NVIDIA Corporation $NVDA Shares Bought by Meeder Asset Management Inc.

Meeder Asset Management Inc. lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 7.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 654,442 shares of the computer hardware maker’s stock after purchasing an additional 44,437 shares during the quarter. NVIDIA comprises about 7.0% of Meeder Asset Management Inc.’s investment portfolio, making the stock its 2nd largest position. Meeder Asset Management Inc.’s holdings in NVIDIA were worth $122,106,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. State Street Corp increased its stake in NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC boosted its position in NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after purchasing an additional 8,521,936 shares in the last quarter. Norges Bank acquired a new stake in NVIDIA in the second quarter valued at $51,386,863,000. Legal & General Group Plc increased its position in shares of NVIDIA by 1.5% in the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker’s stock valued at $28,215,983,000 after buying an additional 2,623,678 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of NVIDIA by 2.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker’s stock worth $24,594,110,000 after buying an additional 4,209,423 shares during the last quarter. 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: China reportedly cleared the first batch of NVIDIA H200 AI chips for import, reopening a major revenue market and easing geopolitical headwinds to sales in the region. China Approves H200 Imports
• Positive Sentiment: NVIDIA’s $2B strategic investment in CoreWeave is being read as a vote of confidence in AI infrastructure that will consume more NVIDIA GPUs, supporting demand visibility across cloud and AI service providers. CoreWeave’s NVIDIA Boost Fueled a Rally
• Positive Sentiment: Several sell‑side firms continue to back NVDA with buy/outperform ratings and elevated price targets, sustaining bullish institutional narratives around AI leadership and upside to estimates. Bernstein Reaffirms Buy
• Positive Sentiment: Institutional buying continues (recent 13F disclosure shows DekaBank added ~1.0M shares), which can support near‑term price momentum into earnings. DekaBank Adds NVIDIA Shares
• Neutral Sentiment: NVIDIA scheduled its Q4 / FY2026 earnings call for Feb. 25; the date concentrates focus and could amplify volatility around guidance and China‑related commentary. NVIDIA to Host Conference Call
• Negative Sentiment: A Reuters exclusive says NVIDIA helped DeepSeek refine AI models later used by China’s military — this raises regulatory, compliance and reputational risk that could draw Congressional or export‑control scrutiny. Nvidia helped DeepSeek hone AI models later used by China’s military
• Negative Sentiment: Industry warnings about “GPU debt” and heavy leverage financing AI infrastructure highlight systemic risks: a slowdown in enterprise capex or a correction in GPU valuations could ripple through demand for NVIDIA hardware. Nvidia’s AI Boom Is Being Financed By GPU Debt
• Negative Sentiment: Rising competition from other major tech players and new AI chips is cited in the press; any market share erosion or margin pressure would be a negative catalyst ahead of earnings. Move Over NVIDIA: Competition Steps Up

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on NVDA shares. Weiss Ratings restated a “buy (b-)” rating on shares of NVIDIA in a report on Monday, December 29th. Robert W. Baird reissued an “outperform” rating and set a $275.00 price objective on shares of NVIDIA in a research note on Friday, December 26th. JPMorgan Chase & Co. restated a “buy” rating on shares of NVIDIA in a research report on Wednesday, January 21st. UBS Group reissued a “buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Finally, Citigroup reissued a “buy” rating on shares of NVIDIA in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $263.41.

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $191.52 on Thursday. The company has a market cap of $4.65 trillion, a P/E ratio of 47.52, a P/E/G ratio of 0.92 and a beta of 2.31. The business has a fifty day simple moving average of $183.62 and a 200-day simple moving average of $182.20. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) last released 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 firm had revenue of $57.01 billion for 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 firm’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.81 earnings per share. Equities research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently announced 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%.

Insider Activity

In other news, CFO Colette Kress sold 30,500 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the completion of the sale, the chief financial officer directly owned 1,286,826 shares in the company, valued at $229,196,578.86. This represents a 2.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Mark A. Stevens sold 350,000 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $181.73, for a total value of $63,605,500.00. Following the completion of the transaction, the director directly owned 7,049,803 shares in the company, valued at $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,611,474 shares of company stock valued at $293,285,232 in the last ninety days. 4.17% of the stock is owned by company insiders.

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.