ORG Wealth Partners LLC Purchases 5,346 Shares of NVIDIA Corporation $NVDA

ORG Wealth Partners LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 10.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 54,647 shares of the computer hardware maker’s stock after purchasing an additional 5,346 shares during the period. NVIDIA makes up 2.4% of ORG Wealth Partners LLC’s portfolio, making the stock its 3rd biggest position. ORG Wealth Partners LLC’s holdings in NVIDIA were worth $10,197,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Harbor Asset Planning Inc. purchased a new position in NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC raised its holdings in shares of NVIDIA by 47.9% during the second 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 stake in NVIDIA during the second quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA in the second quarter valued at about $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA expands demand visibility with a $2 billion investment in CoreWeave to accelerate >5 GW of AI data-center buildout through 2030 — this deepens NVDA’s infrastructure footprint and secures long-term chassis demand for GPUs. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Supply-chain relief: reports that Samsung will begin HBM4 production next month to supply NVIDIA ease memory constraints that have capped GPU throughput and pricing power. Improved HBM supply reduces a key bottleneck for next‑gen AI systems. Samsung to start production of HBM4 chips next month for Nvidia supply
• Positive Sentiment: Product/technology leadership: NVIDIA released three open‑source AI weather models, reinforcing its software and model ecosystem that drives GPU demand and developer mindshare. Nvidia unveils AI models for faster, cheaper weather forecasts
• Neutral Sentiment: Pelosi portfolio activity shows a nuanced stance: public filings indicate rotation and use of long‑dated options to retain tech exposure — interpreted as a structural, leveraged bullish stance on AI names (NVDA mentioned in the filing analysis). Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Negative Sentiment: Competitive risk: Microsoft unveiled the Maia 200 accelerator and new software targeting inference efficiency — a direct attempt to reduce hyperscaler dependence on third‑party GPUs and attack NVIDIA’s software moat for certain workloads. That raises execution risk around some GPU demand segments. Microsoft rolls out next generation of its AI chips
• Negative Sentiment: Insider selling: an NVIDIA EVP disclosed a large sale (~$36M), which can amplify short‑term selling pressure and investor wariness around timing of stock‑based compensation events. Insider Selling: NVIDIA EVP Sells $36,008,000
• Negative Sentiment: Macro/earnings cadence: traders are risk‑off ahead of a packed week of big‑tech earnings and the Fed decision — that broader caution is flattening momentum in high‑beta names like NVDA despite strong fundamentals. Nvidia stock is down in the red

Analyst Ratings Changes

A number of research firms have recently weighed in on NVDA. Hsbc Global Res raised NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 15th. Wells Fargo & Company restated an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Zacks Research cut shares of NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Tigress Financial reissued a “strong-buy” rating and issued a $350.00 target price (up from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. Finally, Arete Research raised their price target on shares of NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. Four 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 stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $263.41.

NVIDIA Price Performance

NASDAQ NVDA opened at $186.47 on Tuesday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a fifty day simple moving average of $183.37 and a 200 day simple moving average of $181.97. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The company has a market cap of $4.53 trillion, a P/E ratio of 46.27, a P/E/G ratio of 0.91 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business’s revenue was up 62.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.81 EPS. On average, sell-side analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Insider Transactions at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,636,474 shares of company stock worth $298,482,982. Insiders own 4.17% of the company’s stock.

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.