NVIDIA Corporation $NVDA is Annex Advisory Services LLC's 8th Largest Position

Key Points

• Annex Advisory Services LLC raised its NVIDIA stake 13.1% in Q4 to 718,014 shares (worth $133.91M), making NVDA roughly 2.6% of its portfolio and its 8th-largest position.
• Significant insider selling occurred recently: CFO Colette Kress sold 42,650 shares at $174.89 and director Mark A. Stevens sold 221,682 shares at $173.68, with insiders disposing of 953,976 shares (~$171.17M) over the last 90 days.
• NVIDIA posted strong results, beating Q earnings with $1.62 EPS vs. $1.54 expected and revenue of $68.13B (+73.2% YoY), and analysts maintain a consensus "Buy" with an average price target of $275.25.

Annex Advisory Services LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 13.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 718,014 shares of the computer hardware maker's stock after purchasing an additional 83,176 shares during the quarter. NVIDIA accounts for approximately 2.6% of Annex Advisory Services LLC's investment portfolio, making the stock its 8th largest position. Annex Advisory Services LLC's holdings in NVIDIA were worth $133,910,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. PMG Family Office LLC acquired a new stake in shares of NVIDIA in the third quarter valued at about $2,150,000. Oak Ridge Investments LLC increased its position in shares of NVIDIA by 2.2% during the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Weaver Capital Management LLC increased its position in shares of NVIDIA by 5.5% during the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker's stock worth $15,893,000 after purchasing an additional 4,439 shares in the last quarter. Circle Wealth Management LLC increased its position in shares of NVIDIA by 16.1% during the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker's stock worth $20,111,000 after purchasing an additional 14,936 shares in the last quarter. Finally, Sunburst Financial Group LLC increased its position in shares of NVIDIA by 11.3% during the fourth quarter. Sunburst Financial Group LLC now owns 42,515 shares of the computer hardware maker's stock worth $7,929,000 after purchasing an additional 4,300 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at NVIDIA

In related news, CFO Colette Kress sold 42,650 shares of NVIDIA stock in a transaction that occurred on 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 transaction, the chief financial officer owned 881,387 shares in the company, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the transaction, the director owned 7,399,771 shares of the company's stock, valued at $1,285,192,227.28. This trade represents a 2.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 953,976 shares of company stock worth $171,173,819. 4.17% of the stock is owned by company insiders.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA's recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia's B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here's What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia's $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

NVIDIA Price Performance

Shares of NVDA opened at $198.45 on Friday. The firm has a 50-day simple moving average of $186.75 and a two-hundred day simple moving average of $186.14. 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 Corporation has a 1-year low of $110.82 and a 1-year high of $216.82. The stock has a market cap of $4.82 trillion, a PE ratio of 40.50, a P/E/G ratio of 0.65 and a beta of 2.25.

NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period in the prior year, the business posted $0.89 EPS. The business's revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, 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 issued a $0.01 dividend. 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 is currently 0.82%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on NVDA. Wolfe Research raised 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. Jefferies Financial Group reissued a "buy" rating and issued a $275.00 price target (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Rothschild & Co Redburn raised their price target 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. Piper Sandler reissued an "overweight" rating on shares of NVIDIA in a research note on Thursday, February 26th. Finally, Oppenheimer reissued an "outperform" rating and issued a $265.00 price target on shares of NVIDIA in a research note on Thursday, February 26th. Four investment 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.com, NVIDIA presently has an average rating of "Buy" and an average price target of $275.25.

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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