Boston Common Asset Management LLC Has $72.76 Million Stock Holdings in NVIDIA Corporation $NVDA

Boston Common Asset Management LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 6.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 390,121 shares of the computer hardware maker’s stock after selling 28,011 shares during the period. NVIDIA accounts for approximately 3.7% of Boston Common Asset Management LLC’s investment portfolio, making the stock its 2nd biggest position. Boston Common Asset Management LLC’s holdings in NVIDIA were worth $72,758,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Winnow Wealth LLC bought a new position in NVIDIA during the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA during the 2nd quarter worth $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA during the 3rd quarter worth $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA during the 2nd quarter worth $54,000. 65.27% of the stock is owned by institutional investors.

NVIDIA Stock Up 2.2%

Shares of NVIDIA stock opened at $182.08 on Thursday. NVIDIA Corporation has a one year low of $95.04 and a one year high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The stock’s 50-day moving average is $181.84 and its 200 day moving average is $184.34. The firm has a market cap of $4.42 trillion, a price-to-earnings ratio of 37.16, a PEG ratio of 0.59 and a beta of 2.34.

NVIDIA (NASDAQ:NVDA) last issued its 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 during the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period last year, the business posted $0.89 EPS. Equities research analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were paid 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 yield of 0.0%. NVIDIA’s payout ratio is 0.82%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on NVDA. DA Davidson reaffirmed a “buy” rating and set a $250.00 target price on shares of NVIDIA in a research report on Monday, February 23rd. Sanford C. Bernstein raised their target price on NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Rothschild & Co Redburn increased their price target on NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Finally, Citigroup boosted their price objective on NVIDIA from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Four equities research 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 stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $275.25.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Macro/market catalyst — a U.S.-Iran ceasefire announcement reduced geopolitical risk and sparked a broad tech rally, lifting NVDA alongside other mega‑caps. Alphabet, Nvidia, Microsoft lead tech rally after Trump announces ceasefire with Iran
• Positive Sentiment: Investor/flow momentum — NVDA shows up on hedge‑fund buy lists and “strong setup” screens, suggesting institutional interest could prop the stock as funds reposition into AI winners. NVIDIA among the hedge fund favorites
• Positive Sentiment: Strategic investments and ecosystem expansion — NVDA’s $2B investment in Marvell and partnerships (NVLink Fusion) deepen its data‑center footprint and make NVDA more central to rack-scale AI deployments, supporting long-term revenue visibility. NVIDIA Invests $2B in Marvell
• Positive Sentiment: Strategic narrative — MarketBeat and others highlight NVDA’s push into “Industrial Revolution 4.0” (robotics, edge AI, full‑stack software + hardware), reinforcing the bull case that demand extends beyond hyperscale training. NVIDIA Bets Big on Industrial Revolution 4.0
• Neutral Sentiment: Trading strategies and technical setups — some analysts are outlining cheap ways to play a potential NVDA rally (options/strategies), which can amplify short-term volume but also add volatility. Bet on an Nvidia rally – and do it on the cheap
• Neutral Sentiment: Performance context — while NVDA is advancing with the market, some data show it has recently underperformed peers on short horizons, indicating mixed near‑term breadth. Nvidia Advances But Underperforms Market
• Negative Sentiment: Liquidity/flow risk — reports show hedge funds have been net sellers at a pace not seen in years, which can pressure NVDA episodically despite strong fundamentals. Hedge funds selling off equities
• Negative Sentiment: Supply & geopolitical risks — analysts flag potential memory supply constraints that could limit production and continued Taiwan/exposure and targeted threats remain headline risks. Potential production cut due to memory supply constraints

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the transaction, the director owned 7,399,771 shares in the company, valued at approximately $1,285,192,227.28. The trade was a 2.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the business’s 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 completion of the transaction, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,201,616 shares of company stock worth $215,991,407. Insiders own 4.17% of the company’s stock.

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.