NVIDIA Corporation $NVDA Stock Position Increased by 1900 Wealth Management LLC

Key Points

• 1900 Wealth Management LLC boosted its NVIDIA stake by 89.8%, buying an additional 8,068 shares to hold 17,055 shares valued at about $3.18 million at quarter end.
• Several large institutions also made big moves—Norges Bank, Capital Research, Laurel Wealth and MFS increased or established massive positions—leaving 65.27% of NVDA held by institutional investors.
• Company insiders have been net sellers recently: EVP Ajay Puri sold 300,000 shares and the CFO sold 20,000, with insiders offloading a total of 1,153,976 shares worth about $207.2 million over the last three months.

1900 Wealth Management LLC boosted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 89.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,055 shares of the computer hardware maker's stock after purchasing an additional 8,068 shares during the quarter. 1900 Wealth Management LLC's holdings in NVIDIA were worth $3,181,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of NVDA. Norges Bank bought a new stake in shares of NVIDIA during the 2nd quarter worth about $51,386,863,000. Capital Research Global Investors raised its position in shares of NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock worth $30,855,564,000 after buying an additional 22,896,705 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after buying an additional 21,725,326 shares in the last quarter. Danske Bank A S bought a new stake in shares of NVIDIA during the 3rd quarter worth about $3,180,313,000. Finally, Massachusetts Financial Services Co. MA raised its position in shares of NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock worth $13,381,628,000 after buying an additional 14,358,048 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA’s launch of the Ising open‑source quantum AI models is a clear catalyst — the move validates a new Software+AI layer for quantum hardware, drove a rally in quantum peers and signals a potential new TAM for NVIDIA beyond GPUs. NVIDIA's Quantum Computing Play Just Sent IonQ and Rigetti Flying
• Positive Sentiment: Expanded ecosystem deals (Cadence partnership, Google/Gemma4 optimization) deepen enterprise adoption of NVIDIA’s stack and make it harder for competitors to displace its software/hardware platform. Cadence and NVIDIA Expand Partnership to Reinvent Engineering for the Age of AI and Accelerated Computing
• Positive Sentiment: Momentum signals — a long winning streak and a technical “golden cross” (50‑day SMA > 200‑day SMA) — plus management commentary about massive GPU orders are driving momentum traders and technical buyers into NVDA. Nvidia (NVDA) Now Trades Above Golden Cross: Time to Buy?
• Positive Sentiment: Sector tailwinds (chip‑equipment maker ASML raising guidance; continued AI compute capacity shortages, big cloud GPU bookings) support durable demand for NVIDIA’s data‑center products. ASML lifts 2026 outlook on the back of stronger AI demand
• Neutral Sentiment: Analyst views are mixed — some bulls (BNP, others) see large upside while other analysts point to “multiple compression” despite strong execution; that leaves headline risk if guidance or macro data disappoints. Nvidia: Multiple Compression Is No Compliment (Rating Upgrade)
• Negative Sentiment: Regulatory scrutiny: Senator Elizabeth Warren has flagged concerns about NVIDIA’s acquisition of SchedMD/Slurm, which could slow integration or invite closer government review of important software control in national labs and defense contexts. US Senator Warren voices concern over Nvidia's acquisition of Slurm
• Negative Sentiment: Competitive and structural risks — reports that rivals (Anthropic, Elon Musk projects, quantum incumbents) are developing custom chips and challengers’ rhetoric about quantum threats keep the debate alive over how durable NVIDIA’s moat will be. Nvidia's Moat Vulnerable As Anthropic And Elon Musk Build Chips
• Negative Sentiment: Insider‑selling and valuation headlines remain a potential drag for sentiment if momentum stalls; high multiples mean the stock can be sensitive to any disappointment. NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

NVIDIA Stock Performance

NVDA stock opened at $198.87 on Thursday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The stock has a market cap of $4.83 trillion, a P/E ratio of 40.59, a P/E/G ratio of 0.65 and a beta of 2.34. The firm has a 50 day simple moving average of $182.51 and a 200 day simple moving average of $184.77. NVIDIA Corporation has a 52 week low of $95.04 and a 52 week high of $212.19.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analysts' expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm's quarterly revenue was up 73.2% compared to the same quarter last year. During the same period last year, the company posted $0.89 earnings per share. Research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, March 18th. The shares were 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 directly owned 3,018,547 shares in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The transaction 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 Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the completion of the sale, the chief financial officer owned 83,060 shares of the company's stock, valued at $14,526,363.40. This trade represents a 19.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,153,976 shares of company stock valued at $207,181,819. Insiders own 4.17% of the company's stock.

Analyst Ratings Changes

A number of analysts have commented on the stock. Robert W. Baird boosted their price target 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. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Tuesday, March 17th. Truist Financial lifted their price objective on shares of NVIDIA from $283.00 to $287.00 and gave the stock a "buy" rating in a research note on Wednesday, March 18th. New Street Research lowered their price objective on shares of NVIDIA from $307.00 to $275.00 and set a "buy" rating on the stock in a research note on Tuesday, March 31st. Finally, Needham & Company LLC reaffirmed a "buy" rating and issued a $240.00 price objective on shares of NVIDIA in a research note on Wednesday, March 18th. Four research 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. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average target price of $275.25.

NVIDIA 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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