NVIDIA Corporation $NVDA Stock Position Increased by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,500,474 shares of the computer hardware maker’s stock after purchasing an additional 114,829 shares during the period. NVIDIA makes up 2.0% of Janney Montgomery Scott LLC’s investment portfolio, making the stock its 3rd largest holding. Janney Montgomery Scott LLC’s holdings in NVIDIA were worth $839,698,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in NVDA. Gill Capital Partners LLC grew its position in NVIDIA by 2.8% in the 3rd quarter. Gill Capital Partners LLC now owns 20,443 shares of the computer hardware maker’s stock worth $3,814,000 after purchasing an additional 562 shares during the period. Yelin Lapidot Holdings Management Ltd. boosted its stake in shares of NVIDIA by 0.8% in the 3rd quarter. Yelin Lapidot Holdings Management Ltd. now owns 15,162 shares of the computer hardware maker’s stock worth $2,829,000 after buying an additional 123 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of NVIDIA by 0.4% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 65,194,092 shares of the computer hardware maker’s stock worth $12,163,914,000 after acquiring an additional 243,756 shares during the period. Gradient Capital Advisors LLC grew its holdings in shares of NVIDIA by 22.0% in the third quarter. Gradient Capital Advisors LLC now owns 33,809 shares of the computer hardware maker’s stock worth $6,308,000 after acquiring an additional 6,099 shares during the period. Finally, Elite Wealth Management Inc. increased its position in NVIDIA by 8.2% during the third quarter. Elite Wealth Management Inc. now owns 225,794 shares of the computer hardware maker’s stock valued at $42,129,000 after acquiring an additional 17,068 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Up 1.6%

NVDA opened at $191.52 on Thursday. The stock has a market cap of $4.65 trillion, a price-to-earnings ratio of 47.52, a price-to-earnings-growth ratio of 0.92 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The firm’s fifty day moving average is $183.62 and its 200 day moving average is $182.20. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 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 business had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. During the same period last year, the firm earned $0.81 earnings per share. The business’s quarterly 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 declared a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were paid a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA’s dividend payout ratio is presently 0.99%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on NVDA shares. KeyCorp boosted their price target on NVIDIA from $250.00 to $275.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Piper Sandler restated an “overweight” rating on shares of NVIDIA in a research report on Thursday, January 8th. Mizuho set a $275.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a report on Friday, January 9th. Citic Securities lifted their price target on shares of NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Finally, DZ Bank reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, November 20th. Four investment 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, NVIDIA presently has an average rating of “Buy” and a consensus price target of $263.41.

Insider Buying and Selling at NVIDIA

In other news, CFO Colette Kress sold 27,640 shares of NVIDIA stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $184.92, for a total transaction of $5,111,188.80. Following the sale, the chief financial officer owned 874,412 shares in the company, valued at $161,696,267.04. This trade represents a 3.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the transaction, the executive vice president owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 1,611,474 shares of company stock worth $293,285,232. Insiders own 4.17% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: China reportedly cleared the first batch of NVIDIA H200 AI chips for import, reopening a major revenue market and easing geopolitical headwinds to sales in the region. China Approves H200 Imports
• Positive Sentiment: NVIDIA’s $2B strategic investment in CoreWeave is being read as a vote of confidence in AI infrastructure that will consume more NVIDIA GPUs, supporting demand visibility across cloud and AI service providers. CoreWeave’s NVIDIA Boost Fueled a Rally
• Positive Sentiment: Several sell‑side firms continue to back NVDA with buy/outperform ratings and elevated price targets, sustaining bullish institutional narratives around AI leadership and upside to estimates. Bernstein Reaffirms Buy
• Positive Sentiment: Institutional buying continues (recent 13F disclosure shows DekaBank added ~1.0M shares), which can support near‑term price momentum into earnings. DekaBank Adds NVIDIA Shares
• Neutral Sentiment: NVIDIA scheduled its Q4 / FY2026 earnings call for Feb. 25; the date concentrates focus and could amplify volatility around guidance and China‑related commentary. NVIDIA to Host Conference Call
• Negative Sentiment: A Reuters exclusive says NVIDIA helped DeepSeek refine AI models later used by China’s military — this raises regulatory, compliance and reputational risk that could draw Congressional or export‑control scrutiny. Nvidia helped DeepSeek hone AI models later used by China’s military
• Negative Sentiment: Industry warnings about “GPU debt” and heavy leverage financing AI infrastructure highlight systemic risks: a slowdown in enterprise capex or a correction in GPU valuations could ripple through demand for NVIDIA hardware. Nvidia’s AI Boom Is Being Financed By GPU Debt
• Negative Sentiment: Rising competition from other major tech players and new AI chips is cited in the press; any market share erosion or margin pressure would be a negative catalyst ahead of earnings. Move Over NVIDIA: Competition Steps Up

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.