Octavia Wealth Advisors LLC Sells 5,629 Shares of NVIDIA Corporation $NVDA

Key Points

• Octavia Wealth Advisors cut its NVIDIA stake by 3.6%, selling 5,629 shares and now holding 148,858 shares worth about $27.76 million, which is 2.7% of its portfolio and its 11th largest position.
• NVIDIA delivered a quarterly earnings beat ($1.62 EPS) with revenue of $68.13 billion (+73.2% YoY) and very high margins, and analysts maintain a consensus Buy rating with a $275.25 target.
• Market drivers are mixed: Pentagon deals and massive hyperscaler AI capex support demand, but rising competition, regulatory/geopolitical risks, recent insider selling (~954k shares worth $171M in 90 days) and short-term weakness below $200 increase volatility and downside risk.

Octavia Wealth Advisors LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 148,858 shares of the computer hardware maker's stock after selling 5,629 shares during the period. NVIDIA accounts for about 2.7% of Octavia Wealth Advisors LLC's portfolio, making the stock its 11th largest position. Octavia Wealth Advisors LLC's holdings in NVIDIA were worth $27,762,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of NVDA. PMG Family Office LLC acquired a new position in shares of NVIDIA during the third quarter worth $2,150,000. Oak Ridge Investments LLC increased its position in shares of NVIDIA by 2.2% during the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Weaver Capital Management LLC increased its position in shares of NVIDIA by 5.5% in the 4th quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker's stock valued at $15,893,000 after acquiring an additional 4,439 shares during the period. Circle Wealth Management LLC increased its position in shares of NVIDIA by 16.1% in the 3rd quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker's stock valued at $20,111,000 after acquiring an additional 14,936 shares during the period. Finally, Sunburst Financial Group LLC increased its position in shares of NVIDIA by 11.3% in the 4th quarter. Sunburst Financial Group LLC now owns 42,515 shares of the computer hardware maker's stock valued at $7,929,000 after acquiring an additional 4,300 shares during the period. 65.27% of the stock is currently owned by institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA's recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia's B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here's What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia's $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

NVIDIA Price Performance

NASDAQ:NVDA opened at $198.45 on Friday. NVIDIA Corporation has a one year low of $110.82 and a one year high of $216.82. 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 firm has a market cap of $4.82 trillion, a price-to-earnings ratio of 40.50, a PEG ratio of 0.66 and a beta of 2.25. The firm's fifty day moving average is $186.75 and its two-hundred day moving average is $186.15.

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, beating the consensus estimate 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 company earned $0.89 earnings per share. The firm's revenue was up 73.2% on a year-over-year basis. Research analysts expect that NVIDIA Corporation will post 7.78 EPS for the current 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 issued 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 dividend payout ratio is presently 0.82%.

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 221,682 shares of the company's stock in a transaction on Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the sale, the director directly owned 7,399,771 shares of the company's stock, valued at approximately $1,285,192,227.28. This represents a 2.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John Dabiri sold 3,004 shares of the company's stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director directly owned 14,788 shares in the company, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 953,976 shares of company stock valued at $171,173,819 in the last 90 days. 4.17% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on NVDA. Mizuho set a $275.00 target price on NVIDIA and gave the company an "outperform" rating in a research report on Friday, January 9th. BNP Paribas Exane upped their target price on NVIDIA from $260.00 to $270.00 and gave the company an "outperform" rating in a research report on Thursday, February 26th. Weiss Ratings reissued a "buy (b)" rating on shares of NVIDIA in a research report on Friday, April 10th. Bank of America upped their target price on NVIDIA from $275.00 to $300.00 and gave the company a "buy" rating in a research report on Thursday, February 26th. Finally, Piper Sandler reissued an "overweight" rating on shares of NVIDIA in a research report on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus 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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