Ninety One UK Ltd Acquires 822,816 Shares of NVIDIA Corporation $NVDA

Key Points

• Ninety One UK Ltd increased its NVIDIA stake by 822,816 shares (a 7.0% rise) in Q4 to 12,517,280 shares, making NVDA its third-largest position and worth about $2.33 billion (≈0.05% of NVIDIA).
• Company insiders have been selling recently — including Director John Dabiri and CFO Colette Kress — with insiders offloading 906,336 shares worth $162.8 million over the past three months; insiders now own about 4.17% of NVDA.
• NVIDIA reported stronger-than-expected results (Q EPS $1.62 vs $1.54 est., revenue $68.13B, +73.2% YoY) and carries a MarketBeat consensus rating of "Buy" with an average target of $275.25.

Ninety One UK Ltd grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 12,517,280 shares of the computer hardware maker's stock after acquiring an additional 822,816 shares during the quarter. NVIDIA comprises approximately 5.0% of Ninety One UK Ltd's holdings, making the stock its 3rd largest position. Ninety One UK Ltd owned approximately 0.05% of NVIDIA worth $2,334,473,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Ninety One North America Inc. acquired a new position in shares of NVIDIA during the fourth quarter valued at $28,372,000. Ninety One SA Pty Ltd lifted its holdings in NVIDIA by 86.0% in the fourth quarter. Ninety One SA Pty Ltd now owns 294,685 shares of the computer hardware maker's stock worth $54,959,000 after purchasing an additional 136,281 shares during the period. Foundation Wealth Management LLC grew its position in NVIDIA by 5.3% in the 4th quarter. Foundation Wealth Management LLC now owns 3,027 shares of the computer hardware maker's stock valued at $565,000 after buying an additional 151 shares in the last quarter. GHP Investment Advisors Inc. grew its position in NVIDIA by 16.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 12,387 shares of the computer hardware maker's stock valued at $2,310,000 after buying an additional 1,732 shares in the last quarter. Finally, Latitude Advisors LLC increased its stake in NVIDIA by 2.7% during the 4th quarter. Latitude Advisors LLC now owns 24,105 shares of the computer hardware maker's stock valued at $4,496,000 after buying an additional 629 shares during the period. Institutional investors own 65.27% of the company's stock.

Insider Transactions at NVIDIA

In other NVIDIA news, Director John Dabiri sold 3,004 shares of the business's 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 owned 14,788 shares in the company, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Colette Kress sold 42,650 shares of the company's stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the sale, 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 906,336 shares of company stock worth $162,802,518 in the last three months. Insiders own 4.17% of the company's stock.

NVIDIA Trading Up 1.8%

NVIDIA stock opened at $211.54 on Friday. The firm has a market cap of $5.14 trillion, a price-to-earnings ratio of 43.17, a price-to-earnings-growth ratio of 0.68 and a beta of 2.25. NVIDIA Corporation has a 1 year low of $115.21 and a 1 year high of $216.82. The firm's 50 day moving average price is $187.59 and its two-hundred day moving average price is $186.68. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company's quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.89 EPS. On average, research analysts predict that NVIDIA Corporation will post 7.78 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Wolfe Research upped their price target 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. Benchmark reissued a "buy" rating and set a $250.00 target price on shares of NVIDIA in a report on Tuesday, March 31st. JPMorgan Chase & Co. increased their price target on NVIDIA from $250.00 to $265.00 and gave the company an "overweight" rating in a research note on Thursday, February 26th. Itau BBA Securities reiterated a "market perform" rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Zacks Research raised NVIDIA from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, February 25th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, NVIDIA presently has a consensus 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 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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