Rep. Nancy Pelosi Sells Off Shares of NVIDIA Corporation (NASDAQ:NVDA)

Representative Nancy Pelosi (D-California) recently sold shares of NVIDIA Corporation (NASDAQ:NVDA). In a filing disclosed on January 23rd, the Representative disclosed that they had sold between $1,000,001 and $5,000,000 in NVIDIA stock on December 24th.

Representative Nancy Pelosi also recently made the following trade(s):

• Purchased $250,001 – $500,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 1/16/2026.
• Purchased $100,001 – $250,000 in shares of Vistra (NYSE:VST) on 1/16/2026.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Walt Disney (NYSE:DIS) on 12/30/2025.
• Sold $250,001 – $500,000 in shares of PayPal (NASDAQ:PYPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/30/2025.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/24/2025.

NVIDIA Stock Performance

NASDAQ NVDA traded up $2.73 during trading hours on Tuesday, reaching $189.20. The stock had a trading volume of 90,360,737 shares, compared to its average volume of 160,942,891. The stock has a fifty day moving average of $183.37 and a 200 day moving average of $181.97. The stock has a market cap of $4.60 trillion, a P/E ratio of 46.98, a price-to-earnings-growth ratio of 0.91 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. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share 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 the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business’s quarterly revenue was up 62.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.81 EPS. Sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently announced 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 payout ratio is 0.99%.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia doubled down on AI cloud capacity with a $2 billion investment in CoreWeave to accelerate the buildout of >5 GW of AI data-center capacity, which secures additional deployment channels for Nvidia accelerators and strengthens long-term infrastructure demand. Nvidia invests $2 billion in CoreWeave, expands partnership
• Positive Sentiment: Supply risk eased: reports say Samsung will begin HBM4 production next month for Nvidia, improving access to next‑gen high-bandwidth memory that’s critical for top-end GPUs and helps reduce bottlenecks. Samsung to start production of HBM4 chips next month for Nvidia supply
• Positive Sentiment: Nvidia released open-source weather‑forecasting AI models — a developer‑centric move that boosts goodwill, broadens developer adoption of NVidia’s stack, and highlights the company’s role beyond hardware. This can help sustain ecosystem lock‑in and software-driven demand. Nvidia unveils AI models for faster, cheaper weather forecasts
• Positive Sentiment: Analyst coverage and price‑target commentary remain supportive overall; many Wall Street notes emphasize NVDA’s dominant position in AI infrastructure and long-term earnings upside, which underpins investor sentiment despite recent volatility. Are Wall Street Analysts Predicting NVIDIA Stock Will Climb or Sink?
• Neutral Sentiment: Microsoft unveiled the Maia 200 inference accelerator, which improves Azure inference economics and could reduce some hyperscaler demand for third‑party inference GPUs; however, Nvidia still dominates training GPUs and maintains a strong ecosystem advantage, keeping the competitive impact uncertain. Microsoft’s Maia 200: The Profit Engine AI Needs
• Neutral Sentiment: Broader market context: Magnificent 7 earnings and Fed policy events are keeping tech volatility elevated; Nvidia will trade in that macro/earnings tone even as company‑specific catalysts drive direction. Magnificent 7 earnings season kicks off, spotlighting AI bets
• Negative Sentiment: Insider selling: a sizeable EVP stock sale was disclosed recently, which can spook short‑term sentiment even if such sales are often routine diversification or tax/timing-related. Monitor for any follow‑ups. Insider Selling: NVIDIA EVP Sells $36,008,000.00 in Stock
• Negative Sentiment: Competition is intensifying: other chipmakers (AMD, Qualcomm) and hyperscalers’ custom silicon initiatives are increasingly discussed as long‑term headwinds to some Nvidia addressable markets; investors should watch margin/volume mix and any signs of share erosion in inference vs. training. Nvidia’s 85% GPU Market Share Faces Growing Competition

Analyst Ratings Changes

A number of research firms recently issued reports on NVDA. Raymond James Financial restated a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Oppenheimer restated an “outperform” rating and issued a $265.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. Tigress Financial restated a “strong-buy” rating and set a $350.00 price objective (up from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. Macquarie raised shares of NVIDIA to an “outperform” rating in a report on Monday, December 29th. Finally, Jefferies Financial Group restated a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, NVIDIA presently has a consensus rating of “Buy” and an average target price of $263.41.

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the sale, the director directly owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $184.92, for a total transaction of $5,111,188.80. Following the transaction, the chief financial officer directly owned 874,412 shares of the company’s stock, valued at $161,696,267.04. This represents a 3.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,636,474 shares of company stock valued at $298,482,982. 4.17% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Harbor Asset Planning Inc. purchased a new position in NVIDIA in the 2nd quarter worth approximately $28,000. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC boosted its stake in shares of 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 purchased a new stake in shares of NVIDIA in the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC purchased a new position in NVIDIA during the third quarter valued at $50,000. 65.27% of the stock is owned by institutional investors and hedge funds.

About Representative Pelosi

Nancy Pelosi (Democratic Party) is a member of the U.S. House, representing California’s 11th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Pelosi (Democratic Party) is running for re-election to the U.S. House to represent California’s 11th Congressional District. She declared candidacy for the 2026 election.[source]

Pelosi is the first and only woman to serve as speaker of the House. Pelosi was first elected to the U.S. House in a special election in 1987 to represent California’s 5th Congressional District, which she represented until her election to California’s 8th Congressional District in 2012. In 2002, she was elected minority leader, becoming the highest-ranking congresswoman of either party in U.S. history. When Democrats took control of the House in 2007, Pelosi made history again with her election as speaker of the House.

Pelosi was re-elected speaker of the House in 2019, following the 2018 midterm elections. She served in that role until January 3, 2023.

Notable legislation passed during her speakership includes the Affordable Care Act, the American Recovery and Reinvestment Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Lilly Ledbetter Fair Pay Act, and the Don’t Ask, Don’t Tell Repeal Act.

Pelosi is also a prominent Democratic fundraiser, raising more than $700 million for the Democratic Party since becoming a party leader in 2002.

Nancy Pelosi was born in Baltimore, Maryland. Pelosi graduated from the Institute of Notre Dame in 1958. She earned a bachelor’s degree from Trinity College in 1962. Pelosi served as the chair of the California State Democratic Party and the finance chairwoman of the Democratic Senatorial Campaign Committee.

About NVIDIA

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.