NVIDIA Corporation $NVDA Shares Bought by San Luis Wealth Advisors LLC

Key Points

• San Luis Wealth Advisors increased its stake in NVIDIA by 9.2% in Q3, adding 11,080 shares to hold 132,032 shares worth about $24.6 million, making NVDA its fourth-largest holding (~4.3% of assets).
• Wall Street remains broadly bullish with a consensus "Buy" rating and a $274.21 average price target, as analysts have raised targets (some to $300) after NVIDIA reported strong revenue and EPS beats for the quarter.
• Significant insider selling is a near-term headwind—directors and executives sold large blocks (including 20,000 shares by the CFO), with over 1.02 million shares sold last quarter totaling roughly $186 million, though insiders still own about 4.17% of the company.

San Luis Wealth Advisors LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 132,032 shares of the computer hardware maker's stock after buying an additional 11,080 shares during the quarter. NVIDIA accounts for about 4.3% of San Luis Wealth Advisors LLC's holdings, making the stock its 4th biggest holding. San Luis Wealth Advisors LLC's holdings in NVIDIA were worth $24,635,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the business. Raab & Moskowitz Asset Management LLC grew its position in NVIDIA by 10.5% in the third quarter. Raab & Moskowitz Asset Management LLC now owns 4,593 shares of the computer hardware maker's stock valued at $857,000 after acquiring an additional 436 shares during the last quarter. Dorsey Wright & Associates lifted its holdings in shares of NVIDIA by 3.0% in the third quarter. Dorsey Wright & Associates now owns 91,147 shares of the computer hardware maker's stock worth $17,006,000 after acquiring an additional 2,673 shares during the last quarter. Fulcrum Asset Management LLP lifted its holdings in shares of NVIDIA by 0.7% in the third quarter. Fulcrum Asset Management LLP now owns 95,431 shares of the computer hardware maker's stock worth $17,806,000 after acquiring an additional 686 shares during the last quarter. Reliant Wealth Planning boosted its stake in shares of NVIDIA by 30.9% in the 3rd quarter. Reliant Wealth Planning now owns 2,941 shares of the computer hardware maker's stock valued at $549,000 after purchasing an additional 695 shares in the last quarter. Finally, Vertex Planning Partners LLC boosted its stake in shares of NVIDIA by 21.5% in the 3rd quarter. Vertex Planning Partners LLC now owns 9,956 shares of the computer hardware maker's stock valued at $1,858,000 after purchasing an additional 1,765 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on NVDA. BNP Paribas Exane upped their price objective 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. Wedbush raised their target price on shares of NVIDIA from $230.00 to $300.00 and gave the company an "outperform" rating in a research report on Tuesday, March 3rd. Itau BBA Securities reaffirmed a "market perform" rating on shares of NVIDIA in a research note on Thursday, February 26th. William Blair set a $300.00 price target on shares of NVIDIA in a report on Thursday, March 12th. Finally, Wall Street Zen upgraded NVIDIA from a "hold" rating to a "buy" rating in a research note on Saturday, February 28th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus price target of $274.21.

Insider Buying and Selling

In other news, Director John Dabiri sold 3,004 shares of the firm's stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the transaction, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Colette Kress sold 20,000 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 $3,514,400.00. Following the completion of the transaction, the chief financial officer directly owned 93,060 shares in the company, valued at approximately $16,352,503.20. This represents a 17.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,020,784 shares of company stock worth $186,152,154. Corporate insiders own 4.17% of the company's stock.

NVIDIA Trading Down 0.7%

Shares of NASDAQ NVDA opened at $181.93 on Wednesday. The firm has a 50 day moving average price of $185.14 and a two-hundred day moving average price of $184.18. The stock has a market cap of $4.42 trillion, a P/E ratio of 37.13, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping 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 quarter in the previous year, the business earned $0.89 earnings per share. NVIDIA's revenue was up 73.2% compared to the same quarter last year. As a group, equities analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a dividend of $0.01 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA's payout ratio is presently 0.82%.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More.
• Positive Sentiment: Product launches at GTC — Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and DLSS 5 — broaden NVDA’s stack from chips into software, inference and agentic AI, increasing monetization pathways beyond GPUs. Read More.
• Positive Sentiment: Nvidia says it has received purchase orders and is restarting manufacturing of China‑compliant H200 chips — a reopening of a large addressable market if production and export licenses hold. Read More.
• Neutral Sentiment: Wall Street remains bullish on the long-term thesis (multiple firms reaffirm Buy/raise targets), which supports upside but doesn’t guarantee a near-term rally. Read More.
• Neutral Sentiment: New gaming and graphics tech (DLSS 5) expands TAM via consumer/gaming monetization, but this is incremental vs. the data‑center/inference opportunity. Read More.
• Negative Sentiment: Market reaction was muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin implications. That cautious tone is weighing on the share price. Read More.
• Negative Sentiment: Insider/director selling and heavy disclosed insider sales across the company add a near-term sentiment headwind for some investors. Read More.
• Negative Sentiment: Geopolitical & competitive risks — China export rules, rising in‑house hyperscaler chips and rivals are cited as execution risks that could delay or compress the expected upside. Read More.

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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