Heartwood Wealth Advisors LLC Has $1.71 Million Stock Holdings in NVIDIA Corporation $NVDA

Key Points

• Heartwood Wealth Advisors LLC raised its NVDA stake by 48.2% in Q4 to 9,145 shares, valued at about $1.71 million.
• NVIDIA beat quarterly expectations with $1.62 EPS and $68.13 billion in revenue, up 73.2% year‑over‑year, underpinning strong margins and positive analyst sentiment.
• Insiders have been net sellers recently — including sizable sales by the CFO and a director — with 1,401,616 shares (~$253.6M) sold in the past 90 days, while institutions hold roughly 65.27% of the stock.

Heartwood Wealth Advisors LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 48.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,145 shares of the computer hardware maker's stock after purchasing an additional 2,974 shares during the period. Heartwood Wealth Advisors LLC's holdings in NVIDIA were worth $1,706,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. PMG Family Office LLC acquired a new stake in shares of NVIDIA in the 3rd quarter valued at about $2,150,000. Svenska Handelsbanken AB publ acquired a new position in NVIDIA during the 3rd quarter worth approximately $37,316,000. Oak Ridge Investments LLC raised its stake in NVIDIA by 2.2% during the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after buying an additional 20,559 shares during the period. Circle Wealth Management LLC boosted its holdings in NVIDIA by 16.1% in the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker's stock worth $20,111,000 after acquiring an additional 14,936 shares in the last quarter. Finally, Whalen Wealth Management Inc. boosted its holdings in NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock worth $6,808,000 after acquiring an additional 6,162 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

NVIDIA Stock Up 5.6%

Shares of NASDAQ:NVDA opened at $174.34 on Wednesday. The business's 50 day moving average is $182.92 and its 200 day moving average is $184.28. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The stock has a market cap of $4.24 trillion, a price-to-earnings ratio of 35.58, a PEG ratio of 0.55 and a beta of 2.33. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts' consensus estimates 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 analyst estimates of $65.56 billion. During the same period in the prior year, the firm posted $0.89 EPS. NVIDIA's quarterly revenue was up 73.2% compared to the same quarter last year. On average, sell-side analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

Analysts Set New Price Targets

NVDA has been the subject of several recent research reports. HSBC set a $310.00 price objective on NVIDIA in a report on Tuesday, February 24th. Needham & Company LLC reiterated a "buy" rating and issued a $240.00 target price on shares of NVIDIA in a report on Wednesday, March 18th. DA Davidson reissued a "buy" rating and issued a $250.00 price target on shares of NVIDIA in a research report on Monday, February 23rd. Tigress Financial restated a "strong-buy" rating and set a $360.00 price target (up from $350.00) on shares of NVIDIA in a research note on Thursday, March 5th. Finally, Morgan Stanley set a $260.00 price objective on shares of NVIDIA in a report on Monday, March 2nd. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $275.95.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment in Marvell to deepen the NVLink Fusion AI ecosystem, which validates NVDA’s strategy of opening its interconnect to third‑party silicon and supports long‑term GPU demand. Nvidia Invests $2 Billion in Marvell as Part of Chip Partnership
• Positive Sentiment: Large AI‑infrastructure projects and financings — including Nebius’ facility buildouts and a heavily‑subscribed $3.8B AI data‑center bond — highlight growing demand for Nvidia‑powered capacity and make future GPU orders more likely. Nebius Bets Big On AI Infrastructure Scale
• Positive Sentiment: Reports that NVIDIA will supply GPUs to major cloud customers (e.g., AWS) reinforce near‑term revenue visibility for data‑center chips. NVIDIA Corporation (NVDA) to Supply GPUs to AWS
• Positive Sentiment: Market sentiment improved on geopolitical de‑escalation headlines, lifting Nasdaq tech names and helping NVDA recover from recent weakness. Nasdaq: Tech Stocks Surge as Trump Signals De‑Escalation, Lifting Nvidia
• Neutral Sentiment: Unusual options activity and commentary from market strategists are drawing attention to NVDA positioning — useful for traders but not a direct fundamental change. Options Corner: NVDA, WDC, AA
• Positive Sentiment: Management/market commentary and analyst notes continue to point to multi‑year AI compute demand (including forecasts of very large total addressable markets), supporting a longer‑term bull case. The 1 Thing Nvidia Bears Keep Getting Wrong in 2026
• Negative Sentiment: Institutional selling has been significant recently, with reports that large holders reduced exposure — that selling pressure can prolong volatility and weigh on near‑term price action. Institutions Have Dumped Over $70 Billion of Nvidia Stock
• Negative Sentiment: NVIDIA’s P/E multiple has compressed to multi‑year lows as macro/geopolitical risk and rotation hit the sector — valuation re‑rating raises downside risk if growth expectations slip. Nvidia's PE Sinks to Seven‑Year Low as War and AI Angst Weigh
• Negative Sentiment: Competitive risks — e.g., new ARM‑led AGI chip initiatives — and supply/operational issues (reported shortages) are repeating themes that could pressure sentiment if they materialize. Should Arm’s AGI Chip Have NVIDIA Investors in a Panic?

Insider Activity at NVIDIA

In other NVIDIA 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 completion of the sale, the chief financial officer owned 881,387 shares in the company, valued at approximately $154,145,772.43. This trade represents a 4.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction that occurred on 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 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 position. The SEC filing for this sale provides additional information. Insiders have sold 1,401,616 shares of company stock valued at $253,555,407 over the last ninety days. Corporate insiders own 4.17% of the company's stock.

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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