NVIDIA Corporation $NVDA Shares Bought by Glenmede Investment Management LP

Glenmede Investment Management LP lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 5.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,388,555 shares of the computer hardware maker’s stock after buying an additional 71,705 shares during the quarter. NVIDIA makes up approximately 1.3% of Glenmede Investment Management LP’s investment portfolio, making the stock its 12th largest position. Glenmede Investment Management LP’s holdings in NVIDIA were worth $259,077,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in NVDA. Center for Financial Planning Inc. boosted its stake in shares of NVIDIA by 4.6% in 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 raised its stake in NVIDIA by 3.2% in the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after purchasing an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ purchased a new position in NVIDIA in the 3rd quarter valued at $37,316,000. Oak Ridge Investments LLC lifted its holdings in NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. boosted its stake in NVIDIA by 20.3% during the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after purchasing an additional 6,162 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Price Performance

Shares of NVDA stock opened at $180.25 on Friday. 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 market capitalization of $4.38 trillion, a PE ratio of 36.79, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. The firm’s 50-day moving average is $185.35 and its two-hundred day moving average is $184.07. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19.

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

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Analyst Upgrades and Downgrades

NVDA has been the subject of a number of research reports. Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. Rothschild & Co Redburn boosted their price target on shares of NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Bank of America upped their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Seaport Research Partners raised their target price on shares of NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research note on Monday, November 17th. Finally, Wedbush boosted their target price on NVIDIA from $230.00 to $300.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Four investment 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 MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average target price of $274.21.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia’s GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

Insiders Place Their Bets

In other news, CFO Colette Kress sold 20,000 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the transaction, the chief financial officer directly owned 93,060 shares in the company, valued at approximately $16,352,503.20. This represents a 17.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,267,780 shares of company stock worth $229,929,215 in the last three months. 4.17% of the stock is owned by insiders.

NVIDIA 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.