PMG Family Office LLC Purchases New Shares in NVIDIA Corporation $NVDA

PMG Family Office LLC purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 11,525 shares of the computer hardware maker’s stock, valued at approximately $2,150,000. NVIDIA accounts for about 2.4% of PMG Family Office LLC’s holdings, making the stock its 6th largest position.

A number of other institutional investors have also recently added to or reduced their stakes in NVDA. Center for Financial Planning Inc. raised its holdings in NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after acquiring an additional 367 shares in the last quarter. Atria Investments Inc grew its holdings in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after acquiring an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ acquired a new position in NVIDIA during the 3rd quarter worth $37,316,000. Oak Ridge Investments LLC increased its position in shares of NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after purchasing an additional 20,559 shares during the last quarter. Finally, Circle Wealth Management LLC increased its position in shares of NVIDIA by 16.1% in the 3rd quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker’s stock worth $20,111,000 after purchasing an additional 14,936 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Barclays reaffirmed a “buy” rating on shares of NVIDIA in a research report on Thursday, February 26th. Cantor Fitzgerald restated an “overweight” rating and set a $300.00 price objective on shares of NVIDIA in a research note on Thursday, March 12th. DA Davidson reaffirmed a “buy” rating and set a $250.00 target price on shares of NVIDIA in a report on Monday, February 23rd. Piper Sandler reiterated an “overweight” rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Raymond James Financial boosted their price target on NVIDIA from $291.00 to $323.00 and gave the company a “strong-buy” rating in a report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $275.40.

NVIDIA Trading Down 3.2%

NVIDIA stock opened at $172.76 on Friday. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $4.20 trillion, a price-to-earnings ratio of 35.26, a PEG ratio of 0.58 and a beta of 2.33. The firm has a 50-day moving average price of $184.60 and a two-hundred day moving average price of $184.20.

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 the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.89 earnings per share. Sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be paid a dividend of $0.01 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s payout ratio is presently 0.82%.

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction on Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the transaction, the chief financial officer owned 881,387 shares in the company, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the transaction, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,179,934 shares of company stock valued at $215,053,678 in the last quarter. 4.17% of the stock is currently owned by insiders.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Major cloud order visibility — Nvidia told Amazon Web Services it will sell ~1 million AI chips plus systems by end-2027, reinforcing multi-year revenue visibility and datacenter demand. Nvidia to sell 1 million chips to Amazon by 2027
• Positive Sentiment: GTC highlights and blowout quarter underpin the long-term bull case — management projected a multi‑year $1T+ AI revenue opportunity and posted a $68.13B quarter that beat expectations, supporting conviction in NVDA’s platform moat. GTC keynote and quarter reaction
• Positive Sentiment: Robust partner/customer momentum — multiple infrastructure partners (Cadence, CoreWeave, Coherent) and public comments from big customers (Elon Musk: Tesla/SpaceX will keep buying) signal persistent demand across cloud, AI and automotive. Strong Micron results also validate surging HBM demand tied to Nvidia GPUs. Partner and customer demand context
• Neutral Sentiment: Product roadmap/consumer tech updates (e.g., DLSS 5) strengthen long-term gaming/graphics positioning but are unlikely to move earnings in the near term. DLSS 5 technical details
• Neutral Sentiment: Analyst upgrades and lofty price targets (Raymond James, others) support upside narratives but much of that optimism appears priced in after GTC. Price target/upgrade coverage
• Negative Sentiment: Regulatory/PR overhang — U.S. prosecutors charged associates tied to a server maker for allegedly smuggling Nvidia‑powered servers to China; while Nvidia isn’t accused, the story raises geopolitical/supply‑chain scrutiny around its chips. Bloomberg: Super Micro smuggling charges
• Negative Sentiment: Tax/headline risk — new disclosures show Nvidia made a large U.S. tax payment reported at ~$17B, which investors may view as a cash/timing headwind or governance disclosure to digest. WSJ: $17B U.S. tax payment
• Negative Sentiment: Technical and sentiment pressure — charts showed a bearish signal after GTC and options flow indicated heavy call selling/put buying (sell‑the‑news), creating short‑term downside risk despite strong fundamentals. MarketWatch: bearish technical signal

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.