HWG Holdings LP Has $25.84 Million Stock Position in NVIDIA Corporation $NVDA

HWG Holdings LP increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 22.8% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 138,478 shares of the computer hardware maker’s stock after purchasing an additional 25,713 shares during the period. NVIDIA makes up about 6.5% of HWG Holdings LP’s holdings, making the stock its 3rd biggest holding. HWG Holdings LP’s holdings in NVIDIA were worth $25,837,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Center for Financial Planning Inc. grew its holdings in shares of NVIDIA by 4.6% during the 2nd 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. Svenska Handelsbanken AB publ bought a new stake in shares of NVIDIA during the third quarter valued at approximately $37,316,000. Atria Investments Inc raised its holdings 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. MADDEN SECURITIES Corp lifted its position in NVIDIA by 3.2% during the second quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after buying an additional 2,484 shares during the period. Finally, Whalen Wealth Management Inc. lifted its position in NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after buying an additional 6,162 shares during the period. 65.27% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

NVDA has been the subject of several research reports. Evercore ISI set a $352.00 price target on shares of NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Jefferies Financial Group reaffirmed a “buy” rating and set a $250.00 target price (up previously from $240.00) on shares of NVIDIA in a research note on Thursday, November 20th. JPMorgan Chase & Co. lifted their target price on shares of NVIDIA from $215.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. Stifel Nicolaus restated a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a research note on Monday. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $262.14.

NVIDIA Stock Performance

Shares of NVDA opened at $187.54 on Wednesday. The company has a market cap of $4.56 trillion, a price-to-earnings ratio of 46.54, a P/E/G ratio of 0.92 and a beta of 2.29. The business’s fifty day simple moving average is $186.36 and its two-hundred day simple moving average is $177.63. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. 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 (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same period in the prior year, the company posted $0.81 earnings per share. The company’s quarterly revenue was up 62.5% on a year-over-year basis. Research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were issued 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 of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is presently 0.99%.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Groq strategy strengthens NVIDIA’s inference roadmap and brings talent/tech that could accelerate low‑latency AI use cases — a long‑term growth catalyst. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Positive Sentiment: Analysts and institutions remain constructive: coverage and price targets rose into year‑end, supporting upside expectations into 2026. Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026
• Positive Sentiment: Reports that NVIDIA is in advanced talks to buy AI21 Labs suggest further vertical integration into LLM capabilities — another potential growth driver. Nvidia in advanced talks to buy Israel’s AI21 Labs for up to $3 billion, report says
• Neutral Sentiment: NVIDIA completed a $5B purchase of Intel shares — a strategic supply‑chain and CPU/GPU alignment step that diversifies exposure but ties up cash. Nvidia Closes $5 Billion Purchase of Intel Shares
• Neutral Sentiment: Sector tailwinds (AI capex, memory supercycle) and ETF flows keep structural demand intact — investors can get exposure via SMH/SOXX if they prefer diversified plays over single‑stock risk. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Negative Sentiment: Profit‑taking and skepticism about large capital deployments (Groq valuation, Intel stake, potential further acquisitions) pressured the stock this week. Nvidia stock plunges nearly 2% today: here’s why NVDA is trading in red
• Negative Sentiment: Insider selling (over $1B in 2025) and heightened regulatory/antitrust scrutiny around the Groq licensing/talent deal add downside risk and raise governance questions. Insiders dumped over $1 billion Nvidia shares in 2025 Five Things to Know About Nvidia’s $20 Billion Licensing Deal

Insider Activity at NVIDIA

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 transaction of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 1,574,443 shares in the company, valued at $290,720,899.95. This represents a 4.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,011,474 shares of company stock valued at $368,486,742 over the last ninety days. Company insiders own 4.17% of the company’s stock.

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.