CIBC Private Wealth Group LLC Has $2.27 Billion Stake in NVIDIA Corporation $NVDA

CIBC Private Wealth Group LLC trimmed its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,188,730 shares of the computer hardware maker’s stock after selling 154,968 shares during the period. NVIDIA makes up 3.9% of CIBC Private Wealth Group LLC’s investment portfolio, making the stock its 4th largest holding. CIBC Private Wealth Group LLC owned 0.05% of NVIDIA worth $2,274,173,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Center for Financial Planning Inc. lifted 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 valued at $1,332,000 after purchasing an additional 367 shares in the last quarter. Atria Investments Inc increased its position in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after buying an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ purchased a new stake in NVIDIA in the third quarter worth about $37,316,000. Oak Ridge Investments LLC raised its stake in shares of NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after buying an additional 20,559 shares during the period. Finally, Whalen Wealth Management Inc. raised its stake in shares of NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after buying an additional 6,162 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Activity at NVIDIA

In other news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the sale, the executive vice president directly owned 3,318,547 shares of the company’s stock, valued at $605,701,198.44. This represents a 8.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John Dabiri sold 3,004 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the transaction, the director owned 14,788 shares of the company’s stock, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 798,284 shares of company stock valued at $146,064,329. Insiders own 4.17% of the company’s stock.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $178.81 on Friday. The company has a market cap of $4.34 trillion, a P/E ratio of 36.49, a P/E/G ratio of 0.61 and a beta of 2.33. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The firm’s fifty day moving average is $184.84 and its two-hundred day moving average is $184.12.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS 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 the consensus estimate of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.89 EPS. As a group, analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be paid 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 yield of 0.0%. NVIDIA’s dividend payout ratio is presently 0.82%.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Elon Musk said SpaceX AI and Tesla will continue buying Nvidia chips at scale — a high-profile customer commitment that supports steady hyperscaler demand. Musk: SpaceX AI, Tesla to keep buying Nvidia chips at scale
• Positive Sentiment: NVIDIA told Reuters it will sell 1 million chips to Amazon by end-2027 under a cloud deal — concrete large-volume orders that underpin multi-year data-center revenue visibility. Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
• Positive Sentiment: Chinese authorities approved H200 AI chip sales to multiple customers and NVIDIA is restarting China‑compliant production — reopening a major addressable market if licenses and logistics hold. Chinese authorities approve Nvidia’s H200 AI chip sales
• Positive Sentiment: Micron’s blowout quarter highlights surging HBM/memory demand for AI GPUs — a supply-chain tailwind that strengthens NVDA’s TAM and margin outlook. Micron’s Mic-Drop Quarter
• Positive Sentiment: Wall Street momentum: multiple firms raised targets or added NVDA to “best ideas” lists (New Street, Rosenblatt, Raymond James, BofA reaffirmations), supporting upside via analyst conviction. NVDA jumps onto New Street’s 2026 Best Ideas list
• Neutral Sentiment: GTC product and strategy slate (Vera Rubin, Vera CPU, software/inference stack, buyback/dividend commitment) broadens monetization but will take quarters to translate into recognized revenue. Nvidia Stock Didn’t Get a GTC Bump
• Negative Sentiment: U.S. prosecutors allege some tech execs smuggled Nvidia chips to China — a legal/regulatory headline that raises compliance and reputational risk. U.S. tech execs smuggled Nvidia chips to China, prosecutors say
• Negative Sentiment: Bear-case coverage and technical selling: pieces warning of large drawdowns and a muted post‑GTC market reaction led some investors to take profits, pressuring the stock today. Nvidia Stock Warning: How NVDA Could Plunge 30% from Here
• Negative Sentiment: Insider/director selling was disclosed this week — a near-term sentiment headwind for some investors. Insider selling SEC filing

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. Rosenblatt Securities restated a “buy” rating and set a $300.00 target price on shares of NVIDIA in a research note on Tuesday. Morgan Stanley set a $260.00 target price on shares of NVIDIA in a report on Monday, March 2nd. Raymond James Financial increased their price target on NVIDIA from $291.00 to $323.00 and gave the stock a “strong-buy” rating in a research note on Thursday. Barclays reissued a “buy” rating on shares of NVIDIA in a report on Thursday, February 26th. Finally, Robert W. Baird boosted their price objective on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Four equities research 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 presently has a consensus rating of “Buy” and an average price target of $275.40.

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.