JARISLOWSKY FRASER Ltd Acquires 37,758 Shares of NVIDIA Corporation $NVDA

JARISLOWSKY FRASER Ltd boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 518.7% in the third quarter, HoldingsChannel reports. The firm owned 45,038 shares of the computer hardware maker’s stock after buying an additional 37,758 shares during the period. JARISLOWSKY FRASER Ltd’s holdings in NVIDIA were worth $8,403,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in NVDA. Harbor Asset Planning Inc. bought a new position in shares of NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC bought a new position in NVIDIA during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the 2nd quarter worth $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA in the second quarter valued at about $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Surging AI data‑center demand and optimism about sustained growth; several market pieces highlight strong enterprise orders and continued uptake of Blackwell/H200 chips. Stock Market Today, Jan. 15: Nvidia Rises on Strong AI Demand and Data Center Growth Optimism
• Positive Sentiment: CEO Jensen Huang says the Vera Rubin platform is in full production — a near‑term revenue driver and margin enhancer if adoption scales as expected. NVIDIA’s Vera Rubin is in Full Production, Says Jensen Huang. Time to Get Bullish?
• Positive Sentiment: Analysts are raising targets and reaffirming buy ratings — Baird reiterated Outperform with a $275 target and Rothschild & Co Redburn raised its target to $268 — supporting upside expectations. Baird reiterates outperform on Nvidia with $275 target Rothschild & Co Redburn raises PT to $268
• Neutral Sentiment: Broader chip sector tailwind after TSMC blew past estimates — NVDA has benefited from the sector rally but faces supply constraints tied to foundry capacity. Chip stocks pop after TSMC’s earnings beat
• Neutral Sentiment: Design wins / ecosystem expansion: SiFive will adopt NVIDIA interconnect tech for RISC‑V designs, extending NVDA tech reach (longer‑term modest upside). SiFive to adopt Nvidia technology
• Negative Sentiment: China appears to be drafting rules limiting H200 purchases and Chinese customs were reported to have blocked H200 imports — a material risk to NVDA’s China revenue if enforced. China drafting purchase rules for Nvidia H200 chips
• Negative Sentiment: The U.S. announced a 25% tariff/surcharge on certain advanced AI chips (including the H200) headed to China — this reduces realized revenue on China sales even as it permits controlled exports. Trump imposes 25% tariff on some advanced computing chips
• Negative Sentiment: Prominent short interest: Michael Burry publicly bet against Nvidia, arguing valuation math is stretched — a headline risk that can pressure sentiment. Michael Burry Bets Against Nvidia
• Negative Sentiment: Insider selling: CFO Colette Kress disclosed multi‑million dollar share sales earlier this week — investors sometimes view large exec sales as a near‑term negative signal. SEC insider‑sale filing

Insider Buying and Selling

In related news, CEO Jen Hsun Huang sold 75,000 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $185.35, for a total value of $13,901,250.00. Following the transaction, the chief executive officer owned 69,808,203 shares of the company’s stock, valued at approximately $12,938,950,426.05. This trade represents a 0.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $181.73, for a total value of $63,605,500.00. Following the sale, 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,734,114 shares of company stock worth $317,034,081 over the last 90 days. 4.17% of the stock is currently owned by company insiders.

NVIDIA Stock Up 2.1%

Shares of NVDA opened at $186.94 on Friday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year 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 50 day simple moving average of $184.26 and a two-hundred day simple moving average of $180.41. The firm has a market cap of $4.54 trillion, a P/E ratio of 46.39, a P/E/G ratio of 0.89 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.81 EPS. On average, analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Wells Fargo & Company reaffirmed an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Seaport Global Securities upped their price objective on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. CICC Research raised their target price on NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. KeyCorp boosted their price target on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. Finally, S&P Equity Research restated a “positive” rating on shares of NVIDIA in a research report on Wednesday, October 22nd. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, NVIDIA has a consensus rating of “Moderate Buy” and an average price target of $262.84.

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.