NVIDIA Corporation $NVDA Stake Decreased by Beaumont Financial Advisors LLC

Key Points

• Beaumont Financial Advisors reduced its NVIDIA stake by 1.5% in Q4, selling 3,139 shares and now holds 205,479 shares worth $38.32 million (about 2.5% of its portfolio and its 8th largest holding).
• Several other institutional investors increased positions (e.g., Earned Wealth Advisors up 38.5%), and hedge funds/institutions collectively own about 65.27% of NVDA stock.
• NVIDIA posted strong quarterly results (EPS $1.62 vs. $1.54 est.; revenue $68.13B, +73.2% YoY) and carries a consensus Buy rating with a $275.25 price target, but heavy insider selling and vocal bearish/valuation concerns inject near-term downside risk.

Beaumont Financial Advisors LLC reduced its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.5% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 205,479 shares of the computer hardware maker's stock after selling 3,139 shares during the quarter. NVIDIA accounts for approximately 2.5% of Beaumont Financial Advisors LLC's portfolio, making the stock its 8th largest holding. Beaumont Financial Advisors LLC's holdings in NVIDIA were worth $38,322,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Worth Financial Advisory Group LLC lifted its stake in NVIDIA by 9.5% in the fourth quarter. Worth Financial Advisory Group LLC now owns 30,400 shares of the computer hardware maker's stock valued at $5,670,000 after purchasing an additional 2,631 shares during the last quarter. Kendall Capital Management lifted its holdings in NVIDIA by 22.5% during the fourth quarter. Kendall Capital Management now owns 18,544 shares of the computer hardware maker's stock valued at $3,459,000 after purchasing an additional 3,404 shares during the last quarter. Elemental Capital Partners LLC lifted its holdings in NVIDIA by 5.7% during the fourth quarter. Elemental Capital Partners LLC now owns 25,537 shares of the computer hardware maker's stock valued at $4,763,000 after purchasing an additional 1,387 shares during the last quarter. Earned Wealth Advisors LLC lifted its holdings in NVIDIA by 38.5% during the fourth quarter. Earned Wealth Advisors LLC now owns 88,597 shares of the computer hardware maker's stock valued at $16,523,000 after purchasing an additional 24,645 shares during the last quarter. Finally, Augustine Asset Management Inc. lifted its holdings in NVIDIA by 6.7% during the fourth quarter. Augustine Asset Management Inc. now owns 12,985 shares of the computer hardware maker's stock valued at $2,422,000 after purchasing an additional 820 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Company momentum: NVDA has extended a multi-day winning streak and continues to show strong fundamentals (recent revenue and EPS beats and outsized margins), which underpins investor confidence and analyst price targets.
• Positive Sentiment: Takeover chatter lifts demand for PC suppliers and related names — reports that NVIDIA may be exploring a major acquisition spurred buying in Dell and HP and drove speculative interest in NVDA's strategic direction. Dell, HP stocks jump as Nvidia takeover talk stirs PC market buzz
• Positive Sentiment: AI/memory demand and thematic ETFs: New DRAM/AI memory-focused ETFs and analyst notes highlighting robust semiconductor sales reinforce the narrative that NVDA sits at the center of an AI-driven hardware supercycle. This New ETF Aims to Capitalize on Surging AI Memory Chip Demand (NVDA) 4 Solid Semiconductor Stocks to Grab as AI Powers Robust Sales
• Neutral Sentiment: Technical / range-bound trading: Multiple pieces note NVDA is stuck in a trading range despite recent gains — momentum exists but breakout confirmation is lacking, making short-term moves sensitive to headlines. Nvidia stock jittery on Monday: why the AI darling is struggling to breakout Nvidia Stock Is Stuck in a Range. The Main Concerns Are Not Just Production Worries.
• Neutral Sentiment: Minor corporate clarification: SharonAI corrected a reported misstatement about a shareholder relationship with NVIDIA — limited direct impact but increases short-term noise around press accuracy. SharonAI Clarifies Misstatement on NVIDIA Shareholder Relationship
• Negative Sentiment: High-profile bearish stake: Michael Burry has publicly bet against an AI stock that’s surged ~1,400% in the cycle and warned of steep downside — media attention to activist/short positions can amplify volatility and prompt defensive selling. Michael Burry of "The Big Short" Fame is Betting Against This Stock That's Soared 1,400% During the AI Boom So Far -- and Thinks It Could Drop 60%. Should You Follow His Lead?
• Negative Sentiment: Analyst risk flags and competition: Some analysts are calling out valuation and demand risks (and potential competitive pressure from subsidies for domestic chip programs like Japan’s), which could cap near-term upside. This Analyst Just Highlighted a Key Risk for NVIDIA That Few are Talking About
• Negative Sentiment: Insider selling / positioning noise: Recent data summaries show significant insider and institutional portfolio churn; heavy reported insider sales and rotation by big holders can weigh sentiment even if fundamentals remain strong. NVIDIA Stock (NVDA) Opinions on Japan AI Chip Subsidies

Wall Street Analyst Weigh In

NVDA has been the topic of several recent research reports. Weiss Ratings reaffirmed a "buy (b)" rating on shares of NVIDIA in a report on Friday. JPMorgan Chase & Co. upped their price objective on shares of NVIDIA from $250.00 to $265.00 and gave the company an "overweight" rating in a report on Thursday, February 26th. Mizuho set a $275.00 price objective on shares of NVIDIA and gave the company an "outperform" rating in a report on Friday, January 9th. New Street Research dropped their price objective on shares of NVIDIA from $307.00 to $275.00 and set a "buy" rating on the stock in a report on Tuesday, March 31st. Finally, Wall Street Zen upgraded NVIDIA from a "hold" rating to a "buy" rating in a research report on Saturday, February 28th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $275.25.

NVIDIA Trading Up 0.4%

Shares of NVIDIA stock opened at $189.31 on Tuesday. NVIDIA Corporation has a 12-month low of $95.04 and a 12-month high of $212.19. The company has a market cap of $4.60 trillion, a price-to-earnings ratio of 38.63, a PEG ratio of 0.62 and a beta of 2.34. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The company's 50-day moving average price is $181.69 and its 200-day moving average price is $184.55.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (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 firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the firm posted $0.89 earnings per share. The company's revenue for the quarter was up 73.2% on a year-over-year basis. On average, equities analysts expect that NVIDIA Corporation will post 2.77 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. Investors of record on Wednesday, March 11th were given a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA's dividend payout ratio (DPR) is 0.82%.

Insider Buying and Selling

In related news, CFO Colette Kress sold 20,000 shares of the stock in a transaction on Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $3,497,800.00. Following the sale, the chief financial officer owned 83,060 shares in the company, valued at approximately $14,526,363.40. This trade represents a 19.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,153,976 shares of company stock valued at $207,181,819 in the last ninety days. 4.17% of the stock is owned by insiders.

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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