NVIDIA Corporation $NVDA Shares Newly Acquired by General Partner Inc.

Key Points

• General Partner Inc. bought 14,871 NVIDIA shares worth approximately $3.4 million in the third quarter, making NVIDIA 1.9% of its portfolio. Institutional investors collectively own 65.27% of NVIDIA’s outstanding stock.
• Wall Street remains broadly bullish, with an average “Buy” rating and a $321.47 price target; five analysts rate the stock a Strong Buy and 49 rate it a Buy.
• NVIDIA reported quarterly revenue of $96.22 billion, up 105.9% year over year, and beat EPS expectations. However, investors continue to weigh its elevated valuation, rising production costs, China-related restrictions and growing competition from custom AI chips.

General Partner Inc. bought a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 14,871 shares of the computer hardware maker's stock, valued at approximately $3,396,000. NVIDIA comprises 1.9% of General Partner Inc.'s investment portfolio, making the stock its 13th biggest position.

Other hedge funds have also made changes to their positions in the company. Boyd Wealth Management LLC lifted its position in NVIDIA by 273.4% in the second quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker's stock valued at $1,830,000 after buying an additional 6,696 shares during the last quarter. Ally Financial Inc. boosted its stake in NVIDIA by 10.3% during the second quarter. Ally Financial Inc. now owns 172,000 shares of the computer hardware maker's stock worth $34,415,000 after buying an additional 16,000 shares during the period. Altshuler Shaham Ltd increased its position in shares of NVIDIA by 6,451.9% during the first quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker's stock valued at $111,134,000 after acquiring an additional 627,510 shares during the last quarter. Vanguard Capital Wealth Advisors increased its position in shares of NVIDIA by 5.6% during the second quarter. Vanguard Capital Wealth Advisors now owns 52,163 shares of the computer hardware maker's stock valued at $10,437,000 after acquiring an additional 2,758 shares during the last quarter. Finally, Baker Tilly Wealth Management LLC raised its stake in shares of NVIDIA by 7.4% in the 2nd quarter. Baker Tilly Wealth Management LLC now owns 71,898 shares of the computer hardware maker's stock valued at $14,386,000 after acquiring an additional 4,958 shares during the period. Hedge funds and other institutional investors own 65.27% of the company's stock.

Wall Street Analysts Forecast Growth

NVDA has been the subject of several research analyst reports. Stifel Nicolaus set a $315.00 price target on NVIDIA in a research report on Thursday, August 27th. Evercore set a $465.00 price objective on NVIDIA and gave the company an "outperform" rating in a report on Thursday, August 27th. Wall Street Zen lowered NVIDIA from a "strong-buy" rating to a "buy" rating in a research note on Saturday. Cantor Fitzgerald restated an "overweight" rating and set a $350.00 target price on shares of NVIDIA in a report on Thursday, October 1st. Finally, Rothschild & Co Redburn raised their target price on NVIDIA from $300.00 to $325.00 in a report on Thursday, August 27th. Five research analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and one has given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and an average price target of $321.47.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA plans to invest $3 billion in Meta’s equity offering while expanding collaboration on Meta’s Muse AI models. Meta also intends to deploy more NVIDIA Vera Rubin systems, Vera CPUs, Spectrum-X networking and BlueField-4 technology. The deal strengthens NVIDIA’s relationship with one of its largest customers and could support future infrastructure sales. Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership
• Positive Sentiment: Oracle and NVIDIA expanded the availability of Vera Rubin NVL72 systems and Vera CPUs on Oracle Cloud Infrastructure, with additional Rubin systems planned. Broader cloud availability may accelerate customer adoption and reinforce NVIDIA’s position in AI training and inference. NVIDIA and Oracle Expand NVIDIA Vera Rubin
• Positive Sentiment: Anthropic’s IPO filing disclosed large, long-term computing commitments with Amazon, Alphabet and other providers. The spending supports the broader AI infrastructure market, where NVIDIA remains a major merchant-GPU supplier, although some demand may be served by custom chips. Anthropic's IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Partners including CoreWeave, NTT DATA and Schneider Electric continue expanding data-center and AI-factory deployments using NVIDIA systems, providing additional evidence of sustained demand across cloud, enterprise and industrial applications. NVIDIA Omniverse DSX Blueprint AI Factory Pilot
• Neutral Sentiment: Analysts and investors continue to debate NVIDIA’s valuation after its pullback from the record high. Strong revenue growth and high profitability support the long-term case, but expectations remain elevated.
• Negative Sentiment: Anthropic’s filing highlights its ability to use multiple AI-chip providers. A broader multichip strategy could weaken NVIDIA’s pricing power over time, particularly as custom accelerators from hyperscalers and Broadcom gain traction. Anthropic's worst nightmare may be lurking inside Anthropic's IPO filing
• Negative Sentiment: NVIDIA’s China AI-chip shipments reportedly fell 44% in the first half of 2026 as Huawei gains ground and supply constraints complicate deliveries. Export restrictions and geopolitical risk remain meaningful headwinds.
• Negative Sentiment: Potentially higher advanced-packaging and wafer costs at TSMC could pressure NVIDIA’s margins, while tighter credit markets may slow data-center construction and reduce GPU orders from financially weaker operators.

NVIDIA Stock Performance

Shares of NVDA opened at $217.94 on Wednesday. The stock has a 50-day simple moving average of $222.15 and a 200-day simple moving average of $203.85. The stock has a market capitalization of $5.25 trillion, a PE ratio of 27.55 and a beta of 2.22. NVIDIA Corporation has a 1 year low of $164.27 and a 1 year high of $243.37.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping analysts' consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period in the prior year, the firm posted $1.05 earnings per share. The business's quarterly revenue was up 105.9% compared to the same quarter last year. Analysts predict that NVIDIA Corporation will post 9.30 EPS for the current year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Thursday, September 10th were paid a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. NVIDIA's payout ratio is currently 12.64%.

NVIDIA declared that its Board of Directors has approved a share repurchase program on Monday, September 28th that permits the company to repurchase $150 billion in outstanding shares. This buyback authorization permits the computer hardware maker to buy up to 2.8% of its shares through open market purchases. Stock buyback programs are often an indication that the company's management believes its stock is undervalued.

Insider Buying and Selling

In other NVIDIA news, Director Mark Stevens sold 622,239 shares of the business's stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares in the company, valued at $541,187,310.22. The trade was a 21.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Timothy Teter sold 30,460 shares of the stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $598,810,648. This represents a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,766,118 shares of company stock worth $399,450,353 over the last 90 days. 3.94% of the stock is owned by insiders.

NVIDIA Profile

NVIDIA Corporation NASDAQ: NVDA is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company's products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.

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