NVIDIA Corporation $NVDA Shares Sold by Hardman Johnston Global Advisors LLC

Hardman Johnston Global Advisors LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA) by 15.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 577,938 shares of the computer hardware maker’s stock after selling 103,993 shares during the period. NVIDIA makes up approximately 5.3% of Hardman Johnston Global Advisors LLC’s holdings, making the stock its 5th largest holding. Hardman Johnston Global Advisors LLC’s holdings in NVIDIA were worth $107,832,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC lifted its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its position in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE lifted its stake in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC boosted its position in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares during the period. Finally, Wealth Group Ltd. grew its stake in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Buying and Selling

In other news, EVP Ajay K. Puri sold 200,000 shares of NVIDIA stock in a transaction dated Wednesday, January 7th. The shares were 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 of the company’s stock, valued at approximately $717,199,497.54. The trade was a 4.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $178.90, for a total transaction of $14,312,000.00. Following the sale, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. This represents a 5.08% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,611,474 shares of company stock worth $293,285,232. Company insiders own 4.17% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on NVDA shares. HSBC set a $320.00 price objective on shares of NVIDIA and gave the company a “buy” rating in a research note on Wednesday, October 15th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of NVIDIA in a research note on Wednesday, January 21st. Cantor Fitzgerald reiterated an “overweight” rating and issued a $300.00 price objective on shares of NVIDIA in a report on Thursday, November 20th. DZ Bank restated a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Finally, William Blair reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $263.41.

NVIDIA Stock Up 0.5%

Shares of NVIDIA stock opened at $192.51 on Friday. The business has a 50-day moving average price of $183.85 and a 200 day moving average price of $182.27. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a market cap of $4.68 trillion, a P/E ratio of 47.77, a P/E/G ratio of 0.93 and a beta of 2.31. 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 earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. During the same quarter last year, the firm earned $0.81 EPS. The business’s revenue was up 62.5% on a year-over-year basis. On average, sell-side analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, December 26th. Shareholders 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 is 0.99%.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia is reportedly in talks with Microsoft and Amazon to co‑invest in a large new funding round for OpenAI, a move that would deepen Nvidia’s commercial ties to the largest AI software consumer and could boost long‑term GPU demand. Reuters: Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
• Positive Sentiment: Progress on China approvals for the H200 chip (reports that licences/imports are being cleared and finalized) reduces a major sales overhang and opens a large market for Nvidia’s high‑end datacenter GPUs. Reuters: Nvidia CEO says H200 licence for China is being finalised
• Positive Sentiment: Nvidia doubled down on CoreWeave with a $2B investment to accelerate AI data‑center buildouts — a strategic move that secures deployment capacity for Nvidia GPUs and signals strong enterprise demand. CoreWeave press release
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer and others) is helping sentiment; Cramer dismissed “circular deals” chatter and urged long‑term ownership, supporting retail and momentum flows. MSN: Jim Cramer on Nvidia
• Neutral Sentiment: Microsoft says it will continue buying AI chips from Nvidia and AMD even as it deploys its own in‑house chips — a demand confirmation but also a reminder hyperscalers are diversifying suppliers. TechCrunch: Microsoft won’t stop buying AI chips from Nvidia
• Neutral Sentiment: Analysts note NVDA’s rich valuation (Zacks: ~41x forward earnings) — bullish on AI tailwinds but flagging execution/valuation risk; price targets still imply upside, so sentiment is mixed. Zacks: NVDA at 41x forward earnings
• Neutral Sentiment: Nvidia scheduled its Q4/FY‑2026 results call for Feb. 25 — an important catalyst where guidance and data‑center/China commentary could move the stock. QuiverQuant: NVDA earnings call Feb. 25
• Negative Sentiment: Reuters reports a U.S. lawmaker said Nvidia helped China’s DeepSeek refine models later used by the Chinese military — a regulatory/political risk that could invite tougher export scrutiny or congressional attention. Reuters: Nvidia helped DeepSeek hone AI models
• Negative Sentiment: Reports that Amazon and Google are making significant moves in AI chips signal intensifying competition — investors should watch margin and share‑of‑wallet dynamics over coming quarters. NYTimes: Amazon and Google eat into Nvidia’s AI chip supremacy

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.