Trek Financial LLC Has $18.41 Million Stock Holdings in NVIDIA Corporation $NVDA

Trek Financial LLC lowered its stake in NVIDIA Corporation (NASDAQ:NVDA) by 12.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 98,693 shares of the computer hardware maker’s stock after selling 13,524 shares during the period. NVIDIA makes up 1.1% of Trek Financial LLC’s portfolio, making the stock its 21st largest holding. Trek Financial LLC’s holdings in NVIDIA were worth $18,414,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Acorn Wealth Advisors LLC boosted its holdings in shares of NVIDIA by 13.5% during the third quarter. Acorn Wealth Advisors LLC now owns 19,761 shares of the computer hardware maker’s stock worth $3,687,000 after acquiring an additional 2,344 shares during the period. Peachtree Investment Partners LLC lifted its holdings in NVIDIA by 14.1% during the 3rd quarter. Peachtree Investment Partners LLC now owns 37,972 shares of the computer hardware maker’s stock worth $7,085,000 after purchasing an additional 4,689 shares during the last quarter. Brueske Advisory Services LLC boosted its stake in NVIDIA by 3.3% in the 3rd quarter. Brueske Advisory Services LLC now owns 4,495 shares of the computer hardware maker’s stock valued at $839,000 after purchasing an additional 145 shares during the period. BWM Planning LLC grew its holdings in NVIDIA by 33.8% in the 3rd quarter. BWM Planning LLC now owns 2,039 shares of the computer hardware maker’s stock valued at $381,000 after buying an additional 515 shares in the last quarter. Finally, PFG Investments LLC increased its position in NVIDIA by 6.4% during the 3rd quarter. PFG Investments LLC now owns 411,952 shares of the computer hardware maker’s stock worth $76,862,000 after buying an additional 24,608 shares during the period. 65.27% of the stock is owned by institutional investors.

NVIDIA News Roundup

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

Insider Activity at NVIDIA

In related news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Colette Kress sold 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the sale, the chief financial officer owned 93,060 shares in the company, valued at $16,352,503.20. This represents a 17.69% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,611,474 shares of company stock valued at $291,731,692. 4.17% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $240.00 price target (up from $210.00) on shares of NVIDIA in a research note on Friday, October 31st. Stifel Nicolaus set a $250.00 target price on shares of NVIDIA in a research report on Thursday, January 8th. Benchmark raised their target price on shares of NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Oppenheimer reiterated an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Zacks Research lowered NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Four analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $264.20.

NVIDIA Stock Down 2.2%

NASDAQ NVDA opened at $182.85 on Friday. The business has a fifty day moving average price of $184.72 and a two-hundred day moving average price of $183.31. The stock has a market capitalization of $4.44 trillion, a PE ratio of 45.37, a PEG ratio of 0.56 and a beta of 2.31. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping 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 company had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the previous year, the firm earned $0.81 EPS. NVIDIA’s revenue was up 62.5% on a year-over-year basis. Equities analysts expect 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 paid a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is presently 0.99%.

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.