Johnson Investment Counsel Inc. Purchases 13,282 Shares of NVIDIA Corporation $NVDA

Johnson Investment Counsel Inc. grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 401,235 shares of the computer hardware maker’s stock after buying an additional 13,282 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in NVIDIA were worth $74,862,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Center for Financial Planning Inc. increased its position in shares of NVIDIA by 4.6% during the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after acquiring an additional 367 shares during the period. Atria Investments Inc grew its stake in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after purchasing an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ purchased a new position in NVIDIA during the 3rd quarter worth $37,316,000. Oak Ridge Investments LLC raised its position in NVIDIA by 2.2% during the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. lifted its holdings in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after buying an additional 6,162 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record earnings and data‑center dominance — NVDA reported a $68.1B quarter with strong data‑center results and bullish multi‑year growth commentary, underpinning investor confidence in its platform lead. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Analyst upgrades lift sentiment — Baird and Wedbush have boosted price targets (Baird raised its PT to $300), signaling continued buy‑side conviction after the quarter. Baird Raises Price Target on Nvidia (NVDA) Wedbush Raises Nvidia (NVDA) Price Target to $300
• Positive Sentiment: Deepening AI ecosystem exposure — NVDA participated in the massive OpenAI funding and continues to be a central supplier/partner across inference/cloud providers, which supports durable demand for GPUs. Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
• Neutral Sentiment: Management signals a pause on future large private investments — CEO Jensen Huang said the recent $30B OpenAI investment “might be the last” before OpenAI’s IPO, limiting further big equity bets but reducing potential capital deployment uncertainty. Jensen Huang Says Nvidia’s $30 Billion OpenAI Investment ‘Might Be The Last’
• Negative Sentiment: China production pullback weighs on TAM — Reports say NVDA stopped producing H200 chips intended for China and is redirecting TSMC capacity toward Vera Rubin, confirming the company is de‑emphasizing near‑term China data‑center revenue in guidance. This reduces upside in China and highlights regulatory risk. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Negative Sentiment: Tighter export rules could limit global chip sales — U.S. proposals to require licenses for advanced AI chip exports add uncertainty and could restrict NVIDIA’s addressable markets or create compliance frictions. New Export Rules Could Be Coming for AI Chipmakers’ Sales

Insider Activity

In related news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction that occurred on 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 transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,248,120 shares of company stock valued at $225,672,814. 4.17% of the stock is owned by company insiders.

NVIDIA Price Performance

Shares of NVDA opened at $183.32 on Friday. The company has a 50 day moving average of $186.02 and a two-hundred day moving average of $183.87. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a market cap of $4.45 trillion, a price-to-earnings ratio of 37.41, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the prior year, the business posted $0.89 EPS. The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be paid a dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is presently 0.82%.

Analyst Upgrades and Downgrades

NVDA has been the topic of several research reports. Morgan Stanley set a $260.00 price target on NVIDIA in a research note on Monday. Sanford C. Bernstein raised their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Benchmark reaffirmed a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. Citigroup increased their price objective on shares of NVIDIA from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Finally, KeyCorp reissued an “overweight” rating and issued a $275.00 price objective on shares of NVIDIA in a research note on Monday, February 23rd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $273.64.

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.