Uniting Wealth Partners LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 23.8% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 67,611 shares of the computer hardware maker's stock after purchasing an additional 13,007 shares during the period. NVIDIA comprises approximately 3.0% of Uniting Wealth Partners LLC's holdings, making the stock its 5th largest position. Uniting Wealth Partners LLC's holdings in NVIDIA were worth $12,615,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. State Street Corp increased its stake in shares of NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock worth $154,556,803,000 after acquiring an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after acquiring an additional 8,521,936 shares in the last quarter. Norges Bank acquired a new stake in NVIDIA during the second quarter valued at $51,386,863,000. Legal & General Group Plc boosted its position in NVIDIA by 1.5% during the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker's stock valued at $28,215,983,000 after purchasing an additional 2,623,678 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in NVIDIA by 2.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker's stock valued at $24,594,110,000 after purchasing an additional 4,209,423 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.
Analyst Ratings Changes
Several research analysts have weighed in on NVDA shares. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of NVIDIA in a research report on Monday, December 29th. Sanford C. Bernstein boosted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock an "outperform" rating in a research report on Thursday, February 26th. Oppenheimer reiterated an "outperform" rating and issued a $265.00 price objective on shares of NVIDIA in a report on Thursday, February 26th. BNP Paribas Exane increased their target price on shares of NVIDIA from $260.00 to $270.00 and gave the stock an "outperform" rating in a research report on Thursday, February 26th. Finally, Robert W. Baird raised their target price on NVIDIA from $275.00 to $300.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $273.64.
View Our Latest Research Report on NVDA
Insider Transactions at NVIDIA
In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the firm's stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Colette Kress sold 27,640 shares of NVIDIA stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $4,856,900.80. Following the sale, the chief financial officer directly owned 846,772 shares in the company, valued at $148,794,775.84. The trade was a 3.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,248,120 shares of company stock valued at $225,672,814 in the last ninety days. 4.17% of the stock is owned by corporate insiders.
NVIDIA News Summary
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Analysts raise targets and reiterate upside — Several firms lifted NVDA price targets (Deutsche Bank to $220; Baird/Wedbush much higher), pointing to continued revenue and margin upside after the quarterly beat. This supports bullish outlooks and likely underpins buying from momentum and institutional desks. NVIDIA Price Target Increased to $220 at Deutsche Bank
- Positive Sentiment: Strong quarterly results and demand narrative — NVDA reported record revenue and robust data-center demand; analysts and bull pieces highlight durable platform strength and Ruben/Blackwell product cycle tailwinds that support above-consensus growth. Nvidia's Earnings Prove Why It's Earned Its Spot
- Positive Sentiment: Strategic AI investments and ecosystem deals — Continued strategic investments (OpenAI/Anthropic participation) and new AI partnerships/bets are cited as catalytic for long-term platform control and ecosystem monetization. Nvidia Just Made Another Pair of Brilliant AI Bets
- Neutral Sentiment: CEO compensation update — SEC filing shows a new FY2027 variable-comp plan with a $4M target cash bonus for Jensen Huang. Governance/compensation items typically have limited directional impact but draw investor attention. Nvidia sets $4 million cash bonus for CEO Huang under 2027 compensation plan
- Neutral Sentiment: Pause on new startup bets — Company statements that it will pause further startup investments after recent big bets could be read as capital discipline; market reaction depends on how investors value future optionality vs. cash conservation. Nvidia pauses new AI startup bets after backing OpenAI, Anthropic
- Negative Sentiment: U.S. export-permit rulemaking risk — Reports that U.S. authorities are considering global licensing requirements for AI-chip exports (affecting shipments to all countries) create uncertainty around international sales and could materially limit market access and growth paths. US said to consider requiring permits for global AI chip sales by Nvidia and AMD
- Negative Sentiment: Pullback from China production — Reuters/FT reporting that NVIDIA stopped production of H200 chips for China and refocused TSMC capacity to next‑gen Vera Rubin confirms the company is scaling back China exposure. That reduces near-term addressable market in China and raises execution/earnings pacing concerns even if domestic hyperscalers capture redirected supply. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
NVIDIA Trading Down 3.0%
Shares of NVIDIA stock opened at $177.83 on Friday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The company's fifty day simple moving average is $185.77 and its 200-day simple moving average is $183.84. The company has a market cap of $4.32 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 0.62 and a beta of 2.33. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05.
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, beating analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the firm earned $0.89 EPS. The business's revenue was up 73.2% on a year-over-year basis. As a group, sell-side analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.
NVIDIA Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a dividend of $0.01 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA's dividend payout ratio (DPR) is 0.82%.
NVIDIA Company Profile
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Free Report)
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.
Further Reading
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