Peachtree Investment Partners LLC Boosts Holdings in NVIDIA Corporation $NVDA

Posted by Grant Hamersma on Feb 15th, 2026

Peachtree Investment Partners LLC boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 14.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 37,972 shares of the computer hardware maker’s stock after purchasing an additional 4,689 shares during the quarter. NVIDIA comprises about 2.5% of Peachtree Investment Partners LLC’s holdings, making the stock its 13th biggest holding. Peachtree Investment Partners LLC’s holdings in NVIDIA were worth $7,085,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Center for Financial Planning Inc. grew its stake in shares of NVIDIA by 4.6% in 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 acquiring an additional 367 shares during the period. Atria Investments Inc grew its position in NVIDIA by 3.2% in the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after purchasing an additional 29,479 shares during the period. Svenska Handelsbanken AB publ purchased a new stake in NVIDIA during the 3rd quarter valued at $37,316,000. MADDEN SECURITIES Corp lifted its holdings in shares of NVIDIA by 3.2% during 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, Oak Ridge Investments LLC boosted its stake in shares of NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after buying an additional 20,559 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction that occurred on 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 transaction, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,611,474 shares of company stock worth $291,731,692 over the last quarter. Company insiders own 4.17% of the company’s stock.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $182.85 on Friday. The stock has a market cap of $4.44 trillion, a PE ratio of 45.37, a price-to-earnings-growth ratio of 0.56 and a beta of 2.31. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The firm has a fifty day moving average price of $184.72 and a 200-day moving average price of $183.31. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued 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. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter in the prior year, the firm posted $0.81 EPS. NVIDIA’s quarterly revenue was up 62.5% compared to the same quarter last year. Equities analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Analysts and investors remain constructive: several firms have raised price targets and reiterated buy ratings ahead of NVIDIA’s upcoming earnings, reinforcing expectations for strong revenue from AI data-center demand. Nvidia price target boosted on positive earnings setup ahead of GTC event
Positive Sentiment: Large institutional buying in filings (e.g., Cardano Risk Management and Haverford Trust additions) signals continued conviction from some big holders, providing a structural bid under the stock. Fund Update: 70,283,539 NVIDIA (NVDA) shares added to Cardano Risk Management B.V. portfolio
Positive Sentiment: Fundamentals remain strong — NVIDIA is widely expected to hit very large data-center revenue targets driven by Blackwell shipments and data-center capex, supporting long-term earnings upside. Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?
Neutral Sentiment: Macro is mixed but not hostile — CPI came in roughly as expected, so inflation-driven rate shocks are not the primary driver of today’s move. CPI Increased in Line With Expectations
Neutral Sentiment: Reported plans to lease a Nevada data center financed via high-yield debt raise financing/strategy questions for some investors, but detail is limited so the market impact is unclear. Nvidia to lease Nevada data center financed by junk bonds: report
Negative Sentiment: Customer diversification headlines: Arista’s CEO said deployments are shifting away from near-100% NVIDIA to a meaningful share using AMD, signaling competitors are gaining traction in some workloads — a clear near-term headwind for NVDA sentiment. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
Negative Sentiment: Big customers and AI firms are publicly pursuing chip diversification (reports on OpenAI exploring alternatives), which increases competitive risk and can pressure sentiment even if NVIDIA remains the market leader. AI firms like OpenAI seek Nvidia alternatives
Negative Sentiment: Geopolitical/export concerns resurfaced after a U.S. lawmaker hinted at restrictions on AI chip sales to China, creating uncertainty around a material end market and weighing on the stock. Nvidia (NVDA) Slides as U.S. Lawmaker Hints at AI Chip Sales to China
Negative Sentiment: Short-term profit-taking and “crowded trade” unwinding in semiconductors contributed to selling pressure after a strong multi-week run; this technical/flow-driven selling can amplify any negative headline. Nvidia stock tumbles over 2%: why investors are booking profits
Negative Sentiment: Insider selling and some fund trims have been reported recently, which can add to near-term caution even though institutional activity is mixed. Nvidia insiders dump over $100 million of NVDA stock since 2026 started

Analysts Set New Price Targets

NVDA has been the topic of a number of recent research reports. Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a report on Thursday, January 8th. Melius Research increased their price objective on shares of NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Weiss Ratings reissued a “buy (b-)” rating on shares of NVIDIA in a report on Monday, December 29th. UBS Group set a $245.00 target price on shares of NVIDIA in a report on Wednesday. Finally, Rosenblatt Securities lifted their price target on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Four research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $264.20.

Read Our Latest Research Report on NVDA

NVIDIA Profile

(Free Report)

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.