NVIDIA Corporation $NVDA Shares Purchased by Eagle Wealth Strategies LLC

Eagle Wealth Strategies LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 25.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,677 shares of the computer hardware maker’s stock after acquiring an additional 3,011 shares during the quarter. NVIDIA makes up about 1.3% of Eagle Wealth Strategies LLC’s holdings, making the stock its 13th biggest holding. Eagle Wealth Strategies LLC’s holdings in NVIDIA were worth $2,737,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. State Street Corp grew its stake in shares of NVIDIA by 1.0% during the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC raised its stake in NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock valued at $91,150,170,000 after buying an additional 8,521,936 shares in the last quarter. Norges Bank purchased a new stake in NVIDIA during the 2nd quarter worth about $51,386,863,000. Legal & General Group Plc lifted its holdings in NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after buying an additional 2,609,560 shares during the last quarter. Finally, Capital Research Global Investors boosted its position in shares of NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

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

Insiders Place Their Bets

In related news, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the transaction, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the transaction, the chief financial officer owned 881,387 shares in the company, valued at $154,145,772.43. This trade represents a 4.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,179,934 shares of company stock worth $215,053,678. 4.17% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on NVDA shares. Oppenheimer reissued an “outperform” rating and set a $265.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $300.00 price target on shares of NVIDIA in a report on Thursday, March 12th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $250.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. The Goldman Sachs Group set a $250.00 price objective on shares of NVIDIA and gave the stock a “buy” rating in a report on Wednesday, February 25th. Finally, Rothschild & Co Redburn increased their target price on shares of NVIDIA from $245.00 to $268.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $275.40.

NVIDIA Price Performance

NVDA stock opened at $172.76 on Monday. The company has a market capitalization of $4.20 trillion, a P/E ratio of 35.26, a PEG ratio of 0.58 and a beta of 2.33. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The business has a 50 day simple moving average of $184.60 and a 200-day simple moving average of $184.29. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05.

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, topping 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 for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the firm posted $0.89 earnings per share. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, equities analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

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

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.