NVIDIA Corporation $NVDA Shares Purchased by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. raised its stake in NVIDIA Corporation (NASDAQ:NVDA) by 1.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,299,880 shares of the computer hardware maker’s stock after purchasing an additional 52,000 shares during the period. NVIDIA comprises 5.2% of Mn Services Vermogensbeheer B.V.’s investment portfolio, making the stock its biggest position. Mn Services Vermogensbeheer B.V.’s holdings in NVIDIA were worth $802,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in NVDA. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG increased its holdings 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 buying an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE raised its stake in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC lifted its holdings in NVIDIA by 30.7% during the 4th 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 last quarter. Finally, Wealth Group Ltd. boosted its position in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently weighed in on NVDA. JPMorgan Chase & Co. restated a “buy” rating on shares of NVIDIA in a research note on Wednesday, January 21st. BNP Paribas Exane upped their target price on shares of NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a report on Tuesday, November 18th. New Street Research reaffirmed a “buy” rating and issued a $307.00 target price on shares of NVIDIA in a research report on Thursday, October 30th. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, November 20th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $275.00 price objective (up previously from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Four research analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $264.20.

Insider Buying and Selling at NVIDIA

In related news, Director Mark A. Stevens sold 350,000 shares of the stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the transaction, the director directly owned 7,049,803 shares of the company’s stock, valued at $1,281,160,699.19. This represents a 4.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,611,474 shares of company stock valued at $291,731,692. Insiders own 4.17% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts and investors remain constructive: several firms have raised price targets and reiterated buy ratings ahead of NVIDIA’s upcoming earnings, reinforcing expectations for strong revenue from AI data-center demand. Nvidia price target boosted on positive earnings setup ahead of GTC event
• Positive Sentiment: Large institutional buying in filings (e.g., Cardano Risk Management and Haverford Trust additions) signals continued conviction from some big holders, providing a structural bid under the stock. Fund Update: 70,283,539 NVIDIA (NVDA) shares added to Cardano Risk Management B.V. portfolio
• Positive Sentiment: Fundamentals remain strong — NVIDIA is widely expected to hit very large data-center revenue targets driven by Blackwell shipments and data-center capex, supporting long-term earnings upside. Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?
• Neutral Sentiment: Macro is mixed but not hostile — CPI came in roughly as expected, so inflation-driven rate shocks are not the primary driver of today’s move. CPI Increased in Line With Expectations
• Neutral Sentiment: Reported plans to lease a Nevada data center financed via high-yield debt raise financing/strategy questions for some investors, but detail is limited so the market impact is unclear. Nvidia to lease Nevada data center financed by junk bonds: report
• Negative Sentiment: Customer diversification headlines: Arista’s CEO said deployments are shifting away from near-100% NVIDIA to a meaningful share using AMD, signaling competitors are gaining traction in some workloads — a clear near-term headwind for NVDA sentiment. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Negative Sentiment: Big customers and AI firms are publicly pursuing chip diversification (reports on OpenAI exploring alternatives), which increases competitive risk and can pressure sentiment even if NVIDIA remains the market leader. AI firms like OpenAI seek Nvidia alternatives
• Negative Sentiment: Geopolitical/export concerns resurfaced after a U.S. lawmaker hinted at restrictions on AI chip sales to China, creating uncertainty around a material end market and weighing on the stock. Nvidia (NVDA) Slides as U.S. Lawmaker Hints at AI Chip Sales to China
• Negative Sentiment: Short-term profit-taking and “crowded trade” unwinding in semiconductors contributed to selling pressure after a strong multi-week run; this technical/flow-driven selling can amplify any negative headline. Nvidia stock tumbles over 2%: why investors are booking profits
• Negative Sentiment: Insider selling and some fund trims have been reported recently, which can add to near-term caution even though institutional activity is mixed. Nvidia insiders dump over $100 million of NVDA stock since 2026 started

NVIDIA Stock Down 2.2%

NVIDIA stock opened at $182.85 on Friday. The stock has a 50 day moving average of $184.72 and a two-hundred day moving average of $183.26. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The stock has a market capitalization of $4.44 trillion, a price-to-earnings ratio of 45.37, a PEG ratio of 0.57 and a beta of 2.31. 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 released its quarterly 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 business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the prior year, the business earned $0.81 earnings per share. The company’s quarterly revenue was up 62.5% compared to the same quarter last year. As a group, research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

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.