shares during the period. 5T Wealth LLC boosted its position in shares of NVIDIA by 0.5% during the 3rd quarter. 5T Wealth LLC now owns 13,217 shares of the computer hardware maker’s stock valued at $2,466,000 after purchasing an additional 69 shares in the last quarter. Finally, KW Wealth Management LLC bought a new stake in shares of NVIDIA during the 3rd quarter valued at about $1,363,000. Institutional investors own 65.27% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction dated Friday, December 12th. The shares were 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 owned 1,424,603 shares in the company, valued at $253,365,643.55. This represents a 4.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director A Brooke Seawell sold 12,728 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $183.93, for a total transaction of $2,341,061.04. The SEC filing for this sale provides additional information. Insiders sold a total of 1,786,474 shares of company stock worth $326,293,242 in the last three months. 4.17% of the stock is owned by corporate insiders.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CES product and platform momentum — Nvidia unveiled the Vera Rubin supercomputing platform and Alpamayo for autonomous vehicles, and partners (Nebius, Supermicro, Lenovo, Siemens) are lining up to offer Rubin-based systems and services. These launches reinforce Nvidia’s leadership in data-center AI and expand addressable markets beyond chips. Read More.
• Positive Sentiment: Strategic partnerships and industry adoption — New deals with industrials (Siemens, Caterpillar) and cloud providers accelerate real-world AI deployments (robotics, industrial AI, construction equipment), widening NVDA’s end-market reach and potential system revenue. Read More.
• Positive Sentiment: Nvidia-backed xAI funding lifts ecosystem demand — Elon Musk’s xAI raised $20B in a round that drew major support from Nvidia, signaling deep-pocketed customers and partners that could translate into future GPU demand and model development ties. Read More.
• Positive Sentiment: China sales opportunity — Multiple pieces highlight strong Chinese customer demand and the potential for a large H200 market if export approvals proceed; some reports even flagged orders that traders interpret as a multibillion-dollar upside. These narratives have helped lift sentiment around NVDA’s growth runway. Read More. and Read More.
• Neutral Sentiment: Analyst support and price-target moves — Some firms (Bank of America, Bernstein, UBS) have reiterated buys or raised targets after CES, which lends institutional backing but also reflects expectations already priced into the stock. Read More.
• Negative Sentiment: Regulatory and China-order uncertainty — Reuters and other outlets reported that Chinese authorities asked some tech firms to halt H200 orders and may push domestic buying mandates, creating real near-term revenue uncertainty despite demand. That mixed messaging creates volatility risk for NVDA’s China growth outlook. Read More.
• Negative Sentiment: Bear/skeptic views on Rubin deployment and capital strategy — Some analysts and commentary pieces warn that rapid platform expansion and large strategic investments (and customer/partner execution risks) could amplify downside in a market re-rating, adding a cautious counterpoint for investors. Read More.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. KeyCorp lifted their target price on NVIDIA from $250.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. UBS Group reiterated a “buy” rating on shares of NVIDIA in a research note on Tuesday. BNP Paribas Exane increased their target price on shares of NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 18th. Barclays raised their price target on shares of NVIDIA from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. Finally, Morgan Stanley upped their price objective on shares of NVIDIA from $235.00 to $250.00 and gave the company an “overweight” rating in a report on Monday, December 1st. Five research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average target price of $262.14.

NVIDIA Stock Up 1.0%

Shares of NASDAQ NVDA opened at $189.15 on Thursday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The company has a 50-day moving average price of $185.93 and a 200-day moving average price of $179.21. The stock has a market capitalization of $4.60 trillion, a P/E ratio of 46.94, a P/E/G ratio of 0.91 and a beta of 2.31. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The company had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm’s revenue was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.81 EPS. On average, equities research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

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.