Paladin Partners LLC Acquires 7,970 Shares of NVIDIA Corporation $NVDA

Paladin Partners LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 10.9% in the 3rd quarter, Holdings Channel reports. The firm owned 81,002 shares of the computer hardware maker’s stock after acquiring an additional 7,970 shares during the quarter. NVIDIA accounts for approximately 12.4% of Paladin Partners LLC’s portfolio, making the stock its 2nd largest position. Paladin Partners LLC’s holdings in NVIDIA were worth $18,499,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in NVDA. Retirement Wealth Solutions LLC raised its stake in NVIDIA by 1.2% in the second quarter. Retirement Wealth Solutions LLC now owns 4,121 shares of the computer hardware maker’s stock valued at $825,000 after purchasing an additional 47 shares in the last quarter. LightSquare Wealth Management LLC grew its position in NVIDIA by 0.3% in the second quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker’s stock worth $3,741,000 after acquiring an additional 49 shares in the last quarter. Defender Capital LLC. grew its position in NVIDIA by 0.7% in the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock worth $1,507,000 after acquiring an additional 50 shares in the last quarter. Kooman & Associates increased its stake in NVIDIA by 0.6% in the second quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock valued at $1,694,000 after acquiring an additional 50 shares during the last quarter. Finally, Roof Eidam Maycock Peralta LLC increased its stake in NVIDIA by 0.3% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock valued at $3,767,000 after acquiring an additional 50 shares during the last quarter. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA plans to invest $3 billion in Meta’s equity offering while expanding collaboration on Meta’s Muse AI models. Meta also intends to deploy more NVIDIA Vera Rubin systems, Vera CPUs, Spectrum-X networking and BlueField-4 technology. The deal strengthens NVIDIA’s relationship with one of its largest customers and could support future infrastructure sales. Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership
• Positive Sentiment: Oracle and NVIDIA expanded the availability of Vera Rubin NVL72 systems and Vera CPUs on Oracle Cloud Infrastructure, with additional Rubin systems planned. Broader cloud availability may accelerate customer adoption and reinforce NVIDIA’s position in AI training and inference. NVIDIA and Oracle Expand NVIDIA Vera Rubin
• Positive Sentiment: Anthropic’s IPO filing disclosed large, long-term computing commitments with Amazon, Alphabet and other providers. The spending supports the broader AI infrastructure market, where NVIDIA remains a major merchant-GPU supplier, although some demand may be served by custom chips. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Partners including CoreWeave, NTT DATA and Schneider Electric continue expanding data-center and AI-factory deployments using NVIDIA systems, providing additional evidence of sustained demand across cloud, enterprise and industrial applications. NVIDIA Omniverse DSX Blueprint AI Factory Pilot
• Neutral Sentiment: Analysts and investors continue to debate NVIDIA’s valuation after its pullback from the record high. Strong revenue growth and high profitability support the long-term case, but expectations remain elevated.
• Negative Sentiment: Anthropic’s filing highlights its ability to use multiple AI-chip providers. A broader multichip strategy could weaken NVIDIA’s pricing power over time, particularly as custom accelerators from hyperscalers and Broadcom gain traction. Anthropic’s worst nightmare may be lurking inside Anthropic’s IPO filing
• Negative Sentiment: NVIDIA’s China AI-chip shipments reportedly fell 44% in the first half of 2026 as Huawei gains ground and supply constraints complicate deliveries. Export restrictions and geopolitical risk remain meaningful headwinds.
• Negative Sentiment: Potentially higher advanced-packaging and wafer costs at TSMC could pressure NVIDIA’s margins, while tighter credit markets may slow data-center construction and reduce GPU orders from financially weaker operators.

Insider Buying and Selling at NVIDIA

In related news, EVP Timothy S. Teter sold 30,460 shares of the company’s stock in a transaction on Monday, September 21st. The shares were sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at $598,810,648. This represents a 1.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Colette Kress sold 34,918 shares of the company’s stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares of the company’s stock, valued at $167,595,812.15. This represents a 4.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on NVDA. Rosenblatt Securities restated a “buy” rating and set a $390.00 price target on shares of NVIDIA in a research report on Tuesday, September 29th. The Goldman Sachs Group reiterated a “buy” rating on shares of NVIDIA in a report on Wednesday, October 21st. Melius Research set a $420.00 price objective on NVIDIA in a research report on Thursday, August 27th. Needham & Company LLC reissued a “buy” rating and set a $300.00 price objective on shares of NVIDIA in a report on Wednesday, October 21st. Finally, KeyCorp reissued an “overweight” rating and set a $330.00 price objective on shares of NVIDIA in a report on Monday, August 24th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-nine have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $321.47.

NVIDIA Trading Up 0.9%

NVDA opened at $217.94 on Wednesday. NVIDIA Corporation has a 12 month low of $164.27 and a 12 month high of $243.37. The business’s 50-day moving average price is $222.15 and its 200-day moving average price is $203.85. The company has a market cap of $5.25 trillion, a P/E ratio of 27.55 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.13. The company had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. The company’s revenue was up 105.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.05 earnings per share. Equities research analysts forecast that NVIDIA Corporation will post 9.30 earnings per share for the current fiscal year.

NVIDIA declared that its board has initiated a share repurchase plan on Monday, September 28th that permits the company to buy back $150 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to repurchase up to 2.8% of its shares through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Thursday, September 10th. NVIDIA’s payout ratio is 12.64%.

NVIDIA Company Profile

NVIDIA Corporation (NASDAQ: NVDA) is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company’s products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.