NVIDIA Corporation $NVDA Shares Acquired by Jones Financial Companies Lllp

Jones Financial Companies Lllp raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 9.5% in the third quarter, Holdings Channel.com reports. The firm owned 4,108,025 shares of the computer hardware maker’s stock after buying an additional 356,202 shares during the period. NVIDIA comprises 0.5% of Jones Financial Companies Lllp’s portfolio, making the stock its 23rd largest holding. Jones Financial Companies Lllp’s holdings in NVIDIA were worth $735,483,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its position in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its stake in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its holdings in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC raised its stake in NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. grew its position in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street expects massive Q4 revenue (street chatter ~ $65B / ~68% YoY) — that optimism is supporting the rally. Why is Nvidia stock soaring
• Positive Sentiment: Analysts and brokers have reiterated buy/outperform ratings and higher targets ahead of results (Wedbush, Truist, DA Davidson, KeyCorp coverage), supporting demand. Wedbush and Truist reiterate buy
• Positive Sentiment: Sector tailwind — the semiconductor index is near record highs and a broad market rally ahead of NVDA earnings is lifting the stock. Semis Hit Highs Before NVIDIA
• Positive Sentiment: New enterprise wins/partnerships (Akamai integration for critical-infrastructure cybersecurity using NVIDIA BlueField DPUs) expand enterprise TAM beyond GPUs. Akamai and NVIDIA launch solution
• Positive Sentiment: Corporate returns: Nvidia is scheduled to pay a dividend next month — a small but supportive sign for income-focused holders. Dividend announcement
• Neutral Sentiment: Heavy options/derivatives activity: traders are positioning for a big post-earnings move, increasing intraday volatility even if fundamentals meet expectations. Options strategies ahead of earnings
• Neutral Sentiment: AI infrastructure rotation: suppliers and fiber/optical plays (e.g., Corning) are rallying, which underpins long-term datacenter demand for NVIDIA chips but shifts some capital away from pure-chip names. Corning pivot to AI infrastructure
• Negative Sentiment: Export-control / China risk: U.S. officials say H200 chips have not been shipped to China — short-term revenue exposure and regulatory scrutiny remain a risk. China H200 shipment update
• Negative Sentiment: Compliance and reputational risk: reports that a Chinese startup trained a model on NVIDIA’s best chip despite bans raise enforcement and policy uncertainty. DeepSeek trained on Blackwell despite ban
• Negative Sentiment: Competitive pressure and ASIC fears: hyperscalers pursuing custom chips and broader AI-chip competition (Google, in-house ASICs) are a recurring concern that could temper long-term margin/growth expectations. AI competition & risks

NVIDIA Price Performance

NASDAQ NVDA opened at $192.85 on Wednesday. The company has a 50-day moving average price of $185.80 and a two-hundred day moving average price of $183.80. The stock has a market cap of $4.69 trillion, a price-to-earnings ratio of 47.85, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19.

Analyst Upgrades and Downgrades

NVDA has been the topic of several research reports. Stifel Nicolaus set a $250.00 price target on NVIDIA in a research report on Thursday, January 8th. Citic Securities increased their target price on shares of NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. William Blair restated an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Loop Capital boosted their price objective on shares of NVIDIA from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Finally, KeyCorp reissued an “overweight” rating and issued a $275.00 target price on shares of NVIDIA in a report on Monday. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $267.50.

Insiders Place Their Bets

In other news, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the transaction, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This trade 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 is accessible through the SEC website. Also, CFO Colette Kress sold 27,640 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief financial officer directly owned 846,772 shares of the company’s stock, valued at $148,794,775.84. The trade was a 3.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,610,848 shares of company stock valued at $291,619,375 in the last quarter. 4.17% of the stock is owned by insiders.

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.