Banco Santander S.A. Acquires 509,600 Shares of NVIDIA Corporation $NVDA

Banco Santander S.A. lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 20.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,055,183 shares of the computer hardware maker’s stock after purchasing an additional 509,600 shares during the quarter. NVIDIA accounts for 5.1% of Banco Santander S.A.’s holdings, making the stock its 2nd largest position. Banco Santander S.A.’s holdings in NVIDIA were worth $570,036,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Winnow Wealth LLC acquired a new position in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its position in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the second quarter worth $40,000. Sellwood Investment Partners LLC acquired a new position in NVIDIA in the third quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the second quarter worth about $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $186.00 on Thursday. The company’s 50 day moving average price is $185.59 and its two-hundred day moving average price is $184.07. The firm has a market capitalization of $4.52 trillion, a P/E ratio of 37.96, a P/E/G ratio of 0.63 and a beta of 2.33. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

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

NVIDIA Announces Dividend

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

Insider Transactions at NVIDIA

In related news, 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 transaction, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was 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. This represents 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 ninety days, insiders sold 1,388,120 shares of company stock valued at $251,344,814. Company insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on NVDA. JPMorgan Chase & Co. raised their target price on shares of NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Thursday, February 26th. Benchmark reaffirmed a “buy” rating and set a $250.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, February 25th. Fundamental Research set a $218.00 price objective on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of NVIDIA in a research note on Monday, February 23rd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $273.64.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA agreed to a $2 billion strategic investment in Nebius to build hyperscale AI cloud infrastructure — a major follow‑on to its cloud partnerships that supports longer‑term GPU demand. Read More.
• Positive Sentiment: Product/news flow: NVIDIA released the Nemotron 3 super model (aimed at advanced agentic AI) and is launching agentic/AI infrastructure initiatives ahead of GTC, which can drive new GPU and software adoption. Read More.
• Positive Sentiment: Strategic partnerships and investments continue: Nvidia made a significant investment and multi‑year supply/compute deals with startups (Thinking Machines Lab) that will deploy large volumes of Nvidia systems — a direct demand signal for future GPU shipments. Read More.
• Positive Sentiment: Supply‑chain and customer confirmations: Suppliers and partners (Coherent, Scintil Photonics) are publicly describing multibillion‑dollar, multi‑year NVIDIA deals and product testing — underlining durable commercial pull for Nvidia chips and optics. Read More.
• Neutral Sentiment: Macro backdrop is steady: Feb CPI was largely in line with expectations, keeping the macro risk profile stable for growth names like NVIDIA. Read More.
• Neutral Sentiment: Analyst/street tone remains mostly constructive — multiple outlets reiterate buy/bull narratives ahead of GTC, which may support momentum but also sets high expectations for the event. Read More.
• Negative Sentiment: Insider selling: EVP Ajay K. Puri disclosed sale of 300,000 shares (~$54.8M at the time), trimming his stake — an event some investors view as a near‑term negative signal. Read More.
• Negative Sentiment: Regulatory risk: analysts (Bernstein and others) flag potential export licensing or tighter rules on AI chip exports — any new curbs would be a material headwind for NVDA’s international sales. Read More.
• Negative Sentiment: Reputational/short‑term headlines: high‑profile critics and social commentary (e.g., Michael Burry’s comments) add noise and can amplify short‑term volatility even if they lack immediate operational impact. Read More.

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.