NVIDIA Corporation $NVDA Shares Bought by Quattro Financial Advisors LLC

Key Points

• Quattro Financial Advisors LLC increased its NVIDIA stake by 20.5% in Q4 to 17,689 shares (about $3.299M), and institutional investors now own roughly 65.27% of NVDA.
• NVIDIA beat quarterly expectations with EPS $1.62 vs. $1.54 and revenue of $68.13 billion (up 73.2% YoY), reporting a 55.6% net margin and very high profitability metrics.
• Analysts remain broadly bullish — MarketBeat shows an average rating of Buy with a consensus target of $275.25 after several target raises; the company also announced a strategic partnership with Corning (including a $500M warrant‑style injection) even as insiders sold about 906,336 shares (~$162.8M) last quarter.

Quattro Financial Advisors LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 20.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 17,689 shares of the computer hardware maker's stock after purchasing an additional 3,004 shares during the quarter. Quattro Financial Advisors LLC's holdings in NVIDIA were worth $3,299,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in NVDA. Brighton Jones LLC grew its holdings in NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG increased its holdings in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE raised its holdings in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its position in shares of NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. lifted its holdings in NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after buying an additional 896 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on NVDA. Wolfe Research boosted their price target on NVIDIA from $250.00 to $275.00 and gave the stock an "outperform" rating in a research report on Friday, January 30th. Stifel Nicolaus set a $250.00 price target on NVIDIA in a report on Thursday, January 8th. TD Cowen reissued a "buy" rating and set a $235.00 price objective on shares of NVIDIA in a research note on Tuesday, March 17th. Tigress Financial reaffirmed a "strong-buy" rating and set a $360.00 target price (up from $350.00) on shares of NVIDIA in a research report on Thursday, March 5th. Finally, New Street Research reduced their target price on NVIDIA from $307.00 to $275.00 and set a "buy" rating for the company in a report on Tuesday, March 31st. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, NVIDIA presently has an average rating of "Buy" and a consensus target price of $275.25.

NVIDIA Stock Up 6.0%

NVDA stock opened at $208.20 on Thursday. The company has a 50 day moving average of $187.21 and a two-hundred day moving average of $186.49. The company has a market cap of $5.06 trillion, a price-to-earnings ratio of 42.49, a PEG ratio of 0.65 and a beta of 2.25. NVIDIA Corporation has a 12-month low of $112.28 and a 12-month high of $216.82. 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 issued its earnings results 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 firm had revenue of $68.13 billion for 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 business's quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.89 earnings per share. On average, equities analysts anticipate that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA's payout ratio is currently 0.82%.

Insider Activity at NVIDIA

In other news, Director Aarti S. Shah sold 19,000 shares of the stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the transaction, the director owned 36,007 shares of the company's stock, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Colette Kress sold 42,650 shares of the business's stock in a transaction that occurred on 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 completion of the sale, the chief financial officer owned 881,387 shares of the company's stock, valued at approximately $154,145,772.43. This trade 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 over the last quarter. 4.17% of the stock is currently owned by corporate insiders.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Major strategic deal with Corning: NVIDIA agreed to a large, multiyear partnership and a $500M warrant-style capital injection to scale U.S. optical connectivity capacity (three new factories). That reduces a key infrastructure bottleneck for hyperscale GPU clusters and de‑risks NVDA’s supply chain for high‑bandwidth systems. NVIDIA and Corning Announce Long-Term Partnership
• Positive Sentiment: Market tailwind: Nasdaq and S&P 500 hit new highs on easing geopolitical risk and lower oil, lifting demand sentiment for high‑beta AI leaders like NVDA and supporting broader buying. Nasdaq, S&P 500 Hit New Highs as Iran Deal Prospects Brighten
• Positive Sentiment: Strong ecosystem demand signals: Anthropic’s deal to tap SpaceX compute (access to >220,000 NVIDIA GPUs) and infrastructure deals being signed to NVIDIA specs point to near‑term capacity tightness and continued GPU pull through across cloud/AI providers. These deals imply sustained demand for NVDA hardware and software stack. Anthropic Secures SpaceX Compute Ahead of June IPO
• Positive Sentiment: Ecosystem wins & dedicated buildouts: A reported $9.8B AI lease for a data‑center campus built to NVIDIA specs signals hyperscaler/private cloud customers are locking capacity tailored for NVIDIA architecture — another demand confirmation for future GPU sales. Hut 8 Shares Rise 30% on $9.8B AI Lease
• Positive Sentiment: Analyst/positioning support: Banks and institutions have been raising targets and adding exposure to NVDA, which can amplify rallies and reduce seller concentration into news-driven moves. DBS Bank Raises PT on NVIDIA
• Neutral Sentiment: Macro/earnings context: U.S. corporate earnings aggregates are near record quarterly levels, supporting a favorable backdrop for tech profits — helpful but not NVDA‑specific. Record Earnings Expected in 2026 Q1
• Negative Sentiment: Competitive and structural risks: Google pushing TPUs direct to customers and broader chip‑packaging/EMIB discussions highlight longer‑term competitive threats and architectural alternatives that could erode some of NVIDIA’s market share or margin premium over time. Google Moves to Sell TPUs Directly
• Negative Sentiment: Short‑term sentiment risk: Prediction markets and some commentators show bearish positioning into month‑end or near earnings, meaning momentum reversals are possible if guidance or supply commentary disappoints (NVDA reports next earnings in May). Crypto markets predict Nvidia stock price for May 31, 2026

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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