Birch Hill Investment Advisors LLC Has $22.20 Million Stock Holdings in NVIDIA Corporation $NVDA

Key Points

• Birch Hill Investment Advisors increased its NVIDIA stake by 2% in the fourth quarter, ending with 119,026 shares valued at about $22.2 million.
• NVIDIA’s latest quarterly results topped expectations, with EPS of $1.62 and revenue of $68.13 billion, both above analyst estimates and up sharply from a year earlier.
• The stock remains widely favored on Wall Street: analysts have an average “Buy” rating and a consensus price target of about $275.25, even as insiders have recently sold shares and the stock trades near its 52-week high.

Birch Hill Investment Advisors LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 119,026 shares of the computer hardware maker's stock after acquiring an additional 2,348 shares during the period. Birch Hill Investment Advisors LLC's holdings in NVIDIA were worth $22,198,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of NVDA. Longfellow Investment Management Co. LLC grew its holdings in NVIDIA by 47.9% during the second 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 period. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA in the second quarter valued at approximately $40,000. Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA in the third quarter valued at approximately $50,000. Networth Advisors LLC bought a new position in shares of NVIDIA during the 4th quarter worth approximately $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in shares of NVIDIA during the 2nd quarter worth approximately $54,000. Institutional investors and hedge funds own 65.27% of the company's stock.

NVIDIA Stock Up 1.7%

NASDAQ NVDA opened at $215.10 on Friday. The business has a fifty day moving average price of $187.59 and a two-hundred day moving average price of $186.68. The stock has a market capitalization of $5.23 trillion, a PE ratio of 43.90, a PEG ratio of 0.70 and a beta of 2.25. NVIDIA Corporation has a fifty-two week low of $115.21 and a fifty-two week high of $217.80. 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 - Get Free Report) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company's revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter last year, the company posted $0.89 EPS. Equities analysts expect that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Analyst Ratings Changes

NVDA has been the topic of a number of research analyst reports. Fundamental Research set a $218.00 price target on NVIDIA in a research note on Thursday, February 26th. Sanford C. Bernstein reiterated a "buy" rating on shares of NVIDIA in a report on Friday, April 17th. Jefferies Financial Group reissued a "buy" rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Friday, January 16th. Wolfe Research raised their target price on shares of NVIDIA from $250.00 to $275.00 and gave the stock an "outperform" rating in a research note on Friday, January 30th. Finally, Citigroup assumed coverage on shares of NVIDIA in a report on Wednesday, April 15th. They set a "buy" rating for the company. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Buy" and an average target price of $275.25.

Insiders Place Their Bets

In other news, Director Mark A. Stevens sold 221,682 shares of the company'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 in the company, valued at approximately $1,285,192,227.28. This represents a 2.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Dabiri sold 3,004 shares of the stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the transaction, the director owned 14,788 shares of the company's stock, valued at $2,734,301.20. The trade was a 16.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 906,336 shares of company stock worth $162,802,518 over the last 90 days. Insiders own 4.17% of the company's stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced Suzanne Nora Johnson, former Goldman Sachs vice chairman, will join its board in July, a move that adds high-profile governance and financial expertise. NVIDIA Names Suzanne Nora Johnson to Board of Directors
• Positive Sentiment: The company expanded its AI infrastructure footprint with a strategic partnership and potential $2.1 billion investment in IREN, tied to up to 5 gigawatts of AI data-center capacity. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: NVIDIA also struck a major partnership with Corning to expand U.S. optical fiber manufacturing for AI data centers, reinforcing demand for its hardware and networking stack. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: Several reports highlighted continued enterprise AI adoption and upbeat commentary on NVIDIA’s long-term growth, including a view that the stock still has room to run ahead of earnings later this month. NVIDIA (NVDA) Gains Another Enterprise AI Win As Adoption Continues To Expand
• Neutral Sentiment: Some articles framed NVIDIA as expensive or underperforming relative to the semiconductor group, suggesting investors are watching for whether recent gains can hold through earnings and broader sector rotation. Here's just how much Nvidia has been left behind in the extreme semiconductor rally
• Negative Sentiment: Reports about suspected smuggling of NVIDIA chips to China through Thailand add regulatory and geopolitical risk around the company’s supply chain and international sales exposure. US suspects Nvidia chips smuggled to Alibaba via Thailand, Bloomberg News reports
• Negative Sentiment: One recurring concern is that capital and investor attention are spreading across other AI names like Intel, AMD, Micron, and memory suppliers, which could temper NVIDIA’s relative performance even if AI demand stays strong. Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags

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.

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