JFS Wealth Advisors LLC Buys 4,335 Shares of NVIDIA Corporation $NVDA

Key Points

• JFS Wealth Advisors LLC increased its NVIDIA stake by 22.8% in Q4, buying 4,335 shares to hold 23,325 shares worth about $4.35 million.
• Insider selling was substantial: EVP Ajay K. Puri sold 300,000 shares for ~$54.68 million and insiders sold 1,401,616 shares (~$253.56M) in the past 90 days, leaving insiders with about 4.17% ownership.
• NVIDIA’s results beat expectations—$1.62 EPS vs. $1.54 estimate and $68.13 billion revenue (up 73.2% YoY)—and the stock carries a large market cap (~$4.31T) with a consensus analyst price target near $275.25 and a majority "Buy" rating.

JFS Wealth Advisors LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 22.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,325 shares of the computer hardware maker's stock after acquiring an additional 4,335 shares during the period. JFS Wealth Advisors LLC's holdings in NVIDIA were worth $4,350,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of NVDA. Brighton Jones LLC lifted its position 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 buying an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG increased its stake in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after acquiring an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE raised its holdings in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after acquiring an additional 3,653 shares in the last quarter. Hudson Value Partners LLC boosted its position in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after acquiring an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its holdings in shares of NVIDIA by 15.7% in the first 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 in the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock.

Insider Buying and Selling at NVIDIA

In other news, Director John Dabiri sold 3,004 shares of the company's stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the transaction, the director directly owned 14,788 shares in the company, valued at approximately $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the firm's stock in a transaction dated Wednesday, March 18th. The stock was 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. This represents a 9.04% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,401,616 shares of company stock valued at $253,555,407. 4.17% of the stock is owned by company insiders.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $177.39 on Friday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The firm has a 50-day simple moving average of $182.41 and a two-hundred day simple moving average of $184.17. The company has a market cap of $4.31 trillion, a P/E ratio of 36.20, a PEG ratio of 0.59 and a beta of 2.34. 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 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 firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the business posted $0.89 earnings per share. The company's revenue for the quarter was up 73.2% on a year-over-year basis. Research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: H100 rental prices have jumped ~40% amid a supply crunch, signaling robust enterprise demand for Nvidia’s datacenter GPUs and supporting pricing/power dynamics for AI infrastructure. Nvidia (NVDA) Stock Gains Momentum as H100 Rental Costs Jump 40% Amid Supply Crunch
• Positive Sentiment: Nvidia made a strategic equity investment and deeper technology partnership with Marvell (reported $2B), extending NVLink Fusion/partner ecosystem that could broaden Nvidia’s AI platform reach. Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership
• Positive Sentiment: CEO Jensen Huang is pushing the "Physical AI Data Factory" and robotics/edge-AI roadmap at GTC, highlighting new blueprints (Omniverse/AI factory) that expand addressable markets beyond data centers. 'Every Industrial Company Will Become A Robotics Company,' Nvidia CEO Jensen Huang Says
• Positive Sentiment: High‑profile investors and research houses remain supportive: coverage pieces note long‑term billionaire conviction (Steve Cohen/Point72) and firms like Wolfe Research maintaining buy ratings — signaling continued institutional interest. NVIDIA Corporation (NVDA): Billionaire Steve Cohen Has a Long-Term Bet on This Stock
• Positive Sentiment: Wolfe Research reiterated a buy on Nvidia, which supports investor confidence amid volatility. Wolfe Research Maintains a Buy Rating on Nvidia (NVDA)
• Neutral Sentiment: Analysts updated 12‑month targets and models — some remain bullish on long‑term upside even as 2026 YTD performance lags; watch divergent targets for volatility. Analyst updates Nvidia stock price target for the next 12 months
• Negative Sentiment: Some firms trimmed exposure: D. E. Shaw reduced its NVDA stake, a sign that a few institutional holders are taking profits or rebalancing after big gains. NVIDIA Corporation (NVDA): D. E. Shaw Trims Stake
• Negative Sentiment: New Street Research cut its price target (to $275), reflecting more conservative near‑term assumptions — analyst downgrades/target cuts can amplify selling during risk‑off days. New Street Research Cuts NVIDIA NASDAQ: NVDA Price Target to $275.00
• Negative Sentiment: Market commentators (Jim Cramer) and broader chip‑sector coverage note valuation concerns (high P/E) and warn geopolitical risks (Middle East tensions) are pressuring semiconductor supply chains and investor sentiment. Jim Cramer Notes That NVIDIA’s PE “Makes No Sense at All” Jim Cramer Analyzes the Impact of Geopolitical Conflict on NVIDIA Shares

Analysts Set New Price Targets

A number of brokerages have commented on NVDA. Robert W. Baird lifted their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the stock an "outperform" rating in a research note on Thursday, February 26th. Benchmark reaffirmed a "buy" rating and issued a $250.00 price target on shares of NVIDIA in a report on Tuesday. Zacks Research raised NVIDIA from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, February 25th. Bank of America upped their price objective on NVIDIA from $275.00 to $300.00 and gave the company a "buy" rating in a research report on Thursday, February 26th. Finally, Cantor Fitzgerald reiterated an "overweight" rating and issued a $300.00 target price on shares of NVIDIA in a report on Monday, March 23rd. Four 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 company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus price target of $275.25.

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.

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