NVIDIA Corporation $NVDA is Canada Post Corp Registered Pension Plan’s 3rd Largest Position

Canada Post Corp Registered Pension Plan increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 18.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 527,410 shares of the computer hardware maker’s stock after purchasing an additional 81,200 shares during the period. NVIDIA makes up approximately 4.2% of Canada Post Corp Registered Pension Plan’s portfolio, making the stock its 3rd largest position. Canada Post Corp Registered Pension Plan’s holdings in NVIDIA were worth $95,910,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. State Street Corp lifted its position in shares of NVIDIA by 1.0% during the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after acquiring an additional 9,554,857 shares during the period. Geode Capital Management LLC grew its stake in NVIDIA by 1.5% in the 2nd 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 acquired a new position in NVIDIA in the 2nd quarter valued at $51,386,863,000. Legal & General Group Plc lifted its stake in shares of NVIDIA by 1.5% during the 2nd quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker’s stock worth $28,215,983,000 after purchasing an additional 2,623,678 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its position in NVIDIA by 2.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker’s stock worth $24,594,110,000 after buying an additional 4,209,423 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA committed a combined $4 billion to photonics suppliers Coherent and Lumentum to secure optics capacity for AI data centers — that reduces supply risk for GPU networking and lifted sentiment across the AI-infrastructure chain. Nvidia to invest $4 billion in two photonics companies
• Positive Sentiment: NVIDIA and global telecom leaders pledged to build AI‑native 6G on open, software‑defined platforms — this deepens NVIDIA’s TAM in telecom infrastructure and signals long-term enterprise demand for its AI stacks. NVIDIA and Global Telecom Leaders Commit to Build 6G
• Positive Sentiment: High‑profile bullish calls and price‑target increases (including TV commentary and broker updates) are supporting the rally—Wall Street momentum and pundit upgrades prompt fresh buying after the post‑earnings dip. We’re upgrading our rating on Nvidia shares. Here’s why
• Neutral Sentiment: NVIDIA’s Q4 results and guidance were extremely strong (big beat and robust outlook), but the stock initially fell as investors digested valuation, locked in gains, and recalibrated forward expectations. That explains the earlier volatility. NVDA Beats by 73%… Why Did It Drop?
• Neutral Sentiment: Ongoing inclusion in AI/infrastructure ETFs and positive thematic coverage keeps medium-term investor interest intact, offering passive demand even if active flows ebb. 3 Straightforward ETF Plays to Build AI Exposure Into a Portfolio
• Negative Sentiment: Some analysts and commentaries warn the AI trade’s sentiment is weaker than fundamentals suggest — rotation, profit‑taking, and valuation concerns could pressure NVDA near term. Nvidia Just Exposed How Weak The AI Trade Sentiment Is (Downgrade)
• Negative Sentiment: Large insider and institutional trading moves (noted in recent summaries) and very high volumes raise the risk of short-term volatility — watch volume and order‑flow for signs of follow‑through or reversal. NVIDIA Joins Industry Leaders to Advance AI‑Native 6G

Insider Transactions at NVIDIA

In other news, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the completion of the sale, the chief financial officer directly owned 1,286,826 shares of the company’s stock, valued at $229,196,578.86. This trade represents a 2.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,598,120 shares of company stock valued at $289,278,314 in the last 90 days. 4.17% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on NVDA. KeyCorp restated an “overweight” rating and issued a $275.00 target price on shares of NVIDIA in a report on Monday, February 23rd. Macquarie Infrastructure upgraded shares of NVIDIA to an “outperform” rating in a research note on Monday, December 29th. Mizuho set a $275.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research note on Friday, January 9th. Argus restated a “buy” rating and set a $220.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Finally, Melius Research increased their price objective on shares of NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Four investment 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’s stock. According to data from MarketBeat.com, NVIDIA presently has an average rating of “Buy” and an average target price of $271.86.

NVIDIA Stock Up 3.0%

NASDAQ:NVDA opened at $182.48 on Tuesday. The firm has a market capitalization of $4.43 trillion, a PE ratio of 37.24, a price-to-earnings-growth ratio of 0.62 and a beta of 2.31. The stock has a 50 day moving average of $186.41 and a 200-day moving average of $183.88. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week 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 released its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.89 EPS. 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 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.