Myriad Asset Management US LP Invests $9.15 Million in NVIDIA Corporation $NVDA

Myriad Asset Management US LP acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 49,042 shares of the computer hardware maker’s stock, valued at approximately $9,150,000. NVIDIA comprises about 5.0% of Myriad Asset Management US LP’s portfolio, making the stock its 3rd largest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in NVDA. Center for Financial Planning Inc. lifted its stake in NVIDIA by 4.6% during the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after purchasing an additional 367 shares in the last quarter. Atria Investments Inc grew its stake in shares of NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after buying an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ acquired a new stake in shares of NVIDIA in the third quarter valued at $37,316,000. MADDEN SECURITIES Corp raised its holdings in shares of NVIDIA by 3.2% in the 2nd quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after buying an additional 2,484 shares during the period. Finally, Whalen Wealth Management Inc. lifted its stake in NVIDIA by 20.3% during the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after acquiring an additional 6,162 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Down 1.6%

Shares of NASDAQ:NVDA opened at $186.94 on Friday. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm’s 50 day moving average price is $184.71 and its 200 day moving average price is $183.22. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The stock has a market cap of $4.54 trillion, a price-to-earnings ratio of 46.39, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The company had revenue of $57.01 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.81 EPS. As a group, equities research analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were paid a $0.01 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is currently 0.99%.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: UBS raised its price target to $245 and kept a Buy rating, citing a healthy earnings backdrop and favorable supply‑chain trends — a near‑term vote of confidence from a major sell‑side firm. Nvidia price target boosted on positive earnings setup ahead of GTC event
• Positive Sentiment: Coverage highlights NVIDIA’s Vera Rubin / Rubin platform and a large 2026 investment push (described as a ~$100B “bet”), reinforcing investor expectations that new data‑center chip product cycles will sustain revenue growth. NVIDIA’s (NVDA) $100 Billion Bet For 2026
• Positive Sentiment: Analysts and commentators point to a massive AI capex wave (~$700B from hyperscalers) that should funnel substantial spending to NVIDIA GPUs, supporting medium‑term revenue and pricing power. Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx
• Neutral Sentiment: NVIDIA’s talks/investments with OpenAI remain in focus — any formal arrangements would be materially positive, but details and timing are uncertain, so the market is watching for clarity. What NVIDIA Corp.’s (NVDA) OpenAI Talks Mean for the Expanding AI Ecosystem
• Neutral Sentiment: Political signals have softened: a top Democrat on a House China committee indicated openness to sales of older H200/Hopper chips to China — potentially easing export risk but leaving licensing and compliance complexity. Top Democrat on US House China committee open to Nvidia H200 sales
• Neutral Sentiment: Market chatter expects NVDA to post very strong AI‑driven results on Feb. 25 — that’s supportive, but it’s already priced in to some extent, raising sensitivity to guidance. Prediction: This AI Stock Will Soar After Feb. 25. Here’s Why.
• Negative Sentiment: Senior insiders have sold more than $100M of NVDA stock since the start of 2026, which can signal profit‑taking and adds short‑term selling pressure. Nvidia insiders dump over $100 million of NVDA stock since 2026 started
• Negative Sentiment: Coverage warns that Big Tech’s shift to custom silicon (Google TPUs, Amazon/Meta chips, Broadcom/Broadcom‑partnered designs) could erode some long‑run GPU share — a credible competitive risk investors are starting to price in. Nvidia and Broadcom’s AI Chips Will Go Head-to-Head. How They Compare.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on NVDA shares. S&P Equity Research reaffirmed a “positive” rating on shares of NVIDIA in a research report on Wednesday, October 22nd. Benchmark increased their price target on shares of NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. UBS Group set a $245.00 price objective on shares of NVIDIA in a report on Wednesday. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of NVIDIA in a research note on Wednesday, January 21st. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Four investment analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $264.20.

Insiders Place Their Bets

In other news, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the completion of the transaction, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s 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 sale, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,611,474 shares of company stock valued at $291,731,692 over the last quarter. Corporate insiders own 4.17% of the company’s stock.

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.