Advisory Services Network LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,285,779 shares of the computer hardware maker’s stock after purchasing an additional 16,404 shares during the period. NVIDIA comprises 3.5% of Advisory Services Network LLC’s holdings, making the stock its biggest position. Advisory Services Network LLC’s holdings in NVIDIA were worth $239,901,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of NVDA. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter worth about $32,000. Longfellow Investment Management Co. LLC boosted its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the 2nd quarter worth approximately $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the 3rd quarter worth approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA during the 2nd quarter worth approximately $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several equities research analysts have weighed in on the stock. Wolfe Research raised their target price on shares of NVIDIA from $250.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 price target on shares of NVIDIA in a research report on Tuesday. President Capital raised their price objective on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Evercore restated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, TD Cowen reaffirmed a “buy” rating and set a $235.00 target price on shares of NVIDIA in a research report on Tuesday. Four equities 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. According to data from MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus price target of $274.21.
Insider Buying and Selling at NVIDIA
In related news, CFO Colette Kress sold 27,640 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total value of $4,856,900.80. Following the completion of the sale, the chief financial officer owned 846,772 shares in the company, valued at $148,794,775.84. This represents a 3.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the 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 sale, the executive vice president owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. This represents a 8.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,020,784 shares of company stock valued at $186,152,154. Insiders own 4.17% of the company’s stock.
Key NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More.
- Positive Sentiment: Product launches at GTC — Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and DLSS 5 — broaden NVDA’s stack from chips into software, inference and agentic AI, increasing monetization pathways beyond GPUs. Read More.
- Positive Sentiment: Nvidia says it has received purchase orders and is restarting manufacturing of China‑compliant H200 chips — a reopening of a large addressable market if production and export licenses hold. Read More.
- Neutral Sentiment: Wall Street remains bullish on the long-term thesis (multiple firms reaffirm Buy/raise targets), which supports upside but doesn’t guarantee a near-term rally. Read More.
- Neutral Sentiment: New gaming and graphics tech (DLSS 5) expands TAM via consumer/gaming monetization, but this is incremental vs. the data‑center/inference opportunity. Read More.
- Negative Sentiment: Market reaction was muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin implications. That cautious tone is weighing on the share price. Read More.
- Negative Sentiment: Insider/director selling and heavy disclosed insider sales across the company add a near-term sentiment headwind for some investors. Read More.
- Negative Sentiment: Geopolitical & competitive risks — China export rules, rising in‑house hyperscaler chips and rivals are cited as execution risks that could delay or compress the expected upside. Read More.
NVIDIA Stock Down 0.7%
NVDA opened at $181.93 on Wednesday. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The stock has a market capitalization of $4.42 trillion, a P/E ratio of 37.13, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. The business’s 50-day simple moving average is $185.14 and its 200-day simple moving average is $184.18.
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.89 EPS. Analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.
NVIDIA Announces Dividend
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 given a dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is 0.82%.
About NVIDIA
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.
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