NVIDIA Corporation $NVDA Position Decreased by Wealth Effects LLC

Key Points

• Wealth Effects LLC trimmed its NVIDIA stake by 3.3% (sold 5,348 shares) and now owns 158,479 shares worth $29.56M, with NVDA making up 9.2% of the firm's portfolio as its second-largest holding.
• Beat estimates: NVIDIA reported $1.62 EPS versus $1.54 expected and revenue of $68.13B (up 73.2% YoY), and Wall Street maintains a consensus "Buy" rating with a $275.25 target.
• Insider selling: CFO Colette Kress sold 42,650 shares and a director sold 19,000, with insiders selling 953,976 shares over the last 90 days while still owning 4.17% of the company.

Wealth Effects LLC lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 158,479 shares of the computer hardware maker's stock after selling 5,348 shares during the period. NVIDIA makes up 9.2% of Wealth Effects LLC's investment portfolio, making the stock its 2nd largest position. Wealth Effects LLC's holdings in NVIDIA were worth $29,556,000 as of its most recent SEC filing.

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

NVIDIA Price Performance

Shares of NVIDIA stock opened at $198.45 on Monday. The stock's 50-day simple moving average is $186.75 and its 200-day simple moving average is $186.18. NVIDIA Corporation has a 52 week low of $110.82 and a 52 week high of $216.82. The company has a market capitalization of $4.82 trillion, a price-to-earnings ratio of 40.50, a PEG ratio of 0.65 and a beta of 2.25. 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 announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating 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 business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the previous year, the business earned $0.89 earnings per share. The business's revenue was up 73.2% on a year-over-year basis. As a group, analysts expect that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were given 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 payout ratio is presently 0.82%.

Wall Street Analyst Weigh In

Several research firms have issued reports on NVDA. Itau BBA Securities reissued a "market perform" rating on shares of NVIDIA in a report on Thursday, February 26th. DA Davidson reissued a "buy" rating and set a $250.00 price target on shares of NVIDIA in a report on Monday, February 23rd. Evercore reissued an "outperform" rating on shares of NVIDIA in a report on Tuesday, January 6th. Wall Street Zen lowered NVIDIA from a "strong-buy" rating to a "buy" rating in a report on Sunday, April 26th. Finally, BNP Paribas Exane boosted their price target on NVIDIA from $260.00 to $270.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus target price of $275.25.

Insiders Place Their Bets

In related news, CFO Colette Kress sold 42,650 shares of the business's stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $7,459,058.50. Following the sale, the chief financial officer directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the business's stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $176.71, for a total value of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares in the company, valued at $6,362,796.97. This represents a 34.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 953,976 shares of company stock valued at $171,173,819. Insiders own 4.17% of the company's stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Bloomberg/Investing report: Nvidia’s pivot into “physical AI” is driving a rally across its Asian supply chain, implying stronger order flow and better visibility for component suppliers — a demand signal that supports NVDA’s revenue outlook. Nvidia’s pivot to physical AI ignites rally across Asian supply chain
• Positive Sentiment: Institutional buying: Manning & Napier boosted its NVDA stake by ~192,878 shares — a vote of confidence from a money manager that can reinforce bullish sentiment and reduce short‑term selling pressure. Manning & Napier Advisors Boosts Nvidia Stake
• Positive Sentiment: Hyperscaler results: Major cloud/AI customers just reported and coverage says Nvidia was the clear winner — continued hyperscaler spending supports sustained GPU demand and upside to NVDA’s growth trajectory. Major Hyperscalers Just Reported Earnings. Nvidia Was The Winner
• Positive Sentiment: Barron’s look at a $200 handle: Analysts argue earnings from chip/AI peers could help NVDA consistently trade above $200 — highlights a near‑term technical/psychological target investors are watching. Nvidia Stock Is Pushing Toward $200. What Could Get It There.
• Positive Sentiment: Macro/catalyst angle: Analysts flag the upcoming SpaceX IPO as a potential multi‑billion spending catalyst that could lift chipmakers (including NVDA) as companies invest in compute and AI infrastructure. The SpaceX IPO Will Create a $75 Billion Spending Spree -- These 2 AI Stocks Will Win
• Neutral Sentiment: Product innovation vs. pricing: Coverage on Nvidia’s new quantum‑AI models praises the tech but says the market hasn’t fully re‑priced a step change — long‑term positive, short‑term uncertainty. NVIDIA's New Quantum‑AI Models Are Impressive — and the Market Doesn't Seem Ready to Price the Step‑Change
• Neutral Sentiment: Stock split history: Nvidia has split shares multiple times historically; articles on split timing can drive retail interest but aren’t an immediate earnings catalyst. Nvidia Has Split Its Stock 480-for-1 Since 2000. Here's When to Expect the Next Stock Split.
• Neutral Sentiment: Market cap context: Coverage noting Alphabet closing the gap to Nvidia is a reminder of relative valuation dynamics among megacaps — relevant for investors allocating between large tech names. Google just under $200 billion from overtaking Nvidia as world's largest company
• Negative Sentiment: Bear case/valuation risk: A trading expert publicly predicted NVDA could crash to $110, underscoring high‑profile bearish views that can amplify short‑term volatility and trigger selling. Trading expert sets date when Nvidia (NVDA) stock will crash to $110
• Negative Sentiment: Sector caution: Coverage that Wall Street expects some AI names to drop 20%+ highlights rotation risk; if sentiment shifts away from high‑multiple AI winners, NVDA could see pressure. Wall Street Says These 2 AI Stocks Could Fall 20% or More. Time to Sell?

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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