NVIDIA Corporation $NVDA is Eastern Bank’s 3rd Largest Position

Eastern Bank decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 4.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,529,970 shares of the computer hardware maker’s stock after selling 63,850 shares during the quarter. NVIDIA makes up 4.9% of Eastern Bank’s holdings, making the stock its 3rd largest holding. Eastern Bank’s holdings in NVIDIA were worth $285,339,000 at the end of the most recent quarter.

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

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: H100 rental prices have jumped ~40% amid a supply crunch, signaling robust enterprise demand for Nvidia’s datacenter GPUs and supporting pricing/power dynamics for AI infrastructure. Nvidia (NVDA) Stock Gains Momentum as H100 Rental Costs Jump 40% Amid Supply Crunch
• Positive Sentiment: Nvidia made a strategic equity investment and deeper technology partnership with Marvell (reported $2B), extending NVLink Fusion/partner ecosystem that could broaden Nvidia’s AI platform reach. Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership
• Positive Sentiment: CEO Jensen Huang is pushing the “Physical AI Data Factory” and robotics/edge-AI roadmap at GTC, highlighting new blueprints (Omniverse/AI factory) that expand addressable markets beyond data centers. ‘Every Industrial Company Will Become A Robotics Company,’ Nvidia CEO Jensen Huang Says
• Positive Sentiment: High‑profile investors and research houses remain supportive: coverage pieces note long‑term billionaire conviction (Steve Cohen/Point72) and firms like Wolfe Research maintaining buy ratings — signaling continued institutional interest. NVIDIA Corporation (NVDA): Billionaire Steve Cohen Has a Long-Term Bet on This Stock
• Positive Sentiment: Wolfe Research reiterated a buy on Nvidia, which supports investor confidence amid volatility. Wolfe Research Maintains a Buy Rating on Nvidia (NVDA)
• Neutral Sentiment: Analysts updated 12‑month targets and models — some remain bullish on long‑term upside even as 2026 YTD performance lags; watch divergent targets for volatility. Analyst updates Nvidia stock price target for the next 12 months
• Negative Sentiment: Some firms trimmed exposure: D. E. Shaw reduced its NVDA stake, a sign that a few institutional holders are taking profits or rebalancing after big gains. NVIDIA Corporation (NVDA): D. E. Shaw Trims Stake
• Negative Sentiment: New Street Research cut its price target (to $275), reflecting more conservative near‑term assumptions — analyst downgrades/target cuts can amplify selling during risk‑off days. New Street Research Cuts NVIDIA (NASDAQ:NVDA) Price Target to $275.00
• Negative Sentiment: Market commentators (Jim Cramer) and broader chip‑sector coverage note valuation concerns (high P/E) and warn geopolitical risks (Middle East tensions) are pressuring semiconductor supply chains and investor sentiment. Jim Cramer Notes That NVIDIA’s PE “Makes No Sense at All” Jim Cramer Analyzes the Impact of Geopolitical Conflict on NVIDIA Shares

Insider Activity at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares in the company, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the transaction, the executive vice president directly owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. The trade was a 9.04% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. 4.17% of the stock is owned by corporate insiders.

NVIDIA Price Performance

NASDAQ:NVDA opened at $177.39 on Monday. 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 Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The stock’s 50-day moving average price is $182.41 and its 200-day moving average price is $184.33. The stock has a market capitalization of $4.31 trillion, a PE ratio of 36.20, a price-to-earnings-growth ratio of 0.59 and a beta of 2.34.

NVIDIA (NASDAQ:NVDA) last issued 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 company had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm’s revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.89 EPS. As a group, equities analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th were given a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA’s dividend payout ratio is 0.82%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on NVDA shares. Evercore reiterated an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. HSBC set a $310.00 price objective on NVIDIA in a research note on Tuesday, February 24th. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. KeyCorp reiterated an “overweight” rating and issued a $275.00 target price on shares of NVIDIA in a report on Tuesday, March 17th. Finally, Mizuho set a $275.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research report on Friday, January 9th. Four research 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’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $275.25.

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.