NVIDIA Corporation $NVDA Shares Purchased by KLP Kapitalforvaltning AS

KLP Kapitalforvaltning AS grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 0.2% during the third quarter, Holdings Channel reports. The firm owned 9,491,060 shares of the computer hardware maker’s stock after acquiring an additional 19,700 shares during the quarter. NVIDIA comprises 7.0% of KLP Kapitalforvaltning AS’s portfolio, making the stock its largest holding. KLP Kapitalforvaltning AS’s holdings in NVIDIA were worth $1,770,923,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Websterrogers Financial Advisors LLC lifted its holdings in NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after acquiring an additional 54 shares during the last quarter. Helen Stephens Group LLC raised its position in shares of NVIDIA by 3.9% during the 3rd quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock worth $277,000 after purchasing an additional 56 shares during the period. Morton Brown Family Wealth LLC lifted its holdings in shares of NVIDIA by 1.5% in the 2nd quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock worth $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC boosted its position in NVIDIA by 0.3% during the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker’s stock valued at $3,302,000 after purchasing an additional 58 shares during the period. Finally, Alpha Wealth Funds LLC grew its stake in NVIDIA by 1.3% during the 2nd quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker’s stock worth $732,000 after buying an additional 59 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling at NVIDIA

In related news, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 200,000 shares of NVIDIA stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $187.82, for a total value of $37,564,000.00. Following the completion of the transaction, the executive vice president directly owned 3,818,547 shares in the company, valued at $717,199,497.54. This represents a 4.98% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,536,474 shares of company stock worth $281,144,482. 4.17% of the stock is owned by insiders.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang’s Davos message — calling for “trillions” more in AI infrastructure spending and arguing the AI buildout will create jobs — reinforced the long?term capex story that underpins NVDA’s growth. Nvidia CEO Says AI Needs More Investment
• Positive Sentiment: NVIDIA invested in AI inference startup Baseten (reported as ~$150M), signaling product/stack expansion into model deployment and strengthening its software+services moat. Nvidia Invests in Baseten
• Positive Sentiment: Fresh analyst optimism and rating moves (e.g., Zacks upgrade, JPMorgan reaffirmation) support upside expectations and provide near?term buying interest. NVDA Upgraded to Strong Buy
• Positive Sentiment: Demand signals remain strong: Micron confirmed near?full memory sell?through to AI leaders, underscoring continued hyperscaler spending into GPU servers (a tailwind for NVIDIA). Micron Confirms Sell?Through
• Positive Sentiment: CEO Jensen Huang plans a China trip to try to reopen access to that critical market — a direct catalyst if regulatory approvals and customer access improve. Huang Plans China Visit
• Neutral Sentiment: Market rotation into storage/memory (from compute) is gaining headlines — this could reallocate some flows away from GPUs in the short term even as overall AI infrastructure spending grows. Forget the Chips, Buy Memory
• Negative Sentiment: China clearance for NVIDIA’s H200 appears “stuck” on China’s side despite U.S. approval — if unresolved this limits NVDA’s addressable market and near?term revenue upside from China. H200 Decision Stuck in China
• Negative Sentiment: Reports of H200 component production halts and supply/production snags could delay shipments and incremental revenue in the near term. H200 Component Production Halted
• Negative Sentiment: A small patent?infringement suit was filed (Health Discovery) — legal noise that currently seems immaterial but adds another headline risk. Health Discovery Sues NVIDIA

NVIDIA Trading Up 3.0%

Shares of NVDA stock opened at $183.34 on Thursday. The stock has a 50-day simple moving average of $183.47 and a 200 day simple moving average of $181.30. The stock has a market capitalization of $4.46 trillion, a P/E ratio of 45.49, a P/E/G ratio of 0.87 and a beta of 2.31. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two 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.

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 company had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s revenue was up 62.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.81 EPS. On average, sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Analysts Set New Price Targets

Several brokerages have recently issued reports on NVDA. Robert W. Baird reissued an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a report on Friday, December 26th. Citic Securities upped their target price on shares of NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Macquarie raised NVIDIA to an “outperform” rating in a report on Monday, December 29th. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. Finally, KeyCorp raised their target price on NVIDIA from $250.00 to $275.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $263.41.

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.