Vestmark Advisory Solutions Inc. Buys 39,918 Shares of NVIDIA Corporation $NVDA

Vestmark Advisory Solutions Inc. raised its stake in NVIDIA Corporation (NASDAQ:NVDA) by 12.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 355,196 shares of the computer hardware maker’s stock after acquiring an additional 39,918 shares during the period. NVIDIA makes up about 1.3% of Vestmark Advisory Solutions Inc.’s portfolio, making the stock its 11th biggest holding. Vestmark Advisory Solutions Inc.’s holdings in NVIDIA were worth $66,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Harbor Asset Planning Inc. acquired a new position in NVIDIA in the second quarter valued at about $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC increased its holdings 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 buying an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in NVIDIA in the 2nd quarter valued at about $40,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA in the 3rd quarter valued at approximately $50,000. 65.27% of the stock is currently owned by institutional investors.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Earnings beat + bullish guidance and analyst upgrades are keeping buyers engaged ahead of GTC — the company’s latest results and forward commentary support the view that AI data-center demand remains durable. Stock Market Today, March 9: Nvidia Rises Ahead of GTC as Investors Watch for AI Chip Announcements
• Positive Sentiment: GTC (Mar 16–19) is a near-term catalyst — analysts expect updates on system architecture, networking and AI infrastructure roadmaps that could re‑accelerate conviction in NVDA’s multi-year growth story. Nvidia GTC expected to highlight AI system architecture, networking leadership
• Positive Sentiment: NVIDIA’s ecosystem momentum: the company backed Nscale’s $2B raise and is reported to be investing in optics suppliers (Lumentum/Coherent) — signals of vertical support for AI supply chain scaling and long-term demand for NVIDIA GPUs. Nvidia-backed UK AI firm Nscale raises $2 billion in funding round NVIDIA Corporation (NVDA) is Investing $2 billion in Lumentum and Coherent, Reports WSJ
• Neutral Sentiment: Partnerships (e.g., ABB using Nvidia tech for robot training) showcase revenue opportunities beyond hyperscalers but are incremental to core GPU demand. ABB teams up with Nvidia to improve factory robot training
• Negative Sentiment: Geopolitical risk (U.S.–Iran developments) and a crude‑price spike rattled markets and semiconductor supply-chain assumptions, triggering earlier NVDA weakness despite later rebound. Macro risk remains a volatility driver. Nvidia Stock Falls. How the Chip Supply Chain Is Threatened by Iran War.
• Negative Sentiment: China/export and demand‑sustainability questions persist — reports of halted China‑bound H200 output and commentary highlighting “narrative noise” or rating pressure point to execution and geographic‑revenue risks that could cap near‑term upside. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports NVIDIA: Regime Change And Narrative Noise (Rating Downgrade)

Analyst Ratings Changes

A number of analysts have recently weighed in on NVDA shares. Fundamental Research set a $218.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Rosenblatt Securities lifted their price objective on shares of NVIDIA from $245.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Argus restated a “buy” rating and set a $220.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. DZ Bank restated a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Itau BBA Securities reaffirmed a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, NVIDIA has an average rating of “Buy” and an average target price of $273.64.

Insider Transactions at NVIDIA

In other news, CFO Colette Kress sold 27,640 shares of NVIDIA 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 sale, the chief financial officer directly owned 846,772 shares of the company’s stock, valued at approximately $148,794,775.84. This trade represents a 3.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,168,120 shares of company stock worth $210,900,814. 4.17% of the stock is currently owned by insiders.

NVIDIA Price Performance

NVDA stock opened at $182.65 on Tuesday. The stock has a market cap of $4.44 trillion, a price-to-earnings ratio of 37.28, a P/E/G ratio of 0.60 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company has a 50 day simple moving average of $185.66 and a 200 day simple moving average of $184.01. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company’s quarterly revenue was up 73.2% on a year-over-year basis. During the same quarter last year, the business posted $0.89 earnings per share. Research analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors 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 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is 0.82%.

NVIDIA Company Profile

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.