NVIDIA Corporation $NVDA Shares Bought by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 9.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 462,213 shares of the computer hardware maker’s stock after buying an additional 39,539 shares during the period. NVIDIA accounts for approximately 7.1% of China Universal Asset Management Co. Ltd.’s investment portfolio, making the stock its biggest position. China Universal Asset Management Co. Ltd.’s holdings in NVIDIA were worth $86,244,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA during the 2nd quarter worth about $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA during the second quarter worth about $40,000. Finally, Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. 65.27% of the stock is owned by institutional investors.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $177.83 on Friday. The firm has a market cap of $4.32 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 0.60 and a beta of 2.33. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The business’s 50 day moving average is $185.77 and its 200-day moving average is $183.90.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $65.56 billion. During the same period last year, the firm posted $0.89 EPS. The firm’s revenue for the quarter was up 73.2% compared to the same quarter last year. Equities research analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In related news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction dated 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 transaction, the director directly 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. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $4,856,900.80. Following the transaction, the chief financial officer directly owned 846,772 shares in the company, valued at approximately $148,794,775.84. This represents a 3.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,248,120 shares of company stock worth $225,672,814. Insiders own 4.17% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts raise targets and reiterate upside — Several firms lifted NVDA price targets (Deutsche Bank to $220; Baird/Wedbush much higher), pointing to continued revenue and margin upside after the quarterly beat. This supports bullish outlooks and likely underpins buying from momentum and institutional desks. NVIDIA Price Target Increased to $220 at Deutsche Bank
• Positive Sentiment: Strong quarterly results and demand narrative — NVDA reported record revenue and robust data-center demand; analysts and bull pieces highlight durable platform strength and Ruben/Blackwell product cycle tailwinds that support above-consensus growth. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Strategic AI investments and ecosystem deals — Continued strategic investments (OpenAI/Anthropic participation) and new AI partnerships/bets are cited as catalytic for long-term platform control and ecosystem monetization. Nvidia Just Made Another Pair of Brilliant AI Bets
• Neutral Sentiment: CEO compensation update — SEC filing shows a new FY2027 variable-comp plan with a $4M target cash bonus for Jensen Huang. Governance/compensation items typically have limited directional impact but draw investor attention. Nvidia sets $4 million cash bonus for CEO Huang under 2027 compensation plan
• Neutral Sentiment: Pause on new startup bets — Company statements that it will pause further startup investments after recent big bets could be read as capital discipline; market reaction depends on how investors value future optionality vs. cash conservation. Nvidia pauses new AI startup bets after backing OpenAI, Anthropic
• Negative Sentiment: U.S. export-permit rulemaking risk — Reports that U.S. authorities are considering global licensing requirements for AI-chip exports (affecting shipments to all countries) create uncertainty around international sales and could materially limit market access and growth paths. US said to consider requiring permits for global AI chip sales by Nvidia and AMD
• Negative Sentiment: Pullback from China production — Reuters/FT reporting that NVIDIA stopped production of H200 chips for China and refocused TSMC capacity to next‑gen Vera Rubin confirms the company is scaling back China exposure. That reduces near-term addressable market in China and raises execution/earnings pacing concerns even if domestic hyperscalers capture redirected supply. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports

Analyst Upgrades and Downgrades

Several analysts have issued reports on NVDA shares. Stifel Nicolaus set a $250.00 price objective on NVIDIA in a research note on Thursday, January 8th. Mizuho set a $275.00 target price on NVIDIA and gave the stock an “outperform” rating in a research note on Friday, January 9th. Needham & Company LLC reissued a “buy” rating and set a $240.00 target price on shares of NVIDIA in a report on Thursday, February 26th. Sanford C. Bernstein increased their price target on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Finally, Seaport Research Partners raised their price target on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a report on Monday, November 17th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Buy” and an average price target 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.