Foguth Wealth Management LLC. bought a new stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 30,934 shares of the computer hardware maker’s stock, valued at approximately $5,842,000.
A number of other institutional investors and hedge funds have also modified their holdings of NVDA. Winnow Wealth LLC purchased a new stake in NVIDIA during the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC raised its holdings in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter valued at approximately $40,000. Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA in the third quarter valued at approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA in the second quarter worth approximately $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.
Insider Activity
In other news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares of the company’s stock, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John Dabiri sold 3,004 shares of the company’s 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 completion of the transaction, the director owned 14,788 shares in the company, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,179,934 shares of company stock worth $215,053,678. Corporate insiders own 4.17% of the company’s stock.
Trending Headlines about NVIDIA
- Positive Sentiment: Major cloud order visibility — Nvidia told Amazon Web Services it will sell ~1 million AI chips plus systems by end-2027, reinforcing multi-year revenue visibility and datacenter demand. Nvidia to sell 1 million chips to Amazon by 2027
- Positive Sentiment: GTC highlights and blowout quarter underpin the long-term bull case — management projected a multi‑year $1T+ AI revenue opportunity and posted a $68.13B quarter that beat expectations, supporting conviction in NVDA’s platform moat. GTC keynote and quarter reaction
- Positive Sentiment: Robust partner/customer momentum — multiple infrastructure partners (Cadence, CoreWeave, Coherent) and public comments from big customers (Elon Musk: Tesla/SpaceX will keep buying) signal persistent demand across cloud, AI and automotive. Strong Micron results also validate surging HBM demand tied to Nvidia GPUs. Partner and customer demand context
- Neutral Sentiment: Product roadmap/consumer tech updates (e.g., DLSS 5) strengthen long-term gaming/graphics positioning but are unlikely to move earnings in the near term. DLSS 5 technical details
- Neutral Sentiment: Analyst upgrades and lofty price targets (Raymond James, others) support upside narratives but much of that optimism appears priced in after GTC. Price target/upgrade coverage
- Negative Sentiment: Regulatory/PR overhang — U.S. prosecutors charged associates tied to a server maker for allegedly smuggling Nvidia‑powered servers to China; while Nvidia isn’t accused, the story raises geopolitical/supply‑chain scrutiny around its chips. Bloomberg: Super Micro smuggling charges
- Negative Sentiment: Tax/headline risk — new disclosures show Nvidia made a large U.S. tax payment reported at ~$17B, which investors may view as a cash/timing headwind or governance disclosure to digest. WSJ: $17B U.S. tax payment
- Negative Sentiment: Technical and sentiment pressure — charts showed a bearish signal after GTC and options flow indicated heavy call selling/put buying (sell‑the‑news), creating short‑term downside risk despite strong fundamentals. MarketWatch: bearish technical signal
Analysts Set New Price Targets
Several brokerages recently commented on NVDA. Jefferies Financial Group reiterated a “buy” rating and set a $275.00 price target (up from $250.00) on shares of NVIDIA in a research report on Friday, January 16th. Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Itau BBA Securities reaffirmed a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. Robert W. Baird increased their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Finally, Truist Financial raised their price target on shares of NVIDIA from $283.00 to $287.00 and gave the stock a “buy” rating in a research note on Wednesday. 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $275.40.
Read Our Latest Research Report on NVDA
NVIDIA Stock Down 3.2%
Shares of NVDA opened at $172.76 on Friday. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a market capitalization of $4.20 trillion, a PE ratio of 35.26, a price-to-earnings-growth ratio of 0.58 and a beta of 2.33. The stock has a fifty day simple moving average of $184.60 and a two-hundred day simple moving average of $184.20. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced 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. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the previous year, the company posted $0.89 EPS. The company’s revenue was up 73.2% compared to the same quarter last year. As a group, equities analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current 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 issued 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 payout ratio is presently 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.
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