Forum Financial Management LP Has $30.32 Million Stake in NVIDIA Corporation $NVDA

Key Points

• Forum Financial Management increased its stake in NVIDIA by 3.5% to 162,573 shares worth $30.32 million, making NVDA about 0.4% of the fund's portfolio and its 23rd largest holding.
• Significant insider selling occurred recently: CFO Colette Kress sold 42,650 shares and EVP Ajay K. Puri sold 300,000 shares, and insiders have sold 906,336 shares (~$162.8M) over the past three months while insiders still hold 4.17% of the stock.
• Institutions continue to add to NVDA (large positions from firms like Capital Research and Norges Bank) and analysts average a $275.25 target; NVIDIA also reported a strong quarter (EPS $1.62 vs. $1.54 estimate, revenue up 73.2% YoY) and announced strategic investments/partnerships (Corning funding, up to $2.1B IREN deal) that support its data‑center expansion.

Forum Financial Management LP increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 162,573 shares of the computer hardware maker's stock after purchasing an additional 5,485 shares during the quarter. NVIDIA makes up about 0.4% of Forum Financial Management LP's investment portfolio, making the stock its 23rd biggest holding. Forum Financial Management LP's holdings in NVIDIA were worth $30,320,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in NVDA. Norges Bank acquired a new position in NVIDIA during the second quarter worth $51,386,863,000. Capital Research Global Investors lifted its stake in NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares during the last quarter. Laurel Wealth Advisors LLC lifted its stake in NVIDIA by 15,496.1% in the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. Danske Bank A S acquired a new stake in NVIDIA in the third quarter valued at $3,180,313,000. Finally, Massachusetts Financial Services Co. MA lifted its stake in NVIDIA by 25.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock valued at $13,381,628,000 after acquiring an additional 14,358,048 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Insider Buying and Selling

In other news, CFO Colette Kress sold 42,650 shares of the stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the transaction, the chief financial officer directly owned 881,387 shares of the company's stock, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of 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. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of recent analyst reports. TD Cowen reiterated a "buy" rating and issued a $235.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. Oppenheimer reiterated an "outperform" rating and issued a $265.00 price target on shares of NVIDIA in a research note on Thursday, February 26th. Itau BBA Securities reiterated a "market perform" rating on shares of NVIDIA in a research note on Thursday, February 26th. Wolfe Research increased their price target on shares of NVIDIA from $250.00 to $275.00 and gave the company an "outperform" rating in a research note on Friday, January 30th. Finally, Raymond James Financial increased their price target on shares of NVIDIA from $291.00 to $323.00 and gave the company a "strong-buy" rating in a research note on Thursday, March 19th. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Buy" and an average target price of $275.25.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia confirmed multi‑billion dollar funding for new Corning optical‑fiber plants and an equity arrangement, reducing supply‑chain risk for high‑speed optical connectivity that limits AI rack performance. This materially derisks future data‑center rollouts that depend on NVDA compute. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: CEO Jensen Huang framed the Corning partnership as a push to revitalize U.S. manufacturing for AI, signaling long‑term vertical integration that supports NVDA’s data‑center roadmap and may improve supply predictability. Nvidia CEO says AI partnership with Corning will 'revitalize American manufacturing'
• Positive Sentiment: Nvidia agreed to invest up to $2.1B in IREN and to support deployment of up to 5 gigawatts of DSX‑aligned AI infrastructure — a move that expands NVDA’s ecosystem downstream into data‑center capacity and gives the company preferential economics and access. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: Goldman Sachs reiterated a Buy on NVDA, providing fresh analyst backing that supports further upside and investor confidence. Nvidia Corp: Goldman Sachs reiterates its buy rating
• Positive Sentiment: Institutional investors continue to add to NVDA positions (recent reported increases from funds such as Fisher Asset and Antipodes), reinforcing demand from large, long‑term holders. Fisher Asset Management Boosts Nvidia Stake by 2.5M Shares
• Neutral Sentiment: Intraday market coverage notes NVDA advanced while the broader market had mixed action — momentum remains, but day‑to‑day moves are being driven by sector rotation as much as company news. Nvidia (NVDA) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Some commentary and social‑media analysts argue NVDA is overbought or risky near current levels — pieces urging "should not be touched" highlight valuation and crowding risks that could sap near‑term momentum. NVIDIA Corporation (NVDA): Should Not Be Touched?
• Negative Sentiment: Analysis noting NVDA’s underperformance versus other chip names and divergent analyst opinions warns investors the stock may lag in short windows despite strong fundamentals — a reminder to watch valuation and sector breadth. Nvidia stock underperforms the semiconductor sector by the largest margin in years

NVIDIA Price Performance

Shares of NVDA opened at $211.54 on Friday. The firm has a market capitalization of $5.14 trillion, a PE ratio of 43.17, a PEG ratio of 0.68 and a beta of 2.25. The company's 50-day moving average is $187.59 and its 200-day moving average is $186.68. NVIDIA Corporation has a fifty-two week low of $115.21 and a fifty-two week high of $216.82. 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 data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share 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 net margin of 55.60% and a return on equity of 97.37%. The company's revenue was up 73.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.89 earnings per share. Equities analysts forecast that NVIDIA Corporation will post 7.78 EPS for the current year.

NVIDIA Dividend Announcement

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.