Baldwin Wealth Partners LLC MA Purchases 39,092 Shares of NVIDIA Corporation $NVDA

Baldwin Wealth Partners LLC MA raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 8.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 476,882 shares of the computer hardware maker’s stock after acquiring an additional 39,092 shares during the period. NVIDIA comprises 5.7% of Baldwin Wealth Partners LLC MA’s portfolio, making the stock its 3rd biggest position. Baldwin Wealth Partners LLC MA’s holdings in NVIDIA were worth $88,938,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Winnow Wealth LLC bought a new stake in shares of NVIDIA in the second quarter worth $32,000. Longfellow Investment Management Co. LLC grew its position in NVIDIA by 47.9% in 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 in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC acquired a new stake in NVIDIA in the 3rd quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the 2nd quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was 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 of the company’s stock, valued at $550,130,190.75. This represents a 9.04% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director John Dabiri sold 3,004 shares of the stock in a transaction on Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the transaction, the director owned 14,788 shares in the company, valued at $2,734,301.20. The trade was a 16.88% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,179,934 shares of company stock valued at $215,053,678. 4.17% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Morgan Stanley set a $260.00 price objective on shares of NVIDIA in a research note on Monday, March 2nd. HSBC set a $310.00 target price on NVIDIA in a report on Tuesday, February 24th. CICC Research increased their price target on NVIDIA from $228.00 to $240.60 and gave the company an “outperform” rating in a research report on Friday, February 27th. Benchmark reaffirmed a “buy” rating and set a $250.00 price target on shares of NVIDIA in a research report on Tuesday, March 17th. Finally, Stifel Nicolaus set a $250.00 price objective on NVIDIA in a research note on Thursday, January 8th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $275.95.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street support: Multiple firms reaffirmed or raised price targets and ratings (Raymond James, Cantor Fitzgerald, Rosenblatt, Tigress), arguing NVDA’s AI momentum and recent $68.13B quarter justify higher valuations. Raymond James Raises PT
• Positive Sentiment: Commercial traction and deployments: Customers are deploying NVIDIA LLMs and systems (Nemotron in healthcare, NCX/infra partnerships, energy “AI factories”), showing real revenue pathways beyond chips. Nemotron Deployment
• Positive Sentiment: Product ecosystem momentum from GTC: New software/hardware (OpenClaw, NCX, Blackwell/Rubin roadmap) reinforce NVDA’s platform lead and long-term TAM thesis. OpenClaw Explainer
• Positive Sentiment: Supply‑chain validation: Large ASML/SK Hynix orders for advanced lithography and HBM capacity support the memory and packaging roadmap critical to NVIDIA GPUs, reducing some long‑term supply uncertainty. ASML / SK Hynix Order
• Neutral Sentiment: Valuation debate: Several commentators say NVDA looks relatively cheap vs. its growth (forward P/E ~21–35x comparisons), which supports buy‑the‑dip narratives but keeps upside tied to execution. Experts on Valuation
• Negative Sentiment: Regulatory/PR risk from CEO comments: Jensen Huang’s public AGI remarks generated excitement but also prompted U.S. senators to ask whether his earlier comments misled regulators on chip exports to China—raising potential licensing and political scrutiny. Reuters: Lawmakers Probe CEO Remarks
• Negative Sentiment: Insider selling and governance headlines: Recent filings show insiders sold shares (reports of ~$14.3M over 48 hours and a director sale), which can amplify short‑term negative sentiment. Insider Selling
• Negative Sentiment: Competition and technical risk: Huawei claims and other rivals tout faster chips (Atlas 350), and some charts show technical downside risk to key support levels—both raise near‑term pressure on shares. Huawei Atlas Claims

NVIDIA Stock Performance

Shares of NVDA stock opened at $175.20 on Wednesday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a market capitalization of $4.26 trillion, a price-to-earnings ratio of 35.76, a PEG ratio of 0.59 and a beta of 2.33. The company has a 50-day simple moving average of $184.20 and a 200 day simple moving average of $184.38. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

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

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be paid 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%.

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.