NVIDIA Corporation $NVDA Shares Purchased by Baltimore Washington Financial Advisors Inc.

Baltimore Washington Financial Advisors Inc. raised its stake in NVIDIA Corporation (NASDAQ:NVDA) by 0.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 510,104 shares of the computer hardware maker’s stock after purchasing an additional 4,503 shares during the quarter. NVIDIA comprises about 4.1% of Baltimore Washington Financial Advisors Inc.’s investment portfolio, making the stock its 3rd biggest position. Baltimore Washington Financial Advisors Inc.’s holdings in NVIDIA were worth $95,175,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Insider Buying and Selling at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were 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 $605,701,198.44. This represents a 8.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,267,780 shares of company stock valued at $229,929,215. Corporate insiders own 4.17% of the company’s stock.

NVIDIA Trading Down 1.5%

NASDAQ:NVDA opened at $183.16 on Friday. The company has a market cap of $4.45 trillion, a PE ratio of 37.38, a P/E/G ratio of 0.63 and a beta of 2.33. The business’s 50 day moving average is $185.52 and its two-hundred day moving average is $184.07. 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.

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

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Key NVIDIA News

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’

Wall Street Analyst Weigh In

A number of brokerages have commented on NVDA. Evercore reiterated an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Arete Research boosted their price target on NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Robert W. Baird raised their price objective on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Finally, Truist Financial lifted their price objective on NVIDIA from $275.00 to $283.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $274.21.

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.