BridgePort Financial Solutions LLC Raises Position in NVIDIA Corporation $NVDA

BridgePort Financial Solutions LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 22.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,066 shares of the computer hardware maker’s stock after purchasing an additional 6,535 shares during the quarter. NVIDIA makes up 1.8% of BridgePort Financial Solutions LLC’s investment portfolio, making the stock its 12th biggest holding. BridgePort Financial Solutions LLC’s holdings in NVIDIA were worth $6,729,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of NVDA. Center for Financial Planning Inc. raised its position 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 acquiring an additional 367 shares during the last quarter. Atria Investments Inc increased its stake in shares of NVIDIA by 3.2% during 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 in the last quarter. Svenska Handelsbanken AB publ acquired a new position in shares of NVIDIA during the 3rd quarter worth approximately $37,316,000. Oak Ridge Investments LLC raised its position in shares of NVIDIA by 2.2% during the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after purchasing an additional 20,559 shares during the last quarter. Finally, Whalen Wealth Management Inc. lifted its stake in NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after buying an additional 6,162 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Up 0.2%

NASDAQ NVDA opened at $183.32 on Friday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The business has a 50 day moving average price of $186.02 and a two-hundred day moving average price of $183.87. The stock has a market cap of $4.45 trillion, a PE ratio of 37.41, a P/E/G ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period in the previous year, the company earned $0.89 earnings per share. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is currently 0.82%.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record earnings and data‑center dominance — NVDA reported a $68.1B quarter with strong data‑center results and bullish multi‑year growth commentary, underpinning investor confidence in its platform lead. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Analyst upgrades lift sentiment — Baird and Wedbush have boosted price targets (Baird raised its PT to $300), signaling continued buy‑side conviction after the quarter. Baird Raises Price Target on Nvidia (NVDA) Wedbush Raises Nvidia (NVDA) Price Target to $300
• Positive Sentiment: Deepening AI ecosystem exposure — NVDA participated in the massive OpenAI funding and continues to be a central supplier/partner across inference/cloud providers, which supports durable demand for GPUs. Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
• Neutral Sentiment: Management signals a pause on future large private investments — CEO Jensen Huang said the recent $30B OpenAI investment “might be the last” before OpenAI’s IPO, limiting further big equity bets but reducing potential capital deployment uncertainty. Jensen Huang Says Nvidia’s $30 Billion OpenAI Investment ‘Might Be The Last’
• Negative Sentiment: China production pullback weighs on TAM — Reports say NVDA stopped producing H200 chips intended for China and is redirecting TSMC capacity toward Vera Rubin, confirming the company is de‑emphasizing near‑term China data‑center revenue in guidance. This reduces upside in China and highlights regulatory risk. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Negative Sentiment: Tighter export rules could limit global chip sales — U.S. proposals to require licenses for advanced AI chip exports add uncertainty and could restrict NVIDIA’s addressable markets or create compliance frictions. New Export Rules Could Be Coming for AI Chipmakers’ Sales

Insider Buying and Selling

In other NVIDIA news, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total value of $36,008,000.00. Following the sale, the executive vice president owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. This trade represents a 5.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The shares were 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 owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,248,120 shares of company stock valued at $225,672,814 over the last 90 days. 4.17% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on NVDA. Seaport Research Partners lifted their price objective on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. The Goldman Sachs Group set a $250.00 price target on shares of NVIDIA and gave the stock a “buy” rating in a research note on Wednesday, February 25th. KeyCorp reissued an “overweight” rating and issued a $275.00 price objective on shares of NVIDIA in a research report on Monday, February 23rd. Stifel Nicolaus set a $250.00 price objective on shares of NVIDIA in a research note on Thursday, January 8th. Finally, Rosenblatt Securities lifted their target price on shares of NVIDIA from $245.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. 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. According to MarketBeat, NVIDIA presently has an average rating of “Buy” and an average target price of $273.64.

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.