NVIDIA Corporation $NVDA is Elevatus Welath Management’s 3rd Largest Position

Elevatus Welath Management increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 49.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,098 shares of the computer hardware maker’s stock after purchasing an additional 29,950 shares during the quarter. NVIDIA accounts for 4.6% of Elevatus Welath Management’s holdings, making the stock its 3rd largest holding. Elevatus Welath Management’s holdings in NVIDIA were worth $16,990,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new stake in shares of NVIDIA during the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC raised its holdings 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 acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA in the second quarter worth approximately $40,000. Sellwood Investment Partners LLC acquired a new position in NVIDIA during the 3rd quarter worth approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA during the 2nd quarter worth approximately $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $177.39 on Friday. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The company has a fifty day simple moving average of $182.41 and a 200-day simple moving average of $184.24. The stock has a market cap of $4.31 trillion, a price-to-earnings ratio of 36.20, a PEG ratio of 0.59 and a beta of 2.34. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the business earned $0.89 EPS. NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. On average, equities analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were given a dividend of $0.01 per share. The ex-dividend date was Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is 0.82%.

Analyst Ratings Changes

NVDA has been the topic of a number of analyst reports. Benchmark restated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a report on Tuesday, March 31st. Jefferies Financial Group reiterated a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. DA Davidson reissued a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a report on Monday, February 23rd. New Street Research dropped their target price on NVIDIA from $307.00 to $275.00 and set a “buy” rating on the stock in a report on Tuesday, March 31st. Finally, William Blair set a $300.00 price target on NVIDIA in a research note on Thursday, March 12th. Four 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.com, NVIDIA currently has a consensus rating of “Buy” and a consensus target price of $275.25.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: H100 rental prices have jumped ~40% amid a supply crunch, signaling robust enterprise demand for Nvidia’s datacenter GPUs and supporting pricing/power dynamics for AI infrastructure. Nvidia (NVDA) Stock Gains Momentum as H100 Rental Costs Jump 40% Amid Supply Crunch
• Positive Sentiment: Nvidia made a strategic equity investment and deeper technology partnership with Marvell (reported $2B), extending NVLink Fusion/partner ecosystem that could broaden Nvidia’s AI platform reach. Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership
• Positive Sentiment: CEO Jensen Huang is pushing the “Physical AI Data Factory” and robotics/edge-AI roadmap at GTC, highlighting new blueprints (Omniverse/AI factory) that expand addressable markets beyond data centers. ‘Every Industrial Company Will Become A Robotics Company,’ Nvidia CEO Jensen Huang Says
• Positive Sentiment: High‑profile investors and research houses remain supportive: coverage pieces note long‑term billionaire conviction (Steve Cohen/Point72) and firms like Wolfe Research maintaining buy ratings — signaling continued institutional interest. NVIDIA Corporation (NVDA): Billionaire Steve Cohen Has a Long-Term Bet on This Stock
• Positive Sentiment: Wolfe Research reiterated a buy on Nvidia, which supports investor confidence amid volatility. Wolfe Research Maintains a Buy Rating on Nvidia (NVDA)
• Neutral Sentiment: Analysts updated 12‑month targets and models — some remain bullish on long‑term upside even as 2026 YTD performance lags; watch divergent targets for volatility. Analyst updates Nvidia stock price target for the next 12 months
• Negative Sentiment: Some firms trimmed exposure: D. E. Shaw reduced its NVDA stake, a sign that a few institutional holders are taking profits or rebalancing after big gains. NVIDIA Corporation (NVDA): D. E. Shaw Trims Stake
• Negative Sentiment: New Street Research cut its price target (to $275), reflecting more conservative near‑term assumptions — analyst downgrades/target cuts can amplify selling during risk‑off days. New Street Research Cuts NVIDIA (NASDAQ:NVDA) Price Target to $275.00
• Negative Sentiment: Market commentators (Jim Cramer) and broader chip‑sector coverage note valuation concerns (high P/E) and warn geopolitical risks (Middle East tensions) are pressuring semiconductor supply chains and investor sentiment. Jim Cramer Notes That NVIDIA’s PE “Makes No Sense at All” Jim Cramer Analyzes the Impact of Geopolitical Conflict on NVIDIA Shares

Insider Buying and Selling at NVIDIA

In related news, Director Aarti S. Shah sold 19,000 shares of the firm’s stock in a transaction that occurred 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 $6,362,796.97. This trade represents a 34.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred 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 in the company, valued at approximately $550,130,190.75. This trade represents a 9.04% decrease in their position. The disclosure for this sale is available in the SEC filing. In 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 owned by insiders.

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.