Mirova Has $47.61 Million Position in NVIDIA Corporation $NVDA

Mirova decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 255,156 shares of the computer hardware maker’s stock after selling 9,719 shares during the quarter. NVIDIA comprises about 6.7% of Mirova’s portfolio, making the stock its biggest holding. Mirova’s holdings in NVIDIA were worth $47,607,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Winnow Wealth LLC bought a new position in shares of NVIDIA in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its holdings in shares of 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 purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in NVIDIA in the 2nd quarter valued at about $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA during the second quarter worth about $54,000. Institutional investors own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• 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

Insider Transactions at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the transaction, the chief financial officer owned 881,387 shares in the company, valued at $154,145,772.43. This represents a 4.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the transaction, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,179,934 shares of company stock worth $215,053,678. 4.17% of the stock is owned by insiders.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $172.76 on Friday. The stock has a 50 day simple moving average of $184.60 and a 200 day simple moving average of $184.20. The stock has a market cap of $4.20 trillion, a P/E ratio of 35.26, a PEG ratio of 0.58 and a beta of 2.33. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS 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 return on equity of 97.37% and a net margin of 55.60%.The company’s revenue for the quarter was up 73.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.89 EPS. Research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The firm 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 $0.01 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is 0.82%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on NVDA. Cantor Fitzgerald restated an “overweight” rating and issued a $300.00 price objective on shares of NVIDIA in a research note on Thursday, March 12th. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. The Goldman Sachs Group set a $250.00 target price on NVIDIA and gave the stock a “buy” rating in a report on Wednesday, February 25th. Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 price target on shares of NVIDIA in a report on Tuesday, March 17th. Finally, Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $275.40.

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.