NVIDIA Corporation $NVDA Shares Purchased by Whalen Wealth Management Inc.

Key Points

• Whalen Wealth Management raised its stake in NVIDIA (NVDA) by 20.3% to 36,490 shares (about $6.81M), making the stock 4.0% of its portfolio and its second‑largest holding.
• NVIDIA reported strong results (Q: $1.30 EPS, $57.01B revenue, revenue +62.5% YoY) and has seen multiple analyst price‑target upgrades, leaving a consensus "Buy" with an average target around $262.14.
• Potential headwinds include significant insider selling (≈2.31M shares worth ~$423M in the last 90 days) and regulatory scrutiny over H200 chip shipments to China, which could weigh on future China revenue.

Whalen Wealth Management Inc. raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 20.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,490 shares of the computer hardware maker's stock after buying an additional 6,162 shares during the period. NVIDIA comprises 4.0% of Whalen Wealth Management Inc.'s investment portfolio, making the stock its 2nd largest position. Whalen Wealth Management Inc.'s holdings in NVIDIA were worth $6,808,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in NVDA. Riversedge Advisors LLC grew its stake in shares of NVIDIA by 29.1% during the third quarter. Riversedge Advisors LLC now owns 32,526 shares of the computer hardware maker's stock valued at $6,069,000 after acquiring an additional 7,338 shares in the last quarter. Websterrogers Financial Advisors LLC lifted its stake in shares of NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after acquiring an additional 54 shares in the last quarter. Wilsey Asset Management Inc. purchased a new position in NVIDIA in the third quarter valued at about $1,091,000. Sheets Smith Investment Management grew its stake in NVIDIA by 9.3% during the 3rd quarter. Sheets Smith Investment Management now owns 19,655 shares of the computer hardware maker's stock valued at $3,667,000 after purchasing an additional 1,679 shares in the last quarter. Finally, New Capital Management LP increased its holdings in NVIDIA by 132.8% during the 3rd quarter. New Capital Management LP now owns 33,096 shares of the computer hardware maker's stock worth $6,175,000 after purchasing an additional 18,882 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Company aims to begin shipping H200 AI chips to China by mid‑February, a potential revenue tailwind for data‑center sales if export reviews clear. Exclusive: Nvidia aims to begin H200 chip shipments to China by mid-February, sources say
• Positive Sentiment: Truist reiterated a Buy and raised its price target to $275, joining other firms (e.g., Tigress lifting target toward $350) that are pushing analyst expectations higher and supporting sentiment. Truist Reaffirms Buy on NVIDIA (NVDA), Raises PT to $275 on AI Infrastructure Upside
• Positive Sentiment: NVIDIA launched a new family of open‑source AI models and is expanding infrastructure (≈$1.5B server‑farm plan in Israel) plus an acquisition (SchedMD) — moves that widen the ecosystem and can boost GPU/service demand. NVIDIA Launches a New Family of Open Source AI Models NVIDIA Plots $1.5B Server Farm Investment in Israel
• Positive Sentiment: HBM memory shortages and GPU backlog remain structural tailwinds for NVIDIA’s pricing and sales through 2026–27, supporting margins and revenue visibility. 4 Memorable Ways to Play the HBM Market Boom
• Positive Sentiment: Quarterly dividend being paid this week provides a small cash return that can help near‑term investor sentiment. Nvidia to pay dividends this week
• Neutral Sentiment: Heavy bullish options activity suggests strong conviction but concentrates risk if macro or AI sentiment reverses. Bulls Double Down on Nvidia Stock Despite Tech Volatility
• Negative Sentiment: Insider selling: Director Mark Stevens sold 222,500 shares (~$40.1M at ~$180.17), a sign some insiders are taking gains (though he retains a large position). NVIDIA Director Sells $40,087,825.00 in Stock
• Negative Sentiment: Regulatory risk: U.S. lawmakers asked Commerce to disclose approvals related to H200 China licenses — potential for delays, political scrutiny or tighter export controls that could curb China revenue. Lawmakers want US to disclose any approvals of Nvidia H200 China licenses
• Negative Sentiment: Public skeptics (Michael Burry) and some commentators warn about GPU power/cost, competition and valuation — themes that could pressure the stock if growth or guidance disappoints. 'Big Short' investor Michael Burry warns the US will lose the AI race to China if it banks on Nvidia's 'power hungry' chips

NVIDIA Price Performance

Shares of NVDA opened at $183.69 on Tuesday. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month 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. The stock has a fifty day moving average price of $185.49 and a 200 day moving average price of $175.70. The company has a market cap of $4.46 trillion, a P/E ratio of 45.58, a PEG ratio of 0.89 and a beta of 2.29.

NVIDIA (NASDAQ:NVDA - Get Free Report) 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. The business had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company's quarterly revenue was up 62.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.81 earnings per share. On average, research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be 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 is Thursday, December 4th. NVIDIA's payout ratio is 0.99%.

Analyst Ratings Changes

A number of analysts recently issued reports on NVDA shares. Citigroup lifted their price target on shares of NVIDIA from $220.00 to $270.00 and gave the stock a "buy" rating in a research note on Thursday, November 20th. Citic Securities upped their target price on shares of NVIDIA from $237.00 to $242.00 and gave the company a "buy" rating in a research note on Thursday, November 20th. CICC Research lifted their price target on NVIDIA from $200.00 to $228.00 and gave the stock an "outperform" rating in a research note on Friday, November 21st. Needham & Company LLC restated a "buy" rating and set a $240.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Rosenblatt Securities increased their target price on NVIDIA from $240.00 to $245.00 and gave the stock a "buy" rating in a report on Thursday, November 20th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, NVIDIA has a consensus rating of "Buy" and an average target price of $262.14.

Insiders Place Their Bets

In other NVIDIA news, EVP Debora Shoquist sold 80,000 shares of the business's stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total transaction of $14,772,000.00. Following the completion of the transaction, the executive vice president owned 1,574,443 shares in the company, valued at approximately $290,720,899.95. The trade was a 4.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harvey C. Jones sold 250,000 shares of the firm's stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 2,311,474 shares of company stock valued at $422,749,992. Corporate insiders own 4.17% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.