Catalyst Financial Partners LLC Acquires 13,266 Shares of NVIDIA Corporation $NVDA

Catalyst Financial Partners LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 10.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 138,019 shares of the computer hardware maker’s stock after purchasing an additional 13,266 shares during the period. NVIDIA accounts for 3.1% of Catalyst Financial Partners LLC’s holdings, making the stock its 7th biggest holding. Catalyst Financial Partners LLC’s holdings in NVIDIA were worth $25,752,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of NVDA. Winnow Wealth LLC bought a new position in shares of NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new stake in NVIDIA in the second quarter valued at approximately $40,000. Sellwood Investment Partners LLC bought a new stake in NVIDIA in the third quarter valued at approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA during the 2nd quarter valued at approximately $54,000. Institutional investors own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia struck a multi‑year strategic partnership and made a significant investment in Mira Murati’s Thinking Machines Lab, which has agreed to deploy at least one gigawatt of Nvidia’s next‑gen processors — a direct multi‑year demand commitment for Nvidia hardware. AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia — Reuters
• Positive Sentiment: Analysts expect Nvidia to unveil a broader suite of specialized AI chips and networking tech at its GTC developer conference next week — an event that could drive near‑term buying if new systems and networking solutions meet investor expectations. Nvidia set to spotlight next wave of AI infrastructure at GTC — Proactive Investors
• Positive Sentiment: Reports that Nvidia is developing an open‑source AI agent platform (reported as ‘NemoClaw’/agent tools) signal a strategic push into higher‑level software/platforms that could expand TAM and deepen vendor lock‑in for its chips. Nvidia plans open‑source AI agent platform ‘NemoClaw’ for enterprises — CNBC
• Positive Sentiment: Visibility into strong customer demand: OpenAI’s CEO publicly thanked Jensen Huang for accelerating Nvidia capacity at AWS, underscoring Nvidia’s central role supplying compute for leading AI customers. Sam Altman Thanks Jensen Huang As Nvidia Ramps AI Capacity — Yahoo Finance
• Neutral Sentiment: Nvidia adopted a new variable compensation plan for FY2027 setting a $4M target cash bonus for CEO Jensen Huang — a governance/compensation update that may draw attention but is unlikely to move fundamentals. NVIDIA Adopts New Variable Compensation Plan for Fiscal 2027 — InsiderMonkey (Reuters)
• Neutral Sentiment: Wall Street coverage remains active (upgrades and fresh price targets), supporting liquidity and interest; these analyst actions can sustain momentum but also amplify volatility around earnings and GTC. Wall Street sets Nvidia stock price target for next 12 months — Finbold
• Negative Sentiment: Macro and downside risks persist: geopolitical tensions (supply‑chain fears tied to Middle East conflict) and high valuation have prompted some bearish technical/price forecasts — including one analyst projecting a deep pullback if key supports fail. These risks can amplify short‑term volatility around macro headlines. Nvidia to crash to $115 on this date, expert predicts — Finbold

Insiders Place Their Bets

In related news, EVP Ajay K. Puri sold 200,000 shares of NVIDIA stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the sale, the executive vice president directly owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. This trade represents a 5.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction on 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 sale, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,168,120 shares of company stock valued at $210,900,814. Insiders own 4.17% of the company’s stock.

NVIDIA Trading Up 1.2%

NVDA opened at $184.77 on Wednesday. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a market capitalization of $4.49 trillion, a PE ratio of 37.71, a P/E/G ratio of 0.62 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company’s 50-day moving average is $185.60 and its 200 day moving average is $184.06.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating 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 quarter in the previous year, the firm earned $0.89 earnings per share. NVIDIA’s quarterly revenue was up 73.2% on a year-over-year basis. As a group, research analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be issued 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 is currently 0.82%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on NVDA shares. JPMorgan Chase & Co. increased their price objective on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Benchmark restated a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a report on Thursday, February 26th. Tigress Financial reaffirmed a “strong-buy” rating and set a $360.00 price target (up from $350.00) on shares of NVIDIA in a research report on Thursday, March 5th. Arete Research lifted their price objective on NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. Finally, Melius Research boosted their price objective on NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $273.64.

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.