Sarasin & Partners LLP Purchases 631,692 Shares of NVIDIA Corporation $NVDA

Sarasin & Partners LLP grew its position in NVIDIA Corporation (NASDAQ:NVDA) by 16.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,556,370 shares of the computer hardware maker’s stock after acquiring an additional 631,692 shares during the period. NVIDIA comprises approximately 8.1% of Sarasin & Partners LLP’s investment portfolio, making the stock its 2nd biggest position. Sarasin & Partners LLP’s holdings in NVIDIA were worth $828,576,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Harbor Asset Planning Inc. acquired a new stake in NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA during the second quarter worth $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA during the second quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Positive Sentiment: Multiple outlets and TV segments frame the Groq deal as market?moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near?term bullish case. Nvidia strikes $20 billion deal with Groq: Here’s what you need to know
• Positive Sentiment: Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. Analyst price target reports
• Neutral Sentiment: Deal structure is non?traditional — a non?exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near?term regulatory drag but leaves some legal/competitive ambiguity. Nvidia-Groq deal is structured to keep ‘fiction of competition alive’
• Positive Sentiment: Technical/strategic rationale: analysts and deep?dive pieces argue Groq’s LPU/compiler tech can materially improve real?time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. Why Nvidia Needs Groq To Win The War Against Google’s TPUs
• Neutral Sentiment: Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near?term balance?sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. Nvidia Has A Cash Problem
• Negative Sentiment: Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep?tech entrants could pose a meaningful long?term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low?latency stacks. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

NVIDIA Stock Up 1.0%

Shares of NASDAQ:NVDA opened at $190.53 on Friday. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week 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. The business has a fifty day moving average of $186.12 and a two-hundred day moving average of $176.54. The stock has a market cap of $4.63 trillion, a P/E ratio of 47.28, a PEG ratio of 0.92 and a beta of 2.29.

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

NVIDIA Announces Dividend

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

Insider Transactions at NVIDIA

In related news, EVP Debora Shoquist sold 80,000 shares of the stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total transaction of $14,772,000.00. Following the transaction, the executive vice president owned 1,574,443 shares of the company’s stock, valued at approximately $290,720,899.95. This represents a 4.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of the firm’s 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 transaction, the director 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,161,474 shares of company stock valued at $396,157,992 over the last three months. 4.17% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on NVDA shares. President Capital boosted their target price on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday, November 28th. Bank of America reiterated a “buy” rating and set a $275.00 price objective on shares of NVIDIA in a research note on Friday. Jefferies Financial Group restated a “buy” rating and issued a $250.00 target price (up previously from $240.00) on shares of NVIDIA in a research report on Thursday, November 20th. Sanford C. Bernstein reiterated an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a research report on Friday. Finally, Stifel Nicolaus raised their price objective on NVIDIA from $212.00 to $250.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Five analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $262.14.

NVIDIA Company 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.