CVA Family Office LLC Grows Stock Holdings in NVIDIA Corporation $NVDA

CVA Family Office LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 14.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 71,776 shares of the computer hardware maker’s stock after acquiring an additional 9,169 shares during the quarter. NVIDIA accounts for 1.5% of CVA Family Office LLC’s holdings, making the stock its 16th biggest position. CVA Family Office LLC’s holdings in NVIDIA were worth $13,386,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in NVIDIA in the second quarter valued at $51,386,863,000. Capital Research Global Investors grew its position in NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after purchasing an additional 22,896,705 shares during the period. Laurel Wealth Advisors LLC raised its stake in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after buying an additional 21,725,326 shares during the last quarter. Danske Bank A S acquired a new position in shares of NVIDIA in the 3rd quarter valued at about $3,180,313,000. Finally, Massachusetts Financial Services Co. MA lifted its holdings in shares of NVIDIA by 25.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock valued at $13,381,628,000 after buying an additional 14,358,048 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Analyst Ratings Changes

NVDA has been the topic of several analyst reports. Zacks Research raised NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. William Blair set a $300.00 price target on NVIDIA in a report on Thursday, March 12th. Benchmark restated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a research report on Tuesday, March 17th. Needham & Company LLC reaffirmed a “buy” rating and set a $240.00 price objective on shares of NVIDIA in a research note on Wednesday, March 18th. Finally, Bank of America lifted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and an average price target of $275.95.

Insider Activity

In related news, Director Mark A. Stevens sold 221,682 shares of the stock in a transaction on Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the transaction, the director directly owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. This represents a 2.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Colette Kress sold 42,650 shares of the firm’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the transaction, the chief financial officer owned 881,387 shares in the company, valued at $154,145,772.43. The trade was a 4.62% 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 three months. Company insiders own 4.17% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment in Marvell to deepen the NVLink Fusion AI ecosystem, which validates NVDA’s strategy of opening its interconnect to third‑party silicon and supports long‑term GPU demand. Nvidia Invests $2 Billion in Marvell as Part of Chip Partnership
• Positive Sentiment: Large AI‑infrastructure projects and financings — including Nebius’ facility buildouts and a heavily‑subscribed $3.8B AI data‑center bond — highlight growing demand for Nvidia‑powered capacity and make future GPU orders more likely. Nebius Bets Big On AI Infrastructure Scale
• Positive Sentiment: Reports that NVIDIA will supply GPUs to major cloud customers (e.g., AWS) reinforce near‑term revenue visibility for data‑center chips. NVIDIA Corporation (NVDA) to Supply GPUs to AWS
• Positive Sentiment: Market sentiment improved on geopolitical de‑escalation headlines, lifting Nasdaq tech names and helping NVDA recover from recent weakness. Nasdaq: Tech Stocks Surge as Trump Signals De‑Escalation, Lifting Nvidia
• Neutral Sentiment: Unusual options activity and commentary from market strategists are drawing attention to NVDA positioning — useful for traders but not a direct fundamental change. Options Corner: NVDA, WDC, AA
• Positive Sentiment: Management/market commentary and analyst notes continue to point to multi‑year AI compute demand (including forecasts of very large total addressable markets), supporting a longer‑term bull case. The 1 Thing Nvidia Bears Keep Getting Wrong in 2026
• Negative Sentiment: Institutional selling has been significant recently, with reports that large holders reduced exposure — that selling pressure can prolong volatility and weigh on near‑term price action. Institutions Have Dumped Over $70 Billion of Nvidia Stock
• Negative Sentiment: NVIDIA’s P/E multiple has compressed to multi‑year lows as macro/geopolitical risk and rotation hit the sector — valuation re‑rating raises downside risk if growth expectations slip. Nvidia’s PE Sinks to Seven‑Year Low as War and AI Angst Weigh
• Negative Sentiment: Competitive risks — e.g., new ARM‑led AGI chip initiatives — and supply/operational issues (reported shortages) are repeating themes that could pressure sentiment if they materialize. Should Arm’s AGI Chip Have NVIDIA Investors in a Panic?

NVIDIA Stock Up 5.6%

NVDA opened at $174.34 on Wednesday. The company has a market cap of $4.24 trillion, a PE ratio of 35.58, a price-to-earnings-growth ratio of 0.55 and a beta of 2.33. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a 50-day moving average price of $182.92 and a 200 day moving average price of $184.28. 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) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the previous year, the firm posted $0.89 EPS. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. Sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently declared 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 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 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.