Blair William & Co. IL Grows Stock Position in NVIDIA Corporation $NVDA

Blair William & Co. IL lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 0.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,645,112 shares of the computer hardware maker’s stock after acquiring an additional 45,974 shares during the quarter. NVIDIA makes up 2.8% of Blair William & Co. IL’s holdings, making the stock its 4th biggest holding. Blair William & Co. IL’s holdings in NVIDIA were worth $1,053,265,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Joule Financial LLC lifted its position in shares of NVIDIA by 2.2% in the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after purchasing an additional 50 shares during the period. Vision Financial Markets LLC increased its position in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after buying an additional 53 shares during the period. Websterrogers Financial Advisors LLC raised its stake in NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after buying an additional 54 shares during the last quarter. IMG Wealth Management Inc. raised its stake in NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after buying an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. lifted its holdings in NVIDIA by 0.7% in the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock valued at $1,444,000 after buying an additional 54 shares during the period. 65.27% of the stock is currently owned by institutional investors.

NVIDIA Trading Down 1.5%

NASDAQ NVDA opened at $183.16 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. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The business has a 50 day moving average price of $185.52 and a 200-day moving average price of $184.07. The company has a market cap of $4.45 trillion, a price-to-earnings ratio of 37.38, a P/E/G ratio of 0.63 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the previous year, the business posted $0.89 EPS. NVIDIA’s quarterly revenue was up 73.2% on a year-over-year basis. As a group, equities analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The business 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 is 0.82%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on NVDA shares. Wedbush increased their price target on NVIDIA from $230.00 to $300.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. President Capital boosted their price objective on NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Truist Financial upped their target price on NVIDIA from $275.00 to $283.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. BNP Paribas Exane raised their target price on NVIDIA from $260.00 to $270.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Finally, JPMorgan Chase & Co. lifted their target price on NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a report on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, NVIDIA currently has an average rating of “Buy” and a consensus target price of $274.21.

Insider Buying and Selling

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the sale, the executive vice president owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. The trade was a 8.29% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,267,780 shares of company stock valued at $229,929,215. 4.17% of the stock is owned by company insiders.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment in Nebius to build hyperscale AI cloud capacity (multi‑GW deployments by 2030), validating long‑term GPU demand and prompting a strong rally in Nebius. Nvidia to invest $2 billion in AI cloud firm Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 Super, an advanced open AI model aimed at agentic AI — a move that expands software/IP monetization and increases demand for its data‑center GPUs. NVIDIA Releases New Nemotron 3 Super Model
• Positive Sentiment: New partnerships and ecosystem wins (Thinking Machines Lab compute commitments; startups like Scintil Photonics moving to customer testing) deepen demand visibility for NVIDIA’s Vera/Rubin systems and optical interconnect roadmap. NVIDIA Enters Partnership With Thinking Machines Lab
• Neutral Sentiment: Investors are watching the upcoming GTC conference as a potential catalyst for product announcements and guidance — it could swing sentiment either way. Nvidia stock stuck below $190: can GTC event be a catalyst?
• Neutral Sentiment: Broader market volatility and geopolitics (oil price swings, CPI noise) are capping risk appetite for high‑beta mega‑cap tech names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Negative Sentiment: Reports say the U.S. Commerce Dept. is drafting rules that would require permits for AI chip exports — a policy that could materially constrain NVIDIA’s global sales and cloud deployments if implemented. US Mulling Rule Requiring Permits for NVIDIA Global AI Chip Sales
• Negative Sentiment: An EVP executed a large sale (300,000 shares), and analysts/press note some investors are booking profits after recent gains — both contribute to near‑term selling pressure. NVIDIA EVP Sells $54,756,000.00 in Stock
• Negative Sentiment: High‑profile criticism (e.g., Michael Burry’s remarks) and heightened headline risk can amplify short‑term bearish flows, even as fundamentals remain strong. Michael Burry warns Nvidia ‘is mafia-like’

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.