James Hambro & Partners 13F: Adds $6.5M to NVIDIA (NVDA) Stake
Key Points
- James Hambro & Partners lifted its NVIDIA Corporation holdings by 3.2% during the period, bringing its total stake to 902,781 shares valued at approximately $206.1 million.
- NVIDIA Corporation recently traded around $217.09, sitting above its 200-day moving average and below its 52-week high of $243.37.
- The chip maker posted strong financial metrics with trailing-twelve-month revenue of $303.0 billion and a net profit margin of 63.7%.
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James Hambro & Partners grew its NVIDIA Corporation NVDA holdings by 28,312 shares during the quarter, bringing its total investment to 902,781 shares. The filing on October 19, 2026, valued the position at approximately $206.1 million.
NVDA
NVIDIA Corporation
What Changed in James Hambro & Partners's NVIDIA Position
The firm expanded its stake by 3.2% compared to the prior count of 874,469 shares. NVIDIA closed at $217.09 on the filing date.
NVIDIA Corporation Stock Up 1.4%
NVIDIA shares recently traded around $217.09 as of October 20, 2026, roughly equal to the close on the filing date. The stock sits about 6.9% above its 200-day moving average of $203.12 and roughly 10.8% below its 52-week high of $243.37. The consensus target among analysts sits at $328.72.
Recent Earnings
NVIDIA generated trailing-twelve-month revenue of $302.97 billion with earnings of $7.91 per share. The company reported a net profit margin of 63.7% and a return on equity of 117.2%. The next quarterly report is scheduled for November 17, 2026.
Dividend
NVIDIA pays an annual dividend rate of $1.00 per share, which translates to a dividend yield of 0.46%. The payout ratio stands at 3.5% of earnings.
Insider Buying and Selling at NVIDIA Corporation
Company insiders executed several stock sales prior to the filing. Director Mark A Stevens sold 1,848,501 shares on September 2, 2026, another 1,022,239 shares on September 4, 2026, and 1,366,000 shares on September 18, 2026. General Counsel Timothy S Teter sold 30,460 shares on September 21, 2026, for a reported value of $6.8 million.
Analysts Set New Price Targets
Wall Street firms maintained a positive outlook on the chip maker ahead of the filing. Rosenblatt reiterated its Buy rating on September 4, 2026, with a $390.00 price target. Needham reiterated its Buy rating on the same day at a $300.00 target. Piper Sandler initiated coverage on September 10, 2026, with an Overweight rating and a $300.00 target. Rosenblatt reaffirmed its Buy rating at $390.00 on September 29, 2026, while Cantor Fitzgerald reiterated an Overweight rating with a $350.00 target on October 1, 2026. The stock carries a consensus recommendation of strong buy.
About NVIDIA Corporation
NVIDIA Corporation builds data center scale artificial intelligence infrastructure, accelerated computing platforms, and networking systems. The company serves cloud service providers, enterprises, and automotive customers worldwide with specialized hardware and software. Institutional moves like this filing track how large money managers position themselves around the artificial intelligence sector.
Bottom Line
James Hambro & Partners holds a substantial position in the semiconductor giant following its recent share purchase. Investors will watch for the company's upcoming earnings report on November 17, 2026, for further updates on data center demand and margins.
Related Filing Alerts
Source: James Hambro & Partners's 13F filing on $NVDA (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts