NVIDIA Corporation $NVDA Holdings Raised by Tanager Wealth Management LLP

Tanager Wealth Management LLP boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 47.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,870 shares of the computer hardware maker’s stock after buying an additional 4,784 shares during the period. Tanager Wealth Management LLP’s holdings in NVIDIA were worth $2,775,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Norges Bank bought a new stake in NVIDIA during the second quarter worth approximately $51,386,863,000. Laurel Wealth Advisors LLC increased its position in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares during the period. State Street Corp raised its stake in shares of NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock worth $154,556,803,000 after buying an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock valued at $91,150,170,000 after buying an additional 8,521,936 shares during the period. Finally, California Public Employees Retirement System boosted its stake in NVIDIA by 10.7% during the second quarter. California Public Employees Retirement System now owns 64,728,856 shares of the computer hardware maker’s stock valued at $10,226,512,000 after buying an additional 6,235,074 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $186.47 on Tuesday. The company’s fifty day moving average is $183.37 and its two-hundred day moving average is $181.97. The company has a market cap of $4.53 trillion, a P/E ratio of 46.27, a price-to-earnings-growth ratio of 0.91 and a beta of 2.31. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

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

NVIDIA Announces Dividend

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

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 27,640 shares of the stock in a transaction that occurred on 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 sale, the chief financial officer owned 874,412 shares in the company, valued at $161,696,267.04. This represents a 3.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction 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 transaction, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,636,474 shares of company stock valued at $298,482,982 over the last ninety days. Insiders own 4.17% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA expands demand visibility with a $2 billion investment in CoreWeave to accelerate >5 GW of AI data-center buildout through 2030 — this deepens NVDA’s infrastructure footprint and secures long-term chassis demand for GPUs. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Supply-chain relief: reports that Samsung will begin HBM4 production next month to supply NVIDIA ease memory constraints that have capped GPU throughput and pricing power. Improved HBM supply reduces a key bottleneck for next‑gen AI systems. Samsung to start production of HBM4 chips next month for Nvidia supply
• Positive Sentiment: Product/technology leadership: NVIDIA released three open‑source AI weather models, reinforcing its software and model ecosystem that drives GPU demand and developer mindshare. Nvidia unveils AI models for faster, cheaper weather forecasts
• Neutral Sentiment: Pelosi portfolio activity shows a nuanced stance: public filings indicate rotation and use of long‑dated options to retain tech exposure — interpreted as a structural, leveraged bullish stance on AI names (NVDA mentioned in the filing analysis). Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Negative Sentiment: Competitive risk: Microsoft unveiled the Maia 200 accelerator and new software targeting inference efficiency — a direct attempt to reduce hyperscaler dependence on third‑party GPUs and attack NVIDIA’s software moat for certain workloads. That raises execution risk around some GPU demand segments. Microsoft rolls out next generation of its AI chips
• Negative Sentiment: Insider selling: an NVIDIA EVP disclosed a large sale (~$36M), which can amplify short‑term selling pressure and investor wariness around timing of stock‑based compensation events. Insider Selling: NVIDIA EVP Sells $36,008,000
• Negative Sentiment: Macro/earnings cadence: traders are risk‑off ahead of a packed week of big‑tech earnings and the Fed decision — that broader caution is flattening momentum in high‑beta names like NVDA despite strong fundamentals. Nvidia stock is down in the red

Wall Street Analysts Forecast Growth

NVDA has been the topic of several research reports. Wolfe Research boosted their price target on shares of NVIDIA from $230.00 to $250.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Benchmark boosted their target price on shares of NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Hsbc Global Res upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 15th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on NVIDIA from $180.00 to $215.00 and gave the company a “hold” rating in a research report on Thursday, November 20th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus target price of $263.41.

NVIDIA 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.