Mn Services Vermogensbeheer B.V. Has $821.16 Million Stake in NVIDIA Corporation $NVDA

Key Points

• Mn Services Vermogensbeheer B.V. increased its stake in NVIDIA to 4,403,011 shares (up 2.4%) worth $821.16 million, constituting about 5.1% of the firm's portfolio and making NVDA its largest holding.
• Significant insider selling has occurred recently — EVP Ajay K. Puri sold 300,000 shares and insiders have offloaded 1,201,616 shares (~$216 million) in the last 90 days, leaving insiders with 4.17% ownership.
• Analysts remain bullish with a consensus Buy rating and an average price target of $275.25, and NVIDIA recently beat EPS estimates while reporting revenue up 73.2% year‑over‑year.

Mn Services Vermogensbeheer B.V. grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,403,011 shares of the computer hardware maker's stock after acquiring an additional 103,131 shares during the quarter. NVIDIA accounts for approximately 5.1% of Mn Services Vermogensbeheer B.V.'s investment portfolio, making the stock its biggest position. Mn Services Vermogensbeheer B.V.'s holdings in NVIDIA were worth $821,162,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Wealth Quarterback LLC grew its stake in NVIDIA by 3.5% during the fourth quarter. Wealth Quarterback LLC now owns 21,541 shares of the computer hardware maker's stock worth $4,017,000 after buying an additional 728 shares in the last quarter. MOR Wealth Management LLC acquired a new stake in NVIDIA during the fourth quarter worth about $5,172,000. Quantum Financial Planning Services Inc. grew its stake in NVIDIA by 62.2% during the fourth quarter. Quantum Financial Planning Services Inc. now owns 3,480 shares of the computer hardware maker's stock worth $649,000 after buying an additional 1,334 shares in the last quarter. Private Advisory Group LLC grew its stake in NVIDIA by 2.5% during the fourth quarter. Private Advisory Group LLC now owns 375,954 shares of the computer hardware maker's stock worth $70,115,000 after buying an additional 9,151 shares in the last quarter. Finally, Defined Wealth Management LLC grew its stake in NVIDIA by 8.6% during the fourth quarter. Defined Wealth Management LLC now owns 4,979 shares of the computer hardware maker's stock worth $929,000 after buying an additional 394 shares in the last quarter. Institutional investors own 65.27% of the company's stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Macro/market catalyst — a U.S.-Iran ceasefire announcement reduced geopolitical risk and sparked a broad tech rally, lifting NVDA alongside other mega‑caps. Alphabet, Nvidia, Microsoft lead tech rally after Trump announces ceasefire with Iran
• Positive Sentiment: Investor/flow momentum — NVDA shows up on hedge‑fund buy lists and “strong setup” screens, suggesting institutional interest could prop the stock as funds reposition into AI winners. NVIDIA among the hedge fund favorites
• Positive Sentiment: Strategic investments and ecosystem expansion — NVDA’s $2B investment in Marvell and partnerships (NVLink Fusion) deepen its data‑center footprint and make NVDA more central to rack-scale AI deployments, supporting long-term revenue visibility. NVIDIA Invests $2B in Marvell
• Positive Sentiment: Strategic narrative — MarketBeat and others highlight NVDA’s push into “Industrial Revolution 4.0” (robotics, edge AI, full‑stack software + hardware), reinforcing the bull case that demand extends beyond hyperscale training. NVIDIA Bets Big on Industrial Revolution 4.0
• Neutral Sentiment: Trading strategies and technical setups — some analysts are outlining cheap ways to play a potential NVDA rally (options/strategies), which can amplify short-term volume but also add volatility. Bet on an Nvidia rally – and do it on the cheap
• Neutral Sentiment: Performance context — while NVDA is advancing with the market, some data show it has recently underperformed peers on short horizons, indicating mixed near‑term breadth. Nvidia Advances But Underperforms Market
• Negative Sentiment: Liquidity/flow risk — reports show hedge funds have been net sellers at a pace not seen in years, which can pressure NVDA episodically despite strong fundamentals. Hedge funds selling off equities
• Negative Sentiment: Supply & geopolitical risks — analysts flag potential memory supply constraints that could limit production and continued Taiwan/exposure and targeted threats remain headline risks. Potential production cut due to memory supply constraints

Insider Activity

In other news, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $184.90, for a total transaction of $555,439.60. Following the sale, the director directly owned 14,788 shares of the company's stock, valued at approximately $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,201,616 shares of company stock valued at $215,991,407. 4.17% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on NVDA shares. Stifel Nicolaus set a $250.00 price objective on shares of NVIDIA in a research note on Thursday, January 8th. Rothschild & Co Redburn increased their price objective on shares of NVIDIA from $245.00 to $268.00 and gave the stock a "buy" rating in a research note on Thursday, January 15th. The Goldman Sachs Group set a $250.00 target price on NVIDIA and gave the company a "buy" rating in a research report on Wednesday, February 25th. Evercore reiterated an "outperform" rating on shares of NVIDIA in a research report on Tuesday, January 6th. Finally, KeyCorp reiterated an "overweight" rating and issued a $275.00 target price on shares of NVIDIA in a research report on Tuesday, March 17th. Four investment 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 stock. Based on data from MarketBeat.com, NVIDIA currently has a consensus rating of "Buy" and an average price target of $275.25.

NVIDIA Stock Performance

NVIDIA stock opened at $182.08 on Thursday. NVIDIA Corporation has a 12-month low of $95.04 and a 12-month high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The business's 50-day moving average price is $181.84 and its two-hundred day moving average price is $184.34. The stock has a market cap of $4.42 trillion, a PE ratio of 37.16, a P/E/G ratio of 0.59 and a beta of 2.34.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced 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 firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the firm posted $0.89 earnings per share. The business's revenue for the quarter was up 73.2% on a year-over-year basis. As a group, analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

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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