2,720 Shares in NVIDIA Corporation $NVDA Acquired by DeLarme Wealth Management Inc.

Key Points

• DeLarme Wealth Management opened a new position in NVIDIA (NASDAQ:NVDA) in Q4, buying 2,720 shares worth about $507,000, and institutional investors now own roughly 65.27% of the stock as several funds increased their stakes.
• NVIDIA posted an earnings beat (EPS $1.62 vs. $1.54 consensus) and revenue of $68.13B (up 73.2%), and analysts carry a consensus Buy rating with an average target of $275.25, although the shares trade near ~$198 amid short-term competition and geopolitical risks.
• Insiders have been net sellers recently, disposing of 953,976 shares (about $171M) last quarter, including large director sales, which may be notable for investors.

DeLarme Wealth Management Inc. bought a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,720 shares of the computer hardware maker's stock, valued at approximately $507,000.

A number of other hedge funds have also added to or reduced their stakes in NVDA. Brighton Jones LLC grew its holdings in shares of NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after acquiring an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG lifted its holdings in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after acquiring an additional 22,929 shares during the period. Highview Capital Management LLC DE boosted its position in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its position in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after purchasing an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its stake in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after purchasing an additional 896 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

NVDA has been the topic of several recent research reports. Zacks Research upgraded shares of NVIDIA from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, February 25th. CICC Research boosted their target price on shares of NVIDIA from $228.00 to $240.60 and gave the company an "outperform" rating in a research report on Friday, February 27th. DA Davidson reaffirmed a "buy" rating and set a $250.00 target price on shares of NVIDIA in a report on Monday, February 23rd. Fundamental Research set a $218.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Wedbush lifted their price target on shares of NVIDIA from $230.00 to $300.00 and gave the stock an "outperform" rating in a research note on Tuesday, March 3rd. Four analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, NVIDIA currently has a consensus rating of "Buy" and an average target price of $275.25.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA's recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia's B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here's What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia's $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

NVIDIA Stock Down 0.6%

Shares of NVDA opened at $198.45 on Friday. The business's 50 day moving average is $186.75 and its 200 day moving average is $186.14. The company has a market capitalization of $4.82 trillion, a PE ratio of 40.50, a price-to-earnings-growth ratio of 0.65 and a beta of 2.25. NVIDIA Corporation has a 12-month low of $110.82 and a 12-month high of $216.82. 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 - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the company posted $0.89 EPS. The firm's revenue for the quarter was up 73.2% compared to the same quarter last year. Research analysts expect that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were issued a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA's payout ratio is 0.82%.

Insider Activity

In related news, Director Mark A. Stevens sold 221,682 shares of the firm's stock in a transaction on Friday, March 20th. The shares were 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 directly owned 7,399,771 shares of the company's stock, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 953,976 shares of company stock valued at $171,173,819 in the last quarter. Company insiders own 4.17% of the company's stock.

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.

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