Dynamic Advisor Solutions LLC Sells 57,722 Shares of NVIDIA Corporation $NVDA

Dynamic Advisor Solutions LLC trimmed its position in NVIDIA Corporation (NASDAQ:NVDA) by 15.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 306,212 shares of the computer hardware maker’s stock after selling 57,722 shares during the period. NVIDIA accounts for approximately 1.8% of Dynamic Advisor Solutions LLC’s investment portfolio, making the stock its 4th biggest holding. Dynamic Advisor Solutions LLC’s holdings in NVIDIA were worth $57,109,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in NVDA. State Street Corp boosted its holdings in NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after purchasing an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC raised its position in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after acquiring an additional 8,521,936 shares during the period. Norges Bank purchased a new stake in shares of NVIDIA during the 2nd quarter worth about $51,386,863,000. Legal & General Group Plc raised its holdings in NVIDIA by 1.5% in the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after purchasing an additional 2,609,560 shares during the period. Finally, Capital Research Global Investors increased its position in shares of NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after buying an additional 22,896,705 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on NVDA. Barclays reiterated a “buy” rating on shares of NVIDIA in a research report on Thursday, February 26th. HSBC set a $310.00 target price on shares of NVIDIA in a research note on Tuesday, February 24th. Royal Bank Of Canada reissued an “outperform” rating and issued a $250.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. JPMorgan Chase & Co. increased their price target on NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Thursday, February 26th. Finally, Rosenblatt Securities reissued a “buy” rating and set a $325.00 price target on shares of NVIDIA in a research report on Monday, March 23rd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $275.95.

Insider Buying and Selling at NVIDIA

In other news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the transaction, the director owned 7,399,771 shares of the company’s stock, valued at $1,285,192,227.28. This trade represents a 2.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,401,616 shares of company stock valued at $253,555,407 in the last 90 days. Company insiders own 4.17% of the company’s stock.

NVIDIA Stock Down 2.2%

Shares of NASDAQ NVDA opened at $167.52 on Friday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The business’s 50 day moving average is $183.42 and its two-hundred day moving average is $184.25. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The firm has a market cap of $4.07 trillion, a price-to-earnings ratio of 34.19, a PEG ratio of 0.57 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during 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 quarterly revenue was up 73.2% on a year-over-year basis. During the same period last year, the business posted $0.89 earnings per share. Research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analyst/valuation support: Multiple pieces argue NVDA is trading cheaply vs. its growth profile and some brokers/analysts reiterated buys or raised long‑term estimates, providing a buy‑the‑dip narrative that could attract value buyers. 5 April Buys With Double-Digit Year-End Targets
• Positive Sentiment: Enterprise deployments and partnerships expand demand: NVIDIA’s tech is being embedded across industries (energy partnership with SLB, healthcare deployments and HGX systems for regional AI factories), which supports recurring data‑center GPU demand beyond hyperscalers. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Positive Sentiment: Ecosystem capital: A Reuters report that a Nvidia‑backed startup (Reflection) is seeking a large funding round signals continued investor appetite for NVDA‑adjacent AI ecosystems that can drive future software and services spend tied to NVIDIA hardware. Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports
• Neutral Sentiment: Valuation narrative shifts: Several outlets note NVDA’s forward multiple has compressed (trading near S&P valuation levels), which can be read as either a buying opportunity or a signal that the market is discounting growth — the net impact depends on investor time horizon. Nvidia (NVDA) Stock Trades Below S&P 500 Valuation for First Time in Over a Decade
• Negative Sentiment: Regulatory/export risk: Senators have pushed to pause NVIDIA export licenses after DOJ charges in an alleged AI‑chip diversion/smuggling case — any tighter export controls would directly reduce addressable revenue from China and adjacent markets. Senators Push to Freeze Nvidia Export Licenses
• Negative Sentiment: Legal and reputational headwinds: A revived class‑action/lawsuit environment and separate suits tied to alleged undisclosed revenues or compliance issues increase near‑term legal risk and uncertainty for guidance/controls. Super Micro Computer Hit With Securities Fraud Lawsuit
• Negative Sentiment: Geopolitical/supply‑chain concentration: Analysts warn war risk (Iran/Taiwan tensions) could hit NVDA because most advanced GPUs are manufactured at TSMC in Taiwan; heightened geopolitical risk compresses multiples and prompts sectorwide selling. Nvidia Share Price Could Be Hit Hard By Iran War
• Negative Sentiment: Insider selling and short‑term uncertainty: Director share sales and vocal skeptics (media/pundits warning of dramatic downside) add to near‑term caution and can amplify momentum selling. NVIDIA Director Sells $38.5M in Stock

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.