Bennett Selby Investments LP Has $8.44 Million Holdings in NVIDIA Corporation $NVDA

Bennett Selby Investments LP lifted its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 18.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,264 shares of the computer hardware maker’s stock after acquiring an additional 6,913 shares during the period. NVIDIA comprises approximately 2.7% of Bennett Selby Investments LP’s holdings, making the stock its 9th largest holding. Bennett Selby Investments LP’s holdings in NVIDIA were worth $8,442,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Fundamental Research set a $218.00 price objective on NVIDIA in a research note on Thursday, February 26th. Needham & Company LLC reiterated a “buy” rating and issued a $240.00 target price on shares of NVIDIA in a research note on Wednesday, March 18th. Rosenblatt Securities reissued a “buy” rating and set a $325.00 price target on shares of NVIDIA in a report on Monday, March 23rd. Robert W. Baird upped their price target on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Finally, JPMorgan Chase & Co. increased their price objective on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $275.95.

Insider Buying and Selling

In other news, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the transaction, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. The trade was a 34.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the company’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. The trade was a 9.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. 4.17% of the stock is currently owned by company insiders.

NVIDIA Stock Performance

Shares of NVDA opened at $167.52 on Friday. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company has a 50-day moving average of $183.42 and a two-hundred day moving average of $184.25. The stock has a market cap of $4.07 trillion, a price-to-earnings ratio of 34.19, a PEG ratio of 0.57 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The business 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%. The firm’s revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.89 earnings per share. On average, equities research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The company 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. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s payout ratio is 0.82%.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analyst/valuation support: Multiple pieces argue NVDA is trading cheaply vs. its growth profile and some brokers/analysts reiterated buys or raised long‑term estimates, providing a buy‑the‑dip narrative that could attract value buyers. 5 April Buys With Double-Digit Year-End Targets
• Positive Sentiment: Enterprise deployments and partnerships expand demand: NVIDIA’s tech is being embedded across industries (energy partnership with SLB, healthcare deployments and HGX systems for regional AI factories), which supports recurring data‑center GPU demand beyond hyperscalers. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Positive Sentiment: Ecosystem capital: A Reuters report that a Nvidia‑backed startup (Reflection) is seeking a large funding round signals continued investor appetite for NVDA‑adjacent AI ecosystems that can drive future software and services spend tied to NVIDIA hardware. Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports
• Neutral Sentiment: Valuation narrative shifts: Several outlets note NVDA’s forward multiple has compressed (trading near S&P valuation levels), which can be read as either a buying opportunity or a signal that the market is discounting growth — the net impact depends on investor time horizon. Nvidia (NVDA) Stock Trades Below S&P 500 Valuation for First Time in Over a Decade
• Negative Sentiment: Regulatory/export risk: Senators have pushed to pause NVIDIA export licenses after DOJ charges in an alleged AI‑chip diversion/smuggling case — any tighter export controls would directly reduce addressable revenue from China and adjacent markets. Senators Push to Freeze Nvidia Export Licenses
• Negative Sentiment: Legal and reputational headwinds: A revived class‑action/lawsuit environment and separate suits tied to alleged undisclosed revenues or compliance issues increase near‑term legal risk and uncertainty for guidance/controls. Super Micro Computer Hit With Securities Fraud Lawsuit
• Negative Sentiment: Geopolitical/supply‑chain concentration: Analysts warn war risk (Iran/Taiwan tensions) could hit NVDA because most advanced GPUs are manufactured at TSMC in Taiwan; heightened geopolitical risk compresses multiples and prompts sectorwide selling. Nvidia Share Price Could Be Hit Hard By Iran War
• Negative Sentiment: Insider selling and short‑term uncertainty: Director share sales and vocal skeptics (media/pundits warning of dramatic downside) add to near‑term caution and can amplify momentum selling. NVIDIA Director Sells $38.5M in Stock

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.