NVIDIA Corporation $NVDA Shares Bought by Addenda Capital Inc.

Key Points

• Addenda Capital raised its NVIDIA stake by 10.4% to 246,183 shares (worth $45.9M), while other large institutions also added to positions — institutional ownership stands at 65.27%.
• Insider selling was notable this quarter: EVP Ajay K. Puri sold 300,000 shares and CFO Colette Kress sold 42,650 shares, with insiders selling a total of 953,976 shares (~$171.2M) over the period; company insiders still hold 4.17% of shares.
• NVIDIA reported a strong quarter (EPS $1.62 vs. $1.54 expected, revenue $68.13B, up 73.2% YoY) and carries a consensus analyst Buy rating with an average target of about $275.25.

Addenda Capital Inc. grew its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 246,183 shares of the computer hardware maker's stock after acquiring an additional 23,093 shares during the period. NVIDIA comprises 1.7% of Addenda Capital Inc.'s portfolio, making the stock its 19th largest holding. Addenda Capital Inc.'s holdings in NVIDIA were worth $45,921,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in NVDA. State Street Corp lifted 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 valued at $154,556,803,000 after purchasing an additional 9,554,857 shares during the period. Geode Capital Management LLC boosted its holdings in 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 buying an additional 8,521,936 shares in the last quarter. Norges Bank acquired a new position in NVIDIA during the second quarter worth about $51,386,863,000. Legal & General Group Plc grew its position in NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker's stock worth $33,808,862,000 after buying an additional 2,609,560 shares during the period. Finally, Capital Research Global Investors increased its holdings in NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock valued at $30,855,564,000 after buying an additional 22,896,705 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at NVIDIA

In other news, EVP Ajay K. Puri sold 300,000 shares of the firm's stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Colette Kress sold 42,650 shares of NVIDIA stock in a transaction 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 sale, the chief financial officer directly owned 881,387 shares of the company's stock, valued at approximately $154,145,772.43. This represents a 4.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 953,976 shares of company stock worth $171,173,819. Company insiders own 4.17% of the company's stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Continued vote of confidence on AI demand and estimates — analysts highlight NVDA as a top driver of 2026 earnings growth, reinforcing the view that NVDA remains central to the AI profit cycle. Only 2 Stocks Driving Explosive Earnings Growth in 2026 - NVDA & AVGO
• Positive Sentiment: Partnerships and customer wins keep demand visible — social chatter and deal reports point to collaboration with Google and infrastructure deals (including customers buying B300/Blackwell GPUs), supporting hardware revenue visibility. NVIDIA Stock (NVDA) Opinions on AI Partnerships and Infrastructure Deals
• Positive Sentiment: Supply-chain and ecosystem tailwinds — supplier SK Hynix reported blowout profits citing AI-driven memory demand, signaling healthy GPU-related component demand for NVDA’s ecosystem. Nvidia supplier SK Hynix Q1 profit rises more than five-fold, meets forecasts
• Neutral Sentiment: CEO messaging and technological initiatives emphasize long-term moat — Jensen Huang’s comments on performance-per-dollar and new initiatives (quantum/Ising, BlueField DPU integrations) bolster the narrative but are more strategic than immediately price-moving. Jensen Huang Says ‘Not One Company’ Can Match NVIDIA’s Performance Per Dollar
• Negative Sentiment: Short-term risk-off and sector sell-off hit gains — an oil price rebound and a sharp sell-off in software names pushed traders into risk reduction, which pressured NVDA after a strong rally. Nvidia Shares Slide As Oil Spikes, Software Stocks Sell Off
• Negative Sentiment: Rising competitive headlines from hyperscalers — Google and others unveiling custom AI chips (TPUs) raise longer-term competitive questions for training/inference budgets, which can temper sentiment despite NVDA’s current lead. Google Cloud launches two new AI chips to compete with Nvidia
• Negative Sentiment: Insider selling is visible — public filings show notable insider sales over recent months; while not unusual at NVDA’s scale, heavy selling can weigh on near-term sentiment. NVIDIA Stock (NVDA) Opinions on AI Partnerships and Infrastructure Deals (insider trading section)

NVIDIA Stock Down 1.4%

NVDA opened at $199.64 on Friday. The business's fifty day simple moving average is $184.33 and its 200 day simple moving average is $185.38. NVIDIA Corporation has a 52 week low of $103.11 and a 52 week high of $212.19. The firm has a market cap of $4.85 trillion, a P/E ratio of 40.74, a PEG ratio of 0.67 and a beta of 2.34. 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 released its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) 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 company 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 firm earned $0.89 EPS. The firm's quarterly revenue was up 73.2% on a year-over-year basis. As a group, equities research analysts anticipate that NVIDIA Corporation will post 7.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders 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 is currently 0.82%.

Analysts Set New Price Targets

NVDA has been the subject of a number of research reports. KeyCorp reissued an "overweight" rating and set a $275.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. Truist Financial raised their price objective on NVIDIA from $283.00 to $287.00 and gave the company a "buy" rating in a research note on Wednesday, March 18th. Mizuho set a $275.00 price objective on NVIDIA and gave the stock an "outperform" rating in a report on Friday, January 9th. Fundamental Research set a $218.00 target price on NVIDIA in a research report on Thursday, February 26th. Finally, Piper Sandler reissued an "overweight" rating on shares of NVIDIA in a report on Thursday, February 26th. Four 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 company. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of "Buy" and an average target price of $275.25.

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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